File Upload

Last Updated: Jul 25, 2019 12:22PM EDT
If you would like to collect documents such as birth certificates, medical forms, etc. from members at registration - we have a great feature!

This article will show you:
  1. How to set up a form field to ask for a file during registration
  2. What uploading a file looks like for the member during registration
  3. How to track file uploads and remind members to do so

File Upload Setup


You can create a file upload form field as a registration form field or a member profile field. If you need to collect a file each season during a program registration, create a registration form field. If you only need to collect a file once during account creation, create a member profile field.
 

Registration form field


1. Navigate to the program dashboard that you would like to add the file upload to
2. Go to "Settings > Form Fields"




3. Click the "+ Add a Form Field" button



4. Fill in the Upload information
  • Give the form field a name
  • Select File Upload for Type
  • Check Trackable if you would like to track who has uploaded a file and remind whoever hasn’t
  • Select whether this form is required or optional for your registration
  • Select who this upload applies to (Adults or Children if you have a mixed site)
  • Click Add Property

Member profile field

1. Navigate to Settings > Member Profile



2. Click the "+ Add a Form Field" button



3. Fill in the Upload information
  • Give the form field a name
  • Select File Upload for Type
  • Select whether this form is required or optional for your registration
  • Select the member profile visibility of the form field (Public, Private, Protected, Admin Only)
  • Select who this upload applies to (Adults or Children if you have a mixed site)
  • Click Add Property

How to Upload a File While Registering


The file upload occurs on the Details step of registration or the create account step (for child users only - adult members can upload a member profile file upload field from their dashboard).

1. Click "Choose File"



2. Find the file on the computer that you would like to upload and click "Open"
3. The file has been uploaded once the name of the file appears next to a remove button


 

Tracking File Uploads


To see who has uploaded a file, navigate to "People > Players" from your program's dashboard and look under the File Tracking column. If you'd like to send a reminder to the members who have not uploaded a document:



1. Click Send Missing File Reminder



2. Enter an optional message
3. Click "Send Reminders" and a message will be sent to everyone who has not uploaded at least one document that is set to "Trackable"
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