# CivicPlus

> Knowledge base documentation for CivicPlus.

## Asset Management

- [2.0 Migration](https://www.civicplus.help/asset-management/docs/10-to-20-migration-prep.md)
- [Navigating the 1.0 to 2.0 Migration](https://www.civicplus.help/asset-management/docs/beehive-migration.md): Transition to CivicPlus Asset Management 2.0 with ease. Learn about migration, user requirements, and training for a seamless experience.
- [Getting Started](https://www.civicplus.help/asset-management/docs/getting-started.md)
- [Overview of Asset Management](https://www.civicplus.help/asset-management/docs/overview-asset-management.md): Learn about the CivicPlus Asset Management solution and how it simplifies operations, manages aging infrastructure, and streamlines maintenance.
- [Glossary](https://www.civicplus.help/asset-management/docs/asset-management-glossary.md): Gather information with a helpful glossary listing of Asset Management terms and their definitions.
- [Sign In to Asset Management](https://www.civicplus.help/asset-management/docs/sign-in-to-assset-management.md): Learn how to sign in to Asset Management, and reset your password!
- [Accessibility](https://www.civicplus.help/asset-management/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/asset-management/docs/civicplus-accessibility-statement.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Marketing Material](https://www.civicplus.help/asset-management/docs/marketing-material.md)
- [Asset Management Community Marketing Materials](https://www.civicplus.help/asset-management/docs/asset-management-community-marketing-materials.md): View marketing resources for Asset Management.
- [Video Reference Library](https://www.civicplus.help/asset-management/docs/video-training-library.md)
- [1. Asset Tab | Create an Event](https://www.civicplus.help/asset-management/docs/asset-management-101-asset-tab-create-an-event.md): Learn how to create and manage events in Asset Management in this video tutorial!
- [2. Creating an Event](https://www.civicplus.help/asset-management/docs/creating-an-event.md): Learn more about creating an invite in this video tutorial!
- [3. Editing an Event](https://www.civicplus.help/asset-management/docs/editing-an-event.md): Learn how to edit an event in this video tutorial.
- [4. Asset Tab | Create and Upload Documents](https://www.civicplus.help/asset-management/docs/asset-management-101-asset-tab-create-and-upload-documents.md): Learn how to add and manage documents in Asset Management in this video tutorial.
- [5. Asset Tab | Create an Asset](https://www.civicplus.help/asset-management/docs/asset-management-101-asset-tab-create-an-asset.md): Learn how to create and manage assets in Asset Management in this video tutorial.
- [6. Creating an Asset](https://www.civicplus.help/asset-management/docs/creating-an-asset.md): Learn how to create an asset in this interactive video!
- [7. Asset Tab | Maintenance Plan Tab](https://www.civicplus.help/asset-management/docs/asset-management-101-asset-tab-maintenance-plan-tab.md): Learn about the functions and features of the Maintenance Plan tab in Asset Management in this video tutorial.
- [8. Asset Tab | Asset Search](https://www.civicplus.help/asset-management/docs/asset-management-101-asset-tab-asset-search.md): Learn how to search for Assets in Asset Management in this video tutorial.
- [9. Map Tab](https://www.civicplus.help/asset-management/docs/6-map-tab.md): Learn about the functions and features of the Map Tab in Asset Management in this video tutorial.
- [10. Navigating the Map](https://www.civicplus.help/asset-management/docs/navigate-the-map.md): Learn how to use and navigate the map feature in Asset Management in this video guide.
- [11. Query Tab | Query Layout](https://www.civicplus.help/asset-management/docs/7-query-tab-query-layout.md): Learn more about the features of Query Layouts in Asset Management in this video tutorial.
- [12. Query Tab | Query Actions](https://www.civicplus.help/asset-management/docs/8-query-tab-query-actions.md): Learn how to perform Query Actions in Asset Management in this video tutorial.
- [General](https://www.civicplus.help/asset-management/docs/general.md)
- [Integrated GIS Map](https://www.civicplus.help/asset-management/docs/integrated-gis-map.md): Explore the interactive map to manage infrastructure data, filter asset types, and view detailed property information effortlessly.
- [Basemaps](https://www.civicplus.help/asset-management/docs/basemaps.md): Asset Management offers 7 basemap options out of the box. Find out how to add additional basemaps by providing a public link to a Web Map Service.
- [Assets](https://www.civicplus.help/asset-management/docs/assets-1.md)
- [Asset Grouping](https://www.civicplus.help/asset-management/docs/group-assets.md): Organize assets efficiently with Asset Grouping in Beehive, enhancing management across treatment facilities and transportation.
- [Assets Overview](https://www.civicplus.help/asset-management/docs/assets-overview.md): Explore asset records with detailed properties, interactive maps, and event histories to manage your assets effectively and efficiently.
- [Search for Assets and Events](https://www.civicplus.help/asset-management/docs/searching-assets-events.md): Learn how to use Asset Management's Asset Search function to locate assets or events easily.
- [Create an Asset](https://www.civicplus.help/asset-management/docs/create-an-asset.md): Learn how to create various asset types with specific geometry using our system. Follow the steps to draw and save your assets effectively.
- [Asset Documents](https://www.civicplus.help/asset-management/docs/asset-documents.md): Organize and store asset documents like manuals and reports easily, ensuring quick access for inspections and audits with no upload limits.
- [Linking Outside Documentation](https://www.civicplus.help/asset-management/docs/linking-outside-documentation.md): Learn how to link external documents to your assets.
- [Work Management and Maintenance](https://www.civicplus.help/asset-management/docs/work-management-and-maintenance.md)
- [Tasks Mobile View](https://www.civicplus.help/asset-management/docs/tasks-mobile-view.md): Learn more about the features to help streamline operations in the Asset Management Mobile View!
- [Work Management](https://www.civicplus.help/asset-management/docs/work-management.md): Learn how to use Work Management to organize and manage groups of tasks related to maintenance, inspections, repairs, or other operational activities!
- [Maintenance Plans Overview](https://www.civicplus.help/asset-management/docs/manage-maintenance-plans.md): Learn more about the features and advantages of Maintenance Plans in Asset Management!
- [Create and Manage Maintenance Plans](https://www.civicplus.help/asset-management/docs/create-and-manage-maintenance-plans.md): Learn how to manage Maintenance Plans in Asset Management! View, create, and update maintenance plans to increase efficiency!
- [Create and Manage Crews](https://www.civicplus.help/asset-management/docs/crews.md): Optimize your operations with crews for efficient work assignment, resource management, and labor tracking. Streamline scheduling and enhance productivity!
- [Events](https://www.civicplus.help/asset-management/docs/events.md)
- [Events Overview](https://www.civicplus.help/asset-management/docs/events-overview.md): Learn more about events in CivicPlus' Asset Management solution.
- [Add and Edit Events](https://www.civicplus.help/asset-management/docs/add-and-edit-events.md): Learn how to add and edit events in Asset Management.
- [Search for Assets and Events](https://www.civicplus.help/asset-management/docs/searching-assets-1.md): Learn how to use Asset Management's Asset Search function to locate assets or events easily.
- [Query and Reporting](https://www.civicplus.help/asset-management/docs/query-and-reporting.md)
- [Query Overview](https://www.civicplus.help/asset-management/docs/query-overview.md): Utilize the Query tab to search, filter, and analyze asset data, enhancing inventory reviews and maintenance tracking for efficient asset management.
- [Reports](https://www.civicplus.help/asset-management/docs/reports.md): Learn more about reports and how to export them using the CiviPlus Asset Management solution.
- [Query Actions](https://www.civicplus.help/asset-management/docs/query-actions.md)
- [Event Spray](https://www.civicplus.help/asset-management/docs/event-spray.md): Learn how to perform an Event Spray across multiple assets, including setup, scheduling, and assigning tasks efficiently.
- [Mass Update](https://www.civicplus.help/asset-management/docs/mass-update.md): Learn how to make updates en masse for assets or events using the CivicPlus Asset Management solution.
- [Recurrence Spray](https://www.civicplus.help/asset-management/docs/recurrence-spray.md): Effortlessly schedule repeating events with Recurrence Spray and Recurrence Group Spray, ensuring timely maintenance and efficient resource management.
- [Tasks](https://www.civicplus.help/asset-management/docs/tasks.md)
- [Tasks Overview](https://www.civicplus.help/asset-management/docs/tasks-overview.md): Learn more about Tasks and their function in Asset Management!
- [Complete a Task](https://www.civicplus.help/asset-management/docs/complete-a-task.md): Manage your daily work orders with customizable tasks, color-coded by urgency. Log time, materials, and notes easily for efficient task completion.
- [Inventory](https://www.civicplus.help/asset-management/docs/inventory.md)
- [Manage Items on Events](https://www.civicplus.help/asset-management/docs/manage-items-on-events.md): Learn how to manage Items in Asset Management! Add, update, or remove Items tied to specific events.
- [Create and Manage Inventory Items](https://www.civicplus.help/asset-management/docs/create-and-manage-inventory-items.md): Log in to Asset Management to create, edit, and view inventory items, including components and parts, with detailed tracking and management features.
- [Inventory Overview](https://www.civicplus.help/asset-management/docs/inventory-overview.md): Manage inventory effectively for cost tracking, create components and parts, and set permissions for seamless maintenance and repair processes.
- [Schedule](https://www.civicplus.help/asset-management/docs/schedule.md)
- [Schedule Overview](https://www.civicplus.help/asset-management/docs/schedule-overview.md): Learn more about the Schedule tab, calendars, and opening events in Asset Management.
- [Recurring Events and Time Blocks](https://www.civicplus.help/asset-management/docs/recurring-events.md): Learn how to block time on calendars with recurring events and time blocks for breaks, holidays, and vacations. Perfect for supervisors using the scheduler.
- [Schedule Events](https://www.civicplus.help/asset-management/docs/schedule-events.md): Find out more about scheduling events in Asset Management.
- [View Different Calendars](https://www.civicplus.help/asset-management/docs/view-different-calendars.md): Learn how to view and access user calendars in the Schedule tab of Asset Management.
- [Integrations](https://www.civicplus.help/asset-management/docs/integrations.md)
- [Esri ArcGIS](https://www.civicplus.help/asset-management/docs/gis-sync.md)
- [Esri ArcGIS Sync Overview](https://www.civicplus.help/asset-management/docs/gis-sync-overview.md): CivicPlus Asset Management offers seamless GIS synchronization, ensuring accurate asset data flow with secure, automated integration for your operational needs.
- [Esri to SQL Server Data Type Alignment](https://www.civicplus.help/asset-management/docs/esri-to-sql-server-data-type-alignment.md): Discover how Asset Management maintains data integrity during synchronization by aligning Esri feature-service field types.
- [Esri ArcGIS Automated Sync Troubleshooting Guide](https://www.civicplus.help/asset-management/docs/common-configuration-errors.md): Access a helpful troubleshooting guide for Esri ArcGIS syncing, and the Sync log which captures every record, date synced, and more.
- [Esri ArcGIS Integration Validation Checklist](https://www.civicplus.help/asset-management/docs/integration-validation-checklist.md): View a helpful checklist that summarizes the key validation tasks performed during setup and testing of the Asset Management GIS Sync integration.
- [ESRI ArcGIS Pro Add-In](https://www.civicplus.help/asset-management/docs/esri-arcgis-pro-plugin.md): ArcGIS Pro enables seamless creation, editing, and syncing of spatial data with powerful tools for mapping, analysis, and collaboration in 2D and 3D.
- [Esri ArcGIS Pro Add-In Troubleshooting Guide](https://www.civicplus.help/asset-management/docs/esri-arcgis-pro-add-in-troubleshooting-guide.md): Troubleshoot ArcGIS Pro Add-In issues: ensure proper file placement, verify layer visibility, and sync fields accurately for seamless GIS management.
- [CivicPlus Asset Management and SeeClickFix Integration](https://www.civicplus.help/asset-management/docs/civicplus-asset-management-integration.md): Learn more about the two-way integration that enables information sharing and keeps residents informed with the latest updates on requests.
- [Admin App](https://www.civicplus.help/asset-management/docs/admin-app.md)
- [Admin Application Overview](https://www.civicplus.help/asset-management/docs/admin-app-overview.md): Learn about basic features of the Asset Management Admin App.
- [Add and Manage Users](https://www.civicplus.help/asset-management/docs/add-a-new-user.md): Learn how to manage Users in the Admin App: add, deactivate, and update permissions.
- [Update Entity Properties](https://www.civicplus.help/asset-management/docs/update-entity-properties.md): Learn more about updating entity properties in Asset Management.
- [Product Updates](https://www.civicplus.help/asset-management/docs/product-updates.md)
- [Asset Management Product Updates](https://www.civicplus.help/asset-management/docs/asset-management-product-updates.md): View product updates for Asset Management.
- [Submit Product Feedback](https://www.civicplus.help/asset-management/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Asset Management Release Notes](https://www.civicplus.help/asset-management/docs/release-notes.md)
- [July 15, 2026 Asset Management Release Notes](https://www.civicplus.help/asset-management/docs/july-15-2026-asset-management-release-notes.md): Learn more about the Esri ArcGIS Pro Add-In in this Asset Management release, dated July 15, 2026.
- [May 18, 2026 Release Notes](https://www.civicplus.help/asset-management/docs/may-18-2026-release-notes.md): Learn more about the Asset Selector Modal and SeeClickFix Request Layout enhancements in the May 18, 2026 Asset Management release.
- [April 3, 2026 Release Notes](https://www.civicplus.help/asset-management/docs/february-18-2026-release-notes.md): Learn more about the New Asset Selector and SeeClickFix 311 CRM Requests in the Calendar features, released April 3, 2026.
- [February 12, 2026 Release Notes](https://www.civicplus.help/asset-management/docs/february-12-2026-release-notes.md): Learn more about the February 12, 2026 released enhancements and resolved problem tickets for Asset Management with helpful release notes.
- [January 27, 2026 Release Notes](https://www.civicplus.help/asset-management/docs/january-27-2026-release-notes.md)
- [January 14, 2025 Release Notes](https://www.civicplus.help/asset-management/docs/basemap-updates.md)
- [December 17th, 2025 Asset Management Release Notes](https://www.civicplus.help/asset-management/docs/december-17th-2025-asset-management-release-notes.md): Discover the latest product updates, including new features, bug fixes, and enhancements for CivicPlus' Asset Management solution.
- [October 22, 2025 Asset Management Release Notes](https://www.civicplus.help/asset-management/docs/october-22-2025-asset-management-release-notes.md): Discover the latest product updates, including new features, bug fixes, and enhancements for CivicPlus' Asset Management solution.
- [September 15, 2025 Release Notes and Enhancements](https://www.civicplus.help/asset-management/docs/september-15-2025-release-notes-and-enhancements.md)
- [September 9, 2025 Asset Management Release Notes](https://www.civicplus.help/asset-management/docs/september-9-2025-release-notes.md): Internal Release Notes for 9/25/2025
- [June 2, 2025 Asset Management Release Notes](https://www.civicplus.help/asset-management/docs/june-2-2025-asset-management-release-notes.md): Learn more about the new enhancements added to CivicPlus' Asset Management solution.
- [Support](https://www.civicplus.help/asset-management/docs/support.md)
- [Browser and Device Support](https://www.civicplus.help/asset-management/docs/brower-and-device-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Contact CivicPlus Support](https://www.civicplus.help/asset-management/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/asset-management/docs/status-page-overview.md)
- [Frequently Asked Questions (FAQs)](https://www.civicplus.help/asset-management/docs/faqs.md)
- [Asset Management FAQs](https://www.civicplus.help/asset-management/docs/asset-management-faqs.md): Find out more about Asset Management topics with helpful frequently asked questions and their answers.
- [Using the Help Center](https://www.civicplus.help/asset-management/docs/using-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/asset-management/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/asset-management/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/asset-management/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/asset-management/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/asset-management/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [Technical Assistance](https://www.civicplus.help/asset-management/docs/technical-assistance.md)
- [Stop Chrome From Automatically Opening PDF Documents](https://www.civicplus.help/asset-management/docs/change-the-default-pdf-viewer-in-chrome.md): Learn how to configure Google Chrome to download PDF documents instead of opening them automatically, enhancing your browsing experience.
- [Clear the Google Chrome Cache](https://www.civicplus.help/asset-management/docs/clear-the-google-chrome-cache.md): Follow these steps to clear the cache in Google Chrome, ensuring a smoother browsing experience and resolving potential issues.

## CivicPlus Legal Center

- [For Customers](https://www.civicplus.help/legal-center/docs/for-customers.md)
- [Legal Terms and Conditions](https://www.civicplus.help/legal-center/docs/legal-terms-and-conditions.md)
- [CivicPlus Data Processing Addendum](https://www.civicplus.help/legal-center/docs/civicplus-data-processing-addendum.md): CivicPlus's Data Processing Addendum outlines roles, responsibilities, and compliance with Data Protection Laws for processing Personal Information.
- [Master Services Agreement](https://www.civicplus.help/legal-center/docs/master-services-agreement.md): This Master Services Agreement outlines the terms between CivicPlus and customers for service provision, ownership, and data security.
- [Solutions and Services Terms and Conditions](https://www.civicplus.help/legal-center/docs/solutions-and-services-terms-and-conditions.md): Review CivicPlus Solution and Services Terms for your purchased services, ensuring compliance and understanding of your legal agreement.
- [311 CRM (SeeClickFix) Terms](https://www.civicplus.help/legal-center/docs/311-crm-seeclickfix-terms.md): CivicPlus offers SeeClickFix 311 CRM Services, ensuring compliance with laws while managing Customer Data and User Content effectively.
- [Accessibility Compliance and Web Governance (Monsido) Terms](https://www.civicplus.help/legal-center/docs/accessibility-compliance-and-web-governance-monsido-terms.md): Ensure your website complies with accessibility standards while managing risks with CivicPlus' Web Governance Services. Optimize your online presence today!
- [Agenda Meetings and Management (CivicClerk and Municode Meetings) Terms](https://www.civicplus.help/legal-center/docs/agenda-meetings-and-management-civicclerk-and-municode-meetings-terms.md): CivicPlus ensures customer control over data, offering implementation, transcription, and accessibility services while maintaining compliance with legal standards.
- [Asset Management Terms](https://www.civicplus.help/legal-center/docs/asset-management-terms.md): Ensure accurate customer data for successful Asset Management Software implementation. Understand responsibilities, risks, and API integration impacts.
- [AudioEye | Managed for Municipal Websites Hosted by CivicPlus](https://www.civicplus.help/legal-center/docs/audioeye-managed-for-municipal-websites-hosted-by-civicplus.md): Understand AudioEye's accessibility services, compliance plans, and limitations for websites not hosted by CivicPlus. Ensure optimal experiences for all users.
- [AudioEye | Managed for Recreation Management Solution](https://www.civicplus.help/legal-center/docs/audioeye-managed-for-recreation-management-solution.md): AudioEye offers managed services for web accessibility, ensuring compliance with WCAG standards and enhancing user experience for all visitors.
- [AudioEye Off-Platform Solution](https://www.civicplus.help/legal-center/docs/audioeye-off-platform-solution.md): Explore AudioEye's accessibility services, including monitoring, remediation, and compliance support, ensuring an optimal experience for all users.
- [CivicPlus Payments | Embedded and External Processor Terms](https://www.civicplus.help/legal-center/docs/civicplus-payments-embedded-and-external-processor-terms.md): Explore CivicPlus Payments Processing Agreement for embedded payment services, fees, and compliance to streamline your transactions effectively.
- [CivicPlus' Proprietary API Acceptable Use Policy](https://www.civicplus.help/legal-center/docs/civicplus-proprietary-api-acceptable-use-policy.md): Understand CivicPlus' Acceptable Use Policy for API access, ensuring compliance to avoid suspension and protect your data and applications.
- [CivicPlus Video Terms](https://www.civicplus.help/legal-center/docs/civicplus-video-terms.md): CivicPlus Video offers a robust platform for live streaming, on-demand hosting, and analytics, ensuring secure and efficient audiovisual management.
- [CodeComply Terms](https://www.civicplus.help/legal-center/docs/codecomply-terms.md): CodeComply offers AI-assisted construction plan reviews, but outputs require human verification and do not replace professional compliance assessments.
- [Codification and Supplements (Municode) Terms of Use](https://www.civicplus.help/legal-center/docs/codification-and-supplements-municode-terms-of-use.md): CivicPlus outlines essential terms for document processing, including fees, legal analysis, and codification services to ensure timely and accurate project completion.
- [Community Development Terms](https://www.civicplus.help/legal-center/docs/community-development-terms.md): CivicPlus clarifies that its services are not for collecting sensitive information like credit card or health data, ensuring compliance and security.
- [CommonLook | PDF Remediation Services](https://www.civicplus.help/legal-center/docs/commonlook-pdf-remediation-services.md): Ensure compliance with U.S. and Canadian export laws while remediating documents for ADA and PDF/UA standards with CommonLook's expert services.
- [DocAccess Terms](https://www.civicplus.help/legal-center/docs/docaccess-terms.md): Understand shared accessibility responsibilities with DocAccess, ensuring compliance and enhancing PDF access for users with disabilities.
- [Mass Notification System Terms](https://www.civicplus.help/legal-center/docs/mass-notification-system-terms.md): Ensure compliance with telemarketing laws while using CivicPlus' Mass Notification System for high-speed emergency alerts within the U.S.
- [Municipal Websites (CivicEngage) Terms](https://www.civicplus.help/legal-center/docs/municipal-websites-civicengage-terms.md): Explore CivicPlus services for municipal websites, mobile apps, payment processing, and data security, ensuring compliance and effective management.
- [Post-Contract Services (PCS) Terms](https://www.civicplus.help/legal-center/docs/post-contract-services-pcs-terms.md): Understand our Post-Contract Services (PCS) terms, including hour usage, scheduling, and cancellation policies for training and consulting services.
- [Process Automation and Digital Services Terms](https://www.civicplus.help/legal-center/docs/process-automation-and-digital-services-terms.md): Understand your responsibilities with CivicPlus' Process Automation and Digital Services, including data protection and limitations on sensitive information storage.
- [Public Records Request Software (NextRequest) Terms](https://www.civicplus.help/legal-center/docs/public-records-request-software-nextrequest-terms.md): NextRequest offers a secure web-based service for managing public records requests, ensuring compliance and efficient handling of customer content.
- [Recreation Management Terms](https://www.civicplus.help/legal-center/docs/recreation-management-terms.md): CivicPlus outlines customer responsibilities for data security, processing volume audits, and compliance in using their services for effective cost recovery.
- [Self-Publishing Software Terms](https://www.civicplus.help/legal-center/docs/self-publishing-software-terms.md): Enhance your self-publishing with CivicPlus: add publications, manage documents, and access additional services for seamless code integration and updates.
- [Social Media Archiving (ArchiveSocial) Terms](https://www.civicplus.help/legal-center/docs/social-media-archiving-archivesocial-terms.md): CivicPlus offers a limited-term license to host and maintain Archived Content from supported social media platforms, ensuring proper service operation.
- [Utility Billing Terms](https://www.civicplus.help/legal-center/docs/utility-billing-terms.md): CivicPlus offers cloud-based software for utility billing management, while customers handle meter validation and compliance with regulations.
- [Hosting and Data Privacy Information](https://www.civicplus.help/legal-center/docs/hosting-and-data-privacy-information.md)
- [California Consumer Protection Act (CCPA) Compliance](https://www.civicplus.help/legal-center/docs/california-consumer-protection-act-ccpa-compliance.md): CivicPlus ensures CCPA compliance, guiding municipalities in handling data requests while protecting customer data. Learn how we support your compliance efforts.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/legal-center/docs/civicplus-accessibility-statement.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [CivicPlus Privacy Policy](https://www.civicplus.help/legal-center/docs/civicplus-privacy-policy.md): Learn how CivicPlus prioritizes your privacy, detailing how we collect, use, and protect your personal information across our solutions and services.
- [CivicPlus Security Annex](https://www.civicplus.help/legal-center/docs/civicplus-security-annex.md): CivicPlus Security Annex outlines robust data protection measures, ensuring confidentiality, integrity, and availability of Customer Data through comprehensive security practices.
- [CivicPlus Subprocessors](https://www.civicplus.help/legal-center/docs/civicplus-subprocessors.md): Review a list of Sub-processors currently authorized by CivicPlus to process Customer Data and assist CivicPlus with applicable services.
- [Co-Controller Overview](https://www.civicplus.help/legal-center/docs/co-controller-overview.md): CivicPlus operates a unified resident account system enabling individuals to access multiple municipal Customers through a single account.
- [Municipal Websites (CivicEngage) Central Standard Hosting and Support](https://www.civicplus.help/legal-center/docs/municipal-websites-civicengage-central-standard-hosting-and-support.md): CivicPlus offers dedicated support and maintenance for Municipal Website solutions, ensuring assistance and emergency support 24/7 for all customer needs.
- [Municipal Websites (CivicEngage) Central Platinum Security Hosting and Support](https://www.civicplus.help/legal-center/docs/municipal-websites-civicengage-central-platinum-security-hosting-and-support.md): CivicPlus offers dedicated support and maintenance for Municipal Websites, ensuring 99.9% uptime and 24/7 emergency assistance for urgent needs.
- [Trust Center](https://www.civicplus.help/legal-center/docs/trust-center.md)
- [AI Acceptable Use Policy](https://www.civicplus.help/legal-center/docs/ai-acceptable-use-policy.md): Understand CivicPlus' Acceptable Use Policy for AI Features, ensuring compliance, safeguarding public trust, and enhancing public-sector services.
- [Product Privacy Notices](https://www.civicplus.help/legal-center/docs/product-privacy-notices.md)
- [Agenda and Meeting Management Privacy Statement](https://www.civicplus.help/legal-center/docs/agenda-and-meeting-management-privacy-statement.md): CivicPlus' Agenda and Meeting Management product ensures transparency and efficient management of public meetings while processing personal data securely.
- [Agenda and Meeting Management Select Privacy Statement](https://www.civicplus.help/legal-center/docs/agenda-and-meeting-management-select-privacy-statement.md): CivicPlus Agenda and Meeting Management Select streamlines agenda management, ensuring transparency and efficient processing of personal data for municipal clerks.
- [Asset Management Privacy Statement](https://www.civicplus.help/legal-center/docs/asset-management-privacy-statement.md): CivicPlus Asset Management streamlines infrastructure and work order management while ensuring the confidentiality and integrity of your data processing.
- [Boards and Committees Privacy Statement](https://www.civicplus.help/legal-center/docs/boards-and-committees-privacy-statement.md): Explore CivicPlus Boards and Committees for efficient tracking of board vacancies and membership, ensuring compliance with data processing standards.
- [CivicPlus Media Privacy Statement](https://www.civicplus.help/legal-center/docs/civicplus-media-privacy-statement.md): CivicPlus Media enhances local government transparency with video solutions for livestreaming, archiving, and engaging citizens effectively.
- [CivicPlus Payments Privacy Statement](https://www.civicplus.help/legal-center/docs/civicplus-payments-privacy-statement.md): CivicPlus Payments offers a secure online payment solution, integrating with your preferred partners while ensuring compliance with data processing standards.
- [Community Development Privacy Statement](https://www.civicplus.help/legal-center/docs/community-development-privacy-statement.md): Explore CivicPlus' Community Development product, ensuring secure processing of personal data with robust technical measures and compliance for your community needs.
- [Froala Editor Privacy Statement](https://www.civicplus.help/legal-center/docs/froala-editor-privacy-statement.md): Explore CivicPlus' Privacy Statement detailing processing activities for the Froala Editor, ensuring data confidentiality and compliance without personal data processing.
- [Mass Notification Privacy Statement](https://www.civicplus.help/legal-center/docs/mass-notification-privacy-statement.md): CivicPlus' Mass Notification product streamlines communication for local governments, ensuring efficient processing of personal data for emergency alerts.
- [Municipal Websites Privacy Statement](https://www.civicplus.help/legal-center/docs/municipal-websites-privacy-statement.md): Explore CivicPlus' Municipal Websites product, enhancing civic engagement while ensuring robust processing of personal data and compliance measures.
- [Municipal Websites Central Privacy Statement](https://www.civicplus.help/legal-center/docs/municipal-websites-central-privacy-statement.md): Explore CivicPlus' Municipal Websites Central product, enhancing civic engagement while ensuring robust data processing and privacy measures for communities.
- [Municipal Websites Evolve Privacy Statement](https://www.civicplus.help/legal-center/docs/municipal-websites-evolve-privacy-statement.md): Explore CivicPlus's Municipal Websites Evolve product, enhancing civic engagement with custom websites while ensuring data processing compliance and security.
- [Municipal Websites Open Privacy Statement](https://www.civicplus.help/legal-center/docs/municipal-websites-open-privacy-statement.md): Explore CivicPlus' Municipal Websites Open product, enhancing civic engagement while ensuring robust processing of personal data and compliance measures.
- [Municode Codification Privacy Statement](https://www.civicplus.help/legal-center/docs/municode-codification-privacy-statement.md): Explore CivicPlus' Municode Codification product for efficient municipal code management, ensuring compliance and accessibility for your organization.
- [NextRequest Privacy Statement](https://www.civicplus.help/legal-center/docs/nextrequest-privacy-statement.md): CivicPlus' NextRequest simplifies public records management for governments, ensuring data processing compliance and security. Learn more about our services.
- [Process Automation and Digital Services Privacy Statement](https://www.civicplus.help/legal-center/docs/process-automation-and-digital-services-privacy-statement.md): Explore CivicPlus' Process Automation and Digital Services for custom forms and automated workflows, ensuring data confidentiality and compliance.
- [Recreation Management Privacy Statement](https://www.civicplus.help/legal-center/docs/recreation-management-privacy-statement.md): Explore CivicPlus' Process Automation and Digital Services for custom forms and automated workflows, ensuring data confidentiality and compliance.
- [SeeClickFix 311 CRM Privacy Statement](https://www.civicplus.help/legal-center/docs/seeclickfix-311-crm-privacy-statement.md): Explore CivicPlus's SeeClickFix 311 CRM for efficient resident service request management, ensuring data processing compliance and security.
- [Social Media Archiving Privacy Statement](https://www.civicplus.help/legal-center/docs/social-media-archiving-privacy-statement.md): CivicPlus' Social Media Archiving product ensures compliance with public records laws while processing personal data securely and efficiently.
- [Utility Billing Privacy Statement](https://www.civicplus.help/legal-center/docs/utility-billing-privacy-statement.md): Explore CivicPlus' Utility Billing product, ensuring secure processing of personal data for municipalities with robust technical measures and compliance.
- [Additional Legal Resources](https://www.civicplus.help/legal-center/docs/additional-legal-resources.md)
- [CivicPlus' Terms of Use](https://www.civicplus.help/legal-center/docs/civicplus-terms-of-use.md): View the CivicPlus Terms of Use.
- [CivicPlus Product End of Life Policy](https://www.civicplus.help/legal-center/docs/civicplus-product-end-of-life-policy.md): CivicPlus outlines its End of Life Policy for products, detailing communication, transition plans, and support timelines for discontinued software versions.
- [CivicPlus Subpoena Response Policy](https://www.civicplus.help/legal-center/docs/civicplus-subpoena-response-policy.md): CivicPlus ensures data privacy and compliance with subpoenas, protecting customer data while maintaining transparency in legal requests.
- [CivicPlus Video Recording, Distribution, and Retention Agreement](https://www.civicplus.help/legal-center/docs/civicplus-video-recording-distribution-and-retention-agreement.md): CivicPlus outlines video recording, distribution, and retention terms for virtual engagements, ensuring compliance and protecting intellectual property rights.
- [Claims of Copyright Infringement](https://www.civicplus.help/legal-center/docs/claims-of-copyright-infringement.md): CivicPlus upholds copyright rights; learn how to submit DMCA notices or counter notifications for alleged infringement on our platform.
- [Procurement Options](https://www.civicplus.help/legal-center/docs/procurement-options.md): Learn about procurement options in CivicPlus Legal Center to select the appropriate purchasing method for your legal requests.
