Step 1: Go to organization info and click on volunteer checklist Step 2: Add the checklist criteria  

Upload volunteer documents: Go to volunteers tab and scroll down to see your volunteer data. 2. Click on the volunteer name 3. You can edit the volunteer profile if required. Click on the checklist. 4. Select background check and upload the documents and mention the expiry date if required. 5. Save.

Import volunteers: Written Instruction In order to import your volunteer data, go to volunteers tab Click on “Add volunteers” You may add the volunteer names, emails and phone numbers one by one or simply download the sample CSV template to import all your volunteer data at a time Get rid of the sample data from the […]