Link or Share a File in an Opportunity

Question:

I see that I can upload a file to an opportunity, but how are my volunteers able to see that file? Do they receive it in the confirmation email?

Answer:

You can upload file attachments to opportunities, but they are not automatically visible as part of the event. Attachments are visible on the administrative side to anyone who has access to the event (i.e. Organizers, Leadership Team, and Administrators), but you need to link the document to another place in the opportunity to make it visible to your volunteers.

To upload a file (or multiple files) to an opportunity, please follow the steps below:

1. Login to your CERVIS Account.
2. Click on “Search / Manage Existing Opportunities” under the “Opportunity Management” section of the Main Dashboard.
3. Locate the event in question and click on the leftmost, "Manage Opportunity" button.
4. Click the link to "View/Update File Attachments" near the bottom of the screen.
5. Click "Choose File" to choose the document from your desktop that you would like to upload.
6. Click "Upload New File Attachment" to upload the document to CERVIS.

If you want volunteers to have access to the files that you attach to your events, you will need to include a hyperlink to the file(s) in the event details. Anyone interested in the event can view the files you link in the “Opportunity Description”. However, if you only want registered volunteers to have access to the file(s), you can place the link in the “Additional Information for Confirmation/Reminder E-mail Message” section. 

To locate the hyperlink for the file attached to the opportunity, click the “link” icon next to the file you just uploaded (see the image below) and copy either of the links from the pop up box. We recommend using the SSL link as it is the more secure version.