- [For Everyone](https://www.civicplus.help/legal-center/docs/for-everyone.md)
- [CCPA & State Privacy Notice at Collection](https://www.civicplus.help/legal-center/docs/u-s-ccpa-state-privacy-notice-at-collection.md): CivicPlus ensures compliance with state privacy laws, including CCPA, while prioritizing transparency and user control over personal information.

## CivicPlus Platform

- [Get Started](https://www.civicplus.help/docs/getstarted.md)
- [Accessibility](https://www.civicplus.help/docs/accessibility.md)
- [Accessible Videos](https://www.civicplus.help/docs/accessible-videos.md): Learn more about accessible video standards and check out some helpful resources.
- [CivicPlus Accessibility FAQs](https://www.civicplus.help/docs/accessibility-faq-1.md): CivicPlus is dedicated to accessibility, ensuring compliance and usability in digital products for people with disabilities.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/docs/civicplus-accessibility-statement.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [CivicPlus Media Closed Captioning and Transcription FAQ](https://www.civicplus.help/docs/civicplus-media-closed-captioning-and-transcription-faq.md): Explore CivicPlus Media's Closed Captioning and Transcription services, enhancing accessibility and engagement for local governments and residents.
- [CivicPlus Product ADA Compliance Approach](https://www.civicplus.help/docs/civicplus-product-ada-compliance-approach.md): Find out more about how CivicPlus ensures accessibility compliance.
- [CivicPlus Quarterly Accessibility Progress Reports](https://www.civicplus.help/docs/civicplus-quarterly-accessibility-progress-reports.md): View the Quarterly Accessibility Progress reports to stay informed about our ongoing progress.
- [CivicPlus® Public Accessibility Conformance Reports](https://www.civicplus.help/docs/civicplus-public-accessibility-conformance-reports.md): Gather information by reviewing the Accessibility Conformance Reports for CivicPlus.
- [Tagged PDFs](https://www.civicplus.help/docs/tagged-pdfs.md): Learn how tagged PDFs enhance accessibility for everyone, ensuring content is readable by assistive technologies and retains structure across devices.
- [CivicPlus Communication](https://www.civicplus.help/docs/general.md)
- [CivicPlus® Solution Rebranding](https://www.civicplus.help/docs/civicplus-solution-rebranding.md): Check out the new CivicPlus product names and rebranding information.
- [Fraud Alert Reminders From CivicPlus](https://www.civicplus.help/docs/fraud-alert-reminders-from-civicplus.md): Protect your administration from fraud attempts with CivicPlus. Learn best practices to safeguard your data against vishing and other scams.
- [Keep Residents Informed on Elections](https://www.civicplus.help/docs/keep-residents-informed-on-elections.md): Optimize your civic website for high traffic this election season with essential best practices for posting results and engaging residents effectively.
- [Sales Tax Campaign Email](https://www.civicplus.help/docs/sales-tax-campaign-email.md): Receive important tax exemption instructions from CivicPlus via Avalara. Upload your certificate securely to avoid sales tax on future invoices.
- [Technical Support Platform Enhancements](https://www.civicplus.help/docs/technical-support-platform-enhancements.md): Learn more about how CivicPlus is evolving how we deliver support to better serve our users with new enhancements, tools, and resources.
- [Update Your Email Communication Preferences](https://www.civicplus.help/docs/update-your-email-communication-preferences.md): Update your email preference to ensure you are receiving urgent notifications and product updates.
- [User Interface Rebranding](https://www.civicplus.help/docs/user-interface-rebranding.md): Explore our new product names, logos, and headers designed for a seamless user experience, enhancing usability and consistency across all solutions.
- [CivicPlus Legal Stuff](https://www.civicplus.help/docs/civicplus-legal-stuff.md): Access legal agreements, hosting policies, and data privacy terms; essential for understanding your responsibilities and rights when using CivicPlus’ services.
- [CivicPlus Intelligence](https://www.civicplus.help/docs/civicplus-intelligence.md)
- [AI Policy Agreement](https://www.civicplus.help/docs/ai-policy-agreement.md): CivicPlus ensures AI feature compliance with a one-time acknowledgement. Manage your agreement easily through the CivicPlus Account Service.
- [AI Content Advisor](https://www.civicplus.help/docs/ai-content-advisor.md)
- [AI Content Advisor Overview](https://www.civicplus.help/docs/ai-content-advisor-overview.md): Optimize your local government content with AI Content Advisor, enhancing SEO and AEO for better visibility and trustworthiness in search results.
- [About the AI Content Advisor Stale Content Report](https://www.civicplus.help/docs/about-the-ai-content-advisor-stale-content-report.md): Keep your website accurate and trustworthy with the Stale Content Report, ensuring timely reviews of outdated pages for optimal public information.
- [AI Content Advisor FAQs](https://www.civicplus.help/docs/ai-content-advisor-faqs.md): Learn about AI Content Advisor, a tool for local governments that enhances website content, improves SEO, and identifies outdated information effortlessly.
- [Review the AI Content Advisor Stale Content Report](https://www.civicplus.help/docs/review-the-ai-content-advisor-stale-content-report.md): Optimize your content strategy with the AI Content Advisor's Stale Content Report, helping you identify and manage outdated pages effectively.
- [CivicPlus Agent](https://www.civicplus.help/docs/civicplus-agent.md)
- [Create & Manage a CivicPlus Agent](https://www.civicplus.help/docs/create-a-civicplus-agent.md): Learn how to create a resident agent for your site.
- [Configure the CivicPlus Agent Knowledge Base](https://www.civicplus.help/docs/configure-the-civicplus-agent-knowledge-base.md): Learn how to customize the sources of knowledge for the CivicPlus Agent.
- [Embed CivicPlus Agent on Web Central](https://www.civicplus.help/docs/embed-civicplus-agent-on-web-central.md): Learn how to generate and embed AI agent codes securely, ensuring proper Display URL and hidden paths for your organization's website.
- [Embed CivicPlus Agent on Web Evolve](https://www.civicplus.help/docs/embed-civicplus-agent-on-web-evolve.md): Learn how to generate embed codes for agents, configure display URLs, and ensure seamless integration on your website with our step-by-step guide.
- [Review Resident Conversations for an Agent](https://www.civicplus.help/docs/review-resident-conversations-for-an-agent.md): View the converations resident users have had with your CivicPlus Agent.
- [Test Your CivicPlus Agent](https://www.civicplus.help/docs/test-a-civicplus-agent.md): Learn how to test how your CivicPlus Agent is working.
- [CivicPlus Agent and Agenda and Meeting Management Select](https://www.civicplus.help/docs/civicplus-agent-agenda-and-meeting-management-select.md): Learn how to set up the CivicPlus Agent to use knowledge from your Agenda and Meeting Management Select site.
- [CivicPlus Agent and SeeClickFix 311 CRM](https://www.civicplus.help/docs/civicplus-agent-seeclickfix-311-crm.md): Streamline service requests with CivicPlus Agent for SeeClickFix 311 CRM, enabling residents to report issues easily and track submissions effectively.
- [CivicPlus Athena](https://www.civicplus.help/docs/civicplus-athena.md)
- [About CivicPlus Athena](https://www.civicplus.help/docs/about-civicplus-athena-1.md)
- [Chat with CivicPlus Athena](https://www.civicplus.help/docs/chat-with-civicplus-athena-1.md): Learn how to have a conversation with CivicPlus Athena.
- [Enable Athena for Organization Users](https://www.civicplus.help/docs/enable-athena-for-organization-users-2.md): Learn how to turn CivicPlus Athena on for the users of your organization.
- [View Chat Audit Logs](https://www.civicplus.help/docs/view-chat-audit-logs-1.md): Learn how to view chat audit logs for your organization.
- [View Chat History](https://www.civicplus.help/docs/view-chat-history-1.md): Learn how to view your conversation history in the Staff Center.
- [Single Sign-On](https://www.civicplus.help/docs/civicplus-single-sign-on.md)
- [Account Management](https://www.civicplus.help/docs/account-management.md)
- [Single Sign-On Guide](https://www.civicplus.help/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Add and Manage Your Phone Number in the Platform](https://www.civicplus.help/docs/add-and-manage-your-phone-number-in-the-platform.md): Add or edit the phone numbers for your account.
- [AI Policy Agreement](https://www.civicplus.help/docs/generative-ai-acknowledgement.md): CivicPlus ensures AI feature compliance with a one-time acknowledgement. Manage your agreement easily through the CivicPlus Account Service.
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/docs/change-the-name-on-your-account.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/docs/change-your-email-address.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Consolidate CivicPlus Email Accounts](https://www.civicplus.help/docs/consolidate-civicplus-email-accounts.md): If you have different user accounts across CivicPlus products (such as an old email to access  and a new email to access ) and want to consolidate, follow these steps.
- [Create a Single Sign-On Account](https://www.civicplus.help/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Delete an Account](https://www.civicplus.help/docs/delete-an-account.md): Learn how to remove your account from a CivicPlus product.
- [Download Personal Data](https://www.civicplus.help/docs/download-personal-data.md): Learn how to download the personal data for your CivicPlus account.
- [Expired Verification Email](https://www.civicplus.help/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Locked Out](https://www.civicplus.help/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Manage Your Location and Address](https://www.civicplus.help/docs/manage-your-location-and-address.md): Update the address for your account.
- [Passwords](https://www.civicplus.help/docs/passwords.md)
- [Change Your Password in the Platform](https://www.civicplus.help/docs/change-your-password.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Forgot / Reset a Password](https://www.civicplus.help/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Personal Access Token](https://www.civicplus.help/docs/personal-access-token.md): Learn how to create and revoke access tokens for your single sign-on account.
- [Platform (Custom) IdP Integrations](https://www.civicplus.help/docs/platform-custom-idp-integration.md)
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/docs/about-platform-idp-identity-provider-integrations.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Active Directory and Organizations Sync](https://www.civicplus.help/docs/active-directory-and-organizations-sync.md): Provided everything is set up properly, adding users to the Active Directory should add those users to the Staff Portal and assign the user accounts the Group Permissions from the Active Directory.
- [Microsoft ADFS Integration](https://www.civicplus.help/docs/microsoft-adfs-integration.md): Explore the benefits of ADFS, a Microsoft identity access solution for seamless, secure access to applications across different networks.
- [Microsoft Entra ID (Azure Active Directory) Integration](https://www.civicplus.help/docs/microsoft-entra-id-azure-active-directory-integration.md): Explore Microsoft Entra integration with CivicPlus for seamless identity and access management across cloud and on-premises applications.
- [Okta Integration](https://www.civicplus.help/docs/okta-integration.md): Okta offers secure identity management with Active Directory integration, enabling seamless user authentication, provisioning, and directory sync in the cloud.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Platform Protocol Integrations](https://www.civicplus.help/docs/platform-protocol-integration.md)
- [Platform Protocol Integrations Overview](https://www.civicplus.help/docs/platform-protocol-integrations-overview.md): Learn about the protocols that integrate with the CivicPlus Platform.
- [SAML 2.0 Integration](https://www.civicplus.help/docs/saml-2-0-integration.md): Learn about the SAML 2.0 integration with the CivicPlus Platform.
- [Two-Factor Authentication](https://www.civicplus.help/docs/two-factor-authentication.md)
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/docs/force-two-factor-authentication-for-an-organization-1.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Two-Factor Sign-In](https://www.civicplus.help/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Payments](https://www.civicplus.help/docs/payments.md)
- [Get Started with Our Payment Solutions](https://www.civicplus.help/docs/about-payments.md)
- [Payments Basics](https://www.civicplus.help/docs/payments-basics.md)
- [About Payments](https://www.civicplus.help/docs/aboutpayments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [How to Choose Between CivicPlus Payments and External Processors](https://www.civicplus.help/docs/how-to-choose-between-civicplus-payments-and-external-processors.md): Explore CivicPlus Payments and external processing partners to find the best payment solution for your organization’s needs and support expectations.
- [Payments Glossary](https://www.civicplus.help/docs/payments-glossary.md): View definitions for common payments terms.
- [Payments Privacy Policy](https://www.civicplus.help/docs/payments-privacy-policy.md): CivicPlus' Privacy Policy details how we collect, use, and protect your personal data while ensuring transparency and user control over their information.
- [CivicPlus Payments](https://www.civicplus.help/docs/civicplus-payments.md)
- [How CivicPlus Payments Works](https://www.civicplus.help/docs/how-civicplus-payments-work.md): Our in-house payments solution, CivicPlus Payments, is designed to simplify and streamline the way you collect and manage payments within our platform.
- [Setting Up CivicPlus Payments](https://www.civicplus.help/docs/setting-up-civicplus-payments.md): If you’re ready to start accepting payments through our platform, we’ve made the setup process simple and guided.
- [CivicPlus Payments Terminals & Devices](https://www.civicplus.help/docs/civicplus-payments-emv-devices.md): CivicPlus Payments supports select devices to enable in-person payments.
- [Set Up and Register Your Terminals and Devices](https://www.civicplus.help/docs/configure-your-civicplus-payments-emv-device.md): Register your payment device with ease! Follow our step-by-step guide to ensure proper installation, connection, and configuration for seamless transactions.
- [Perform a Test Transaction on EMV/Card Reader/Terminal](https://www.civicplus.help/docs/perform-a-test-transaction-on-emvcard-readerterminal.md): Follow these steps to register your device, process payments, and handle transaction reversals in CivicPlus Payments efficiently.
- [De-Registering Your Terminals and Devices](https://www.civicplus.help/docs/de-registering-your-terminals-and-devices.md): Check out step-by-step instructions on how to de-register your terminals and devices in the Payments Portal after you have already registered them.
- [Supported Payment Methods](https://www.civicplus.help/docs/supported-payment-methods.md): Explore CivicPlus Payments for secure credit, debit, and ACH options, ensuring easy online and in-person transactions for your organization.
- [Fees and Pricing](https://www.civicplus.help/docs/fees-and-pricing.md): View an article outlining how fees work when using CivicPlus Payments, what you can expect on your statements, and how to get full pricing details.
- [Switching to CivicPlus Payments](https://www.civicplus.help/docs/switching-to-civicplus-payments.md): Switch to CivicPlus Payments for a secure, integrated payment solution designed for government needs. Enjoy simplified reporting and streamlined support.
- [External Processors](https://www.civicplus.help/docs/external-processors.md)
- [Set Up Payments with External Processors](https://www.civicplus.help/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [External Processor Payment Devices Overview](https://www.civicplus.help/docs/gateway-hardware-overview.md): CivicPlus requires chip and magnetic stripe readers from payment gateways, offering support for configuration but not for terminal errors.
- [Credentials Needed for Each External Processor](https://www.civicplus.help/docs/credentials-needed-for-each-gateway.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [Convenience Fees](https://www.civicplus.help/docs/convenience-fees.md): Find out more about convenience fees, an extra charge levied for the convenience of paying for a product or service by way of a credit card.
- [Partner Processors](https://www.civicplus.help/docs/partner-processors.md)
- [CardPointe](https://www.civicplus.help/docs/cardpointe.md)
- [CardPointe EMV Hardware Serial Number](https://www.civicplus.help/docs/cardpointe-emv-hardware-serial-number.md): Find out how to find the Hardware Serial Number (HSN) for supported Cardpointe devices.
- [CardPointe Hardware](https://www.civicplus.help/docs/cardpointe-hardware.md): View the hardware requirements for Cardpointe.
- [CardPointe Saved Payment Methods](https://www.civicplus.help/docs/cardpointe-saved-payment-methods.md): Learn how to save payment methods with CardPointe in CivicPlus Payments for seamless e-commerce and in-person transactions. Secure your payments today!
- [CardPointe Support](https://www.civicplus.help/docs/cardpointe-support.md): Access helpful resources for contacting CardPointe support.
- [Clover Flex LTE Service](https://www.civicplus.help/docs/clover-flex-lte-service.md): The Clover Flex device can be used with the CivicPlus Pay and Cardpointe integration and supports LTE services.
- [CSG Forte](https://www.civicplus.help/docs/csg-forte.md)
- [ACH with CSG Forte](https://www.civicplus.help/docs/ach-with-csg-forte.md): Learn more about using ACH payments with your CSG Forte payment gateway.
- [CSG Forte Card Present Transactions](https://www.civicplus.help/docs/csg-forte-card-present-transactions.md): Find out more about what it looks like to do a chip-read or card-swipe transaction with CSG Forte and the MagTek eDynamo.
- [CSG Forte EMV Manual and Hand-Keyed Payments](https://www.civicplus.help/docs/csg-forte-emv-manual-and-hand-keyed-payments.md): Discover how manual and hand-keyed payments work the same as card-not-present transactions with CSG Forte. You will see the same screens and the same prompts.
- [CSG Forte Hardware](https://www.civicplus.help/docs/csg-forte-hardware.md): Learn more about the hardware requirements for CSG Forte.
- [CSG Forte Saved Payment Methods](https://www.civicplus.help/docs/csg-forte-saved-payment-methods.md): Find out how an end-user can store a credit/debit card or ACH saved payment method using the MagTek eDynamo device.
- [CSG Forte Support](https://www.civicplus.help/docs/csg-forte-support.md): Learn more about how to contact Forte support.
- [Install the eDynamo and DynaFlex Drivers for CSG Forte](https://www.civicplus.help/docs/install-the-edynamo-and-dynaflex-drivers-for-csg-forte.md): Access a helpful walkthrough on installing the device drivers needed in order to use the MagTek eDynamo with CSG Forte.
- [Install the Forte V400C](https://www.civicplus.help/docs/install-the-forte-v400c.md): Gather information about the installation steps for the Forte V400C device, which will differ depending on the configuration.
- [Payments and CSG Forte Fee Models](https://www.civicplus.help/docs/payments-and-csg-forte-fee-models.md): Find out more about the two options Forte has when it comes to processing fees: the Convenience Fee Model and the Absorbed Fee Model.
- [Reconciling Payments with CSG Forte](https://www.civicplus.help/docs/reconciling-payments-with-csg-forte.md): Find out more about the Merchant Code, Trace ID, and Authorization Number and how these connect in Payments and CSG Forte.
- [Session Timeouts with CSG Forte](https://www.civicplus.help/docs/session-timeouts-with-csg-forte.md): Find out more about session timeouts when using a CSG Forte payment gateway. If you are using CSG Forte as your payment gateway, the end-user has 20 minutes to complete their payment information before their session times out.
- [Set Up CSG Forte for Payments](https://www.civicplus.help/docs/set-up-csg-forte-for-payments.md): Access the necessary process for Payments to be allowed to communicate with the CSG Forte gateway.
- [Global Payments Integrated](https://www.civicplus.help/docs/global-payments-integrated.md)
- [Global Payments Integrated Overview](https://www.civicplus.help/docs/global-payments-integrated-overview.md): Learn more about Global Payments Integrated and how it integrates with CivicPlus.
- [Cancel a Global Payments Integrated EMV (Card-Present) Transaction](https://www.civicplus.help/docs/cancel-a-global-payments-integrated-emv-card-present-transaction.md): Learn more about all the ways to cancel a card-present transaction after it has already been initiated.
- [Global Payments Integrated EMV Logs](https://www.civicplus.help/docs/global-payments-integrated-emv-logs.md): Learn more about how Global Payments Integrated, the maker of RCM, captures logging from your EMV device. You may need to provide these logs to CivicPlus or Global Payments for troubleshooting purposes.
- [Global Payments Integrated EMV Manual & Hand-Keyed Payments](https://www.civicplus.help/docs/global-payments-integrated-emv-manual-hand-keyed-payments.md): Learn more about how to enter a hand-keyed payment into a Global Payments Integrated EMV device.
- [Global Payments Integrated EMV RCM Downloads](https://www.civicplus.help/docs/global-payments-integrated-emv-rcm-downloads.md): Check out the Global Payments Integrated EMV Remote Client Manager Downloads.
- [Global Payments Integrated EMV System Requirements](https://www.civicplus.help/docs/global-payments-integrated-emv-system-requirements.md): View the system and browser requirements for Global Payments Integrated EMV.
- [Global Payments Integrated EMV/Hardware Setup Guide](https://www.civicplus.help/docs/global-payments-integrated-emvhardware-setup-guide.md): Access a helpful guide that explains how to install the required software to process payments on the Recreation Management side with EMV machines, using Payments/Global Payments Integrated.
- [Global Payments Integrated Hardware](https://www.civicplus.help/docs/global-payments-integrated-hardware.md): View hardware requirements for Global Payments Integrated.
- [Global Payments Integrated Support](https://www.civicplus.help/docs/global-payments-integrated-support.md): Learn how to get in touch with Global Payments Integrated (formerly OpenEdge) support.
- [Global Payments Integrated's Decline Minimizer](https://www.civicplus.help/docs/global-payments-integrateds-decline-minimizer.md): Learn more about Global Payments Integrated's (formerly OpenEdge) Decline Minimizer, a feature that enables Payments to capture card updates.
- [Reconciling Payments with Global Payments Integrated](https://www.civicplus.help/docs/reconciling-payments-with-global-payments-integrated.md): Find out more about the merchant code, Payments transaction ID, and invoice number, and how these all tie together for reconciliation purposes.
- [Save a Card with EMV with Global Payments Integrated](https://www.civicplus.help/docs/save-a-card-with-emv-with-global-payments-integrated.md): Learn more about how you can elect to save a card while checking out with EMV or you can add a card-on-file outside of a transaction.
- [Saved Payment Methods with Global Payments Integrated](https://www.civicplus.help/docs/saved-payment-methods-with-global-payments-integrated.md): If you are using Global Payments Integrated (formerly OpenEdge), it is possible to allow your users to save payment methods for future use.
- [Session Timeouts with Global Payments Integrated](https://www.civicplus.help/docs/session-timeouts-with-global-payments-integrated.md): Learn more about how if you are using Global Payments Integrated as your payment gateway, the end-user has 5 minutes to complete their payment information before their session times out.
- [Additional Processors](https://www.civicplus.help/docs/additional-processors.md)
- [Authorize.net](https://www.civicplus.help/docs/authorizenet.md)
- [Authorize.net ACH Payments](https://www.civicplus.help/docs/authorizenet-ach-payments.md): Authorize.net has a few caveats when it comes to using ACH. This article documents those differences.
- [Authorize.net Card Present Transactions](https://www.civicplus.help/docs/authorizenet-card-present-transactions.md): This article will show you what it looks like to do a chip read or a card swipe transaction with Authorize.net and the BBPOS Chipper 2X.
- [Authorize.net Credentials for EMV (Card-Present) Transactions](https://www.civicplus.help/docs/authorizenet-credentials-for-emv-card-present-transactions.md): Set up CivicPlus Payments with Authorize.net using these essential steps for existing customers to enable card-present transactions efficiently.
- [Authorize.net Does Not Support Contactless](https://www.civicplus.help/docs/authorizenet-does-not-support-contactless.md): Authorize.net supports chip and magnetic stripe reading but does not support contactless payments.
- [Authorize.net Duplicate Transactions](https://www.civicplus.help/docs/authorizenet-duplicate-transactions.md): This article describes Authorize.net's duplicate transaction logic.
- [Authorize.net EMV Firmware Updates](https://www.civicplus.help/docs/authorizenet-emv-firmware-updates.md): Learn how to update your firmware.
- [Authorize.net Saved Payment Methods](https://www.civicplus.help/docs/authorizenet-saved-payment-methods.md): Learn how to save payment methods with Authorize.net for seamless future transactions, including credit cards, debit cards, and bank accounts.
- [Authorize.net Support](https://www.civicplus.help/docs/authorizenet-support.md): Discover the avenues for contacting the Authorize.net support team and checking their system status.
- [BBPOS Chipper 2X Lights](https://www.civicplus.help/docs/bbpos-chipper-2x-lights.md): Learn about the light meanings on the chipper device.
- [Cancel an Authorize.net EMV (Card-Present) Transaction](https://www.civicplus.help/docs/cancel-an-authorizenet-emv-card-present-transaction.md): Learn how to cancel a card-present transaction for Authorize.net.
- [Session Timeouts with Authorize.net](https://www.civicplus.help/docs/session-timeouts-with-authorizenet.md): If you are using Authorize.net as your payment gateway, Authorize.net controls the session timeout.
- [Set Up Authorize.net for Payments](https://www.civicplus.help/docs/set-up-authorizenet-for-payments.md): This process is necessary for Payments to be allowed to communicate with the Authorize.net gateway.
- [Set Up the Pay Tray Application for Authorize.net](https://www.civicplus.help/docs/set-up-the-pay-tray-application-for-authorizenet.md): This article will walk you through setting up the Pay Tray Application for use with an Authorize.net credit card reader.
- [Sharing Cards Across Accounts with Authorize.net](https://www.civicplus.help/docs/sharing-cards-across-accounts-with-authorizenet.md): Inside Authorize.net’s Customer Information Manager, you can see all the payment methods that users have saved if you have elected to store payment methods.
- [Turn Test Mode Off or On in Authorize.net](https://www.civicplus.help/docs/turn-test-mode-off-or-on-in-authorizenet.md): The following instructions describe how to turn on or off test mode in Authorize.net.
- [Update Authorize.net API User Password](https://www.civicplus.help/docs/update-authorizenet-api-user-password.md): Update your Authorize.net password to resolve invalid login errors.
- [Braintree](https://www.civicplus.help/docs/braintree.md)
- [Braintree Saved Payment Methods](https://www.civicplus.help/docs/braintree-saved-payment-methods.md): This article will describe how to save payment methods for future use with Braintree.
- [Braintree Support](https://www.civicplus.help/docs/braintree-support.md): View several links that will give you an avenue for contacting Braintree Support.
- [Duplicate Transactions For Braintree](https://www.civicplus.help/docs/duplicate-transactions-for-braintree.md): Learn how to handle duplicate transactions for Braintree.
- [Reconcile Braintree Transactions](https://www.civicplus.help/docs/reconcile-braintree-transactions.md): This article will discuss the various transaction IDs used in the Braintree integration.
- [Set Up Braintree for Pay](https://www.civicplus.help/docs/set-up-braintree-for-pay.md): This article will show you how to get the API credentials needed for the Braintree integration.
- [Converge](https://www.civicplus.help/docs/converge.md)
- [Cancel a Converge EMV (Card-Present) Transaction](https://www.civicplus.help/docs/cancel-a-converge-emv-card-present-transaction.md): This article will show you how to cancel a card-present transaction after it is initiated.
- [Converge API User Credentials](https://www.civicplus.help/docs/converge-api-user-credentials.md): Learn how to set up CivicPlus Payments with Converge, including API user details and terminal associations for seamless integration.
- [Converge Debit Settings](https://www.civicplus.help/docs/converge-debit-settings.md): Inside Converge, there are three possible settings for debit cards.
- [Converge Ecommerce Troubleshooting Guide](https://www.civicplus.help/docs/converge-ecommerce-troubleshooting-guide.md): Check out a helpful troubleshooting guide and frequently asked questions for Converge Ecommerce issues.
- [Converge EMV Manual and Hand-Keyed Payments](https://www.civicplus.help/docs/converge-emv-manual-and-hand-keyed-payments.md): This article will walk you through how to enter a hand-key payment into a Converge EMV device.
- [Converge Fees](https://www.civicplus.help/docs/converge-fees.md): The Absorbed Fee Model means your organization absorbs or pays the service fees.
- [Converge Hardware](https://www.civicplus.help/docs/converge-hardware.md): View hardware requirements for Converge.
- [Converge Saved Payment Methods](https://www.civicplus.help/docs/converge-saved-payment-methods.md): Learn how to tokenize cards with Converge's Commerce Web Services and set up a shared token vault for seamless payment processing across terminals.
- [Converge Support](https://www.civicplus.help/docs/converge-support.md): Learn how to contact Converge's support.
- [Duplicate Transactions in Converge](https://www.civicplus.help/docs/duplicate-transactions-in-converge.md): Learn about duplicate transactions in Converge.
- [Elavon Converge Commerce Web Services Download](https://www.civicplus.help/docs/elavon-converge-commerce-web-services-download.md): In order to use Payments with an Elavon Converge EMV device, customers should utilize version 6.5 of Commerce Web Services (CWS).
- [Getting Started with Converge EMV](https://www.civicplus.help/docs/getting-started-with-converge-emv.md): Learn how to get started with setting up EMV in Converge.
- [Physically Set Up Your EMV Device for Converge](https://www.civicplus.help/docs/physically-set-up-your-emv-device-for-converge.md): This article will give an overview of how to procure and set up devices for Converge.
- [Session Timeouts with Converge](https://www.civicplus.help/docs/session-timeouts-with-converge.md): This article will discuss how session timeouts are handled with the Converge payment gateway.
- [Set a Payment Field as Not Required in Converge](https://www.civicplus.help/docs/set-a-payment-field-as-not-required-in-converge.md): This article will show you how to make fields not required in Converge.
- [Set Up Converge for Payments](https://www.civicplus.help/docs/set-up-converge-for-payments.md): Learn how to configure CivicPlus Payments with Converge, including whitelisting IPs and setting up hosted payment forms for seamless transactions.
- [Set Up Commerce Web Services](https://www.civicplus.help/docs/set-up-commerce-web-services.md): Learn to install and configure Converge Commerce Web Services for CivicPlus Payments, ensuring your card reader works seamlessly with version 6.5.
- [Set Your EMV Device to USB Mode for Converge](https://www.civicplus.help/docs/set-your-emv-device-to-usb-mode-for-converge.md): Integrate CivicPlus Payments with Converge devices by setting to USB mode. Follow our guide for seamless setup and troubleshooting tips.
- [Heartland](https://www.civicplus.help/docs/heartland.md)
- [Chip Readers and Pin Pad Devices](https://www.civicplus.help/docs/chip-readers-and-pin-pad-devices.md): This article will give an overview of how to procure and provision devices for Heartland.
- [Duplicate Transactions with Heartland](https://www.civicplus.help/docs/duplicate-transactions-with-heartland.md): Find out more about duplicate transactions and how they're handled with the Heartland gateway provider.
- [Heartland Hardware](https://www.civicplus.help/docs/heartland-hardware.md): View hardware requirements for Heartland.
- [Heartland Support](https://www.civicplus.help/docs/heartland-support.md): Learn how to contact Heartland Support.
- [Set Up the Pay Tray App for Heartland](https://www.civicplus.help/docs/set-up-the-pay-tray-app-for-heartland.md): This article will show you how to set up the Pay Tray App for Heartland.
- [PayPal Payflow](https://www.civicplus.help/docs/paypal-payflow.md)
- [Cards on File with Payflow](https://www.civicplus.help/docs/cards-on-file-with-payflow.md): Learn how Payflow's Hosted Pages enable card tokenization and manage referenced transactions in CivicPlus Payments for secure online payments.
- [Payflow API User Credentials](https://www.civicplus.help/docs/payflow-api-user-credentials.md): Learn about the user credentials needed for Payflow.
- [Payflow Cannot Support ACH](https://www.civicplus.help/docs/payflow-cannot-support-ach.md): Payflow ACH Payment API is not compatible with CivicPlus systems.
- [Payflow: Turn Off PayPal Express and PayPal Credit](https://www.civicplus.help/docs/payflow-turn-off-paypal-express-and-paypal-credit.md): Follow these instructions to turn off “Pay Now: Checkout with PayPal” and “Pay Later: PayPal Credit”.
- [PayPal Payflow Support](https://www.civicplus.help/docs/paypal-payflow-support.md): The following resources provide an avenue for contacting the PayPal support team and checking their system status.
- [Session Timeouts with Payflow](https://www.civicplus.help/docs/session-timeouts-with-payflow.md): If you are using Payflow as your payment gateway, the end-user has 30 minutes to complete their payment information before their session times out.
- [Set Up PayPal Payflow for Payments](https://www.civicplus.help/docs/set-up-paypal-payflow-for-payments.md): This process is necessary for Payments to be allowed to communicate with the Payflow gateway.
- [Turn Off PayPal Payflow Receipt Page](https://www.civicplus.help/docs/turn-off-paypal-payflow-receipt-page.md): As a best practice, it is best to show users only one receipt page.
- [Tempus](https://www.civicplus.help/docs/tempus.md)
- [Cancel a Tempus EMV (Card-Present) Transaction](https://www.civicplus.help/docs/cancel-a-tempus-emv-card-present-transaction.md): This article will show you how to cancel a card-present transaction after it is initiated.
