How can constituents upload files?

The Files module of NeonCRM can allow logged in constituents to upload files to their own accounts. These files must be approved by a User to appear on the account. This feature could be used, for example, if a potential volunteer must submit a scan of their drivers license after the application.

Setup

To allow constituents to upload files, navigate to Settings > Global Settings > File Manager Settings.

Change Allow logged-in constituents to upload files to Yes. 

Here you also have the option to set a maximum file size for constituents to upload. This can prevent people from uploading files that are too large. Leaving the max file size limit field empty will allow uploads of any file size up to your remaining available storage space.

If you allow logged-in constituents to upload documents, constituents who log in to your Constituent Login Portal and navigate to the Share Documents page will see a link to Upload a New Document and be able to view their previously uploaded, approved documents.

If you do not see the Share Documents item added to your constituent login portal dropdown menu, navigate to Global Settings > Constituent Login Portal > Dropdown Navigation Options > View/Edit Menu Options and add the Share Documents item to the menu. 

Approving Files

See files that are uploaded by constituents and have not yet been approved are found by navigating to Files > File Manager > Documents Uploaded by the Public.

From here, you can choose to view, approve and delete documents.

• View - Downloads the document so that you can review its contents.
• Approve - This approves the uploaded document and attaches it to the constituent's account record. Once approved, the document will disappear from the Documents Uploaded by the Public list and will appear in the Notes section on the constituent's account.
• Delete - This denies the uploaded document and deletes it.

Finding Approved Files

Navigate to the account's Notes section. An item with paperclip icon has an attachment. Expand the note and download the file to view.