Documents

UltraCamp (New)

There are two tabs for managing your documents.

• The Settings tab is controls the behavior and upload of this document.
• The  Utilization tab shows where the document is attached to a registration item.

To upload a document for use in UltraCamp, take the following steps:

1. In the Mega Menu, expand the Settings sections.
2. Under Document Management, click Documents.
3. Click NEW to upload a new document or click on an existing document to manage it.
4. On the Settings tab, enter the Document Name.
5. Under Upload File, click Choose file… to select the document you wish to upload to UltraCamp.
6. [Optional] Toggle Display in Document Center ON to make this available in the public Document Center.
7. Adjust Confirmation Settings and Upload Processing settings as desired.
8. Click SAVE.

A detailed breakdown of Document settings can be found below.

You can remove a document from your library by clicking DELETE. This will remove it entirely from your system and cannot be undone.

Document Settings Detail

Below is a detailed breakdown of all Document Settings.

Basic Information

• Document Name: The Document Name will be used as this pdf's label throughout UltraCamp and will be visible to your clients if this document is made accessible to them.
• Category: If you have a large number of posted documents, you may want to give them a Category to make it easier for clients to locate the document they are looking for. You can select an existing category from the dropdown menu or you can type a new one in the field below. This is optional, however, and can be skipped.
• Upload File: Clicking in the Choose File field or the Browse button to bring up a popup window where you can search your local hard drive and select the pdf you wish to upload.
• View Current Document: Once you've saved your document in the database, a link will appear to View Current Document. Clicking this link will bring up the pdf in a new window, new tab or download, depending on your browser settings.
• Display In Document Center: If you wish clients to be able to access a pdf directly, check the box to Display In Document Center. Leaving this box unchecked will restrict access to those who receive the pdf as an attachment or link in an email.
• Enabled: By default, a document is Enabled. When you no longer wish to use a document but would like to preserve it for reference or perhaps future use, you can toggle this OFF to hide it both from public view and on the list of existing documents. Disabled forms can be viewed by unchecking the box to Only display enabled documents at the top right of the list of existing documents.

Confirmation Settings

• Attach as PDF or Provide Link: When documents are included with a confirmation email, they can either Attach as a PDF or be included as a Link Only in the email itself. Use the dropdown menu to indicate which approach you would prefer for this document.
• Include Order: When UltraCamp generates the pdf attachment, it can blend multiple pdfs into one. Use the Include Order to override the alphanumeric defaults and determine which documents appear first. Smaller numbers will appear before larger numbers.
• Group File Name: UltraCamp combines documents with the same Group File Name into a single pdf. Documents attached without a Group File Name will be combined with the confirmation receipt.

Upload Processing (Advanced)

Document processing allows clients to download a barcoded pdf, print it out, and return it via fax, email, or direct upload to UltraCamp where it is uploaded to their account. Upoad processing works on documents attached to a confirmation email as well as documents downloaded from the Document Center.

• Document Processing Type: From the dropdown menu, you may indicate how you'd like this document to connect:
  • Per Person: Documents attach to an individual account member.
  • Per Account: Documents attach to an account and can be found on the Primary Contact's biographical page.

• Imprint Barcode for Processing: UltraCamp uses a barcode to identify where the submitted document should be attached. Setting this to Enabled will turn on the E-Fax features for this form.
• Processing Receipt Type to Public: If you want a notification message sent to the primary contact when their uploaded document is processed, use the dropdown menu to determine if a notification is sent or if it is sent along with a copy of the uploaded document.
• Staff to Notify on Receipt: Use the dropdown menu to choose which admin should receive notifications when an E-Fax is submitted.
• Processed Document Completes Task: If the processing of a document should mark a Task complete, use the dropdown menu to indicate which task is completed.

• Form-Fill Binding: If your document is a form-fillable pdf, it is possible to connect a custom online form to print to this pdf. This is done through the creation of a Form Fill Binding. 
  • Form Fill Bindings must be created by an UltraCamp team member, but once this is done, this dropdown menu is used to make sure that attached pdfs pull the data from the completed online form.

• Expiration Type: A document's expiration status indicates whether it is up to date or not. You may use the Expiration Type dropdown menu to determine when UltraCamp identifies a document as being out of date.
  • A document that Never Expires is always considered complete and up to date once it has been uploaded or processed.
  • A document that Expires each season will be marked out of date or "Incomplete" at the end of the season in which it is uploaded.
• Allow Public Upload: If this document is something your clients should print out, complete, and then upload to UC for storage and/or reporting, toggle this setting ON.
  • This will enable the upload page where clients can select a file from their computer and upload it to the database.
  • UltraCamp will add that file to the Uploads queue for approval by you, at which point it will be saved to the account or individual.
• Allow Admin Upload will open the ability for admin users to upload versions of this document on the admin side.
• Contains Medical Information: Toggle this setting ON to restrict access to this document to medically cleared admin users.
• Print Header: Toggle this setting ON to add your camp logo and default header to printouts of this document.