- [Duplicate Transactions in Tempus](https://www.civicplus.help/docs/duplicate-transactions-in-tempus.md): Learn about duplicate transactions in Tempus.
- [Session Timeouts with Tempus](https://www.civicplus.help/docs/session-timeouts-with-tempus.md): If you are using Tempus as your payment gateway, the end-user has 20 minutes to complete their payment information before their session times out.
- [Set Up Tempus EMV Devices for Payments](https://www.civicplus.help/docs/set-up-tempus-emv-devices-for-payments.md): This article will give an overview of how to procure and set up devices for Tempus.
- [Tempus Contactless Payments](https://www.civicplus.help/docs/tempus-contactless-payments.md): Learn how to set up contactless payments with Tempus.
- [Tempus Hardware](https://www.civicplus.help/docs/tempus-hardware.md): View Tempus hardware requirements.
- [Tempus Saved Payment Methods](https://www.civicplus.help/docs/tempus-saved-payment-methods.md): If you are using Tempus, it is possible to allow your users to save credit/debit cards for future use.
- [Tempus Support](https://www.civicplus.help/docs/tempus-support.md): Learn how to contact Tempus support.
- [Pay Tray App](https://www.civicplus.help/docs/pay-tray-app.md)
- [Pay Tray App Overview](https://www.civicplus.help/docs/pay-tray-app-overview.md): Learn about the Pay Tray App.
- [Authorize.net EMV Tray App Logging](https://www.civicplus.help/docs/authorizenet-emv-tray-app-logging.md): The Pay Tray Application has its own logging but for Authorize.net, it too has additional logging that can be used.
- [Find Your Pay Tray App Version](https://www.civicplus.help/docs/find-your-pay-tray-app-version.md): When working with our Support team or troubleshooting an issue, it is helpful to find the version of the tray app that you are using.
- [Install the Pay Tray App](https://www.civicplus.help/docs/install-the-pay-tray-app.md): This article will show you how to complete the installation process for the Pay Tray App.
- [Pay Tray App Downloads](https://www.civicplus.help/docs/pay-tray-app-downloads.md): Here you will find the latest Pay Tray App download.
- [Pay Tray App Settings](https://www.civicplus.help/docs/pay-tray-app-settings.md): The Pay Tray App has a set of settings for each integration.
- [Pay Tray Application Logging](https://www.civicplus.help/docs/pay-tray-application-logging.md): If you are experiencing issues, turning on logging or opening the debug window will allow the tray app to capture technical information.
- [Pay Tray Application System Requirements](https://www.civicplus.help/docs/pay-tray-application-system-requirements.md): The Pay Tray Application has requirements in order to be able to operate correctly.
- [Pay Tray Application Troubleshooting Guide](https://www.civicplus.help/docs/pay-tray-application-troubleshooting-guide.md): Fix "Socket Error: The Socket is no longer available" by reinstalling the Pay Tray App and ensuring proper security certificate installation.
- [Pay Tray App Debug Window](https://www.civicplus.help/docs/pay-tray-app-debug-window.md): Learn how to use the Debug Window in the Pay Tray application.
- [Uninstall the Pay Tray Application](https://www.civicplus.help/docs/uninstall-the-pay-tray-application.md): Learn how to uninstall the Pay Tray Application.
- [Upgrade to Pay Tray App Version 3.X](https://www.civicplus.help/docs/upgrade-to-pay-tray-app-version-3x.md): Upgrade to Pay Tray App 3.1 for enhanced security and seamless Authorize.net integration. Ensure your gateway configuration is updated for optimal performance.
- [Best Practices](https://www.civicplus.help/docs/best-practices.md)
- [Hosted Payment Form Best Practices](https://www.civicplus.help/docs/hosted-payment-form-best-practices.md): View best practices for hosted payment forms.
- [Receipt Pages Best Practices](https://www.civicplus.help/docs/receipt-pages-best-practices.md): Learn about the receipt page best practices.
- [Accepting Payments](https://www.civicplus.help/docs/accepting-payments.md)
- [Accepting Credit and Debit Cards](https://www.civicplus.help/docs/accepting-credit-and-debit-cards.md): Find out how card payments work with CivicPlus Payments, how you can accept them online or in person, and tips for ensuring secure, successful transactions.
- [Accepting ACH or Bank Transfers](https://www.civicplus.help/docs/accepting-ach-or-bank-transfers.md): Find out more about how ACH works with our payments system, how to get started, and what to expect.
- [Recurring or Scheduled Payments](https://www.civicplus.help/docs/recurring-or-scheduled-payments.md): Find out how recurring billing works within our platform, how it’s configured, and what your staff should know.
- [Saved Payment Accounts](https://www.civicplus.help/docs/saved-payment-methods.md): Find out more about how saved payment accounts work, how they’re managed, and what to know about security and control.
- [International Payments and ZIP Code Handling](https://www.civicplus.help/docs/international-payments-and-zip-code-handling.md): Learn more about how international transactions are handled by our system and what to expect when ZIP code verification (AVS) is involved.
- [Failed Transactions and How to Handle Them](https://www.civicplus.help/docs/failed-transactions-and-how-to-handle-them.md): Discover the most common reasons payments fail, and how you or your residents can respond when they do.
- [How Payments Appear on Resident Bank Statements](https://www.civicplus.help/docs/how-payments-appear-on-resident-bank-statements.md): Find out more about what a payment descriptor is, how it’s set, and what your residents can expect to see.
- [Deposits, Fees, & Refunds](https://www.civicplus.help/docs/deposits-fees-refunds.md)
- [Deposit Overview](https://www.civicplus.help/docs/deposit-overview.md): Learn more about what a deposit is, who sends deposits to your bank account, how often deposits are made, and how deposits typically appear on your organization’s bank statements.
- [Deposit Schedules and Tracking](https://www.civicplus.help/docs/deposit-schedules-and-tracking.md): Find out how deposits work, how to track them, and what might cause delays for our payments system.
- [Understanding Payment Processing Fees](https://www.civicplus.help/docs/understanding-payment-processing-fees.md): Learn more about how processing fees work with our payments system, when they’re deducted, and how to review them.
- [Issuing Refunds](https://www.civicplus.help/docs/issuing-refunds.md): Learn how to issue refunds with CivicPlus Payments, including timelines, fees, and essential steps for account owners and residents.
- [Reporting & Reconciliation](https://www.civicplus.help/docs/reporting-reconciliation.md)
- [Payments Portal Overview](https://www.civicplus.help/docs/payments-portal-overview.md): Learn more about the Payments Portal, a secure, web-based dashboard that provides real-time visibility into your payment activity when you’re using our payments system.
- [Navigating Payments Portal](https://www.civicplus.help/docs/navigating-payments-portal.md): Gather information about navigating the Payments Portal, such as the functions of the Activity Log and Gateway Configurations tabs and more.
- [Available Reports in Payments Portal](https://www.civicplus.help/docs/civicplus-payments-reporting-guide.md): Find out how to access, export, and understand the available reports in the Payments Portal.
- [Using the Activity Log](https://www.civicplus.help/docs/using-the-activity-log.md): Explore the Payments Portal's activity details, transaction history, and raw data insights for effective troubleshooting and payment processing.
- [Reconciliation Tool for Recreation Management Payments](https://www.civicplus.help/docs/reconciliation-tool-recreation-management-payments.md): Streamline your card and ACH payment reconciliation in CivicPlus Payments with our detailed workbooks and instructions for accurate financial management.
- [Disputes, Compliance, & Taxes ](https://www.civicplus.help/docs/disputes-compliance-taxes.md)
- [Disputes & Chargebacks Overview](https://www.civicplus.help/docs/disputes-and-chargebacks-overview.md): Learn how to effectively dispute a chargeback by gathering compelling evidence and understanding the process to increase your chances of success.
- [Understanding Chargeback Reason Codes and Fees](https://www.civicplus.help/docs/understanding-chargeback-reason-codes-and-fees.md): Gather information about why chargebacks happen, how to prevent them, and how to fight them.
- [PCI Compliance](https://www.civicplus.help/docs/payments-pci-compliance.md): Find out more about how a combination of CivicPlus, the Payment Provider, and you the customer, share responsibilities for maintaining PCI compliance.
- [1099-K and Tax Reporting](https://www.civicplus.help/docs/1099-k-and-tax-reporting.md): Learn about Form 1099-K, its reporting requirements, and tax guidance for merchants to ensure accurate income reporting for your business.
- [FAQs & Troubleshooting](https://www.civicplus.help/docs/faqs-troubleshooting.md)
- [CivicPlus Payments FAQs](https://www.civicplus.help/docs/faqs.md)
- [Changing Payment Solutions FAQ](https://www.civicplus.help/docs/changing-payment-solutions-faqs.md): Learn about switching payment processors, costs, integration, and how CivicPlus supports your transition for seamless financial management.
- [Enabling Payments FAQs](https://www.civicplus.help/docs/enabling-payments-faqs.md): Check out the answers to some of the commonly asked questions about the process of enabling payments.
- [Payment Processing FAQs](https://www.civicplus.help/docs/payment-processing-faqs.md): Discover the answers to frequently asked questions about payment processing through our payments solution.
- [Payments Reporting and Tools FAQs](https://www.civicplus.help/docs/payments-reporting-and-tools-faqs.md): View answers to frequently asked questions regarding Payments reporting.
- [External Processors FAQs](https://www.civicplus.help/docs/external-processor-faqs.md)
- [Authorize.net FAQs](https://www.civicplus.help/docs/authorizenet-faqs.md): Review frequently asked questions covering EMV support, transaction limits, refund policies, and integration with Authorize.net for seamless payment processing.
- [Braintree FAQs](https://www.civicplus.help/docs/braintree-faq.md): View answers to frequently asked questions regarding Braintree payment processing.
- [Converge FAQs](https://www.civicplus.help/docs/converge-frequently-asked-questions.md): Learn about CivicPlus integration with Converge, including payment methods, transaction types, and support for contactless payments.
- [CSG Forte FAQs](https://www.civicplus.help/docs/csg-forte-faqs.md): Learn about CSG Forte's payment features, including transaction cancellation, refunds, and zip requirements for EMV transactions.
- [Global Payments Integrated FAQs](https://www.civicplus.help/docs/global-payments-integrated-faqs.md): View frequently asked questions and answers for our Global Payments Integrated integration.
- [Paypal Payflow FAQs](https://www.civicplus.help/docs/paypal-payflow-faqs.md): View answers to frequently asked questions regarding our integration with PayPal Payflow.
- [Tempus FAQs](https://www.civicplus.help/docs/tempus-faqs.md): View answers to frequently asked questions regarding Tempus payment processing.
- [Common Errors](https://www.civicplus.help/docs/common-errors.md)
- [Common Payments Error Codes](https://www.civicplus.help/docs/pay-error-codes.md): View a list of common errors with payments.
- [Troubleshooting](https://www.civicplus.help/docs/troubleshooting.md)
- [Authorize.net Troubleshooting Guide](https://www.civicplus.help/docs/authorizenet-troubleshooting-guide.md): Troubleshoot Authorize.net card charges, FDSPendingReview issues, and error codes to ensure smooth transactions and improve your payment processing experience.
- [Converge Payment Terminal Troubleshooting Guide](https://www.civicplus.help/docs/converge-payment-terminal-troubleshooting-guide.md): Troubleshoot Converge payment terminals with expert tips on connectivity, API errors, and hardware issues to ensure smooth transactions.
- [CSG Forte Payment Terminal Troubleshooting Guide](https://www.civicplus.help/docs/csg-forte-payment-terminal-troubleshooting-guide.md): Check out some helpful troubleshooting tips post-setup of CSG Forte payment terminals.
- [Global Payments Integrated Payment Terminal Troubleshooting Guide](https://www.civicplus.help/docs/global-payments-integrated-payment-terminal-troubleshooting-guide.md): Troubleshoot Global Payments Integrated terminals with expert tips on connectivity, API errors, and running test transactions effectively.
- [Payflow Troubleshooting Guide](https://www.civicplus.help/docs/payflow-troubleshooting-guide.md): Ensure your Payflow configuration is correct with tips on enabling Hosted Pages, API permissions, and troubleshooting invalid transactions.
- [Resident Portal](https://www.civicplus.help/docs/resident-portal.md)
- [Get Started with the Resident Portal](https://www.civicplus.help/docs/about-the-resident-portal.md)
- [About the Resident Portal](https://www.civicplus.help/docs/resident-portal-overview.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [CivicPlus Product Embeds](https://www.civicplus.help/docs/civicplus-product-embeds.md)
- [Community Development Resident Portal Embed](https://www.civicplus.help/docs/community-development-resident-portal-embed.md): Find out more about how your Community Development Citizen Portal can be added as a tab in your Resident Portal. The embed directs resident users to permits, inspections, licenses, and other available services.
- [Meetings Select Resident Portal Embed](https://www.civicplus.help/docs/meetings-select-resident-portal-embed.md): Learn about the Meetings Select product embed in the Resident Portal.
- [SeeClickFix 311 CRM Resident Portal Embed](https://www.civicplus.help/docs/seeclickfix-311-crm-resident-portal-embed.md): Learn about the SeeClickFix product embed in the Resident Portal.
- [NextRequest Resident Portal Embed](https://www.civicplus.help/docs/nextrequest-resident-portal-embed.md): Learn about the NextRequest product embed in the Resident Portal.
- [Portal Settings & Permissions](https://www.civicplus.help/docs/portal-settings-permissions.md)
- [Create and Manage Resident Portal Links](https://www.civicplus.help/docs/create-manage-resident-portal-links.md): Learn to manage links in your Resident Portal, directing residents to vital community resources with easy steps for adding, featuring, and removing links.
- [Resident Portal Administrator Training Video](https://www.civicplus.help/docs/resident-portal-administrator-training-video.md): View a training video for Resident Portal system administrators.
- [Resident Portal Alerts Settings](https://www.civicplus.help/docs/resident-portal-alerts-settings.md): Manage alerts in your Resident Portal with ease! Customize channels, add tags, and enhance user experience.
- [Resident Portal Forms Settings](https://www.civicplus.help/docs/resident-portal-forms-settings.md): Manage your Resident Portal forms effortlessly with automatic syncing, visibility options, and third-party links. Streamline your form management today!
- [Resident Portal Legislation Settings](https://www.civicplus.help/docs/resident-portal-legislation-settings.md): Manage your Resident Portal with the Legislation tab.
- [Resident Portal Meetings Settings](https://www.civicplus.help/docs/resident-portal-meetings-settings.md): Manage your Resident Portal meetings easily: feature events, add tags, and create links for seamless communication with residents.
- [Resident Portal Navigation Settings](https://www.civicplus.help/docs/resident-portal-navigation-settings.md): Customize your Resident Portal navigation with ease: manage visibility, edit icons, and add descriptions for a tailored user experience.
- [Resident Portal Notifications Settings](https://www.civicplus.help/docs/resident-portal-notifications-settings.md): Manage your Resident Portal with ease! Customize notifications, add links, and feature lists to enhance user experience and engagement.
- [Resident Portal Permissions](https://www.civicplus.help/docs/resident-portal-permissions.md): Learn how to assign permission access to the Resident Portal.
- [Using the Resident Portal](https://www.civicplus.help/docs/using-the-resident-portal.md)
- [Alerts and Notifications Overview](https://www.civicplus.help/docs/alerts-and-notifications-overview.md): Learn about the alerts and notifications options in the Resident Portal.
- [Filter and Search Forms in the Resident Portal](https://www.civicplus.help/docs/filter-and-search-forms-in-the-resident-portal.md): Learn how to view forms in the Resident Portal.
- [Manage and Sign In to Your Account in the Resident Portal](https://www.civicplus.help/docs/manage-and-sign-in-to-your-account-in-the-resident-portal.md): Find out more about how to sign in to and manage your single sign-on account from the Resident Portal.
- [Manage Your Alerts in the Resident Portal](https://www.civicplus.help/docs/manage-your-alerts-in-the-resident-portal.md): Manage your Mass Notification subscriptions easily in the Resident Portal. Subscribe to Weather Alerts for timely updates on severe weather warnings.
- [Manage Your Notifications in the Resident Portal](https://www.civicplus.help/docs/manage-your-notifications-in-the-resident-portal.md): Manage your email and SMS notifications easily through the Resident Portal. Subscribe, unsubscribe, and customize your contact info with ease!
- [View & Manage Your Resident Portal Dashboard](https://www.civicplus.help/docs/view-manage-your-resident-portal-dashboard.md): Find out more about how the Dashboard in the Resident Portal can be customized by favoriting links or forms for easy access to frequently used items as well as displaying Notification lists you are subscribed to.
- [View Legislation Code in the Resident Portal](https://www.civicplus.help/docs/view-legislation-code-in-the-resident-portal.md): Learn how to view the Code of Ordinances for your community in the Resident Portal.
- [View Meetings in the Resident Portal](https://www.civicplus.help/docs/view-meetings.md): Learn how to view meetings for the Resident Portal.
- [Share & Embed the Portal](https://www.civicplus.help/docs/share-embed-the-portal.md)
- [Configure the Web Central Portal Module](https://www.civicplus.help/docs/configure-the-web-central-portal-module.md): Enable the CivicPlus Resident Portal on your site and add a linked page to the front end for user access.
- [Directing Website Traffic to the Resident Portal](https://www.civicplus.help/docs/directing-website-traffic-to-the-resident-portal.md): Learn how to direct traffic to your Resident Portal site. Save time by creating new (or redirecting existing) links to load specific pages within your Resident Portal.
- [Share a Link to a Filtered Notifications List](https://www.civicplus.help/docs/share-a-link-to-a-filtered-notifications-list.md): Learn how to share a link to a Notifications list.
- [Staff Center](https://www.civicplus.help/docs/staff-center.md)
- [Get Started with Staff Center](https://www.civicplus.help/docs/about-staff-center.md)
- [Staff Center Overview](https://www.civicplus.help/docs/staff-center-overview.md): Learn about the features available in the Staff Portal.
- [Platform Permissions Guide](https://www.civicplus.help/docs/permissions-guide.md): Learn about the permissions levels in the Staff Portal and how they impact other CivicPlus products.
- [Conversations with CivicPlus Athena](https://www.civicplus.help/docs/conversations-civicplus-athena.md)
- [About CivicPlus Athena](https://www.civicplus.help/docs/about-civicplus-athena.md): CivicPlus Athena is your AI assistant for managing tasks on the CivicPlus Platform, enhancing user experience with product knowledge and security.
- [Chat with CivicPlus Athena](https://www.civicplus.help/docs/chat-with-civicplus-athena.md): Learn how to have a conversation with CivicPlus Athena.
- [Enable Athena for Organization Users](https://www.civicplus.help/docs/enable-athena-for-organization-users.md): Learn how to turn CivicPlus Athena on for the users of your organization.
- [View Chat Audit Logs](https://www.civicplus.help/docs/view-chat-audit-logs.md): Learn how to view chat audit logs for your organization.
- [View Chat History](https://www.civicplus.help/docs/view-chat-history.md): Learn how to view your conversation history in the Staff Center.
- [Users and Groups](https://www.civicplus.help/docs/users-and-groups.md)
- [Users](https://www.civicplus.help/docs/user-management.md)
- [Organization Owners](https://www.civicplus.help/docs/organization-owners.md): Learn about the Organization Owner role in the Staff Portal, how to add an owner to an organization, and owner permissions.
- [Add & Manage Organization Users](https://www.civicplus.help/docs/add-manage-users.md): Learn how to add or remove users from your Organization, including bulk user addition via .CSV, and manage user access effectively.
- [Check if a User Account is Validated](https://www.civicplus.help/docs/check-if-a-user-account-is-validated.md): Check if a user has an account in your organization.
- [Import Users](https://www.civicplus.help/docs/import-users.md): Import users to your organization.
- [Update User Information](https://www.civicplus.help/docs/update-user-information.md): Learn where users can update their CivicPlus Single Sign-on account display name and email address.
- [Users With Hidden Email Addresses](https://www.civicplus.help/docs/users-with-hidden-email-addresses.md): Learn more about how emails may be hidden as a combination of numbers and letters when residents sign in using the Sign In with Apple option.
- [Groups](https://www.civicplus.help/docs/groups.md)
- [Groups Overview](https://www.civicplus.help/docs/groups-overview.md): Organization Owners can create Groups, which allows you to assign permissions to a group of users who will need the same access to features in Integration Hub, Notifications Admin, Resident Portal, HCMS, or Web Evolve.
- [Create & Manage Groups](https://www.civicplus.help/docs/create-manage-groups.md): Manage user access efficiently by creating groups, assigning permissions, and adding or removing members with ease in your organization.
- [AI Agents](https://www.civicplus.help/docs/ai-agents.md)
- [Create & Manage a CivicPlus Agent](https://www.civicplus.help/docs/create-manage-a-civicplus-agent.md): Learn how to create a resident agent for your site.
- [Configure the CivicPlus Agent Knowledge Base](https://www.civicplus.help/docs/configure-the-civicplus-agent-knowledge-base-1.md): Learn how to customize the sources of knowledge for the CivicPlus Agent.
- [Embed CivicPlus Agent on Web Central](https://www.civicplus.help/docs/embed-civicplus-agent-on-web-central-1.md)
- [Embed CivicPlus Agent on Web Evolve](https://www.civicplus.help/docs/embed-civicplus-agent-on-web-evolve-1.md): Learn how to generate embed codes for agents, configure display URLs, and ensure seamless integration on your website with our step-by-step guide.
- [Review Resident Conversations for an Agent](https://www.civicplus.help/docs/review-resident-conversations-for-an-agent-1.md): View the converations resident users have had with your CivicPlus Agent.
- [Test Your CivicPlus Agent](https://www.civicplus.help/docs/test-your-civicplus-agent.md): Learn how to test how your CivicPlus Agent is working.
- [CivicPlus Agent and Agenda and Meeting Management Select](https://www.civicplus.help/docs/civicplus-agent-and-agenda-and-meeting-management-select.md): Learn how to set up the CivicPlus Agent to use knowledge from your Agenda and Meeting Management Select site.
- [CivicPlus Agent and SeeClickFix 311 CRM](https://www.civicplus.help/docs/civicplus-agent-and-seeclickfix-311-crm.md): Streamline service requests with CivicPlus Agent for SeeClickFix 311 CRM, enabling residents to report issues easily and track submissions effectively.
- [Organization Settings](https://www.civicplus.help/docs/staff-center-settings.md)
- [Automatically Add Users to an Organization by Domain](https://www.civicplus.help/docs/automatically-add-users-to-an-organization-by-domain.md): Configure the domains used by your association. Users who sign in with a matching email address will be automatically added to your Organization.
- [Changing Organization Names](https://www.civicplus.help/docs/changing-organization-names.md): Learn how to update your organization name by contacting CivicPlus Support.
- [Enable Athena for Organization Users](https://www.civicplus.help/docs/enable-athena-for-organization-users-1.md): Learn how to turn CivicPlus Athena on for the users of your organization.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Update Organization Branding & Location](https://www.civicplus.help/docs/update-organization-branding-location.md): Learn how to update the branding for your organization.
- [Applications](https://www.civicplus.help/docs/applications.md)
- [Applications Overview](https://www.civicplus.help/docs/applications-overview.md): Learn how applications are connected to your organization in the Staff Portal and how users can access CivicPlus products through the Dashboard and application switcher.
- [Add ArcGIS Application Credentials](https://www.civicplus.help/docs/add-arcgis-application-credentials.md): Learn how to add ArcGIS credentials to the Staff Portal.
- [Add HCMS Application Credentials](https://www.civicplus.help/docs/add-hcms-application-credentials.md): The Staff Portal service supports the storage and access of Application Credentials for the HCMS.
- [Add Laserfiche Application Credentials](https://www.civicplus.help/docs/add-laserfiche-application-credentials.md): Learn how to create and add Laserfiche credentials.
- [Add Mass Notification Application Credentials](https://www.civicplus.help/docs/add-mass-notification-application-credentials.md): Add Mass Notification application credentials to the Staff Portal.
- [Add Online Code Hosting Application Credentials](https://www.civicplus.help/docs/add-online-code-hosting-application-credentials.md): The Staff Portal supports the storage and access of Application Credentials for Online Code Hosting.
- [Add Process Automation Application Credentials](https://www.civicplus.help/docs/add-process-automation-application-credentials.md): Configure credentials for Process Automation and Digital Services.
- [Add & Manage Web Central Application Credentials](https://www.civicplus.help/docs/add-web-central-application-credentials.md): Learn how to add Web Central application credentials, which enables centralized Forms and Subscription Lists within the Resident Portal and integrations in the Integration Hub.
- [Add Web Open Credentials](https://www.civicplus.help/docs/add-web-open-credentials.md): The Staff Portal supports the storage and access of Application Credentials for Web Open.
- [Remove Application Credentials](https://www.civicplus.help/docs/remove-application-credentials.md): Learn more about how to remove an application credential from your Organization.
- [Notifications Admin](https://www.civicplus.help/docs/notifications-admin.md)
- [Get Started with Notifications Admin](https://www.civicplus.help/docs/about-notifications-admin.md)
- [Notifications Admin Overview](https://www.civicplus.help/docs/notifications-admin-overview.md): Learn about email and SMS notifications sent through Notifications Admin.
- [Notifications Admin Browser Support](https://www.civicplus.help/docs/notifications-admin-browser-support.md): Learn about the supported browsers for Notifications Admin.
- [Notifications Admin Dashboard](https://www.civicplus.help/docs/notifications-admin-dashboard.md): Learn about the Notifications Dashboard.
- [Administration & Permissions](https://www.civicplus.help/docs/administration-permissions.md)
- [Notifications Admin Permissions](https://www.civicplus.help/docs/notifications-permissions-overview.md): Learn about the permissions levels in Notifications Admin.
- [Manage Notifications Templates](https://www.civicplus.help/docs/manage-templates.md): Organization Owners can customize the Header and Footer that appears on email notifications.
- [Notifications Settings](https://www.civicplus.help/docs/notifications-settings.md): Organization Owners can update the default settings for Sender Name, Reply Email Address, and Send Time.
- [View the Notifications History Log](https://www.civicplus.help/docs/view-the-history-log.md): The History Log provides transparency on activities performed by administrative users.
- [My Subscriptions](https://www.civicplus.help/docs/my-subscriptions.md)
- [Manage Your Notifications in the Resident Portal](https://www.civicplus.help/docs/manage-your-notifications-in-the-resident-portal-1.md): Manage your email and SMS notifications easily through the Resident Portal. Subscribe, unsubscribe, and customize your contact info with ease!
- [Sent & Pending Messages](https://www.civicplus.help/docs/sent-pending-messages.md)
- [Email Sending Timeframes](https://www.civicplus.help/docs/email-sending-timeframes.md): Learn about the email sending timeframes for Notifications Admin.
- [Pending Messages](https://www.civicplus.help/docs/pending-messages.md): Manage your notifications effectively by modifying or canceling pending messages in the Notifications Admin site.
- [Sending Notifications in the HCMS](https://www.civicplus.help/docs/sending-notifications-in-the-hcms.md): When content is added or modified in the HCMS or in Web Evolve, users will be able to configure the notifications sent.
- [View Bounced Emails](https://www.civicplus.help/docs/bounced-emails.md): Learn how to manage bounced emails in Notifications Admin.
- [View Sent Messages & Analytics](https://www.civicplus.help/docs/view-sent-messages-analytics.md): Access the global Sent Messages listing to view email previews, statistics, and recipient activity for all messages sent in your organization.
- [Subscribers](https://www.civicplus.help/docs/subscribers.md)
- [Subscribers Overview](https://www.civicplus.help/docs/subscribers-overview.md): Learn how to manage the subscribers in your Notifications Admin application.
- [Suppressed Subscribers](https://www.civicplus.help/docs/suppressed-subscribers.md): Typically, users will be added to this list when they have reported message(s) as Spam, but this can happen for other reasons such as an error message being returned or invalid recipient information.
- [View Subscriber Details](https://www.civicplus.help/docs/view-subscriber-details.md): View contact information and other details for a subscriber.
- [Subscription Lists](https://www.civicplus.help/docs/subscription-lists.md)
- [Subscription Lists Overview](https://www.civicplus.help/docs/subscription-lists-overview.md): All users with permission to Notifications will be able to manage all lists and all subscribers to those lists.
- [Add a Subscriber to a List](https://www.civicplus.help/docs/add-a-subscriber-to-a-list.md): Learn how to add a subscriber to a list.
- [Create & Manage Subscription Lists](https://www.civicplus.help/docs/create-manage-subscription-lists.md): Learn to create a Subscription List in Notifications Admin, including unique names, descriptions, and SMS options for effective user engagement.
- [Create an Internal-Only Subscription List](https://www.civicplus.help/docs/create-an-internal-only-subscription-list.md): Learn to create an Internal-Only Subscription List in Notifications Admin, ensuring privacy for your organization while managing subscriptions effectively.
- [Import & Manage Subscribers](https://www.civicplus.help/docs/import-manage-subscribers.md): Learn how to import, view, and remove subscribers in Notifications Admin with our step-by-step guide on managing your subscription lists effectively.
- [Modify Subscription List Header & Footer](https://www.civicplus.help/docs/modify-subscription-list-header-footer.md): Learn how to modify the header and footer for subscription lists.
- [Welcome & Verification Emails for Subscription Lists](https://www.civicplus.help/docs/welcome-verification-emails-for-subscription-lists.md): Users will receive a Welcome email the first time they subscribe to a Notification list for an Organization.
- [HCMS](https://www.civicplus.help/docs/hcms.md)
- [Get Started with HCMS](https://www.civicplus.help/docs/about-hcms.md)
- [Browser and Device Support](https://www.civicplus.help/docs/hcms-browser-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Sign In to the HCMS](https://www.civicplus.help/docs/sign-in-to-the-hcms.md): Learn how to sign in to the HCMS.
- [Dashboard](https://www.civicplus.help/docs/dashboard.md)
- [HCMS Dashboard Overview](https://www.civicplus.help/docs/hcms-dashboard-overview.md): Learn about the features available on the HCMS dashboard.
- [Edit the HCMS Dashboard](https://www.civicplus.help/docs/edit-the-hcms-dashboard.md): Edit your HCMS Dashboard effortlessly: customize settings, interact with graphs, and manage dashboard cards for optimal performance and insights.
- [Content Types](https://www.civicplus.help/docs/content-types.md)
- [Content Types Overview](https://www.civicplus.help/docs/content-types-overview.md): Learn about the Content Types in the HCMS.
- [Configure Search Behavior](https://www.civicplus.help/docs/configure-search-behavior.md): Learn more about configuring search behavior in your HCMS for your CivicPlus sites!
- [Add & Manage Content Types](https://www.civicplus.help/docs/add-manage-content-types.md): Learn how to create, edit, and delete Content Types in your HCMS, with guidelines for naming and managing up to 100 types effectively.
- [Add a Geolocation Field to a Content Type](https://www.civicplus.help/docs/add-a-geolocation-field-to-a-content-type.md): Learn how to add a Geolocation field to your HCMS Content Type with step-by-step instructions for owners, developers, and publishers.
- [Add a Pattern to a Field](https://www.civicplus.help/docs/add-a-pattern-to-a-field.md): This article will show you how to add a pattern to a field.
- [Add a Reference Field to a Content Type](https://www.civicplus.help/docs/add-a-reference-field-to-a-content-type.md): This article will show you how to add the Reference field to a Content Type.
- [Add a String Field to a Content Type](https://www.civicplus.help/docs/add-a-string-field-to-a-content-type.md): This article will show you how to add the String field to a Content Type.
- [Add Preview URLs to a Content Type](https://www.civicplus.help/docs/add-preview-urls-to-a-content-type.md): This article will show you how to add Preview URLs for Content Types.
- [Add the Number Field to a Content Type](https://www.civicplus.help/docs/add-the-number-field-to-a-content-type.md): This article will show you how to add the Number field to a Content Type in the HCMS.
- [Copy a Content Type](https://www.civicplus.help/docs/copy-a-content-type.md): This article will show you how to clone a Content Type.
- [Content Type Fields](https://www.civicplus.help/docs/content-type-fields.md): There are several kinds of Fields that can be added to Content Types.
- [Content Type Sections](https://www.civicplus.help/docs/content-type-sections.md): Content Type sections allow you to group and organize your content types in the HCMS.
