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Volunteers Legality & Compliance

Table of Contents

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1. Click “Volunteer Management” on the left side menu

Click "Volunteer Management" on the left side menu

2. Click “Volunteers” on the sub-menu

Click "Volunteers" on the sub-menu

3. Click the volunteer you wish to review

Click the volunteer you wish to review

4. Scroll down into the “Legal & Compliance” section

Scroll down into the "Legal & Compliance" section

5. Click on the status dropdown menu to change the status

Click  on the status dropdown menu to change the status

6. Click “Upload Proof” to upload the document required

Click "Upload Proof" to upload the document required

7. Click “drop-zone-content”

Click "drop-zone-content"

8. Select the file

Select the file

9. Click on the “Upload File” button to upload the file

Click on the "Upload File" button to upload the file

10. Click “Not Started”

Click "Not Started"

11. Click “Configure Requirements”

Click "Configure Requirements"

12. You can change the “DOCUMENT NAME”

You can change the "DOCUMENT NAME"

13. Select which form to use for this requirement under the “CHOOSE FORM” dropdown menu

Select which form to use for this requirement under the "CHOOSE FORM" dropdown menu

14. Check the “REQUIRED” checkbox if this is a required document

Check the "REQUIRED" checkbox if this is a required document

15. Choose the “PROCESSING METHOD”, it could be a manual upload, or a Hibox Form

Choose the "PROCESSING METHOD", it could be a manual upload, or a Hibox Form

16. Click “RESULT”

Click "RESULT"

17. Click “AUTO-APPROVE”

Click "AUTO-APPROVE"

18. Click “ACTIONS”

Click "ACTIONS"

19. Click “button”

Click "button"

20. Click “volunteerForm”

Click "volunteerForm"

21. Click “Save Configuration”

Click "Save Configuration"

22. Click “Back to Volunteer”

Click "Back to Volunteer"