- [Default Content Types](https://www.civicplus.help/docs/default-content-types.md): Learn about the default content types.
- [Scripts](https://www.civicplus.help/docs/scripts.md)
- [Create Scripts for a Content Type](https://www.civicplus.help/docs/create-scripts-for-a-content-type.md): This article will show you how to create scripts for a Content Type.
- [Script Methods](https://www.civicplus.help/docs/script-methods.md): Learn about script methods.
- [Script Use Cases](https://www.civicplus.help/docs/script-use-cases.md): This article provides use cases for Scripts in Content Types.
- [Variables for Scripts](https://www.civicplus.help/docs/variables-for-scripts.md): Learn about the variables for scripts in the HCMS.
- [Content](https://www.civicplus.help/docs/content-elements.md)
- [Content Elements Overview](https://www.civicplus.help/docs/content-elements-overview.md): The Content tab is where you create the content items for your HCMS.
- [Add & Manage Content Elements](https://www.civicplus.help/docs/add-manage-content-elements.md): Learn to create, manage, and delete Content Elements with ease. Perfect for Owners, Developers, Publishers, and Authors. Optimize your content workflow today!
- [Add Content to a Location Field](https://www.civicplus.help/docs/add-content-to-a-location-field.md): Users can add a specific address for their content item if the Content Type has a Location field set up.
- [Archive a Content Element](https://www.civicplus.help/docs/archive-a-content-element.md): This article will show you how to change the status of a Content Element to archived.
- [Decline a Submitted Content Element](https://www.civicplus.help/docs/decline-a-submitted-content-element.md): Learn how to decline submitted content in the HCMS.
- [Preview Content URLs](https://www.civicplus.help/docs/preview-content-urls.md): This article shows you how to view the URL that is linked to the content on your website.
- [Publish or Unpublish a Content Element](https://www.civicplus.help/docs/publish-or-unpublish-a-content-element.md): Learn how to unpublish or publish content types.
- [View Archived Content Items](https://www.civicplus.help/docs/view-archived-content-items.md): This article will show you how to view Archived items for a Content Type.
- [Assets](https://www.civicplus.help/docs/assets.md)
- [Assets Overview](https://www.civicplus.help/docs/assets-overview.md): Assets are the images, documents, and other files you add to your HCMS site.
- [Add & Manage Assets](https://www.civicplus.help/docs/add-manage-assets.md): Learn how to add, edit, and manage assets in your HCMS, including file size limits, image compression, and publishing options.
- [Find an Image on an Evolve Site in the HCMS](https://www.civicplus.help/docs/find-an-image-on-an-evolve-site-in-the-hcms.md): Search for an image in the HCMS.
- [Find Image Size and Dimensions](https://www.civicplus.help/docs/find-image-size-and-dimensions.md): This article will tell you how to find the size and dimensions of an image on your site.
- [Image Compression](https://www.civicplus.help/docs/image-compression.md): Learn about image compression.
- [Preview an Asset](https://www.civicplus.help/docs/preview-an-asset.md): This article will show you how to view and download an Asset to your computer.
- [Retrieve an Asset's GUID](https://www.civicplus.help/docs/retrieve-an-assets-guid.md): This article will show you how to retrieve a GUID for an Asset in the HCMS.
- [Search Files or Assets](https://www.civicplus.help/docs/search-files-or-assets.md): Learn how to search for files or assets.
- [Supported File Types for Upload](https://www.civicplus.help/docs/supported-file-types-for-upload.md): Explore various file formats including text, image, audio, video, and document types, along with their extensions for efficient data management.
- [Settings](https://www.civicplus.help/docs/settings.md)
- [Add & Manage Categories](https://www.civicplus.help/docs/add-manage-categories.md): Learn how to add, edit, and remove categories in your HCMS.
- [Add & Manage Languages](https://www.civicplus.help/docs/add-manage-languages.md): Learn how to manage the language options for your HCMS site.
- [Manage Group Permissions in the HCMS](https://www.civicplus.help/docs/manage-group-permissions.md): Learn how to manage which features Groups have access to in your HCMS.
- [Manage HCMS Backups](https://www.civicplus.help/docs/manage-hcms-backups.md): Learn more about managing your HCMS Backups, such as viewing, downloading, or even deleting them.
- [Clients](https://www.civicplus.help/docs/clients.md)
- [Add & Manage Clients](https://www.civicplus.help/docs/add-manage-clients.md): Authenticate HCMS integrations securely with unique Client IDs and Secrets. Learn best practices for managing access and ensuring security.
- [Use a Client to Connect to the HCMS](https://www.civicplus.help/docs/use-a-client-to-connect-to-the-hcms.md): Use a Client to connect to the HCMS.
- [Patterns](https://www.civicplus.help/docs/patterns.md)
- [Add & Manage Patterns](https://www.civicplus.help/docs/add-manage-patterns.md): Patterns are a way to mandate a specific format for field responses in the HCMS.
- [Pattern Defaults](https://www.civicplus.help/docs/pattern-defaults.md): This article lists the available default Patterns for HCMS applications.
- [Permission Sets](https://www.civicplus.help/docs/permission-sets.md)
- [Add & Manage Permission Sets](https://www.civicplus.help/docs/add-manage-permission-sets.md): This article will show you how to create and manage Permission Sets in the HCMS.
- [Assign Permission Sets to Groups and Clients](https://www.civicplus.help/docs/assign-permission-sets-to-groups-and-clients.md): This article will show you how to assign roles to Groups and Clients within a Permission Set to define what access they should have to content or assets within the HCMS and Web Evolve.
- [Roles](https://www.civicplus.help/docs/roles.md)
- [HCMS Roles Overview](https://www.civicplus.help/docs/hcms-roles-overview.md): Roles add further specificity and customization options to permissions.
- [Create & Manage Custom Roles](https://www.civicplus.help/docs/create-manage-custom-roles.md): This article will show you how to create a new custom Role.
- [Permissions for Roles](https://www.civicplus.help/docs/permissions-for-roles.md): When you Create a Custom Role, you must add Permissions.
- [Roles Activity Log](https://www.civicplus.help/docs/roles-activity-log.md): Roles have an Activity Log that shows actions, the user who performed the action, and when the action was performed.
- [Tags](https://www.civicplus.help/docs/tags.md)
- [Add & Manage Tags](https://www.civicplus.help/docs/add-manage-tags.md): Tags are used for identifying the characteristics of a content item or asset.
- [Use Tags to Filter Content and Assets](https://www.civicplus.help/docs/use-tags-to-filter-content-and-assets.md): Learn how to filter content by tags.
- [Workflows](https://www.civicplus.help/docs/workflows.md)
- [Workflows Overview](https://www.civicplus.help/docs/workflows-overview.md): In the HCMS you can build custom workflows for your content and assets.
- [Add Specific Content Types to a Workflow](https://www.civicplus.help/docs/add-specific-content-types-to-a-workflow.md): Learn how to add content types to a workflow.
- [Create & Modify Workflows](https://www.civicplus.help/docs/create-modify-workflows.md): This article will show you how to create and manage custom workflows for your content or assets.
- [Delete a Workflow Step](https://www.civicplus.help/docs/delete-a-workflow-step.md): This article will show you how to remove a step from a workflow in the HCMS.
- [Expressions](https://www.civicplus.help/docs/expressions.md): Expressions can be used on Workflow steps and transitions to provide additional filtering of content or assets in the HCMS.
- [Modify a Workflow Status Name or Color](https://www.civicplus.help/docs/modify-a-workflow-status-name-or-color.md): Learn how to modify a workflow status name or color.
- [Prevent Updates on a Workflow Status](https://www.civicplus.help/docs/prevent-updates-on-a-workflow-status.md): This article will show you how to prevent users from updating a status on your workflow in the HCMS.
- [Set a Default Workflow Status](https://www.civicplus.help/docs/set-a-default-workflow-status.md): This article will show you how to set a status as the default for a workflow.
- [Workflow Transitions](https://www.civicplus.help/docs/workflow-transitions.md): This article will show you how to add and manage transitions on a workflow step in the HCMS.
- [APIs](https://www.civicplus.help/docs/apis.md)
- [HCMS API Guide](https://www.civicplus.help/docs/hcms-api-guide.md): Explore HCMS API for content management, user access, and system tools. Streamline workflows, manage assets, and enhance your website's functionality.
- [Access HCMS API Documentation](https://www.civicplus.help/docs/access-hcms-api-documentation.md): This article will show you how to access the API documentation for your HCMS.
- [Connect to the HCMS Using Postman](https://www.civicplus.help/docs/connect-to-the-hcms-using-postman.md): This is a quick overview of making initial API requests using Postman.
- [Integrate with the HCMS: Authenticate and Use Your Token in Subsequent Requests](https://www.civicplus.help/docs/integrate-with-the-hcms-authenticate-and-use-your-token-in-subsequent-requests.md): Learn how to integrate HCMS by granting access, using tokens, and creating content items with our step-by-step guide and API documentation.
- [Integration Hub](https://www.civicplus.help/docs/integration-hub.md)
- [Get Started with Integration Hub](https://www.civicplus.help/docs/about-integration-hub.md)
- [About the Integration Hub](https://www.civicplus.help/docs/integration-hub-overview.md): Learn about the Integration Hub.
- [Autocomplete Dropdown Fields](https://www.civicplus.help/docs/autocomplete-dropdown-fields.md): For autocomplete drop-downs in Integration Hub, you can click on the arrow on the right or just click in the field to expand a list of available options.
- [Browser and Device Support](https://www.civicplus.help/docs/brower-and-device-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Custom Text Input Fields](https://www.civicplus.help/docs/custom-text-input-fields.md): Custom text input fields in Integration Hub are highly flexible, and you can interact with them in a few ways.
- [Integration Hub Startup Process](https://www.civicplus.help/docs/integration-hub-startup-process.md): Learn how to get started with the Integration Hub.
- [Troubleshoot an Integration in Integration Hub](https://www.civicplus.help/docs/troubleshoot-an-integration.md): Learn how to troubleshoot issues with an integration.
- [Credentials & Permissions](https://www.civicplus.help/docs/credentials-permissions.md)
- [Integration Hub Applications Credentials](https://www.civicplus.help/docs/integration-hub-applications-credentials.md): Manage credentials securely in CivicPlus Integration Hub to control workflow access and ensure sensitive information remains protected.
- [Integration Hub Permissions](https://www.civicplus.help/docs/integration-hub-permissions.md): Organization Owners have full access to the Integration Hub automatically and Groups from CivicPlus Organizations can also be assigned permissions.
- [General Integrations](https://www.civicplus.help/docs/general-integrations.md)
- [Integrations Overview](https://www.civicplus.help/docs/integrations-overview.md): The Integrations tab allows users with permissions to the Integration Hub to view and add integrations.
- [Integration Options](https://www.civicplus.help/docs/integration-options.md): Explore recommended triggers and actions, enhancing your workflow with alerts, documents, and notifications.
- [Create & Manage Simple Integrations](https://www.civicplus.help/docs/create-manage-simple-integrations.md): Simple integrations have a single trigger and action and should be used when you want to sync data.
- [Create a Template Integration](https://www.civicplus.help/docs/create-a-template-integration.md): This article will show you how to create a Template Integration.
- [Integration Hub Event Log](https://www.civicplus.help/docs/integration-event-log.md): The Integration Event Log allows users to see the status and details for each run of their integration.
- [Manual Import as a Trigger](https://www.civicplus.help/docs/manual-import-as-a-trigger.md): Learn how to use the Manual Import trigger to import CSV, JSON, or ICS files into CivicPlus products.
- [Polling for CSV, ICS, JSON, and XML as a Trigger](https://www.civicplus.help/docs/polling-for-csv-ics-json-and-xml-as-a-trigger.md): Integration Hub supports polling integrations for CSV, ICS, JSON, and XML.
- [Agenda and Meeting Management Integrations](https://www.civicplus.help/docs/agenda-meeting-management-civicclerk-integrations.md)
- [Agenda and Meeting Management Integration Hub Guide](https://www.civicplus.help/docs/agenda-and-meeting-management-integrations-guide.md): Learn how to set up integrations for Agenda and Meeting Management Select in the Integration Hub.
- [Sync Select Documents to Web Central Document Center](https://www.civicplus.help/docs/sync-select-documents-to-web-central-document-center.md): This article will show you how to set up an integration to send your agendas, minutes, or event content files from Agenda and Meeting Management Select to the Web Central Document Center.
- [HCMS Integrations](https://www.civicplus.help/docs/hcms-integrations.md)
- [HCMS Integrations Guide](https://www.civicplus.help/docs/hcms-integrations-guide.md): Integrations can be set up between the HCMS and a supported CivicPlus product or third party in order to send data to the selected product.
- [Sync HCMS Files to Web Central Document Center Integration](https://www.civicplus.help/docs/hcms-files-to-web-central-document-center-integration.md): You can set up an integration to have a file created automatically in the Web Central Document Center when an asset is created or published in the HCMS / Web Evolve.
- [Mass Notification Integrations](https://www.civicplus.help/docs/mass-notification-civicready-integrations.md)
- [Mass Notification Integration Hub Guide](https://www.civicplus.help/docs/mass-notification-integrations-guide.md): Learn how to use the Integration Hub to set up integrations with the Mass Notification product.
- [Mass Notification Alerts to HCMS / Web Evolve Integration](https://www.civicplus.help/docs/mass-notification-alerts-to-hcms-web-evolve-integration.md): This article walks through how to set up an integration between the Mass Notification System (formerly CivicReady) and the HCMS in Integration Hub.
- [Mass Notification to Web Central Alert Center Integration](https://www.civicplus.help/docs/mass-notification-to-web-central-alert-center-integration.md): This article will walk through how to set up an integration between the Mass Notification System (formerly CivicReady) and Web Central Alert Center in the Integration Hub.
- [Mass Notification to Web Central News Flash Integration](https://www.civicplus.help/docs/mass-notification-to-web-central-news-flash-integration.md): This article will walk through how to set up an integration between the Mass Notification System and the Web Central News Flash module.
- [Process Automation Integrations](https://www.civicplus.help/docs/process-automation-civicoptimize-integrations.md)
- [Process Automation & Digital Services Integration Hub Guide](https://www.civicplus.help/docs/process-automation-digital-services-integrations-guide.md): Integrations can be set up between Process Automation and Digital Services and a supported CivicPlus product or third party to send data.
- [Process Automation & Digital Services and ArcGIS Map Integration](https://www.civicplus.help/docs/process-automation-digital-services-and-arcgis-map-integration.md): This article walks through how to set up an integration between Process Automation and Digital Services (formerly CivicOptimize) and ArcGIS so that when a specified form is submitted, the data will display on a specified Esri (ArcGIS) map layer.
- [Process Automation & Digital Services and Web Central Document Center Integration](https://www.civicplus.help/docs/process-automation-digital-services-and-web-central-document-center-integration.md): This article will show you how to set up an integration between your Process Automation and Digital Services (formerly CivicOptimize) and Web Central products.
- [Recreation Integrations](https://www.civicplus.help/docs/recreation-civicrec-integrations.md)
- [Recreation Management Calendar Integration](https://www.civicplus.help/docs/recreation-management-calendar-integration.md): You can use the Integration Hub to sync your Recreation Management (formerly CivicRec) calendars and events with Web Central or the HCMS/Web Evolve.
- [SeeClickFix 311 CRM Integrations](https://www.civicplus.help/docs/seeclickfix-311-crm-integrations.md)
- [SeeClickFix 311 CRM Integrations Guide](https://www.civicplus.help/docs/seeclickfix-311-crm-integrations-guide.md): SeeClickFix 311 CRM can be used as an Action in Integration Hub in order to create a request when an event triggers the integration.
- [Web Central Integrations](https://www.civicplus.help/docs/web-central-civicengage-integrations.md)
- [Web Central Integrations Guide](https://www.civicplus.help/docs/web-central-integrations-guide.md): Web Central (formerly CivicEngage Central) can be used as either a Trigger or an Action in Integration Hub.
- [Integrating Multiple Websites](https://www.civicplus.help/docs/integrating-multiple-websites.md): You can use Integration Hub to sync information between two or more websites.
- [Sync Your Web Central Site with a Department Header](https://www.civicplus.help/docs/sync-your-web-central-site-with-a-department-header.md): You will know you have a department header rather than a subsite if the domain for the site is the same as the domain for your main site.
- [Use Integration Hub to Create Efficiencies on a Single Web Central Site](https://www.civicplus.help/docs/use-integration-hub-to-create-efficiencies-on-a-single-web-central-site.md): Integration Hub can be used to create efficiencies for your organization if you only have a single Web Central (formerly CivicEngage) website.
- [Web Central Integration Field Mapping](https://www.civicplus.help/docs/web-central-integration-field-mapping.md): Explore how CivicPlus Integration Hub fields map to Central modules, including character limits and required fields for seamless integration.
- [Web Central Integration Hub Category Settings](https://www.civicplus.help/docs/web-central-integration-hub-category-settings.md): To ensure that your Web Central website content managers are aware and in control of integrations pulled from your site, settings are available to control whether your module category updates will be sent to Integration Hub.
- [Third Party Integrations](https://www.civicplus.help/docs/third-party-integrations.md)
- [Third-Party Integrations Overview](https://www.civicplus.help/docs/third-party-integrations-overview.md): Learn about the available third-party integrations.
- [ArcGIS Integrations](https://www.civicplus.help/docs/arcgis-integrations.md): ArcGIS can be used as an Action in the Integration Hub.
- [Laserfiche Integrations](https://www.civicplus.help/docs/laserfiche-integrations.md): Laserfiche can be used as an Action in the Integration Hub.
- [Webhook Integrations](https://www.civicplus.help/docs/webhook-integrations.md): This is a paid integration and users will not see this option in their Integration Hub unless they have paid for access.
- [CivicPlus Mobile](https://www.civicplus.help/docs/civicplus-mobile.md)
- [Get Started with Mobile](https://www.civicplus.help/docs/get-started-1.md)
- [CivicPlus Mobile App Store Policies](https://www.civicplus.help/docs/civicplus-mobile-app-store-policies.md): Ensure your CivicPlus Mobile app meets Apple and Google requirements to avoid removal from stores. Learn essential steps for compliance and updates.
- [CivicPlus Mobile Status](https://www.civicplus.help/docs/civicplus-mobile-status.md): CivicPlus Mobile is no longer available for purchase.
- [Edit CivicPlus Mobile Profile](https://www.civicplus.help/docs/edit-profile.md): Learn how to edit your profile on the mobile app.
- [iOS Mobile App Developer Guide](https://www.civicplus.help/docs/ios-mobile-app-developer-guide.md): This article outlines how to set up and manage a developer account with Apple.
- [Turn On and Use Accessibility Shortcuts](https://www.civicplus.help/docs/turn-on-and-use-accessibility-shortcuts.md): Find out more about how Mobile Accessibility Shortcuts are enabled for use in CivicPlus Mobile for both iOS and Android devices.
- [SeeClickFix 311 CRM + CivicPlus Mobile](https://www.civicplus.help/docs/seeclickfix-311-crm-civicplus-mobile.md)
- [Report an Issue in CivicPlus Mobile](https://www.civicplus.help/docs/report-an-issue.md): This article will show you how to report a local issue using CivicPlus Mobile.
- [Web Central + CivicPlus Mobile](https://www.civicplus.help/docs/web-central-civicplus-mobile.md)
- [CivicPlus Mobile Overview](https://www.civicplus.help/docs/civicplus-mobile-overview.md): Explore integrated modules from your Web Central site to the CivicPlus Mobile app, featuring alerts, events, jobs, and resources for easy access.
- [Filtering What Content from Your Site Can Appear in Your App](https://www.civicplus.help/docs/filtering-what-content-from-your-site-can-appear-in-your-app.md): For the Alert Center, Calendar, and News Flash modules, you have the ability to adjust which categories are shown in the app.
- [Manage Agendas in CivicPlus Mobile](https://www.civicplus.help/docs/agendas-mobile.md): Learn how to view agendas in the agenda center using CivicPlus Mobile.
- [Manage Alerts in CivicPlus Mobile](https://www.civicplus.help/docs/apply-filters-to-alerts.md): Learn how to apply filters to alerts.
- [Manage the Calendar in CivicPlus Mobile](https://www.civicplus.help/docs/calendar-overview.md): The Calendar module allows residents to view upcoming events within their local area.
- [Manage FAQs in CivicPlus Mobile](https://www.civicplus.help/docs/find-an-answer.md): This article will show you how to find answers and information regarding Frequently Asked Questions (FAQs) in CivicPlus Mobile.
- [Manage Jobs in CivicPlus Mobile](https://www.civicplus.help/docs/filter-jobs.md): This article will show you how to apply filters and share a job in the Jobs module.
- [Manage News Flash in CivicPlus Mobile](https://www.civicplus.help/docs/apply-filters-in-the-news-flash-module.md): This article will show you how to filter content in the News Flash module.
- [Manage the Resource Directory in CivicPlus Mobile](https://www.civicplus.help/docs/apply-filters-in-the-resource-directory.md): Learn how to manage your Resource Directory module in CivicPlus mobile.
- [Product Updates](https://www.civicplus.help/docs/civicplus-product-updates.md)
- [CivicPlus Product Feedback](https://www.civicplus.help/docs/civicplus-product-feedback.md): Discover how to report CivicPlus product feedback with a series of links to helpful forms.
- [Agenda and Meeting Management Product Updates](https://www.civicplus.help/docs/agenda-and-meeting-management-product-updates.md): View the Agenda and Meeting Management webinar.
- [Asset Management Product Updates](https://www.civicplus.help/docs/asset-management-product-updates.md): View product updates for Asset Management.
- [Codification Product Updates](https://www.civicplus.help/docs/codification-product-updates.md): View product updates for Codification.
- [Community Development Product Updates](https://www.civicplus.help/docs/community-development-product-updates.md): View product updates for Community Development.
- [Mass Notification Product Updates](https://www.civicplus.help/docs/mass-notification-product-updates.md): View product updates for Mass Notification.
- [NextRequest Product Updates](https://www.civicplus.help/docs/nextrequest-product-updates.md): View product updates for NextRequest.
- [Process Automation & Digital Services Product Updates](https://www.civicplus.help/docs/process-automation-digital-services-product-updates.md): View product updates for Process Automation and Digital Services.
- [Recreation Management Product Updates](https://www.civicplus.help/docs/recreation-management-product-updates.md): Stay up-to-date with a helpful webinar recording and newsletter outlining Recreation Management product updates.
- [SeeClickFix 311 CRM Product Updates](https://www.civicplus.help/docs/seeclickfix-311-crm-product-updates.md): View product updates for SeeClickFix.
- [Social Media Archiving Product Updates](https://www.civicplus.help/docs/social-media-archiving-product-updates.md): View product updates for Social Media Archiving.
- [Utility Billing Product Updates](https://www.civicplus.help/docs/utility-billing-product-updates.md): View product updates for Utility Billing.
- [Web Central Product Updates](https://www.civicplus.help/docs/web-central-product-updates.md): View product updates for Web Central.
- [Web Evolve Product Updates](https://www.civicplus.help/docs/web-evolve-product-updates.md): View product updates for Web Evolve.
- [Web Open Product Updates](https://www.civicplus.help/docs/web-open-product-updates.md): View product updates for Web Open.
- [Submit AI Content Advisor Feedback](https://www.civicplus.help/docs/submit-ai-content-advisor-feedback.md): Find out more about how to submit AI Content Advisor feedback to CivicPlus.
- [Submit CivicPlus Agent Feedback](https://www.civicplus.help/docs/submit-civicplus-agent-feedback.md): Our Product teams review suggestions regularly to better understand your needs and guide what we build next.
- [Submit Staff Center Feedback](https://www.civicplus.help/docs/submit-staff-center-feedback.md): Find out more about submitting feedback to CivicPlus regarding our Staff Center.
- [Release Notes](https://www.civicplus.help/docs/release-notes.md)
- [CivicPlus Product Release Notes](https://www.civicplus.help/docs/civicplus-product-release-notes.md): Access links to release notes for the CivicPlus products.
- [CivicPlus Launches AI-Powered Virtual Assistant for Smarter In-Product Support](https://www.civicplus.help/docs/civicplus-launches-ai-powered-virtual-assistant-for-smarter-in-product-support.md): Discover a virtual assistant that is designed to elevate your support experience with smarter, faster, and more personalized help.
- [CivicPlus Intelligence Release Notes](https://www.civicplus.help/docs/civicplus-intelligence-release-notes.md)
- [AI Content Advisor Release Notes](https://www.civicplus.help/docs/ai-content-advisor-release-notes.md)
- [March 30, 2026 AI Content Advisor Release Notes](https://www.civicplus.help/docs/march-30-2026-ai-content-advisor-release-notes.md): Discover the March 30, 2026 AI Content Advisor release notes to learn more about enhancements and resolved problems.
- [March 23, 2026 AI Content Advisor Release Notes](https://www.civicplus.help/docs/march-23-2026-ai-content-advisor-release-notes.md): Review the March 23, 2026 AI Content Advisor release notes to learn more about enhancements and resolved problems.
- [March 2, 2026 AI Content Advisor Release Notes](https://www.civicplus.help/docs/march-2-2026-ai-content-advisor-release-notes.md): View the March 2, 2026 AI Content Advisor release notes to learn more about enhancements and resolved problems.
- [CivicPlus Launches AI Content Advisor](https://www.civicplus.help/docs/civicplus-launches-ai-content-advisor.md): AI Content Advisor enhances local government websites with automated content analysis, optimization guidance, and a Stale Content Report for reliable information.
- [CivicPlus Agent Release Notes](https://www.civicplus.help/docs/civicplus-agent-release-notes.md)
- [July 15, 2026 CivicPlus Agent Release Notes](https://www.civicplus.help/docs/july-15-2026-civicplus-agent-release-notes.md): Discover the July 15, 2026 CivicPlus Agent release notes to learn more about enhancements and resolved problems.
- [June 2, 2026 CivicPlus Agent Release Notes](https://www.civicplus.help/docs/june-2-2026-civicplus-agent-release-notes.md): CivicPlus Agent enhances SeeClickFix 311 CRM, enabling residents to report issues easily and track submissions for improved engagement.
- [May 26, 2026 CivicPlus Agent Release Notes](https://www.civicplus.help/docs/may-26-2026-civicplus-agent-release-notes.md): Enhance operational efficiency with CivicPlus Agent's bulk content upload and customizable fallback messages for personalized resident support.
- [May 9, 2026 CivicPlus Agent Release Notes](https://www.civicplus.help/docs/may-9-2026-civicplus-agent-release-notes.md): View the May 9, 2026 CivicPlus Agent release notes to learn more about enhancements and resolved problems.
- [April 9, 2026 CivicPlus Agent Release Notes](https://www.civicplus.help/docs/april-9-2026-civicplus-agent-release-notes.md): Review the April 9, 2026 CivicPlus Agent release notes to learn more about enhancements and resolved problems.
- [March 31, 2026 CivicPlus Agent Release Notes](https://www.civicplus.help/docs/march-31-2026-civicplus-agent-release-notes.md): Enhance your agent's knowledge with external content sources, improved search, and confidence scores for accurate responses.
- [Notifications Admin Release Notes](https://www.civicplus.help/docs/notifications-admin-release-notes.md)
- [September 11, 2025 Notifications Admin Release Notes](https://www.civicplus.help/docs/september-11-2025-notifications-admin-release-notes.md): Review some helpful September 11, 2025 release notes for Mass Notifications Administrators.
- [August 6, 2025 Notifications Admin Release Notes](https://www.civicplus.help/docs/august-6-2025-notifications-admin-release-notes.md): Discover the August 6, 2025 Mass Notifications Administrator release notes on enhancements and resolved problems.
- [April 17, 2025 Notifications Admin Release Notes](https://www.civicplus.help/docs/april-17-2025-notifications-admin-release-notes.md): Review the April 17, 2025 Mass Notifications Administrator release notes for resolved problem tickets and more.
- [Payments Release Notes](https://www.civicplus.help/docs/payments-release-notes.md)
- [July 20, 2026 Payments Release Notes](https://www.civicplus.help/docs/july-20-2026-payments-release-notes.md)
- [December 17, 2025 Payments Release Notes](https://www.civicplus.help/docs/december-17-2025-payments-release-notes.md): Discover the December 17, 2025 Payments release notes to find out about resolved problems and more.
- [October 1, 2025 Payments Release Notes](https://www.civicplus.help/docs/october-1-2025-payments-release-notes.md): Review the October 1, 2025 CivicPlus Payments release notes on enhancements and resolved problems.
- [July 30, 2025 Payments Release Notes](https://www.civicplus.help/docs/july-30-2025-payments-release-notes.md): View the July 30, 2025 Payments Release Notes.
- [Platform Release Notes](https://www.civicplus.help/docs/platform-release-notes.md)
- [June 26, 2026 Platform Release Notes](https://www.civicplus.help/docs/june-26-2026-platform-release-notes.md): Enhance your CivicPlus account security with new Two-Factor Authentication options, including email support and authenticator applications.
- [June 15, 2026 Platform Release Notes](https://www.civicplus.help/docs/june-15-2026-platform-release-notes.md): Review the June 15, 2026 Platform release notes to learn more about enhancements and resolved problems.
- [January 13, 2026 Platform Release Notes](https://www.civicplus.help/docs/january-13-2026-platform-release-notes.md): Check out the January 13, 2026 Platform release notes to find out about resolved problems and more.
- [July 15, 2025 Platform Release Notes](https://www.civicplus.help/docs/july-15-2025-platform-release-notes.md): Check out the July 15, 2025 Platform release notes for resolved problem tickets and more.
- [June 10, 2025 Platform Release Notes](https://www.civicplus.help/docs/june-10-2025-platform-release-notes.md): View the June 10, 2025 Platform Release Notes.
- [May 27, 2025 Platform Release Notes](https://www.civicplus.help/docs/may-27-2025-platform-release-notes.md): View the May 27, 2025 Platform Release Notes.
- [Resident Portal Release Notes](https://www.civicplus.help/docs/resident-portal-release-notes.md)
- [August 6, 2025 Resident Portal Release Notes](https://www.civicplus.help/docs/august-6-2025-resident-portal-release-notes.md): View the August 6, 2025 Resident Portal Release Notes.
- [May 6, 2025 Resident Portal Release Notes and Enhancements](https://www.civicplus.help/docs/may-6-2025-resident-portal-release-notes-and-enhancements.md): View the May 6, 2025 Resident Portal Release Notes and Enhancements.
- [Support](https://www.civicplus.help/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/docs/contact-civicplus-support.md): Learn how to Contact CivicPlus Support via phone, online, and more.
- [Information to Include in Your Ticket to Support](https://www.civicplus.help/docs/information-to-include-in-your-ticket-to-support.md): Submit a support ticket with site details, device info, steps to reproduce the issue, affected users, and any screenshots or videos.
- [Status Page Overview](https://www.civicplus.help/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/docs/view-your-support-tickets.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Technical Assistance](https://www.civicplus.help/docs/technical-assistance.md)
- [Application Programming Interface (API)](https://www.civicplus.help/docs/application-programming-interface-api.md): API stands for Application Programming Interface; a software intermediary that allows two applications to talk to each other.
- [CivicPlus .Gov Domain Transfer Information](https://www.civicplus.help/docs/civicplus-gov-domain-transfer-information.md): Get your .gov domain with CivicPlus! Learn about DNS setup, SSL certificates, and updating your website's primary domain for optimal SEO.
- [Helpful Basic HTML](https://www.civicplus.help/docs/helpful-basic-html.md): View helpful HTML code.
- [Manage My Product](https://www.civicplus.help/docs/edit-my-website.md): Find product-specific CivicPlus Help Centers for articles, resources, and assistance with managing your organization’s solutions.
- [Using the Help Centers](https://www.civicplus.help/docs/get-started-with-the-help-centers.md)
- [Accessing Other Help Centers](https://www.civicplus.help/docs/accessing-other-help-centers.md): Learn how to access other CivicPlus help centers from any page using the navigation menu or search bar filters.
- [CivicPlus Help Center Overview](https://www.civicplus.help/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/docs/search-the-help-centers.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Codification

- [Get Started with Codification](https://www.civicplus.help/codification/docs/get-started-with-codification.md): Explore the Codification Help Center, organized into Traditional Codification Services, Online Code Hosting, and Self-Publishing Software for easy navigation and support.
- [Accessibility Resources](https://www.civicplus.help/codification/docs/accessibility-resources.md): Quickly access key accessibility resources in the Codification Help Center, such as CivicPlus’ Accessibility Statement and more.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/codification/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Traditional Codification Services](https://www.civicplus.help/codification/docs/codification-services.md)
- [Clerk Resources](https://www.civicplus.help/codification/docs/clerk-resources.md)
- [Clerk Guide](https://www.civicplus.help/codification/docs/clerk-guide.md): Get essential tips for submitting legislation, managing code supplements, and utilizing Codification services effectively in our comprehensive Clerk Guide.
- [Codification Software](https://www.civicplus.help/codification/docs/codification-software.md): Explore CivicPlus® Self-Publishing Software and Online Code Hosting for efficient municipal code management, legislative control, and enhanced transparency.
- [Key Codification Contacts](https://www.civicplus.help/codification/docs/key-codification-contacts.md): Learn the best ways to reach out to CivicPlus® when you encounter issues or have questions
- [Login Issues](https://www.civicplus.help/codification/docs/login-issues.md): Learn how to troubleshoot login issues for our Self-Publishing Software and our Online Code Hosting solution.
- [What to Expect During Each Code Process](https://www.civicplus.help/codification/docs/what-to-expect-during-each-code-process.md): Explore our comprehensive Code services, including codification, recodification, legal review, and publication, with timelines and support.
- [Create & Submit Legislation](https://www.civicplus.help/codification/docs/create-submit-legislation.md)
- [Accepted Legislation File Formats](https://www.civicplus.help/codification/docs/accepted-legislation-file-formats.md): Learn about the preferred file formats for submitted legislation.
- [Adopting Ordinance Template](https://www.civicplus.help/codification/docs/adopting-ordinance-template.md): Learn about adopting ordinances and view a template that can be used to get started.
- [Amending Your Code](https://www.civicplus.help/codification/docs/amending-your-code.md): Learn how to amend your municipality's Code of Ordinances effectively, ensuring accuracy and efficiency in the drafting process.
- [Anatomy of an Ordinance](https://www.civicplus.help/codification/docs/anatomy-of-an-ordinance.md): Explore the essential parts of an ordinance, including amending language, fees, and effective dates, to understand municipal code changes better.
- [Code Definitions (Parts of an Ordinance)](https://www.civicplus.help/codification/docs/code-definitions-parts-of-an-ordinance.md): Learn about key ordinance components like adoption date, effective date, and the ordaining clause to ensure legal compliance in your city.
- [Drafting an Ordinance Based on Another Entity's Legislation](https://www.civicplus.help/codification/docs/drafting-an-ordinance-based-on-another-entitys-legislation.md): Learn about drafting an ordinance based on another entity's legislation.
- [History Notes](https://www.civicplus.help/codification/docs/history-notes.md): Learn about history notes and how they help draft municipal ordinances by tracking legislative changes in your local code.
- [Materials for Codification and Recodification Projects](https://www.civicplus.help/codification/docs/materials-for-codification-and-recodification-projects.md): Learn about materials in Codification and Recodification projects, including file formats, processing fees, and what ordinances are included or excluded.
- [Submit Your Legislation](https://www.civicplus.help/codification/docs/submit-your-legislation.md): Learn how to submit your legislation via email, file share, or Agenda Management solutions with CivicPlus.
- [Suggested Steps for Drafting an Ordinance](https://www.civicplus.help/codification/docs/suggested-steps-for-drafting-an-ordinance.md): Learn essential steps to draft an ordinance, from determining its purpose to legal review, ensuring clarity and compliance with municipal guidelines.
- [Online Code Hosting](https://www.civicplus.help/codification/docs/online-code-hosting.md)
- [Get Started with Online Code Hosting](https://www.civicplus.help/codification/docs/getting-started.md)
- [Accessibility in Online Code Hosting](https://www.civicplus.help/codification/docs/accessibility.md)
- [ADA Accessibility Resources](https://www.civicplus.help/codification/docs/ada-accessibility-resources.md): Explore essential resources for making documents, audio, and video accessible for ADA compliance, ensuring inclusivity and effective communication.
- [Online Code Hosting Accessibility Conformance Report](https://www.civicplus.help/codification/docs/online-code-hosting-accessibility-conformance-report.md): View the Accessibility Conformance Report for our Online Code Hosting solution.
- [Online Code Hosting Accessibility Enhancements](https://www.civicplus.help/codification/docs/online-code-hosting-accessibility-enhancements.md): Learn about accessibility improvements that align with WCAG 2.2 AA standards to ensure equal access for all users.
- [First-Time Code Library Users](https://www.civicplus.help/codification/docs/system-basics.md)
- [Basic Site Navigation](https://www.civicplus.help/codification/docs/basic-site-navigation.md): Learn how to find and browse codes and documents in the online Code Library, including MuniDocs for municipalities' non-code documents.
- [Get a Digital or Print Copy of a Code](https://www.civicplus.help/codification/docs/get-a-digital-or-print-copy-of-a-code.md): Download free PDF codes or order printed copies as a CivicPlus customer. Access all publications easily!
- [Munistore Closure FAQ](https://www.civicplus.help/codification/docs/munistore-closure-faqs.md): Learn why the Munistore closed on March 31, 2025, and how it affects your subscriptions and ordering process with CivicPlus.
- [Supported Devices and Browsers](https://www.civicplus.help/codification/docs/supported-devices-and-browsers.md): View a list of devices and browsers that can be supported for our Online Code Hosting solution.
- [eNotify](https://www.civicplus.help/codification/docs/enotify.md)
- [Manage Existing Code Update Notifications](https://www.civicplus.help/codification/docs/manage-existing-code-update-notifications.md): Learn how to unsubscribe from or update a code notification subscription.
- [Sign Up for Code Update Notifications](https://www.civicplus.help/codification/docs/sign-up-for-code-update-notifications.md): Sign up for online code update notifications and receive timely emails about code changes and new ordinances tailored to your preferences.
- [Print, Save, Link & Share](https://www.civicplus.help/codification/docs/print-save-link-share.md)
- [Download Part of a Code of Ordinances](https://www.civicplus.help/codification/docs/download-part-of-a-code-of-ordinances.md): Learn how to download part of an online code of ordinances as a document that can be viewed, edited, or saved.
- [Email Part of a Code of Ordinances](https://www.civicplus.help/codification/docs/email-part-of-a-code-of-ordinances.md): Learn how to email part of an online code of ordinances within Online Code Hosting.
- [Print or Download a Table of Contents](https://www.civicplus.help/codification/docs/print-or-download-a-table-of-contents.md): Learn how to print or download all or part of a code's Table of Contents with easy steps to select, print, or export your desired sections.
- [Print Part of a Code of Ordinances](https://www.civicplus.help/codification/docs/print-part-of-a-code-of-ordinances.md): Learn how to print part of an online code of ordinances in Online Code Hosting.
- [Share a Link to Part of a Code of Ordinances](https://www.civicplus.help/codification/docs/share-a-link-to-part-of-a-code-of-ordinances.md): Learn how to share a link to part of an online code of ordinances in Online Code Hosting.
- [Search](https://www.civicplus.help/codification/docs/search.md)
- [Advanced Search Options](https://www.civicplus.help/codification/docs/advanced-search-options.md): Unlock advanced search capabilities with ElasticSearch 5.5 for code, ordinance, and documents using keywords, operators, and modifiers for precise results.
- [Dollar Amount Searches](https://www.civicplus.help/codification/docs/dollar-amount-searches.md): Learn how to conduct successful dollar amount searches in Online Code Hosting.
- [Search a Code](https://www.civicplus.help/codification/docs/search-a-code.md): Learn how to efficiently search municipal codes, ordinances, and documents in the code library with our powerful open-source platform.
- [Search Text in PDF Documents](https://www.civicplus.help/codification/docs/search-text-in-pdf-documents.md): Learn how to use the Chrome browser's native search function to search for words or phrases within PDF documents.
- [Section Number Searches](https://www.civicplus.help/codification/docs/section-number-searches.md): Learn how to conduct successful section number searches in Online Code Hosting.
- [Single Sign-On](https://www.civicplus.help/codification/docs/single-sign-on.md)
- [Sign In to Your Online Code Hosting Dashboard](https://www.civicplus.help/codification/docs/sign-in-to-your-dashboard.md): Sign in to your Online Code Hosting Dashboard to access saved code searches and MuniDocs or MuniPRO features. Follow our guide for easy login steps.
- [User Guide | First-Time Authentication Sign In](https://www.civicplus.help/codification/docs/user-guide-first-time-authentication-sign-in.md): Learn how to sign in to Online Code Hosting with CivicPlus' secure Authentication service for accessing your Dashboard features.
- [Change Your Email Address on the Platform](https://www.civicplus.help/codification/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/codification/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Changes to Sign-In Procedure Coming June 28, 2025](https://www.civicplus.help/codification/docs/changes-to-sign-in-procedure-coming-june-28-2025.md): Changes to the Online Code Hosting sign-in procedure are coming June 28, 2025.
- [Expired Verification Email](https://www.civicplus.help/codification/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [Forgot / Reset a Password](https://www.civicplus.help/codification/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/codification/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Two-Factor Sign-In](https://www.civicplus.help/codification/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Integrable Features](https://www.civicplus.help/codification/docs/integrable-features.md)
- [Online Code Hosting Integrations](https://www.civicplus.help/codification/docs/integrations.md)
- [Online Code Hosting & Community Development Integration](https://www.civicplus.help/codification/docs/online-code-hosting-community-development-integration.md): Learn how to use the Online Code Hosting and Community Development Card integration.
- [Online Code Hosting & Essential Integration](https://www.civicplus.help/codification/docs/online-code-hosting-essential-integration.md): Streamline your ordinance management with our Agenda and Meeting Management Essential integration, linking meetings to Online Code Hosting for easy access.
- [Online Code Hosting & NextRequest Integration](https://www.civicplus.help/codification/docs/online-code-hosting-nextrequest-integration.md): Learn about the integration between our Online Code Hosting and NextRequest solutions.
- [Online Code Hosting & SeeClickFix 311 CRM Integration](https://www.civicplus.help/codification/docs/online-code-hosting-seeclickfix-311-crm-integration.md): Learn how to use the Online Code Hosting and Community Development Card integration.
- [Online Code Hosting & Social Media Archiving Integration](https://www.civicplus.help/codification/docs/online-code-hosting-social-media-archiving-integration.md): Learn how to use the Online Code Hosting Search and Social Media Archiving Smart Link integration.
- [Online Code Hosting and Central Search Integration](https://www.civicplus.help/codification/docs/online-code-hosting-web-central-search-integration.md): Integrate your online code with municipal websites for seamless search results. Learn how to enable this feature for efficient code and website navigation.
- [Online Code Hosting & Web Evolve Search Integration](https://www.civicplus.help/codification/docs/online-code-hosting-web-evolve-search-integration.md): Learn how to use the Online Code Hosting to Municipal Websites Evolve Search Results Integration.
- [Online Code Hosting and Web Open Search Integration](https://www.civicplus.help/codification/docs/online-code-hosting-and-web-open-search-integration.md): Learn how to use the Online Code Hosting to Municipal Websites Open Search Results Integration.
- [Online Code Hosting Send to Code Integration](https://www.civicplus.help/codification/docs/online-code-hosting-send-to-code-integration.md): Learn how to use the 'Send to Code' integration to quickly send legislation documentation to your online code library for supplementation.
- [Resident Portal](https://www.civicplus.help/codification/docs/resident-portal.md)
- [About the Resident Portal](https://www.civicplus.help/codification/docs/about-the-resident-portal.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [Add Online Code Hosting Application Credentials](https://www.civicplus.help/codification/docs/add-online-code-hosting-application-credentials.md): The Staff Portal supports the storage and access of Application Credentials for Online Code Hosting.
- [Resident Portal Legislation Settings](https://www.civicplus.help/codification/docs/resident-portal-legislation-settings.md): Manage your Resident Portal with the Legislation tab.
- [View Legislation Code in the Resident Portal](https://www.civicplus.help/codification/docs/view-legislation-code-in-the-resident-portal.md): Learn how to view the Code of Ordinances for your community in the Resident Portal.
- [CodeBank & CodeBank Compare](https://www.civicplus.help/codification/docs/codebank-codebank-compare.md)
- [View Changes to Your Code with CodeBank Compare](https://www.civicplus.help/codification/docs/view-changes-to-your-code-with-codebank-compare.md): Track code changes effortlessly with CodeBank Compare. View modifications and more highlighted for easy comparison and analysis.
- [View Your CodeBank Code Archive](https://www.civicplus.help/codification/docs/view-your-codebank-code-archive.md): Learn how to view your CodeBank code archive.
- [Munidocs](https://www.civicplus.help/codification/docs/munidocs.md)
- [Delete a Document](https://www.civicplus.help/codification/docs/delete-a-document.md): Find out more about deleting documents in Munidocs.
- [Edit a Document](https://www.civicplus.help/codification/docs/edit-a-document.md): Gather information about editing documents in Munidocs.
- [Document Types and Categories](https://www.civicplus.help/codification/docs/document-types-and-categories.md): Organize your documents with MuniDocs' predefined categories and create subfolders for easy access and searchability. Explore our document types today!
- [File and Folder Sorting](https://www.civicplus.help/codification/docs/file-and-folder-sorting.md): Learn how to sort files and folders in MuniDocs by name or date, including automatic Sort Date detection for efficient document management.
- [Move a Document](https://www.civicplus.help/codification/docs/move-a-document.md): Learn more about moving documents between folders and categories in Munidocs.
- [MuniDocs Document Upload and ADA Compliance](https://www.civicplus.help/codification/docs/munidocs-document-upload-and-ada-compliance.md): Learn how MuniDocs enhances document uploads with accessibility features, file conversion, and OCR, while emphasizing ADA compliance responsibilities.
- [MuniDocs Public Document Archival Tool](https://www.civicplus.help/codification/docs/munidocs-public-document-archival-tool.md): Learn the basics of our MuniDocs Public Document Archival Tool.
- [Upload a Document](https://www.civicplus.help/codification/docs/upload-a-document.md): Easily manage your municipality's documents with Munidocs Upload.
- [Supported File Types and Sizes](https://www.civicplus.help/codification/docs/supported-file-types-and-sizes.md): Learn about the file types and file sizes that are allowed by MuniDocs.
- [View or Download Documents](https://www.civicplus.help/codification/docs/view-or-download-documents.md): Learn more about how to view or download documents in Municode Codification with helpful step-by-step instructions.
- [MuniPRO](https://www.civicplus.help/codification/docs/munipro.md)
- [Access MuniPRO Search as an IP-Authenticated User](https://www.civicplus.help/codification/docs/access-munipro-search-as-an-ip-authenticated-user.md): Learn how to quickly access the MuniPRO search function when logging in using IP authentication.
- [Add a Draft](https://www.civicplus.help/codification/docs/add-a-draft.md): Learn how to add drafts in MuniPRO using the code library to streamline your legislation drafting process.
- [Add a Note](https://www.civicplus.help/codification/docs/add-a-note.md): Learn how to enhance your publications by creating notes using MuniPRO.
- [Add and Manage Notifications for Portions of a Code](https://www.civicplus.help/codification/docs/add-and-manage-notifications-for-portions-of-a-code.md): Manage eNotify subscriptions with MuniPRO for municipal code updates. Get notified about new ordinances and customize your notification preferences.
- [Change the Parameters of a Saved Search](https://www.civicplus.help/codification/docs/change-the-parameters-of-a-saved-search.md): Learn how to change the parameters of a saved search to refine results and keep your searches accurate with simple step-by-step instructions.
- [Delete a Draft](https://www.civicplus.help/codification/docs/delete-a-draft.md): Learn how to quickly delete a draft and keep your workspace organized with step-by-step instructions.
- [Delete a Note](https://www.civicplus.help/codification/docs/delete-a-note.md): Learn how to delete a note in CivicPlus Codification to permanently remove it from your workspace.
- [Delete a Saved Search](https://www.civicplus.help/codification/docs/delete-a-saved-search.md): Remove saved searches easily to keep your search results organized and up to date with this quick guide.
- [Delete Bulk Code Update Notifications](https://www.civicplus.help/codification/docs/delete-bulk-code-update-notifications.md): Learn more about how to delete Bulk Code Update notifications in Municode.
- [Edit a Note](https://www.civicplus.help/codification/docs/edit-a-note.md): Update and refine your notes with easy steps to improve clarity, organization, and overall content management.
- [Edit Bulk Code Update Notifications](https://www.civicplus.help/codification/docs/edit-bulk-code-update-notifications.md): Find out more about editing bulk code update notifications to add more or remove existing subscriptions.
- [Edit the Name of a Saved Search](https://www.civicplus.help/codification/docs/edit-the-name-of-a-saved-search.md): Update the name of a saved search easily to improve organization and quickly locate your saved results with this quick guide.
- [Edit the Title or Note of a Draft](https://www.civicplus.help/codification/docs/edit-the-title-or-note-of-a-draft.md): Learn how to edit the title or note of a draft to keep your content clear, organized, and up to date with simple step-by-step instructions.
- [MuniPRO Municipal Law Research Tool](https://www.civicplus.help/codification/docs/munipro-municipal-law-research-tool.md): MuniPRO offers advanced municipal law research tools for attorneys and planners, enabling efficient access to 3,900 codes and 190,000 ordinances nationwide.
- [Save a Search](https://www.civicplus.help/codification/docs/save-a-search.md): Learn how to save your MuniPRO searches for efficient access to state codes and Code Library resources.
- [Search Multiple Codes Simultaneously](https://www.civicplus.help/codification/docs/search-multiple-codes-simultaneously.md): Unlock MuniPRO's municipal law research tool to search codes, create legislation drafts, and optimize your searches across local governments nationwide.
- [Sign Up for Bulk Code Update Notifications](https://www.civicplus.help/codification/docs/sign-up-for-bulk-code-update-notifications.md): Gather information about signing up for Bulk Code Update notifications in Municode.
- [View Your Drafts](https://www.civicplus.help/codification/docs/view-your-drafts.md): Check out helpful step by step instructions to learn how to view your Drafts in Municode Codification.
- [View Your Notes](https://www.civicplus.help/codification/docs/view-your-notes.md): Learn how to view your notes, access saved content, and stay organized with simple steps for reviewing your notes.
- [View Your Saved Searches](https://www.civicplus.help/codification/docs/view-your-saved-searches.md): Learn how to view your saved searches, quickly access results, and stay organized with simple steps for managing your search activity.
- [OrdBank & OrdLink](https://www.civicplus.help/codification/docs/ordbank-ordlink.md)
- [OrdBank Document Upload and ADA Compliance](https://www.civicplus.help/codification/docs/ordbank-document-upload-and-ada-compliance.md): Learn how OrdBank enhances document accessibility and converts files during upload, while emphasizing the importance of ADA compliance.
- [View Amended Portions of Your Code with OrdLink](https://www.civicplus.help/codification/docs/view-amended-portions-of-your-code-with-ordlink.md): Use OrdLink to view amended portions of your code, track updates, and easily understand changes with this quick guide.
- [View Your OrdBank Permanent Ordinance Repository](https://www.civicplus.help/codification/docs/view-your-ordbank-permanent-ordinance-repository.md): Access OrdBank's permanent ordinance repository to view, search, and manage newly adopted legislation and codified ordinances efficiently.
- [Self-Publishing Software](https://www.civicplus.help/codification/docs/self-publishing-software.md)
- [Get Started with Self-Publishing Software](https://www.civicplus.help/codification/docs/get-started-with-self-publishing-software.md)
- [Accessibility in Self-Publishing Software](https://www.civicplus.help/codification/docs/accessibility-in-self-publishing-software.md)
- [Colorado HB21-1110 & Self-Publishing Software](https://www.civicplus.help/codification/docs/colorado-hb21-1110-self-publishing-software.md): Learn about Colorado HB21-1110, its impact on CivicPlus software, and compliance requirements for accessible government websites.
- [Self-Publishing Software Accessibility Conformance Report](https://www.civicplus.help/codification/docs/self-publishing-software-accessibility-conformance-report.md): Discover the Self-Publishing Software Accessibility Conformance Report and learn more about Voluntary Product Accessibility Templates.
- [First-Time Self-Publishing Users](https://www.civicplus.help/codification/docs/system-basics-1.md)
- [Log In to Your Self-Publishing Software Code Website](https://www.civicplus.help/codification/docs/log-in-to-your-self-publishing-software-code-website.md): Learn how to log in to your Self-Publishing Software Code website.
- [Self-Publishing Software for New Employees](https://www.civicplus.help/codification/docs/self-publishing-software-for-new-employees.md): Learn how to manage new users and signatures post-onboarding, including adding users and submitting electronic signatures for approvals.
- [Supported Devices and Browsers | Self-Publishing Software](https://www.civicplus.help/codification/docs/supported-devices-and-browsers-sps.md): Learn about the devices that are supported for our Self-Publishing Software.
- [Verify That Google Chrome is Up to Date](https://www.civicplus.help/codification/docs/verify-that-google-chrome-is-up-to-date.md): Code edits and code management should be performed with the most up-to-date version of Google Chrome. Learn how to verify your version is up to date.
- [Live Mode: Add a Signed & Scanned Ordinance (foreign document)](https://www.civicplus.help/codification/docs/live-mode-add-a-signed-scanned-ordinance-foreign-document.md)
- [Live Mode: Add a Scanned PDF As Documentation](https://www.civicplus.help/codification/docs/live-mode-add-a-scanned-pdf-as-documentation.md): Learn how to add a scanned PDF as documentation in our Self-Publishing Software.
- [Live Mode: Adopt a Code and Its Language](https://www.civicplus.help/codification/docs/live-mode-adopt-a-code-and-its-language.md): Learn how to add new levels to your table of contents, ensuring proper naming and formatting for effective organization and hyperlinking.
- [Live Mode: Amend a Code or Its Language](https://www.civicplus.help/codification/docs/live-mode-amend-a-code-or-its-language.md): Learn how to amend legislation effectively using Propose Mode, track changes, and edit nodes in the web text editor for clear, impactful updates.
- [Live Mode: Link Documentation to Text](https://www.civicplus.help/codification/docs/live-mode-link-documentation-to-text.md): Learn how to link documentation to text in our Self-Publishing Software.
- [Live Mode: Repeal a Code and Its Language](https://www.civicplus.help/codification/docs/live-mode-repeal-a-code-and-its-language.md): Learn how to delete nodes in Live Mode and Propose Mode, ensuring your table of contents updates correctly.
- [Propose Mode](https://www.civicplus.help/codification/docs/propose-mode.md)
- [Create a Proposed Document (domestic document)](https://www.civicplus.help/codification/docs/propose-mode-create-a-proposed-document-domestic-document.md)
- [Propose Mode: Add a New Proposal](https://www.civicplus.help/codification/docs/propose-mode-add-a-new-proposal.md): Activate Propose Mode to apply changes to publications, create unique proposals, and manage proposed legislation effectively.
- [Propose Mode: ADOPT a Code & Its Language Within a Proposal](https://www.civicplus.help/codification/docs/propose-mode-adopt-a-code-its-language-within-a-proposal.md): Learn how to adopt new codes, create proposals, and manage content effectively in Propose Mode.
- [Propose Mode: AMEND a Code or Its Language Within a Proposal](https://www.civicplus.help/codification/docs/propose-mode-amend-a-code-or-its-language-within-a-proposal.md): An Amendment is when any "substantive" portion of a legislation is altered, which forces a difference in the legislation's intent.
- [Propose Mode: REPEAL a Code & Its Language Within a Proposal](https://www.civicplus.help/codification/docs/propose-mode-repeal-a-code-its-language-within-a-proposal.md): Learn how to repeal legislation using editor modes, deleting nodes, and proposing changes effectively in this comprehensive guide.
- [Pass a Proposal](https://www.civicplus.help/codification/docs/propose-mode-pass-a-proposal.md)
- [Step 1: Representatives](https://www.civicplus.help/codification/docs/step-1-representatives.md): Learn the first step in passing a proposal: Representatives.
- [Step 2: Create Document](https://www.civicplus.help/codification/docs/step-2-create-document.md): Learn the second step in passing a proposal: Document Creator.
- [Step 3: Pass](https://www.civicplus.help/codification/docs/step-3-pass.md): Learn the final step in passing a proposal: Pass.
- [Tips & Tools](https://www.civicplus.help/codification/docs/tips-tools.md)
- [Cheat Sheets](https://www.civicplus.help/codification/docs/cheat-sheets.md)
- [Download Quick Reference “Cheat Sheets”](https://www.civicplus.help/codification/docs/download-quick-reference-cheat-sheets.md): Download our quick reference "Cheat Sheets" to help with our Policies and Procedures Software and our Self-Publishing Software.
- [Tips](https://www.civicplus.help/codification/docs/tips.md)
- [How to Log In](https://www.civicplus.help/codification/docs/how-to-log-in.md): Learn how to log in to our Self-Publishing Software.
- [Track Another User's Changes and Create Comments Among Users](https://www.civicplus.help/codification/docs/track-another-users-changes-and-create-comments-among-users.md): Learn how to track another user's changes throughout time on a specific node in Live Mode, as well as how to create comments among users..
- [Tools](https://www.civicplus.help/codification/docs/tools.md)
- [Deleting Proposed Changes](https://www.civicplus.help/codification/docs/deleting-proposed-changes.md): Learn how to delete one or more proposed changes within any proposal using our Self-Publishing Software.
- [Generate a Publication as a PDF for Printing/Backup Purposes](https://www.civicplus.help/codification/docs/generate-a-publication-as-a-pdf-for-printingbackup-purposes.md): Learn how to generate a publication as a PDF for printing or backup, ensuring easy access and sharing.
- [Live Mode and Propose Mode](https://www.civicplus.help/codification/docs/live-mode-and-propose-mode.md): Manage your publication with ease in Live or Propose Mode. Learn how to publish, edit, and revert proposals effectively for seamless collaboration.
- [Managing Tables in Propose Mode](https://www.civicplus.help/codification/docs/managing-tables-in-propose-mode.md): Learn how to edit tables in Propose Mode effectively, ensuring consistent text formatting and avoiding common pitfalls for clearer proposals.
- [Revert Accidental Passage of a Proposed Ordinance](https://www.civicplus.help/codification/docs/revert-accidental-passage-of-a-proposed-ordinance.md): Learn how to revert the wholesale passage of any proposed ordinance.
- [Table of Contents, Export to PDF](https://www.civicplus.help/codification/docs/table-of-contents-export-to-pdf.md): Unlock advanced self-publishing tools, including Table of Contents management, PDF generation, and node editing for a seamless publishing experience.
- [Text Editor Buttons](https://www.civicplus.help/codification/docs/text-editor-buttons.md): Learn how to effectively use Self-Publishing Software's text editor, focusing on text matching, formatting tools, and list management for streamlined publications.
- [Text Editor's Insert Image and PDF Options](https://www.civicplus.help/codification/docs/text-editors-insert-image-and-pdf-options.md): Learn how to upload an image in Live Mode or upload a document such as a PDF to existing language.
- [Use Your Municipality's Code Website (for Non-Staff Users)](https://www.civicplus.help/codification/docs/use-your-municipalitys-code-website-for-non-staff-users.md): Navigate publications with ease using keyword searches, selective filters, and quick Table of Contents access for efficient document exploration.
- [Video Reference Library](https://www.civicplus.help/codification/docs/video-reference-library.md)
- [About Municode](https://www.civicplus.help/codification/docs/about-municode.md)
- [Agenda and Meeting Management Essential Overview](https://www.civicplus.help/codification/docs/agenda-and-meeting-management-essential-overview.md): Learn more about our Agenda and Meeting Management Essential solution.
- [Codification Overview](https://www.civicplus.help/codification/docs/codification-overview.md): Learn about our Codification services.
- [MuniDocs Walkthrough](https://www.civicplus.help/codification/docs/about-munidocs-walkthrough.md): MuniDocs allows you to upload many types of documents to search and browse alongside your code. Watch our walkthrough to see how it works.
- [MuniPro Overview](https://www.civicplus.help/codification/docs/munipro-overview-2.md): Gather more information about MuniPRO.
- [Online Code Hosting Overview](https://www.civicplus.help/codification/docs/online-code-hosting-overview.md): Learn about our Online Code Hosting solution.
- [Policies & Procedures Software Overview](https://www.civicplus.help/codification/docs/about-policies-procedures-software-overview.md): Learn about our Policies and Procedures software.
- [Self-Publishing Software Overview](https://www.civicplus.help/codification/docs/about-self-publishing-software-overview.md): Learn about our Self-Publishing Software.
- [Website Design Overview](https://www.civicplus.help/codification/docs/about-website-design-overview.md): Learn about our website design services.
- [Meeting and Agenda Management](https://www.civicplus.help/codification/docs/meeting-agenda-management.md)
- [3-Minute Overview of Agenda and Meeting Management Essential](https://www.civicplus.help/codification/docs/3-minute-overview-of-agenda-and-meeting-management-essential.md): Understand the basics of our Agenda and Meeting Management Essential solution with a quick 3-minute video.
- [Adding Agenda Items](https://www.civicplus.help/codification/docs/adding-agenda-items.md): Learn how to add agenda items in our Agenda and Meeting Management Essential solution.
- [Assembling and Publishing a Packet](https://www.civicplus.help/codification/docs/assembling-and-publishing-a-packet.md): Learn how to assemble and publish a packet using Agenda and Meeting Management Essential.
- [Building and Publishing an Agenda](https://www.civicplus.help/codification/docs/building-and-publishing-an-agenda.md): Learn how to build and publish agendas in our Agenda and Meeting Management Essential solution.
- [Did You Know? Agenda Packets](https://www.civicplus.help/codification/docs/did-you-know-agenda-packets.md): Learn more about how agenda packets work in Agenda and Meeting Management Essential.
- [Did You Know? In-Meeting Display](https://www.civicplus.help/codification/docs/did-you-know-in-meeting-display.md): Enhance public meetings with real-time agenda display and live voting, accessible from any device. Experience transparency and engagement like never before!
- [Did You Know? Meeting Management & Online Code Integration](https://www.civicplus.help/codification/docs/did-you-know-meeting-online-code-integration.md): Learn about the integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Did You Know? The Meetings Portal](https://www.civicplus.help/codification/docs/did-you-know-the-municode-portal.md): Learn about the Meetings Portal, which is available as part of our Agenda and Meeting Management Essential solution.
- [Did You Know? Timestamping Public Meetings](https://www.civicplus.help/codification/docs/did-you-know-timestamping-public-meetings.md): Learn how to timestamp public meetings in our Agenda and Meeting Management Essential solution.
- [Legislation Integration: Meetings Software & Your Code](https://www.civicplus.help/codification/docs/legislation-integration-meetings-software-and-your-code.md): Learn about the legislation integration available between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Meeting & Agenda Management Overview](https://www.civicplus.help/codification/docs/meeting-agenda-management-overview.md): Learn more about our Agenda and Meeting Management Essential solution.
- [Meetings to Code Integration](https://www.civicplus.help/codification/docs/meetings-to-code-integration.md): Learn about the integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Meetings Detail Button](https://www.civicplus.help/codification/docs/meetings-detail-button.md): Learn about the Meetings Detail button, which is available as part of an integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Public In-Meeting Display](https://www.civicplus.help/codification/docs/public-in-meeting-display.md): Learn about our Agenda and Meeting Management Essential solution's Public In-Meeting Display.
- [Publishing Integration: Your Meetings Software & Website](https://www.civicplus.help/codification/docs/publishing-integration-your-meetings-software-website.md): Learn about the publishing integration available between our Agenda and Meeting Management Essential solution and our municipal websites.
- [Stream a Virtual Public Meeting Using Online Platforms](https://www.civicplus.help/codification/docs/stream-a-virtual-public-meeting-using-online-platforms.md): Learn how to stream meetings using online platforms such as Zoom and YouTube.
- [Taking and Publishing Minutes](https://www.civicplus.help/codification/docs/taking-and-publishing-minutes.md): Learn how to take and publish notes with our Agenda and Meeting Management Essential solution.
- [Testimonial from Brisbane, California](https://www.civicplus.help/codification/docs/testimonial-from-brisbane-california-amm.md): Brisbane's modern website enhances transparency with integrated meeting management, online code hosting, and easy access to agendas and minutes for residents.
- [Video Recordings](https://www.civicplus.help/codification/docs/video-recordings.md): Learn how to incorporate video recordings into your meeting resources using our Agenda and Meeting Management Essential solution.
- [Workflow](https://www.civicplus.help/codification/docs/workflow.md): Learn about our Agenda and Meeting Management Essential solution's workflows.
- [Policies & Procedures Software](https://www.civicplus.help/codification/docs/policies-procedures-softwares.md)
- [All Kinds of Policies](https://www.civicplus.help/codification/docs/all-kinds-of-policies.md): Learn about the different kinds of policies and procedures that can be manages using our Policies & Procedures solution.
- [Change Policies Together](https://www.civicplus.help/codification/docs/change-policies-together.md): Learn how your team can change policies together using our Policies and Procedures solution.
- [Create Resolution or Policy Documents](https://www.civicplus.help/codification/docs/create-resolution-or-policy-documents.md): Learn about creating resolution and policy documents with our Policies & Procedures solution.
- [Did You Know? Policies & Procedures](https://www.civicplus.help/codification/docs/did-you-know-policies-procedures.md): Learn more about our Policies and Procedures solution.
- [Electronically Pass and Update Policies](https://www.civicplus.help/codification/docs/electronically-pass-and-update-policies.md): Learn how to electronically pass and update policies using our Policies and Procedures solution.
- [Policies & Procedures Software Overview](https://www.civicplus.help/codification/docs/policies-procedure-software-overview.md): Learn about our Policies and Procedures software.
- [Policy & Procedure Solution Tour](https://www.civicplus.help/codification/docs/policy-procedure-solution-tour.md): View a tour of our Policy & Procedures solution.
- [Print Your Policies or Handbook](https://www.civicplus.help/codification/docs/print-your-policies-or-handbook.md): Learn about printing your policies or handbook using our Policies & Procedures solution.
- [Update Policies Instantly](https://www.civicplus.help/codification/docs/update-policies-instantly.md): Learn how easy it is to quickly update policies and procedures using our Policies & Procedures solution.
- [Self-Publishing Software](https://www.civicplus.help/codification/docs/self-publishing-software-1.md)
- [Admin and Read-Only Users](https://www.civicplus.help/codification/docs/admin-and-read-only-users.md): Learn about administrator and read-only users in our Self-Publishing Software.
- [Control Your Own Code at a Fixed Cost](https://www.civicplus.help/codification/docs/control-your-own-code-at-a-fixed-cost.md): Learn how you can control your code at a fixed cost with our Self-Publishing Software.
- [Create a Proposed Ordinance from Your Code](https://www.civicplus.help/codification/docs/create-a-proposed-ordinance-from-your-code.md): Learn how you can create a proposed ordinance from your code with our Self-Publishing Software.
- [Ordinance & Resolution Creator](https://www.civicplus.help/codification/docs/ordinance-resolution-creator.md): Learn about the Ordinance and Resolution Creator that is part of our Self-Publishing Software.
- [Pass and Update Code with Electronic Signatures](https://www.civicplus.help/codification/docs/pass-and-update-code-with-electronic-signatures.md): Learn about passing and updating a code with e-signatures using our Self-Publishing Software.
- [Self-Publishing Software Overview](https://www.civicplus.help/codification/docs/self-publishing-software-overview.md): Learn about our Self-Publishing Software.
- [Training: Live Mode & Add a Recently-Passed Document](https://www.civicplus.help/codification/docs/training-live-mode-add-a-recently-passed-document.md): View training about our Self-Publishing Software's Live Mode.
- [Training: Propose Mode & Generate and Pass a Document](https://www.civicplus.help/codification/docs/training-propose-mode-generate-and-pass-a-document.md): View training about our Self-Publishing Software's Propose Mode.
- [Traditional Codification Services](https://www.civicplus.help/codification/docs/traditional-codification-services.md)
- [The Amenders](https://www.civicplus.help/codification/docs/the-amenders.md): Learn how amenders help local governments update, maintain, and improve municipal codes with CivicPlus Municode Codification services.
- [Code Online Feature Set](https://www.civicplus.help/codification/docs/code-online-feature-set.md): Learn about the features available in CivicPlus' Online Code Hosting software, including search, navigation, code history, and integrations.
- [Code of Ordinances Online Hosting](https://www.civicplus.help/codification/docs/code-of-ordinances-online-hosting.md): Experience seamless navigation and advanced features with our Online Code Hosting solution, ensuring public transparency and accessibility on any device.
- [CodeBank](https://www.civicplus.help/codification/docs/codebank.md): Discover how CodeBank lets you view and access archived versions of your online code after every update.
- [CodeBank Compare](https://www.civicplus.help/codification/docs/codebank-compare.md): Discover how CodeBank Compare highlights changes between past and current versions of your online code.
- [Did You Know? Code to Web Integration](https://www.civicplus.help/codification/docs/did-you-know-code-to-web-integration-1.md): Discover how Code to Web integration lets users move between your CivicPlus website and online code with a single click.
- [Did You Know? eNotify](https://www.civicplus.help/codification/docs/did-you-know-enotify.md): Learn how eNotify sends email alerts when your online code is updated, helping staff and residents stay informed.
- [Did You Know? Free Publication](https://www.civicplus.help/codification/docs/did-you-know-free-publication.md): When switching to our Codification services, we will publish your Code of Ordinances to our Online Code Hosting solution for free.
- [Did You Know? Gender Neutral Code of Ordinances](https://www.civicplus.help/codification/docs/did-you-know-gender-neutral-code-of-ordinances.md): Learn how CivicPlus can help you remove gendered language from your code of ordinances.
- [Did You Know? Legal Reviews](https://www.civicplus.help/codification/docs/did-you-know-legal-reviews.md): Learn about our legal review service.
- [Did You Know? Meeting Management & Online Code Integration](https://www.civicplus.help/codification/docs/did-you-know-meeting-management-online-code-integration.md): Learn about the integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [eNotify](https://www.civicplus.help/codification/docs/traditional-codification-services-enotify.md): Learn about our Online Code Hosting solution's eNotify feature.
- [Meetings Detail Button](https://www.civicplus.help/codification/docs/meetings-detail-button-1.md): Learn about the Meetings Detail button, which is available as part of an integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [MuniDocs](https://www.civicplus.help/codification/docs/traditional-codification-services-munidocs.md): Learn more about the MuniDocs feature available as part of our Online Code Hosting solution.
- [MuniDocs Walkthrough](https://www.civicplus.help/codification/docs/munidocs-walkthrough.md): MuniDocs allows you to upload many types of documents to search and browse alongside your code. Watch our walkthrough to see how it works.
- [MuniPRO](https://www.civicplus.help/codification/docs/traditional-codification-services-munipro.md): Learn more about the MuniPRO feature available as part of our Online Code Hosting solution.
- [MuniPro Overview](https://www.civicplus.help/codification/docs/about-munipro-overview.md): Gather more information about MuniPRO.
- [OrdBank](https://www.civicplus.help/codification/docs/ordbank.md): Learn about our Online Code Hosting solution's OrdBank feature.
- [OrdLink](https://www.civicplus.help/codification/docs/ordlink.md): Learn about our Online Code Hosting solution's OrdLink feature.
- [Traditional Codification Services Overview](https://www.civicplus.help/codification/docs/traditional-codification-services-overview.md): Learn about our traditional Codification services.
- [Training: Online Code Hosting Features & Functions](https://www.civicplus.help/codification/docs/training-online-code-hosting-features-functions.md): View training about our Online Code Hosting solution's features and functions.
- [Unlock the Mystery of your Municipal Code](https://www.civicplus.help/codification/docs/unlock-the-mystery-of-your-municipal-code.md): View a recording of our "Unlock the Mystery of your Municipal Code" webinar.
- [Website Design](https://www.civicplus.help/codification/docs/website-design.md)
- [Alerts](https://www.civicplus.help/codification/docs/alerts.md): Learn about the Alerts feature available as part of our website design services.
- [Bids and RFPs](https://www.civicplus.help/codification/docs/bids-and-rfps.md): Learn about the Bids and RFPs feature available as part of our website design services.
- [Business Directory](https://www.civicplus.help/codification/docs/business-directory.md): Learn about the Business Directory feature available as part of our website design services.
- [Calendaring and Meetings Directory](https://www.civicplus.help/codification/docs/calendaring-and-meetings-directory.md): Learn about the Calendaring and Meetings Directory features available as part of our website design services.
- [Content Management System](https://www.civicplus.help/codification/docs/content-management-system.md): Learn about our Content Management System.
- [Creating Content Once, Posting in Multiple Locations to the Site](https://www.civicplus.help/codification/docs/creating-content-once-posting-in-multiple-locations-to-the-site.md): Learn how you can create content once and post it in multiple locations on your website.
- [Did You Know? Award-Winning Websites](https://www.civicplus.help/codification/docs/did-you-know-award-winning-websites.md): Discover how CivicPlus award-winning websites help local governments improve resident engagement and online services.
- [Did You Know? Code to Web Integration](https://www.civicplus.help/codification/docs/did-you-know-code-to-web-integration-design.md): Discover how Code to Web integration lets users move between your CivicPlus website and online code with a single click.
- [Did You Know? Content Management System](https://www.civicplus.help/codification/docs/did-you-know-content-management-system.md): Discover how the CivicPlus Municode Codification system's Content Management System makes it easy to manage and publish website content.
- [Did You Know? Intuitive Navigation](https://www.civicplus.help/codification/docs/did-you-know-intuitive-navigation.md): Learn how intuitive website navigation helps residents quickly find information and improves the user experience.
- [Did You Know? Online Fillable Forms](https://www.civicplus.help/codification/docs/did-you-know-online-fillable-forms.md): Learn how online fillable forms help local governments streamline services, save time, and improve the resident experience.
- [Did You Know? Website Calendar](https://www.civicplus.help/codification/docs/did-you-know-website-calendar.md): Learn how the CivicPlus website calendar helps residents find events, meetings, and community activities in one place.
- [Email Notifications](https://www.civicplus.help/codification/docs/email-notifications.md): Learn about the Email Notifications feature available as part of our website design services.
- [Facilities Reservations](https://www.civicplus.help/codification/docs/facilities-reservations.md): Learn about the Facilities Reservations feature available as part of our website design services.
- [Frequently Asked Questions (FAQs)](https://www.civicplus.help/codification/docs/frequently-asked-questions-faqs.md): Learn about the Frequently Asked Questions feature available as part of our website design services.
- [Jobs Listing](https://www.civicplus.help/codification/docs/jobs-listing.md): Learn about the Jobs Listing feature available as part of our website design services.
- [Microsites & Specialty Subsites: Department Pages & Sites](https://www.civicplus.help/codification/docs/microsites-specialty-subsites-department-pages-sites.md): Learn about the Department Pages and Sites feature available as part of our website design services.
- [Mobile Friendliness and ADA Compliance](https://www.civicplus.help/codification/docs/mobile-friendliness-and-ada-compliance.md): Learn about the mobile friendliness and accessibility features available as part of our website design services.
- [Online Fillable Forms](https://www.civicplus.help/codification/docs/online-fillable-forms.md): Learn about the Online Fillable Forms feature available as part of our website design services.
- [Parks Directory](https://www.civicplus.help/codification/docs/parks-directory.md): Learn about the Parks Directory feature available as part of our website design services.
- [Projects Directory](https://www.civicplus.help/codification/docs/projects-directory.md): Learn about the Projects Directory feature available as part of our website design services.
- [Properties Directory](https://www.civicplus.help/codification/docs/properties-directory.md): Learn about the Properties Directory feature available as part of our website design services.
- [Search (Web, Meetings, and Codification Integrated)](https://www.civicplus.help/codification/docs/search-web-meetings-and-codification-integrated.md): Learn about search functionality and integrations available on our websites.
- [Staff Directories](https://www.civicplus.help/codification/docs/staff-directories.md): Learn about the Staff Directories feature available as part of our website design services.
- [Testimonial from Brisbane, California](https://www.civicplus.help/codification/docs/web-design-testimonial-from-brisbane-california.md): Brisbane's modern website enhances transparency with integrated meeting management, online code hosting, and easy access to agendas and minutes for residents.
- [Testimonial from Gustavus, Alaska](https://www.civicplus.help/codification/docs/testimonial-from-gustavus-alaska.md): Gustavus, Alaska, revitalized its website with a modern design, user-friendly features, and email notifications to better engage its community.
- [Two Types of Design: Standard and Custom](https://www.civicplus.help/codification/docs/two-types-of-design-standard-and-custom.md): Learn about the standard and custom designs available as part of our website design services.
- [Website Design Overview](https://www.civicplus.help/codification/docs/website-designoverview.md): Learn about our website design services.
- [Municipal Attorney and Clerk Listservs](https://www.civicplus.help/codification/docs/municipal-attorney-and-clerk-listservs.md)
- [IIMC Municipal Clerk Listserv](https://www.civicplus.help/codification/docs/iimc-municipal-clerk-listserv.md): Learn about the IIMC Municipal Clerk listserv.
- [IMLA Attorney Listserv Member File Sharing](https://www.civicplus.help/codification/docs/imla-attorney-listserv-member-file-sharing.md): Learn how IMLA Attorney Listserv member file sharing works.
- [IMLA Attorney Listserv Norms](https://www.civicplus.help/codification/docs/imla-attorney-listserv-norms.md): Join the IMLA Attorney Listserv to enhance communication, share documents, and adhere to norms for effective and courteous discussions among members.
- [IMLA Municipal Attorney Listserv](https://www.civicplus.help/codification/docs/imla-municipal-attorney-listserv.md): Join the IMLA Attorney Listserv to connect with over 700 municipal attorneys, share insights, and collaborate on municipal law topics. Sign up today!
- [Listserv Frequently Asked Questions](https://www.civicplus.help/codification/docs/listserv-frequently-asked-questions.md): Explore how CivicPlus Listservs enhance collaboration among municipal attorneys and clerks, addressing FAQs on membership, messaging, and subscriptions.
- [Product Updates](https://www.civicplus.help/codification/docs/product-updates.md)
- [Codification Product Updates](https://www.civicplus.help/codification/docs/codification-product-updates.md): View product updates for Codification.
- [Submit Product Feedback](https://www.civicplus.help/codification/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Codification Release Notes](https://www.civicplus.help/codification/docs/release-notes.md)
- [Online Code Hosting Release Notes](https://www.civicplus.help/codification/docs/online-code-hosting-release-notes.md)
- [October 10, 2025 Online Code Hosting Release Notes](https://www.civicplus.help/codification/docs/october-10-2025-online-code-hosting-release-notes.md): View the Online Code Hosting release notes for October 10, 2025, and learn about the addition of the new CivicPlus Virtual Assistant.
- [August 5, 2025 Release Notes and Enhancements](https://www.civicplus.help/codification/docs/august-5-2025-release-notes-and-enhancements.md): View the release notes for August 5, 2025. Explore our latest accessibility enhancements, improving usability for all users, including better navigation and screen reader support.
- [July 15, 2025 Release Notes and Enhancements](https://www.civicplus.help/codification/docs/july-15-2025-release-notes-and-enhancements.md): Accessibility improvements coming July 15, 2025, for a more secure and user-friendly experience.
- [Self-Publishing Software Release Notes](https://www.civicplus.help/codification/docs/self-publishing-software-release-notes.md)
- [December 2, 2025 Self-Publishing Software Release Notes](https://www.civicplus.help/codification/docs/december-2-2025-self-publishing-software-release-notes.md): View the Self-Publishing Software release notes for December 2, 2025.
- [Support](https://www.civicplus.help/codification/docs/support.md)
- [Browser and Device Support](https://www.civicplus.help/codification/docs/brower-and-device-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Contact CivicPlus Support](https://www.civicplus.help/codification/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/codification/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/codification/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Using the Help Center](https://www.civicplus.help/codification/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/codification/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/codification/docs/follow-a-help-center-section-1.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/codification/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/codification/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/codification/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Community Development

- [Getting Started with Community Development](https://www.civicplus.help/community-development/docs/getting-started.md)
- [Community Development Packages](https://www.civicplus.help/community-development/docs/community-development-packages.md): The CivicPlus Community Development proposal includes pre-configured module features that are ready for immediate use.
- [Accessibility](https://www.civicplus.help/community-development/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/community-development/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Community Development Accessibility Conformance Report](https://www.civicplus.help/community-development/docs/community-development-accessibility-conformance-report.md): CivicPlus has completed an Accessibility Conformance Report for our Community Development solution. It is based on the Information Technology Industry Council's Voluntary Product Accessibility Template.
- [Integrations & Partnerships](https://www.civicplus.help/community-development/docs/integrations.md)
- [CodeComply](https://www.civicplus.help/community-development/docs/codecomply.md): CodeComply is an AI-powered plan review software solution that automates plan compliance checks and more.
- [CodeComply Advanced Applicant Precheck](https://www.civicplus.help/community-development/docs/codecomply-advanced-applicant-precheck.md): Streamline your permit application with CodeComply's Applicant Precheck, identifying code issues early for cleaner submissions and improved scores.
- [Community Development Resident Portal Embed](https://www.civicplus.help/community-development/docs/community-development-resident-portal-embed.md): Find out more about how your Community Development Citizen Portal can be added as a tab in your Resident Portal. The embed directs resident users to permits, inspections, licenses, and other available services.
- [International Code Council (ICC) Integration](https://www.civicplus.help/community-development/docs/international-code-council-icc-integration.md): Learn how to integrate Community Development with Code Connect to search and attach relevant codes to records, enhancing your violation and inspection processes.
- [SeeClickFix 311 CRM Integration](https://www.civicplus.help/community-development/docs/seeclickfix-311-crm-integration.md): Learn how integrating SeeClickFix with Community Development enables residents to submit requests with the request details automatically forwarding to Community Development's Code Enforcement software.
- [Send Reports Using SFTP](https://www.civicplus.help/community-development/docs/send-reports-using-sftp.md): Learn how to use the report settings in Community Development to send files using the Secure File Transfer Protocol.
- [Payments](https://www.civicplus.help/community-development/docs/payments.md)
- [About Payments](https://www.civicplus.help/community-development/docs/about-payments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/community-development/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [Credentials Needed for Each External Processor](https://www.civicplus.help/community-development/docs/credentials-needed-for-each-external-processor.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [External Processor Payment Devices Overview](https://www.civicplus.help/community-development/docs/external-processor-payment-devices-overview.md): CivicPlus requires chip and magnetic stripe readers from payment gateways, offering support for configuration but not for terminal errors.
- [Payments Glossary](https://www.civicplus.help/community-development/docs/payments-glossary.md): View definitions for common payments terms.
- [PCI Compliance](https://www.civicplus.help/community-development/docs/pci-compliance.md): Find out more about how a combination of CivicPlus, the Payment Provider, and you the customer, share responsibilities for maintaining PCI compliance.
- [Set Up Payments with External Processors](https://www.civicplus.help/community-development/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Marketing Material](https://www.civicplus.help/community-development/docs/marketing-material.md)
- [Community Development Community Marketing Materials](https://www.civicplus.help/community-development/docs/community-development-community-marketing-materials.md): Learn how to customize marketing templates and use tips to boost awareness and engagement in your community through resident outreach.
- [Administration and Settings](https://www.civicplus.help/community-development/docs/administration.md)
- [Account Management](https://www.civicplus.help/community-development/docs/account-management.md)
- [Applicant Types | Elevate (V5)](https://www.civicplus.help/community-development/docs/applicant-types-elevate-v5.md): Learn to create and manage applicant types in Elevate for efficient permit processing. Categorize applicants easily and streamline your workflow.
- [Create and Manage Users | Elevate (V5)](https://www.civicplus.help/community-development/docs/create-and-manage-users-elevate-v5.md): Learn how to manage users in Elevate, including searching records, creating accounts, and updating user status.
- [Create and Manage User Groups | Elevate (V5)](https://www.civicplus.help/community-development/docs/create-and-manage-user-groups-elevate-v5.md): Learn to create, manage, and delete user groups in Elevate, simplifying user organization and workflow assignments effectively.
- [Insurance Types | Elevate (V5)](https://www.civicplus.help/community-development/docs/insurance-types-elevate-v5.md): Learn to create, manage, and categorize insurance types for permits efficiently. Streamline your insurance setup and processing today!
- [Permit Types | Elevate (V5)](https://www.civicplus.help/community-development/docs/permit-types-elevate-v5.md): Learn to create, edit, and manage permit types in Elevate to organize permits effectively and streamline your permit application process.
- [Permit Uses | Elevate (V5)](https://www.civicplus.help/community-development/docs/permit-uses.md): Manage your permit applications with structured workflows, fees, checklists, and inspections for efficient processing from submission to approval.
- [Property Import | Elevate (V5)](https://www.civicplus.help/community-development/docs/property-import-elevate-v5.md): Learn how to import parcel, building, and suite data into Property Management with Elevate. Follow the correct import order for seamless data integration.
- [Database Management](https://www.civicplus.help/community-development/docs/database-management.md)
- [Add Workflow Review Entries](https://www.civicplus.help/community-development/docs/add-workflow-review-entries.md): Learn to add departments and users for workflow reviews in your modules' status tab with easy configuration steps. Enhance your review process with Community Development today!
- [Create & Manage Checklists](https://www.civicplus.help/community-development/docs/create-manage-checklists.md): Learn how to create and link checklists. They can be used for inspections, planning, and zoning projects to ensure all requirements are met efficiently.
- [Create & Manage Complaint Types](https://www.civicplus.help/community-development/docs/create-manage-complaint-types.md): Configure complaint types and sub-types for your application, manage visibility on the Citizen Portal, and streamline complaint handling efficiently.
- [Database Management Guide](https://www.civicplus.help/community-development/docs/database-management-guide.md): Learn how the Database Management screen can help you manage settings and data for your Community Development modules.
- [Set Up Occupancy Tables](https://www.civicplus.help/community-development/docs/set-up-occupancy-tables.md): Learn how occupancy tables can be used to calculate the project cost inside a permit using the International Code Council's occupancy and construction classes. You can also add your own occupancy tables.
- [Forms Customization](https://www.civicplus.help/community-development/docs/forms-customization.md)
- [Create a New Form](https://www.civicplus.help/community-development/docs/create-a-new-form.md): Learn how to add new forms to your system with our step-by-step guide on form customization, including settings for public access and printing options.
- [Customize Content](https://www.civicplus.help/community-development/docs/customize-content.md): Learn more about how various screens and emails can be customized by using the content area.
- [Customize Form Headers & Signatures](https://www.civicplus.help/community-development/docs/customize-form-headers-signatures.md): Learn how to manage images used for reports, forms, headers, and signatures.
- [Form Relationships](https://www.civicplus.help/community-development/docs/form-relationships.md): Learn how to create form relationships to connect related forms, reduce duplicate data entry, and keep information consistent across workflows.
- [Organization Settings](https://www.civicplus.help/community-development/docs/organization-settings.md)
- [Add a New Point Layer to a Map](https://www.civicplus.help/community-development/docs/add-a-new-point-layer-to-a-map.md): Learn how to use Map Settings to add layers that display Community Development data, such as permits, projects, and complaints.
- [Automated Message Settings](https://www.civicplus.help/community-development/docs/automated-message-settings.md): Learn how to create automated invoice messages and turn on online payments in the Community Development Citizen Portal with CivicPlus Payments.
- [Edit Failed Login Attempts on an Account](https://www.civicplus.help/community-development/docs/edit-failed-login-attempts-on-an-account.md): Learn how to change the number of failed login attempts allowed before an account is locked out.
- [Global Settings for Map](https://www.civicplus.help/community-development/docs/organization-settings-global-settings-for-map.md): Set default map settings, add layers, and customize point displays for your Mapping System. Perfect for container administrators managing records.
- [Organizational Settings Guide](https://www.civicplus.help/community-development/docs/organizational-settings-guide.md): Manage your organization's settings, including address, contact details, modules, and invoicing options, all in one comprehensive screen.
- [Tax Parcel Update](https://www.civicplus.help/community-development/docs/tax-parcel-update.md): Learn how to keep your parcel database accurate and up to date in Community Development.
- [Financial Processing](https://www.civicplus.help/community-development/docs/financial-processing.md)
- [Invoicing System Overview](https://www.civicplus.help/community-development/docs/invoicing-system-overview.md): Manage and track invoices seamlessly across modules with our invoicing system, featuring dashboards, customer accounts, and payment tracking tools.
- [Assessing Fees and Fines](https://www.civicplus.help/community-development/docs/add-manage-fees-fines.md): Streamline your fee management process with our system. Calculate fees for permits and violations efficiently while reducing manual calculations.
- [Apply Payments & Generate Receipts](https://www.civicplus.help/community-development/docs/apply-payments-generate-receipts.md): Learn how to make payments and generate receipts on invoices in the permitting system.
- [Cash Drawer Transactions](https://www.civicplus.help/community-development/docs/cash-drawer-transactions.md): Learn how to use the Cash Drawer in the Invoicing System module within Community Development. This feature allows you to search for any cash drawer transaction by date, category, or customer name.
- [Create & Manage Invoices](https://www.civicplus.help/community-development/docs/create-manage-invoices.md): Manage invoices and customer accounts efficiently with our invoicing system. Create, adjust, and send invoices seamlessly for several services.
- [Customer Accounts](https://www.civicplus.help/community-development/docs/customer-accounts.md): View and manage customer accounts in the invoicing system. Customer data is linked to contacts across permits, inspections, licensing, and more.
- [Fee Reporting](https://www.civicplus.help/community-development/docs/fee-reporting.md): Learn how to create custom fee reports effortlessly by selecting parameters like fee type, date range, and payment method. Save and print for future use!
- [General Ledger](https://www.civicplus.help/community-development/docs/general-ledger.md): Track fees, fines, invoices, and payments in the General Ledger within Community Development. Use filters for precise searches and export reports easily. Manage your finances effectively!
- [Search Property Records for Fees](https://www.civicplus.help/community-development/docs/search-property-records-for-fees.md): Learn how to view fees associated with a property record within the Property Management module in Community Development.
- [Reconciling Payments with Your Payment Gateway](https://www.civicplus.help/community-development/docs/reconciling-payments-with-your-payment-gateway.md): Learn how Community Development is integrated with CivicPlus Payments, which connects CivicPlus products to payment providers.
- [Void/Reverse Payments, Invoices, & Fees](https://www.civicplus.help/community-development/docs/voidreverse-payments-invoices-fees.md): Learn how to manage fees, fines, and payments in your financial system, ensuring accurate invoicing and avoiding orphaned payments.
- [Records](https://www.civicplus.help/community-development/docs/records.md)
- [Add Contractors to a Permit / Project](https://www.civicplus.help/community-development/docs/add-contractors-to-a-permit-project.md): Learn how to manage contractor data efficiently with our system, including tracking licenses and insurance, for seamless project planning and permitting.
- [Attach Documents & Images to Records](https://www.civicplus.help/community-development/docs/attach-documents-images-to-records.md): Explore the document repository for Community Development. It stores vital property, permits, inspection, and licensing documents for efficient management.
- [Create & Manage Certificates](https://www.civicplus.help/community-development/docs/create-manage-certificates.md): Manage certificates in the Asset Management, Permitting, and Fire Safety modules. Learn to create, print, and edit certificates efficiently.
- [Create and Manage Conditions](https://www.civicplus.help/community-development/docs/create-manage-conditions.md): Learn how to create and manage permit and project conditions in Community Development, including adding requirements, tracking approvals, and managing record conditions.
- [Create & Manage Contacts](https://www.civicplus.help/community-development/docs/create-manage-contacts.md): Manage contacts for records, including billing agents and contractors, with customizable types and easy editing in the permitting system.
- [Manage Insurance Data on a Permit / Project Record](https://www.civicplus.help/community-development/docs/manage-insurance-data-on-a-permit-project-record.md): Learn how to manage contractor insurance efficiently with our system. Track, edit, and add insurance details to ensure compliance and avoid expired records.
- [Manually Approve a Permit / Project Application](https://www.civicplus.help/community-development/docs/manually-approve-a-permit-project-application.md): Learn how permit and project approvals work in Community Development, including automated routing, status updates, and how to bypass the review process to issue records.
- [Print Forms & Letters](https://www.civicplus.help/community-development/docs/print-forms-letters.md): Easily print forms and letters specific to your module in the Community Development permitting system. Select, download, or view PDFs tailored to your current record.
- [Property Information for Permit / Project Records](https://www.civicplus.help/community-development/docs/property-information-for-permit-project-records.md): Explore the Property tab for detailed project and permit information, including zoning, lot dimensions, and occupancy classifications for data management.
- [Record Information Icons](https://www.civicplus.help/community-development/docs/record-information-icons.md): Learn about a series of quick reference icons that appear at the top of planning, zoning, project, permit, and fire and safety inspection records where specific conditions exist.
- [Record Numbering](https://www.civicplus.help/community-development/docs/record-numbering.md): Learn how record numbers are formatted in Community Development, including year prefixes, permit numbers, project codes, and certificate numbering.
- [Record Workflow & Collaboration Process](https://www.civicplus.help/community-development/docs/record-workflow-collaboration-process.md): Learn how to streamline community development with our workflow system, tracking application reviews, comments, and approvals for efficient project management.
- [Search & View Record Lists](https://www.civicplus.help/community-development/docs/search-view-record-lists.md): Learn how to explore open records across various modules, including tax parcels, permits, inspections, and complaints, with advanced search options for efficient management.
- [Structure Information for Permit / Project Records](https://www.civicplus.help/community-development/docs/structure-information-for-permit-project-records.md): Learn how to navigate the Structure tab for detailed project data, including building types, dimensions, and utilities, streamlining your permit process efficiently.
- [Track & Manage Record Status](https://www.civicplus.help/community-development/docs/track-manage-record-status.md): Manage application routing and approvals efficiently with the Status tab. It features Routing Details, Override Routing, and Record Actions for seamless communication.
- [Reporting](https://www.civicplus.help/community-development/docs/reporting.md)
- [Reports Overview](https://www.civicplus.help/community-development/docs/reports-overview.md): Learn how to access detailed reports for each module, customize fields, and filter results easily to enhance your data analysis and reporting experience.
- [Create and Manage Reports](https://www.civicplus.help/community-development/docs/create-manage-reports.md): Learn how to create, update, and delete reports with our step-by-step guide, including tips on configuring fields and parameters for your modules.
- [Run and Print Reports](https://www.civicplus.help/community-development/docs/run-print-reports.md): Learn how to run existing reports and print results, including bulk printing of forms and letters, with step-by-step instructions for efficient reporting.
- [Modules](https://www.civicplus.help/community-development/docs/modules.md)
- [Code Enforcement](https://www.civicplus.help/community-development/docs/code-enforcement.md)
- [Citizen Requests & Concerns](https://www.civicplus.help/community-development/docs/citizen-requests-concerns.md)
- [Add a Contractor Complaint](https://www.civicplus.help/community-development/docs/add-a-contractor-complaint.md): File a contractor complaint easily by navigating Code Enforcement. Add details, assign inspectors, and track violations efficiently.
- [Add a Parcel Complaint](https://www.civicplus.help/community-development/docs/add-a-parcel-complaint.md): File a parcel complaint easily by adding details, selecting inspectors, and tracking violations. Get started with our step-by-step guide today!
- [Add a Person Complaint](https://www.civicplus.help/community-development/docs/add-a-person-complaint.md): File a complaint easily by adding details like location, description, and assigned inspector. Manage code violations efficiently with our guide.
- [Add a Vehicle Complaint](https://www.civicplus.help/community-development/docs/add-a-vehicle-complaint.md): File a vehicle complaint easily by entering details, selecting an inspector, and tracking the status through our user-friendly Code Enforcement system.
- [Violations](https://www.civicplus.help/community-development/docs/violations.md)
- [Add a Code to a Violation](https://www.civicplus.help/community-development/docs/add-a-code-to-a-violation.md): Navigate code enforcement violations easily. Search, add codes, adjust penalties, and manage records efficiently. Get started today!
- [Add a Contractor Violation](https://www.civicplus.help/community-development/docs/add-a-contractor-violation.md): Easily add contractor violations, manage citations, and assign inspectors with our step-by-step guide for effective code enforcement management.
- [Add a Parcel Violation](https://www.civicplus.help/community-development/docs/add-a-parcel-violation.md): Easily manage parcel violations with our step-by-step guide on adding details, assigning inspectors, and tracking resolution dates.
- [Add a Person Violation](https://www.civicplus.help/community-development/docs/add-a-person-violation.md): Learn how to add a person violation in Code Enforcement, including details on violations, inspections, and citation services for effective record management.
- [Add a Vehicle Violation](https://www.civicplus.help/community-development/docs/add-a-vehicle-violation.md): Easily add and manage vehicle violations, assign inspectors, and track statuses with our step-by-step guide for effective code enforcement.
- [Add an Occupant to a Parcel Level Violation Record](https://www.civicplus.help/community-development/docs/add-an-occupant-to-a-parcel-level-violation-record.md): Learn how to add an occupant to a violation record without creating separate buildings, streamlining your Code Enforcement process efficiently.
- [Fire & Life Safety Inspections](https://www.civicplus.help/community-development/docs/fire-life-safety-inspections.md)
- [Create & Manage Fire/Safety Inspections](https://www.civicplus.help/community-development/docs/create-manage-firesafety-inspections.md): Learn how to add and manage Fire and Safety inspections, including scheduling, status updates, and handling inspection records effectively.
- [Recurring Fire/Safety Inspections](https://www.civicplus.help/community-development/docs/recurring-firesafety-inspections.md): This article shows you how to create a recurring fire and safety inspection.
- [Business Licensing](https://www.civicplus.help/community-development/docs/business-licensing.md)
- [Automation Notifications for Licensing](https://www.civicplus.help/community-development/docs/automation-notifications-for-licensing.md): Automate your license renewal process with Active, 30-Day, and Expiring Notices. Ensure timely notifications for all license holders effortlessly.
- [Configure License Expiration](https://www.civicplus.help/community-development/docs/configure-license-expiration.md): Configure licenses to expire on the same or different days easily. Manage renewal cycles and settings for optimal license management.
- [Create & Manage Licenses](https://www.civicplus.help/community-development/docs/create-manage-licenses.md): Manage business licenses efficiently with the Business Licensing Module, ensuring compliance and proper documentation for municipalities and contractors.
- [Licensing Invoicing](https://www.civicplus.help/community-development/docs/licensing-invoicing.md): Automate invoicing for portal users with our Licensing module. Control application and itemized fees easily during renewals. Pay after application completion.
- [Recurring License Inspections](https://www.civicplus.help/community-development/docs/recurring-license-inspections.md): Learn to create and manage recurring license inspections, set cycles, and assign inspectors efficiently in your licensing system.
- [Permitting](https://www.civicplus.help/community-development/docs/permitting.md)
- [Communications | Elevate (V5)](https://www.civicplus.help/community-development/docs/communications-elevate-v5.md): Streamline your permit process with clear communication. Send messages, ask questions, and track updates efficiently within the permitting system.
- [Add & Manage Insurance | Elevate (V5)](https://www.civicplus.help/community-development/docs/insurance.md): Manage your insurance details for permit applications easily. Add, edit, or delete coverage information to keep your permits up to date and organized.
- [Add, Manage, and Pay Fees & Invoices | Elevate (V5)](https://www.civicplus.help/community-development/docs/add-manage-invoices-elevate-v5.md): Learn how to add fees, create invoices, and make payments in the permitting system with our step-by-step guide for efficient record management.
- [Conditions | Elevate (V5)](https://www.civicplus.help/community-development/docs/conditions-elevate-v5.md): Learn how to manage permit conditions effectively with our guide. Track, edit, and ensure compliance for a smooth approval process in Elevate V5 applications.
- [Configure Inspections | Elevate (V5)](https://www.civicplus.help/community-development/docs/configure-inspections-elevate-v5.md): Learn how to set up inspections for the permit review process with Admin Tools. Create inspection types, checklists, and lists for organized, consistent workflows.
- [Create and Manage Forms and Custom Fields | Elevate (V5)](https://www.civicplus.help/community-development/docs/create-amp-manage-forms-and-custom-fields-elevate-v5.md): Learn how to create custom fields and forms for permit applications using Admin Tools to streamline data collection and ensure required information is provided.
- [Create & Manage Permit Applications | V4](https://www.civicplus.help/community-development/docs/create-manage-permit-applications.md): Navigate the permit application process with ease. Learn to add permits, manage applicant info, and track approvals efficiently.
- [Create and Manage Permit Applications | Elevate (V5)](https://www.civicplus.help/community-development/docs/create-and-manage-permit-applications-elevate-v5.md): Navigate the permit application process with ease. Learn to create, manage, and track permits, fees, inspections, and documents efficiently.
- [Documents & Certificates | Elevate (V5)](https://www.civicplus.help/community-development/docs/documents-elevate-v5.md): Manage your permit documents and certificates efficiently with Elevate. Upload, view, and organize all required files to meet compliance easily.
- [Inspections | Elevate (V5)](https://www.civicplus.help/community-development/docs/inspections-elevate-v5.md): Manage and schedule inspections for Elevate permits. Track results, request inspections, and ensure compliance with detailed checklists and codes.
- [Manage Contacts | Elevate (V5)](https://www.civicplus.help/community-development/docs/manage-permit-contacts-elevate-v5.md): Manage contacts for permits easily. Add, edit, or delete contacts, including applicants and contractors, in the Permitting System.
- [Permit Completion & Certificate Issuance | V4](https://www.civicplus.help/community-development/docs/permit-completion-certificate-issuance.md): Learn how to process a permit application, complete the inspection, close the permit, and issue the certificate in Community Development.
- [Permit Inspections | V4](https://www.civicplus.help/community-development/docs/permit-inspections-v4.md): Learn how to streamline your permit inspections with our guide on scheduling, documenting results, and sending inspection letters efficiently.
- [Permit Workflow | Elevate (V5)](https://www.civicplus.help/community-development/docs/permit-workflow-elevate-v5.md): Learn about Elevate V5 permit workflows, their steps, assignments, and how to manage them effectively for an organized permit process.
- [Property & Structures | Elevate (V5)](https://www.civicplus.help/community-development/docs/property-structures.md): Navigate the permitting system with ease: search permits by status, type, and use, and update property information efficiently.
- [Use Occupancy Tables to Calculate Project Value](https://www.civicplus.help/community-development/docs/use-occupancy-tables-to-calculate-project-value.md): Calculate project costs using occupancy tables in the permitting system. Learn to input values and save your permit efficiently.
- [View Unread Messages | V4](https://www.civicplus.help/community-development/docs/view-unread-messages-v4.md): Learn how to view and manage unread public portal messages from the Permitting System Dashboard, open related permit records, and mark messages as read.
- [Workflow Setup | Elevate (V5)](https://www.civicplus.help/community-development/docs/workflow-setup-elevate-v5.md): Learn how to configure, edit, and manage workflows and statuses for Elevate V5 permit applications to streamline your review process effectively in Community Development.
- [Zoning Permits](https://www.civicplus.help/community-development/docs/zoning-permits.md): Learn how to manage Zoning Permits efficiently with our Permitting System. Create, link, and track zoning permits seamlessly for your projects.
- [Planning & Zoning](https://www.civicplus.help/community-development/docs/planning-zoning.md)
- [Create & Manage Projects](https://www.civicplus.help/community-development/docs/create-manage-projects.md): Learn how to add and edit project applications against parcels, manage permits, and navigate the project system for efficient approvals.
- [Project Meetings](https://www.civicplus.help/community-development/docs/project-meetings.md): Learn how to add and edit meetings in your project management system. This includes details, attendees, and agendas for effective collaboration.
- [Variances](https://www.civicplus.help/community-development/docs/variances.md): Learn to rack project variances with ease using the Variance tab for zoning board projects. Learn to add, approve, and search for variance requests efficiently.
- [Core Features](https://www.civicplus.help/community-development/docs/core-features.md)
- [Asset Management](https://www.civicplus.help/community-development/docs/asset-management.md)
- [Add and Edit Buildings, Lots and Suites in a Parcel | Elevate](https://www.civicplus.help/community-development/docs/add-and-edit-buildings-lots-and-suites-in-a-parcel-elevate.md): Learn how to add and edit buildings, lots, and suites for a parcel. This includes detailed steps for managing property information effectively.
- [Add a Lot to a Parcel | Elevate](https://www.civicplus.help/community-development/docs/add-buildings-and-lots-to-a-parcel-elevate.md): This article shows how to add buildings and lots to a parcel by searching for and editing a parcel. You can also add your buildings and lots when creating a parcel.
- [Add an Owner to a Property | Elevate](https://www.civicplus.help/community-development/docs/add-an-owner-to-a-property-elevate.md): This article explains how to add an owner, or an additional owner, to a property.
- [Convert a Building to a Parcel | Elevate](https://www.civicplus.help/community-development/docs/convert-a-building-to-a-parcel-elevate.md): Learn how to convert a building into a Parcel in Community Development.
- [Convert a Lot to a Parcel | Elevate](https://www.civicplus.help/community-development/docs/convert-a-lot-elevate.md): Learn how to easily change a lot into a parcel to correctly reclassify your property records.
- [Create & Manage Parcels | V4](https://www.civicplus.help/community-development/docs/create-manage-parcels-v4.md): In most cases, parcel records are created by importing a recurring parcel import from the assessor's office. They can also come from GIS (Geographic Information System) data.
- [Create a Parcel | Elevate](https://www.civicplus.help/community-development/docs/create-a-parcel-elevate.md): Learn how to create a new parcel in Community Development's newest version, Elevate.
- [Create Buildings in a Parcel | V4](https://www.civicplus.help/community-development/docs/create-buildings-in-a-parcel-v4.md): This article walks through how to add buildings to an existing parcel.
- [Create Lots in a Parcel | V4](https://www.civicplus.help/community-development/docs/create-lots-in-a-parcel-v4.md): This article walks through how to add lots to an existing parcel.
- [Delete a Lot | Elevate](https://www.civicplus.help/community-development/docs/delete-a-lot-elevate.md): Keep your property settings correct by learning how to delete a parcel in Community Development. Changes can be made due to an error, a change in property division, or you may need to remove a lot from a specific parcel record.
- [Edit a Parcel ID | Elevate](https://www.civicplus.help/community-development/docs/edit-a-parcel-id-elevate.md): Edit Parcel IDs with caution; changes are irreversible and affect all associated records. Learn how to update your Parcel ID safely.
- [Retire a Parcel | V4 & Elevate](https://www.civicplus.help/community-development/docs/retire-a-parcel.md): This guide explains how to retire a parcel in Community Development, deactivate records, and maintain access to historical parcel information.
- [Retire, View, and Unretire a Building | Elevate](https://www.civicplus.help/community-development/docs/retire-view-and-unretire-a-building-elevate.md): Learn how to retire and unretire a building. This ensures accurate data management and easy access to retired properties in your asset management system.
- [Retire, View, and Unretire a Suite | Elevate](https://www.civicplus.help/community-development/docs/retire-view-and-unretire-a-suite-elevate.md): Learn how to retire a suite in Community Development, keeping your data organized while retaining access to all historical information.
- [Search and Edit a Parcel](https://www.civicplus.help/community-development/docs/search-and-edit-a-parcel-elevate.md): Manage your property effortlessly with our Property Management feature. Search parcels, lots, buildings, and suites all in one convenient place.
- [Uploading Documents | Elevate (V5)](https://www.civicplus.help/community-development/docs/uploading-documents-elevate.md): Learn how to upload documents and photos to a parcel. This will help keep all your records organized and easily accessible in one place.
- [View a Parcel on the Map | Elevate](https://www.civicplus.help/community-development/docs/view-a-parcel-on-the-map-elevate.md): Learn to navigate the Elevate map feature in Community Development, view parcels, and utilize tools for detailed property management.
- [Contact Management](https://www.civicplus.help/community-development/docs/contact-management.md)
- [Create a New Contact](https://www.civicplus.help/community-development/docs/create-a-new-contact.md): Keep all of your contacts organized and in one place in the new Elevate version of Community Development. You no longer need to add a new contact with each permit.
- [Create and Manage Contacts | Elevate (V5)](https://www.civicplus.help/community-development/docs/create-and-manage-contacts-elevate-v5.md): Learn to view, create, edit, and delete contacts in Elevate, including managing associated records, invoices, and payments efficiently.
- [Citizen Portal](https://www.civicplus.help/community-development/docs/citizen-portal.md)
- [Apply for a Permit on the Citizen Portal](https://www.civicplus.help/community-development/docs/apply-for-a-permit-on-the-citizen-portal.md): Easily fill out your permit application online with our step-by-step guide on the Citizen Portal for a smoother submission process.
- [Make a Payment on the Citizen Portal](https://www.civicplus.help/community-development/docs/make-a-payment-on-the-citizen-portal.md): Learn how to view and make a payment within the Community Development Citizen Portal.
- [Manually Approve Portal Users](https://www.civicplus.help/community-development/docs/manually-approve-portal-users.md): Learn how administrators can manually approve users in the Citizen Portal to grant access and allow users to submit applications.
- [Public Record Search](https://www.civicplus.help/community-development/docs/public-record-search.md): Enable public record search for residents to access permits, complaints, and violations easily by parcel or location without needing a login.
- [Request or Cancel an Inspection on the Citizen Portal](https://www.civicplus.help/community-development/docs/request-or-cancel-an-inspection-on-the-citizen-portal.md): Learn how to request or cancel an inspection within the Community Development Citizen Portal.
- [Reset Portal Password](https://www.civicplus.help/community-development/docs/reset-portal-password.md): Learn how to reset your password in the citizen portal.
- [Submit a Complaint on the Citizen Portal](https://www.civicplus.help/community-development/docs/submit-a-complaint-on-the-citizen-portal.md): Easily submit requests or complaints within the Citizen Portal. Learn to report issues quickly and ensure your concerns are addressed effectively.
- [Inspections](https://www.civicplus.help/community-development/docs/inspections.md)
- [Inspections Overview](https://www.civicplus.help/community-development/docs/inspections-overview.md): Learn how the inspections database helps manage the inspection processes in Community Development. Inspections are shared across modules for easy access and organization.
- [Create & Manage Inspections](https://www.civicplus.help/community-development/docs/create-manage-inspections.md): Streamline your inspection scheduling with our Community Development system, featuring a calendar tool, mobile access, and efficient management processes.
- [Create a Reinspection](https://www.civicplus.help/community-development/docs/create-a-reinspection.md): Track inspection statuses with our Community Development system, enabling re-inspections for both failed and passed inspections in various modules.
- [Use Inspection Checklists](https://www.civicplus.help/community-development/docs/use-inspection-checklists.md): Create inspection checklists linked to inspection types. Use them electronically or print and attach them to inspection notification letters.
- [Mapping System](https://www.civicplus.help/community-development/docs/mapping-system.md)
- [Global Settings for Map](https://www.civicplus.help/community-development/docs/global-settings-for-map.md): Set up your Mapping System's default display with Global Settings, including layers, visibility, and custom options for an enhanced mapping experience.
- [Mapping System Overview](https://www.civicplus.help/community-development/docs/mapping-system-overview.md): Explore the Mapping System that integrates location data with Community Development records, featuring tools for drawing, measuring, and searching on maps.
- [Mobile Application](https://www.civicplus.help/community-development/docs/mobile-application.md)
- [Install a Progressive Web Application (PWA)](https://www.civicplus.help/community-development/docs/install-a-progressive-web-application-pwa.md): Learn how to install Progressive Web Applications (PWAs) on iOS, Android, Windows, and Mac for offline access and easy app-like functionality.
- [Take a Photo with the Offline App](https://www.civicplus.help/community-development/docs/take-a-photo-with-the-offline-app.md): An article explaining how to take a photo using the offline app.
- [Using the Mobile Offline Inspection PWA](https://www.civicplus.help/community-development/docs/using-the-mobile-offline-inspection-pwa.md): Learn to use the Mobile Offline Inspection system with Progressive Web Apps, enabling field staff to manage inspections offline seamlessly.
- [Scheduling Tool](https://www.civicplus.help/community-development/docs/scheduling-tool.md)
- [Create & Manage Events](https://www.civicplus.help/community-development/docs/create-manage-events.md): Manage Events efficiently by creating, updating, and scheduling events for users, including background events for inspector availability.
- [Scheduling Tool Overview](https://www.civicplus.help/community-development/docs/scheduling-tool-overview.md): Manage inspection schedules, meetings, and events seamlessly with our Scheduling Tool, designed for the mobile workforce. Never miss an appointment!
- [Product Updates](https://www.civicplus.help/community-development/docs/product-updates.md)
- [Community Development Product Updates](https://www.civicplus.help/community-development/docs/community-development-product-updates.md): View product updates for Community Development.
- [Submit Product Feedback](https://www.civicplus.help/community-development/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Community Development Release Notes](https://www.civicplus.help/community-development/docs/release-notes.md)
- [July 7, 2026 Community Development Release Notes](https://www.civicplus.help/community-development/docs/july-7-2026-community-development-release-notes-1.md)
- [February 25, 2026 Community Development Release Notes](https://www.civicplus.help/community-development/docs/february-25-2026-community-development-release-notes.md): Learn about Community Development's new ELEVATE initiative, with the launch of the upgraded Permitting Module.
- [March 31, 2025 Release Notes and Enhancements](https://www.civicplus.help/community-development/docs/march-31-2025-release-notes-and-enhancements.md): New feature allows hiding owner information in the portal to comply with state privacy laws. Contact support for assistance with this setting.
- [March 19, 2025 Release Notes and Enhancements](https://www.civicplus.help/community-development/docs/march-19-2025-release-notes-and-enhancements.md): View reversed invoices easily with new filtering options. Plus, find solutions for password resets and fee calculations in our latest updates.
- [March 11, 2025 Release Notes and Enhancements](https://www.civicplus.help/community-development/docs/march-11-2025-release-notes-and-enhancements.md): Enhance security with account lock after failed logins, manage invoices with new roles, and explore GIS mapping features for better data management.
- [February 21, 2025 Release Notes and Enhancements](https://www.civicplus.help/community-development/docs/february-21-2025-release-notes-and-enhancements.md): New cloning options for permits and reassignment of citizen complaints enhance usability, ensuring accurate processing for parcels, persons, and vehicles.
- [Support](https://www.civicplus.help/community-development/docs/technical-assistance.md)
- [Browser and Device Support](https://www.civicplus.help/community-development/docs/browser-and-device-support.md): Learn how to verify browser and device compatibility for both the Elevate and Legacy versions in Community Development.
- [Contact CivicPlus Support](https://www.civicplus.help/community-development/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/community-development/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/community-development/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Frequently Asked Questions](https://www.civicplus.help/community-development/docs/frequently-asked-questions-1.md)
- [Frequently Asked Questions](https://www.civicplus.help/community-development/docs/frequently-asked-questions.md): Find quick answers to your Community Development questions, from file uploads to financial transactions, all in one comprehensive guide.
- [Troubleshooting](https://www.civicplus.help/community-development/docs/technical-assistance-1.md)
- [Camera Troubleshooting Guide](https://www.civicplus.help/community-development/docs/camera-troubleshooting-guide.md): Learn how to troubleshoot camera issues in Community Development
- [Using the Help Center](https://www.civicplus.help/community-development/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/community-development/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/community-development/docs/follow-a-help-center-section-1.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/community-development/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/community-development/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/community-development/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [V4 Resources](https://www.civicplus.help/community-development/docs/v4-resources.md)
- [Manage Users & Roles](https://www.civicplus.help/community-development/docs/manage-users-roles.md): Learn how to manage users, their roles, and access levels in Community Development.
- [Edit Your Account](https://www.civicplus.help/community-development/docs/edit-your-account.md): Learn how to manage your profile, password, and email settings in My Account.
- [V4 Admin Training](https://www.civicplus.help/community-development/docs/training.md)
- [Start Here: Admin Training Overview](https://www.civicplus.help/community-development/docs/task-articles.md): Enhance your skills in managing Community Development solutions with our self-paced training for System and Container Administrators.
- [Account & User Management](https://www.civicplus.help/community-development/docs/account-user-management.md)
- [AM1: Understanding User Roles](https://www.civicplus.help/community-development/docs/understanding-user-roles.md): Explore the seven user roles in Community Development, detailing access levels and responsibilities for efficient system use and accountability.
- [AM2: Updating Your Account Information](https://www.civicplus.help/community-development/docs/am2-updating-your-account-information.md): Learn how Community Development System and Container Administrators can update account information, change passwords, and manage email notification settings in My Profile.
- [AM3: Adding a New User](https://www.civicplus.help/community-development/docs/adding-a-new-user.md): Learn how to create new user accounts and assign roles with this step-by-step guide for System and Container Administrators within Community Development.
- [AM4: Editing an Existing User](https://www.civicplus.help/community-development/docs/editing-an-existing-user.md): Learn how administrators edit existing users, update account details, manage roles and permissions, and activate or deactivate access in Community Development.
- [AM5: Configure Login Security and Inactive User Settings](https://www.civicplus.help/community-development/docs/edit-failed-login-attempts.md): Learn to manage login security and inactive user settings, including failed login limits and account deactivation rules, to enhance your organization's security.
- [Database & Record Management ](https://www.civicplus.help/community-development/docs/database-management-2.md)
- [DM1: Database Management Guide for Administrators](https://www.civicplus.help/community-development/docs/dm1-database-management-guide-for-administrators.md): Manage your community's core data efficiently with Database Management for Licensing, Permitting, Inspections, and Code Enforcement to enhance workflows and reporting.
- [DM2: Manage Record Types and Uses](https://www.civicplus.help/community-development/docs/dm2-manage-record-types-and-uses.md): Learn to create, update, and manage record types in Community Development modules with our training videos tailored for System and Container Administrators.
- [DM3: Create and Manage Complaints](https://www.civicplus.help/community-development/docs/dm3-create-and-manage-complaints.md): Organize complaints in Community Development with our guide on complaint types, subtypes, and statuses for effective management and public intake.
- [DM4: Create & Manage Checklists for Administrators](https://www.civicplus.help/community-development/docs/create-manage-checklists-for-administrators.md): Create effective inspection checklists in Database Management, ensuring tasks are complete and standards met with clear questions and pass/fail values.
- [Workflow & Process Managment](https://www.civicplus.help/community-development/docs/workflow-process-managment.md)
- [WM1: Workflow Guide for Administrators](https://www.civicplus.help/community-development/docs/create-new-departments.md): Manage workflows in Database Management effectively. Learn about settings, routing, statuses, and user groups to streamline tasks and approvals.
- [WM2: How to Set Up Workflows](https://www.civicplus.help/community-development/docs/wm2-how-to-set-up-workflows.md): Set up workflows to connect departments, users, and groups for efficient record routing, review, and approval processes. Learn how to configure each component.
- [WM3: Link Workflows to Record Types](https://www.civicplus.help/community-development/docs/wm3-link-workflows-to-record-types.md): Link workflows to record types for accurate review and approval processes. Ensure the correct routing of tasks and notifications for efficient record management.
- [Organization & System Settings](https://www.civicplus.help/community-development/docs/organization-system-settings.md)
- [OS1: Organizational Settings Overview for Administrators](https://www.civicplus.help/community-development/docs/organizational-settings-overview-for-administrators.md): Manage Community Development workflows with Organizational Settings. Learn key configurations for notifications, fees, inspections, and more.
- [OS2: Managing Automated Message Settings](https://www.civicplus.help/community-development/docs/os2-managing-automated-message-settings.md): Learn how to set up Automated Message Settings for invoice notifications, ensuring timely email alerts for billing contacts in Community Development.
- [Fee & Financial Processing ](https://www.civicplus.help/community-development/docs/fee-financial-processing.md)
- [FP1: Creating & Managing Fees](https://www.civicplus.help/community-development/docs/creating-managing-fees.md): Access a guide thatshows you how to create and manage fees in the system. You will learn: different types of fees, how to choose the right one, and how to add/edit fees.
- [Linking Fees to Record Types](https://www.civicplus.help/community-development/docs/fee-financial-processing-linking-fees-to-record-types.md): Learn to link fees to permit types using Preset Fees, making fee management efficient for Administrators in the Permitting module. Save time and reduce errors!
- [FP3: Record Itemization Fee Processing](https://www.civicplus.help/community-development/docs/record-itemization-fee-processing.md): Check out a guide that will show you how to use Record Itemization Fee Processing. You will learn how to add fees, like impact fees, to individual records.
- [Forms Management & Customization](https://www.civicplus.help/community-development/docs/forms-management-customization.md)
- [FM1: Overview of Forms Customization in Admin Tools](https://www.civicplus.help/community-development/docs/overview-of-forms-customization-in-admin-tools.md): Manage form settings and reusable content in Community Development with our guide on Forms Customization for System and Container Administrators.
- [FM2: Create & Manage Forms and Letters](https://www.civicplus.help/community-development/docs/fm2-create-and-manage-forms-and-letter.md): Manage form-related content in Community Development with our guide on Forms Customization, covering fillable forms, letters, and document management.
- [FM3: How to Link Forms to Record Types and Subtypes](https://www.civicplus.help/community-development/docs/fm3-how-to-link-forms-to-record-types-and-subtypes.md): Link forms to record types in Community Development for accurate application processing. Ensure the right forms appear on the Citizen Portal for users.
- [Parcel, Building, & GIS Management](https://www.civicplus.help/community-development/docs/parcel-building-gis-management.md)
- [PG1: Parcel, Building, and GIS Overview](https://www.civicplus.help/community-development/docs/pg1-parcel-building-and-gis-overview.md): Maintain accurate parcel data for Community Development workflows. Learn about tax parcel updates and key considerations for effective data management.

## DocAccess

- [Get Started with DocAccess](https://www.civicplus.help/docaccess/docs/get-started-with-docaccess.md)
- [DocAccess Marketing Materials](https://www.civicplus.help/docaccess/docs/docaccess-marketing-materials.md): Access DocAccess marketing materials, including ready-to-use resources to promote accessible documents, raise awareness, and communicate the benefits of DocAccess.
- [Accessibility](https://www.civicplus.help/docaccess/docs/accessibility.md)
- [DocAccess Accessibility Conformance Report](https://www.civicplus.help/docaccess/docs/docaccess-accessibility-conformance-report.md): Review the DocAccess Accessibility Conformance Report and learn more about Voluntary Product Accessibility Templates.
- [FAQs](https://www.civicplus.help/docaccess/docs/faqs.md)
- [DocAccess FAQs](https://www.civicplus.help/docaccess/docs/docaccess-faqs.md): Stay up-to-date by reviewing some of the questions most frequently asked about DocAccess and peruse the answers.
- [Set Up DocAccess](https://www.civicplus.help/docaccess/docs/set-up-docaccess.md)
- [Set Up DocAccess on Your Website](https://www.civicplus.help/docaccess/docs/setting-up-docaccess-on-your-website.md): Enhance document accessibility on your site with the DocAccess helper script, ensuring compatibility with screen readers and assistive technologies.
- [Add DocAccess to Agenda and Meeting Management Select](https://www.civicplus.help/docaccess/docs/add-docaccess-to-agenda-and-meeting-management-select.md): Find out who to contact to enable DocAccess for your Agenda and Meeting Management Select solution.
- [Add DocAccess to Streamline](https://www.civicplus.help/docaccess/docs/add-the-helper-script-to-streamline.md): Discover how to enable DocAccess on Streamline sites with a helpful step-by-step guide.
- [Add DocAccess to Web Central](https://www.civicplus.help/docaccess/docs/add-docaccess-to-web-central.md): Find out who to contact to activate DocAccess on your Municipal Websites Central website.
- [Add DocAccess to Web Evolve](https://www.civicplus.help/docaccess/docs/add-docaccess-to-web-evolve.md): Learn more about adding DocAccess to your Municipal Websites Evolve website with the help of CivicPlus Support.
- [Add DocAccess to Web Open](https://www.civicplus.help/docaccess/docs/add-docaccess-to-web-open.md): Learn how to contact CivicPlus Support to add the DocAccess script to your Municipal Websites Open website.
- [Control Center](https://www.civicplus.help/docaccess/docs/docaccess-control-center.md)
- [DocAccess Control Center Overview](https://www.civicplus.help/docaccess/docs/docaccess-control-center-overview.md): Manage all your websites and documents effortlessly with the DocAccess Control Center. Update billing, add users, and access support in one place.
- [Control Center Additional Features Overview](https://www.civicplus.help/docaccess/docs/control-center-additional-features-overview.md): Easily upload missing files to the DocAccess Control Center, troubleshoot issues, and ensure all documents are processed and accessible.
- [Your Documents Overview](https://www.civicplus.help/docaccess/docs/documents-overview.md): Manage, preview, and share documents in DocAccess. Set preferences, filter results, and enable accessibility features for seamless document handling.
- [Your Sites Overview](https://www.civicplus.help/docaccess/docs/your-sites-overview.md): Manage your websites effortlessly with DocAccess Control Center. Check script status, sync files, and customize settings all in one place.
- [Product Updates](https://www.civicplus.help/docaccess/docs/product-updates.md)
- [DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/docaccess-release-notes.md)
- [July 15, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/july-15-2026-docaccess-release-notes.md)
- [July 1, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/july-1-2026-docaccess-release-notes.md)
- [June 24, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/june-24-2026-docaccess-release-notes.md)
- [June 17, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/june-17-2026-docaccess-release-notes.md)
- [June 10, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/june-10-2026-docaccess-release-notes.md)
- [May 13, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/may-13-2026-docaccess-release-notes.md)
- [May 6, 2026 DocAccess Release Notes](https://www.civicplus.help/docaccess/docs/may-6-2026-docaccess-release-notes.md)
- [Support](https://www.civicplus.help/docaccess/docs/support.md)
- [Contact DocAccess Support](https://www.civicplus.help/docaccess/docs/contact-support.md): Discover the best means to contact DocAccess Support and their available operation hours with a helpful guide.
- [Status Page Overview](https://www.civicplus.help/docaccess/docs/status-page-overview.md)
- [Troubleshooting DocAccess](https://www.civicplus.help/docaccess/docs/troubleshooting-docaccess.md): Troubleshoot DocAccess issues like script detection, document access, and performance problems with our comprehensive guide and solutions.
- [Using the Help Center](https://www.civicplus.help/docaccess/docs/using-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/docaccess/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/docaccess/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/docaccess/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/docaccess/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/docaccess/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Mass Notification

- [Get Started with Mass Notification](https://www.civicplus.help/mass-notification/docs/getting-started.md)
- [Accessibility](https://www.civicplus.help/mass-notification/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/mass-notification/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Mass Notification Accessibility Conformance Report](https://www.civicplus.help/mass-notification/docs/mass-notification-accessibility-conformance-report.md): View the Voluntary Product Accessibility Template for Mass Notification.
- [MyAlerts Mobile App Accessibility Conformance Report](https://www.civicplus.help/mass-notification/docs/myalerts-mobile-app-accessibility-conformance-report.md): Learn my by reviewing our Accessibility Conformance Report (ACR) for our MyAlerts Mobile Application.
- [First-Time Users](https://www.civicplus.help/mass-notification/docs/general.md)
- [Dashboard Overview](https://www.civicplus.help/mass-notification/docs/dashboard-overview.md): Manage alerts, polls, and communications effectively with our Admin Dashboard. View recent alerts, templates, and incident management tools.
- [General Admin Guide](https://www.civicplus.help/mass-notification/docs/general-admin-guide.md): Find out more using a guide that provides direct links to resources for users who have General Admin access.
- [Send Only Admin Guide](https://www.civicplus.help/mass-notification/docs/send-only-admin-guide.md): Check out a helpful guide that provides direct links to resources for users who have Send Only Admin access.
- [Super Admin Guide](https://www.civicplus.help/mass-notification/docs/super-admin-guide.md): This guide provides direct links to articles that will walk Super Admins through step-by-step instructions on how to manage their Mass Notification System.
- [Language Translations](https://www.civicplus.help/mass-notification/docs/language-translations.md): Discover a list of all the languages that are provided in the Mass Notification system.
- [Mass Notification Caller ID](https://www.civicplus.help/mass-notification/docs/mass-notification-caller-id.md): Register your business for U.S. A2P 10DLC to customize your Caller ID and prevent spam. Learn how to submit your profile information today.
- [Implementation](https://www.civicplus.help/mass-notification/docs/implementation.md)
- [Customer Work Expectations](https://www.civicplus.help/mass-notification/docs/customer-work-expectations.md): Implement Mass Notification software with our detailed phase checklists, ensuring a smooth launch and effective training for your team.
- [Marketing Material](https://www.civicplus.help/mass-notification/docs/marketing-material.md)
- [Content Page for Website](https://www.civicplus.help/mass-notification/docs/content-page-for-website.md): Sign up to get emergency alerts and local updates by phone, text, or email using the CivicPlus® system.
- [Embed Code for Public Sign-Up Page](https://www.civicplus.help/mass-notification/docs/embed-code-for-public-sign-up-page.md): Use our Resident Portal or embed code to streamline public sign-up. Find your URL and see examples of how to add it to your site.
- [Encourage Subscriber Examples](https://www.civicplus.help/mass-notification/docs/encourage-subscriber-examples.md): Encourage residents to subscribe to notifications with creative ideas, social media tips, and step-by-step instructions for easy sign-up.
- [Flyer Template](https://www.civicplus.help/mass-notification/docs/flyer-template.md): Use this flyer to inform residents about your alert system and guide them to sign up for notifications through your public portal.
- [Graphic Button for Your Website](https://www.civicplus.help/mass-notification/docs/graphic-button-for-your-website.md): Find graphic buttons to link your city or county homepage to alert sign-up pages. Images and editable files are included.
- [Mailer Insert Template](https://www.civicplus.help/mass-notification/docs/mailer-insert-template.md): Use this mailer insert to help inform residents about alert sign-up options and guide them to your public notification system.
- [Mass Notification Policy Template](https://www.civicplus.help/mass-notification/docs/mass-notification-policy-template.md): Use this template to create policies that explain how your alert system works and set clear expectations for residents.
- [Press Release Template](https://www.civicplus.help/mass-notification/docs/press-release-template.md): Use this flyer to announce your alert system launch and help residents sign up for notifications through your public portal.
- [Social Media Templates](https://www.civicplus.help/mass-notification/docs/social-media-templates.md): Find social media templates for Mass Notification.
- [User Engagement Examples](https://www.civicplus.help/mass-notification/docs/user-engagement-examples.md): Use these best practices to boost alert sign-ups, from emergency alerts to posters, email announcements, and test notifications.
- [Welcome Message to Your Residents](https://www.civicplus.help/mass-notification/docs/welcome-message-to-your-residents.md): Send a welcome message to confirm alert sign-up, build trust, and help residents manage their notification preferences easily.
- [Public Sign-Up](https://www.civicplus.help/mass-notification/docs/public-sign-up.md)
- [Edit My Notification Preferences](https://www.civicplus.help/mass-notification/docs/edit-my-notification-preferences.md): Learn how to manage your alert notifications and update preferences using the Resident Portal or your community’s public sign-up link.
- [Find Your Public Sign-Up Form URL](https://www.civicplus.help/mass-notification/docs/find-your-public-sign-up-form-url.md): Create a unique Public Sign-Up Form for your municipality to attract subscribers and receive alerts. Learn how to find and share it effectively!
- [myAlerts Mobile App for Public Subscribers](https://www.civicplus.help/mass-notification/docs/myalerts-mobile-app-for-public-subscribers.md): Download the myAlerts app for iOS and Android to receive location-specific weather and government alerts without sign-up or personal info.
- [Public Sign-Up to Mass Notification Notifications](https://www.civicplus.help/mass-notification/docs/public-sign-up-to-civicready-notifications.md): Upgrade your public sign-up experience with CivicPlus Mass Notification. Easily subscribe for alerts through the new Resident Portal and myAlerts app.
- [Public Sign-Up to IPAWS Test Alerts](https://www.civicplus.help/mass-notification/docs/public-sign-up-to-ipaws-test-alerts.md): Learn how to enroll and unsubscribe from Wireless Emergency Alert test messages on Android and iPhone. Stay informed and safe with easy steps!
- [Public Weather Alert Sign-Up Options](https://www.civicplus.help/mass-notification/docs/public-weather-alert-sign-up-options.md): Learn which weather alerts residents can sign up for, including warnings, watches, and advisories for storms, floods, and more.
- [Resident Portal Alerts Settings](https://www.civicplus.help/mass-notification/docs/resident-portal-alerts-settings.md): Manage alerts in your Resident Portal with ease! Customize channels, add tags, and enhance user experience.
- [Text-to-Join a Group](https://www.civicplus.help/mass-notification/docs/text-to-join-a-group.md): Let users join alert groups by texting a keyword to 38276. Find and manage keywords in your system’s Settings under the Keyword section.
- [Unsubscribe from Mass Notification Notifications](https://www.civicplus.help/mass-notification/docs/unsubscribe-from-civicready-notifications.md): Learn how to unsubscribe from alerts easily through your community's unique signup link or the new Resident Portal experience.
- [Single Sign-On & Accounts](https://www.civicplus.help/mass-notification/docs/single-sign-on.md)
- [Sign in to Mass Notification](https://www.civicplus.help/mass-notification/docs/sign-in-to-civicready.md): Learn how to sign in to Mass Notification using CivicPlus Single Sign-On.
- [Single Sign-On Guide](https://www.civicplus.help/mass-notification/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/mass-notification/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/mass-notification/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/mass-notification/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Create a Single Sign-On Account](https://www.civicplus.help/mass-notification/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Expired Verification Email](https://www.civicplus.help/mass-notification/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/mass-notification/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/mass-notification/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/mass-notification/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Locked Out](https://www.civicplus.help/mass-notification/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/mass-notification/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/mass-notification/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/mass-notification/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Two-Factor Sign-In](https://www.civicplus.help/mass-notification/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Training Videos](https://www.civicplus.help/mass-notification/docs/training-videos.md)
- [Access Help Center and Support Training](https://www.civicplus.help/mass-notification/docs/access-help-center-and-support-training.md): Watch this video for an overview of the System Help Center and CivicPlus Support pages. Content is accurate as of July 25, 2024.
- [Add or Edit a Brand Training](https://www.civicplus.help/mass-notification/docs/add-or-edit-a-brand-training.md): Watch this training video to learn how to add or edit a brand in your alert system, including colors, logos, emails, and footers.
- [Administrator/Roles Overview Training](https://www.civicplus.help/mass-notification/docs/administratorroles-overview-training.md): Watch this video for an introduction to System Administrators and learn their role in managing your alert system effectively.
- [Brand Overview Training](https://www.civicplus.help/mass-notification/docs/brand-overview-training.md): Watch this video to learn how to use branding in your alert system, including customizing colors, logos, emails, and footers.
- [Bulk Upload Subscribers Training](https://www.civicplus.help/mass-notification/docs/bulk-upload-subscribers-training.md): Watch this video to learn how to bulk import internal contacts into your alert system quickly and efficiently.
- [Create and Use Templates Training](https://www.civicplus.help/mass-notification/docs/create-and-use-templates-training.md): Watch this video to learn how to create templates for Send Alerts and Send Poll forms in your alert system.
- [IPAWS Training](https://www.civicplus.help/mass-notification/docs/ipaws-training.md): Watch this video to learn how to send IPAWS alerts through the national system for authenticated emergency public notifications.
- [Keywords Training](https://www.civicplus.help/mass-notification/docs/keywords-training.md): Watch this video to learn how to create and assign keywords so users can subscribe or unsubscribe by texting a short code.
- [Manage Administrators Training](https://www.civicplus.help/mass-notification/docs/manage-administrators-training.md): Watch this video to learn how to add and edit Administrator users in your alert system for better access control and management.
- [Mobile App Training](https://www.civicplus.help/mass-notification/docs/mobile-app-training.md): Watch this video to learn how Admins and internal users can send alerts and polls using the CivicReady Mobile App.
- [Remove Contacts Training](https://www.civicplus.help/mass-notification/docs/remove-contacts-training.md): Use a training video to go over how to individually or bulk remove contacts from the directory.
- [Reply to Email Best Practices Training](https://www.civicplus.help/mass-notification/docs/reply-to-email-best-practices-training.md): Check out a training video that walks through how to configure your system to use a "NoReply" email address for your organization.
- [Secure Chat Training](https://www.civicplus.help/mass-notification/docs/secure-chat-training.md): Peruse a training video that goes over who can initiate a secure chat, who can participate in the chat, and how to send a chat in the CivicReady mobile app.
- [Send a Poll Training](https://www.civicplus.help/mass-notification/docs/send-a-poll-training.md): Polls can be sent to groups or individuals within your organization. Access a training video that goes over how to create and send polls.
- [Send an Alert Training](https://www.civicplus.help/mass-notification/docs/send-an-alert-training.md): Check out a video that goes over how to Send an Alert through your system.
- [Send Profile Update Reminder Training](https://www.civicplus.help/mass-notification/docs/send-profile-update-reminder-training.md): Discover a video that goes over how to send a profile update reminder.
- [September 2024 Product Updates](https://www.civicplus.help/mass-notification/docs/september-2024-product-updates.md): Check out a product enhancements video for the September 2024 updates to the system.
- [Task Lists Training](https://www.civicplus.help/mass-notification/docs/task-lists-training.md): The Task Lists feature enables you to create a response plan before a critical event strikes, deliver the plan to stakeholders or a crisis management team when the critical event begins, and monitor the response plan as employees complete each step.
- [Welcome to Mass Notification Implementation](https://www.civicplus.help/mass-notification/docs/welcome-to-mass-notification-implementation.md): Check out a video that provides an introduction to the implementation process.
- [Communication](https://www.civicplus.help/mass-notification/docs/communication.md)
- [Add an Attachment](https://www.civicplus.help/mass-notification/docs/add-an-attachment.md): Discover how adding an attachment such as an image or link can be done while creating an alert, poll, or form.
- [Send a Poll](https://www.civicplus.help/mass-notification/docs/send-a-poll.md): Create customized polls for your organization with varied templates, delivery methods, and workflow settings to engage recipients effectively.
- [When to Send Emergency and Routine Notifications](https://www.civicplus.help/mass-notification/docs/when-to-send-emergency-and-routine-notifications.md): Understand the key differences between emergency and routine alerts in mass communication to enhance public safety and effective information dissemination.
- [Alerts](https://www.civicplus.help/mass-notification/docs/alerts.md)
- [Add Public Link to Message](https://www.civicplus.help/mass-notification/docs/add-public-link-to-message.md): Learn how to use the "Add link to message" option to share alerts publicly, manage message visibility, and customize SMS content effectively.
- [Alert Priority](https://www.civicplus.help/mass-notification/docs/alert-priority.md): Learn about the new "Alert Priority" feature that launches October 1, 2024, allowing organizations to classify alerts as Emergency or Non-Emergency.
- [Approval Process Workflow](https://www.civicplus.help/mass-notification/docs/approval-process-workflow.md): Find out more about how to set up an approval process for sending alerts where you can create a role with limited access.
- [Automatic Translation](https://www.civicplus.help/mass-notification/docs/automatic-translation.md): Learn more about how Automatic Translation enhances communication by delivering alerts in residents' preferred languages, ensuring accessibility.
- [Call Status Indicators](https://www.civicplus.help/mass-notification/docs/call-status-indicators.md): Learn more about how every phone call delivered through our system is recorded in Alert History.
- [Create and Manage Scheduled Alerts](https://www.civicplus.help/mass-notification/docs/create-and-manage-scheduled-alerts.md): Learn how to schedule alerts for future dates, set recurrence, and manage your scheduled alerts effectively with our step-by-step guide.
- [Create County-Based Automated Weather Alerts](https://www.civicplus.help/mass-notification/docs/create-county-based-automated-weather-alerts.md): Set up automated weather alerts for your county with National Weather Service events, and share them on social media for timely updates.
- [Duplicate Weather Events](https://www.civicplus.help/mass-notification/docs/duplicate-weather-events.md): Discover more about how duplicate weather events are handled.
- [Email and SMS Text Status Definitions](https://www.civicplus.help/mass-notification/docs/email-and-sms-text-status-definitions.md): Find out more about how every email and SMS text message delivered through our system is recorded in the Alert History along with the message's delivery status.
- [Hide an Alert](https://www.civicplus.help/mass-notification/docs/hide-an-alert.md): Learn more about how to remove a sent alert or poll from the History/Reports, Dashboard, or Alerts Received views from all devices.
- [History/Reports](https://www.civicplus.help/mass-notification/docs/historyreports.md): View and manage your alerts and polls history, including statuses, replies, and exports, to streamline your notification process effectively.
- [Location-Based and County-Based Weather Notifications](https://www.civicplus.help/mass-notification/docs/location-based-and-county-based-weather-notifications.md): Learn the differences between location-based NOAA auto-notifications and county-based weather alerts to choose the best option for your needs.
- [Message Personalization](https://www.civicplus.help/mass-notification/docs/message-personalization.md): Find out more about message personalization, which allows administrators to send alerts with personalized messages tailored for each recipient of the alert.
- [Microsoft Teams: Send Alerts & Messages](https://www.civicplus.help/mass-notification/docs/microsoft-teams-send-alerts-messages-1.md): Find out how to send alerts and messages through Microsoft Teams.
- [Public Alerts Best Practices](https://www.civicplus.help/mass-notification/docs/public-alerts-best-practices.md): Learn best practices for sending alerts to residents, avoiding alert fatigue, and ensuring effective public communication during emergencies.
- [Record an Audio Message from the Send Alert Form](https://www.civicplus.help/mass-notification/docs/record-an-audio-message-from-the-send-alert-form.md): Learn how to add voice recordings to your messages, ensuring compliance with FCC guidelines for emergency alerts and message customization.
- [Scheduled Alert Errors and Meanings](https://www.civicplus.help/mass-notification/docs/scheduled-alert-errors-and-meanings.md): Learn about scheduled alert error messages, their causes, and how to resolve issues in the user interface for effective alert management.
- [Send Alert Form](https://www.civicplus.help/mass-notification/docs/send-alert-form.md): Create customized alerts for your organization based on user roles, with options for social media, SMS, and voice notifications.
- [Send Alert Form: Map Selection](https://www.civicplus.help/mass-notification/docs/send-alert-form-map-selection.md): Learn more about how to include a Map Selection of Alert Form recipients.
- [Text-to-Speech Best Practices for Internal and Public Alerts](https://www.civicplus.help/mass-notification/docs/text-to-speech-best-practices-for-internal-and-public-alerts.md): Learn best practices for effective text-to-speech messages, including punctuation, grammar, and pronunciation tips for clear communication.
- [Text Message Best Practices](https://www.civicplus.help/mass-notification/docs/text-message-best-practices.md): Learn best practices for Admins to manage SMS message usage, ensuring messages stay under 160 characters for effective communication.
- [IPAWS](https://www.civicplus.help/mass-notification/docs/ipaws.md)
- [Add and Update IPAWS COG Configurations and Certificates](https://www.civicplus.help/mass-notification/docs/add-and-update-ipaws-cog-configurations-and-certificates.md): Learn about Collaborative Operating Groups and how to configure their settings and certificates for effective emergency alerting in IPAWS.
- [Add Spanish to an IPAWS Alert](https://www.civicplus.help/mass-notification/docs/add-spanish-to-an-ipaws-alert.md): Find out more about how to add Spanish language text to an IPAWS Alert.
- [Apply for Access to IPAWS](https://www.civicplus.help/mass-notification/docs/apply-for-access-to-ipaws.md): Find out how federal agencies and state, local, tribal, and territorial governments are sending alerts using FEMA's Integrated Public Alert and Warning System.
- [Create a COG to COG Message](https://www.civicplus.help/mass-notification/docs/create-a-cog-to-cog-message.md): Learn to create COG to COG messages in IPAWS with step-by-step instructions on templates, message settings, and target areas for effective alerts.
- [Create a New IPAWS User](https://www.civicplus.help/mass-notification/docs/create-a-new-ipaws-user.md): Learn how to create a new IPAWS user, set alerting permissions, and ensure best practices for individual logins in this comprehensive guide.
- [Create and Edit Shapes on IPAWS Maps](https://www.civicplus.help/mass-notification/docs/create-and-edit-shapes-on-ipaws-maps.md): Learn to create, edit, and delete map shapes for alerts, adhering to point limits and guidelines for effective communication across channels.
- [Create and Manage IPAWS Template Groups](https://www.civicplus.help/mass-notification/docs/create-and-manage-ipaws-template-groups.md): Streamline your template management with IPAWS. Learn to create, edit, and delete template groups efficiently while managing user permissions effectively.
- [FEMA IPAWS Resources](https://www.civicplus.help/mass-notification/docs/fema-ipaws-resources.md): Check out some helpful resources for FEMA's Integrated Public Alert and Warning System (IPAWS).
- [Import IPAWS Shapes](https://www.civicplus.help/mass-notification/docs/import-ipaws-shapes.md): Learn how to import shapes from files or URLs into IPAWS public message forms with step-by-step instructions for CSV, GeoJSON, and KML files.
- [IPAWS Dashboard](https://www.civicplus.help/mass-notification/docs/ipaws-dashboard.md): View a walkthrough of each section of the IPAWS Dashboard.
- [IPAWS Monthly Proficiency Demonstration](https://www.civicplus.help/mass-notification/docs/ipaws-monthly-proficiency-demonstration.md): Learn how to fulfill the monthly proficiency testing requirement and maintain access with IPAWS by sending a test alert using your Demo COG.
- [IPAWS Symbols and Event Codes](https://www.civicplus.help/mass-notification/docs/ipaws-symbols-and-event-codes.md): Discover each of the various symbols and event codes, and how they are used within IPAWS.
- [IPAWS Overview](https://www.civicplus.help/mass-notification/docs/ipaws-overview.md): Learn about the Integrated Public Alert and Warning System that delivers critical emergency alerts through multiple communication pathways to save lives.
- [Send an IPAWS Alert](https://www.civicplus.help/mass-notification/docs/send-an-ipaws-alert.md): Learn how to send a Live IPAWS alert with step-by-step instructions, including message types, settings, and target area configuration.
- [Set Up Access to Your IPAWS System](https://www.civicplus.help/mass-notification/docs/set-up-access-to-your-ipaws-system.md): Learn how to set up your IPAWS credentials and reset your password for the Integrated Public Alert and Warning System with our step-by-step guide.
- [Update or Reset Your IPAWS Password](https://www.civicplus.help/mass-notification/docs/update-or-reset-your-ipaws-password.md): Learn how to update or reset your password for IPAWS.
- [View IPAWS Permissions](https://www.civicplus.help/mass-notification/docs/view-ipaws-permissions.md): Learn how to view IPAWS user permissions.
- [View IPAWS Sent History](https://www.civicplus.help/mass-notification/docs/view-ipaws-sent-history.md): Learn how to view your sent IPAWS alert history.
- [WEA Recommended Instructions Field for Apple Devices](https://www.civicplus.help/mass-notification/docs/wea-recommended-instructions-field-for-apple-devices.md): Apple iOS 17 introduces an info box for alerts, enhancing Emergency Alert System messages on compatible devices. Learn about its features and limits.
- [Templates](https://www.civicplus.help/mass-notification/docs/templates.md)
- [Access Control](https://www.civicplus.help/mass-notification/docs/template-access-control.md): Manage template access with customizable permissions for administrators and roles. Control who can read, update, or delete templates effectively.
- [Create an Alert Template (Send Alert Form)](https://www.civicplus.help/mass-notification/docs/create-an-alert-template-send-alert-form.md): Learn to set up an alert template with customizable fields, delivery methods, and recipient options for effective communication in your system.
- [Create a Poll Template](https://www.civicplus.help/mass-notification/docs/create-a-poll-template.md): Learn how to set up a customizable poll template, including sender information, recipients, questions, and delivery methods for effective polling.
- [Message Template References](https://www.civicplus.help/mass-notification/docs/message-template-references.md): Create clear, effective emergency messages using our message template resources.
- [CivicReady App](https://www.civicplus.help/mass-notification/docs/civicready-app.md)
- [Access and Complete Tasks in the CivicReady App](https://www.civicplus.help/mass-notification/docs/access-and-complete-tasks-in-the-civicready-app.md): Access and manage your task lists in the CivicReady app. Learn to view, complete, or skip tasks efficiently within the Incident Management section.
- [Create a Secure Chat in the CivicReady App](https://www.civicplus.help/mass-notification/docs/create-a-secure-chat-in-the-civicready-app.md): Learn to create secure chats in the CivicReady mobile app, allowing admins to connect with internal contacts safely and efficiently.
- [Create and Manage Alerts in the CivicReady App](https://www.civicplus.help/mass-notification/docs/create-and-manage-alerts-in-the-civicready-app.md): Learn to create, send, and manage alerts using the CivicReady mobile app while ensuring compliance with FCC guidelines for emergency notifications.
- [Create and Manage Polls in the CivicReady App](https://www.civicplus.help/mass-notification/docs/create-and-manage-polls-in-the-civicready-app.md): Learn to create, send, and review polls using the CivicReady app, enhancing communication with contacts and groups through effective polling.
- [Download the CivicReady App](https://www.civicplus.help/mass-notification/docs/download-the-civicready-app.md): Discover how to download the CivicReady mobile app to send alerts, manage tasks, and conduct polls. Available on iOS and Android!
- [Incident Management](https://www.civicplus.help/mass-notification/docs/incidents-tasks.md)
- [Incidents](https://www.civicplus.help/mass-notification/docs/incidents.md)
- [Create a Generic Incident](https://www.civicplus.help/mass-notification/docs/create-a-generic-incident.md): Learn how to create a Generic Incident to associate alerts with. Follow step-by-step instructions to set incident name, priority, tone options, and save your settings.
- [Create a Named Incident](https://www.civicplus.help/mass-notification/docs/create-a-named-incident.md): Learn how to create and manage incidents in the system. Follow step-by-step instructions to set up incident names, priorities, filters, and associate alerts with generic incident types.
- [Task Lists](https://www.civicplus.help/mass-notification/docs/task-lists.md)
- [Activate a Task List](https://www.civicplus.help/mass-notification/docs/activate-a-task-list.md): Learn to activate a Task List from a template or create one from scratch using the web interface for effective incident management.
- [Create and Manage Task List Templates](https://www.civicplus.help/mass-notification/docs/create-and-manage-task-list-templates.md): Create and manage Task List Templates for effective emergency response planning and monitoring.
- [Task List Permissions](https://www.civicplus.help/mass-notification/docs/task-list-permissions.md): Learn about the four task list permissions: Manager, Activator, Assignee, and Watcher, and how to effectively use them in your task management.
- [Administration & Resources](https://www.civicplus.help/mass-notification/docs/administration-settings.md)
- [Send Profile Update Reminder](https://www.civicplus.help/mass-notification/docs/send-profile-update-reminder.md): Learn how to send profile update reminders to internal members to keep contact details current and ensure alert delivery. Includes steps for tracking response status.
- [Unsubscribe Report](https://www.civicplus.help/mass-notification/docs/unsubscribe-report.md): Access the Unsubscribe Report to view contacts who unsubscribed from Voice, SMS, or Email alerts post-June 10, 2024, and download the report easily.
- [Manage Administrators](https://www.civicplus.help/mass-notification/docs/administrators.md)
- [Add and Manage Administrators](https://www.civicplus.help/mass-notification/docs/add-and-manage-administrators.md): Learn how to add, edit, or remove an Administrator user, including setting roles and security questions, for effective group communication.
- [Assign an Administrator User Role](https://www.civicplus.help/mass-notification/docs/assign-an-administrator-user-role.md): Learn how to assign or update administrator roles in your system. Choose from Super Admin, General Admin, or Send Only Admin to manage permissions and access.
- [Manage Directories](https://www.civicplus.help/mass-notification/docs/users.md)
- [Contact List Upload and Download](https://www.civicplus.help/mass-notification/docs/contact-list-upload-and-download.md): Learn how to upload and export contacts using a properly formatted spreadsheet, manage groups, and avoid duplicates with our comprehensive guide.
- [Manage Data Through File Transfers](https://www.civicplus.help/mass-notification/docs/manage-data-through-file-transfers.md): Manage users and groups using SFTP with automatic file imports for seamless updates, ensuring correct formatting to avoid errors.
- [Manage Directories FAQs](https://www.civicplus.help/mass-notification/docs/manage-directories-faqs.md): Manage your contacts and groups effectively with our directory system, featuring internal and public classifications for streamlined communication.
- [New Contact and Group Management Experience](https://www.civicplus.help/mass-notification/docs/new-contact-and-group-management-experience.md): Explore our enhanced Contact and Group Management features, including streamlined organization, improved visibility, and efficient user management.
- [Remove a Group](https://www.civicplus.help/mass-notification/docs/remove-a-group.md): Learn how to delete internal or public groups in your directory. Includes important notes on permissions, nested groups, and keyword retention.
- [Switch Between Multiple CivicReady Profiles](https://www.civicplus.help/mass-notification/docs/switch-between-multiple-civicready-profiles.md): Learn how to easily switch between multiple profiles during sign-in. Step-by-step instructions for accessing and managing your profiles in the web interface.
- [User Deletion/Cancellation Process](https://www.civicplus.help/mass-notification/docs/user-deletion-cancellation-process.md): Learn how to request data deletion or account cancellation with CivicPlus. Includes guidance for residents, government officials, and CCPA compliance resources.
- [Internal Directory](https://www.civicplus.help/mass-notification/docs/internal-directory.md)
- [Add an Internal Contact](https://www.civicplus.help/mass-notification/docs/add-an-internal-contact.md): Learn how to add Internal Contacts in your organization for effective alert management. Manage unlimited members and their contact details easily.
- [Add & Manage Internal Groups](https://www.civicplus.help/mass-notification/docs/add-and-manage-internal-groups.md): Learn how to create and manage internal groups for effective communication among members, ensuring organized messaging and administration.
- [Add Users to an Internal Group](https://www.civicplus.help/mass-notification/docs/add-users-to-an-internal-group.md): Learn how to add users to internal alerting groups in your organization. Follow step-by-step instructions to manage group membership and ensure proper alert delivery.
- [Public Directory](https://www.civicplus.help/mass-notification/docs/groups.md)
- [Add a Public Contact](https://www.civicplus.help/mass-notification/docs/add-a-public-contact.md): Learn how to add public contacts and ensure they receive alerts while managing their information securely.
- [Add and Manage Public Groups](https://www.civicplus.help/mass-notification/docs/add-and-manage-public-groups.md): Learn how to create and manage public groups for effective communication, ensuring members can easily join and stay informed.
- [View the Number of Public Subscribers](https://www.civicplus.help/mass-notification/docs/view-the-number-of-public-subscribers.md): View the total number of public contacts for your organization by accessing the Public Contacts page under the Public Directory in your site’s admin dashboard.
- [Reports](https://www.civicplus.help/mass-notification/docs/reports.md)
- [Usage Reporting](https://www.civicplus.help/mass-notification/docs/generate-a-usage-report.md): Learn how to generate a Usage Report to view totals for calls, texts, faxes, and conference minutes within a selected timeframe.
- [Settings](https://www.civicplus.help/mass-notification/docs/settings.md)
- [Alert Default Settings](https://www.civicplus.help/mass-notification/docs/alert-default-settings.md)
- [Edit Alert Default Settings](https://www.civicplus.help/mass-notification/docs/edit-alert-default-settings.md): Learn how to edit Alert Default Settings, including alert types, delivery methods, related behaviors, and mobile location sharing.
- [Map Layer Shapefile Formats](https://www.civicplus.help/mass-notification/docs/map-layer-shapefile-formats.md): Learn about shapefile types supported by our Mass Notification system for alerting boundaries and map layers, including file format requirements and limitations.
- [Branding](https://www.civicplus.help/mass-notification/docs/branding.md)
- [Create & Manage Brands](https://www.civicplus.help/mass-notification/docs/create-edit-or-delete-a-brand.md): Learn how to set, update, and edit branding for customer communication, including colors, logos, and email settings for Pro and Core customers.
- [Logo Images](https://www.civicplus.help/mass-notification/docs/logo-images.md): Learn how to customize logos in various sections, including email and signup pages, for better branding and user experience.
- [Custom Alert Forms](https://www.civicplus.help/mass-notification/docs/custom-alert-forms.md)
- [Create & Manage Custom Alert Forms](https://www.civicplus.help/mass-notification/docs/create-manage-custom-alert-forms.md): Create and customize your own alert forms easily with our step-by-step guide. Learn to add, edit, and manage fields for effective communication.
- [Files & Images](https://www.civicplus.help/mass-notification/docs/files-images.md)
- [Manage Files](https://www.civicplus.help/mass-notification/docs/manage-files.md): Learn how to manually upload and delete files, including images and documents, in the Manage Files section of your system.
- [Manage Images](https://www.civicplus.help/mass-notification/docs/manage-images.md): Learn how to manually upload and delete an image.
- [Integrations](https://www.civicplus.help/mass-notification/docs/integrations.md)
- [Add and Manage Social Media Accounts](https://www.civicplus.help/mass-notification/docs/add-and-manage-social-media-accounts.md): Learn how to add and manage multiple social media accounts, including Facebook, Twitter, and Nextdoor.
- [Microsoft Teams: Send Alerts & Messages](https://www.civicplus.help/mass-notification/docs/microsoft-teams-send-alerts-messages.md): Find out how to send alerts and messages through Microsoft Teams.
- [Set Up the Microsoft Teams Integration](https://www.civicplus.help/mass-notification/docs/microsoft-teams-integration.md): Integrate Mass Notification alerts with Microsoft Teams easily. Follow our setup guide for seamless installation and user management.
- [Webhooks and Integrations](https://www.civicplus.help/mass-notification/docs/webhooks-and-integrations.md): Explore the integrations of our system, including webhooks and API for seamless event-driven communication and data management.
- [Integration Hub](https://www.civicplus.help/mass-notification/docs/integration-hub.md)
- [About the Integration Hub](https://www.civicplus.help/mass-notification/docs/about-the-integration-hub.md): Learn about the Integration Hub.
- [Mass Notification Integration Hub Guide](https://www.civicplus.help/mass-notification/docs/mass-notification-integration-hub-guide.md): Learn how to use the Integration Hub to set up integrations with the Mass Notification product.
- [Integration Hub Startup Process](https://www.civicplus.help/mass-notification/docs/integration-hub-startup-process.md): Learn how to get started with the Integration Hub.
- [Create & Manage Simple Integrations](https://www.civicplus.help/mass-notification/docs/create-manage-simple-integrations.md): Simple integrations have a single trigger and action and should be used when you want to sync data.
- [Integration Hub Applications Credentials](https://www.civicplus.help/mass-notification/docs/integration-hub-applications-credentials.md)
- [Integration Hub Permissions](https://www.civicplus.help/mass-notification/docs/integration-hub-permissions.md): Organization Owners have full access to the Integration Hub automatically and Groups from CivicPlus Organizations can also be assigned permissions.
- [Add Mass Notification Application Credentials](https://www.civicplus.help/mass-notification/docs/add-mass-notification-application-credentials.md): Add Mass Notification application credentials to the Staff Portal.
- [Integration Hub Event Log](https://www.civicplus.help/mass-notification/docs/integration-hub-event-log.md): The Integration Event Log allows users to see the status and details for each run of their integration.
- [Mass Notification Alerts to HCMS / Web Evolve Integration](https://www.civicplus.help/mass-notification/docs/mass-notification-alerts-to-hcms-web-evolve-integration.md): This article walks through how to set up an integration between the Mass Notification System (formerly CivicReady) and the HCMS in Integration Hub.
- [Mass Notification to Web Central Alert Center Integration](https://www.civicplus.help/mass-notification/docs/mass-notification-to-web-central-alert-center-integration.md): This article will walk through how to set up an integration between the Mass Notification System (formerly CivicReady) and Web Central Alert Center in the Integration Hub.
- [Mass Notification to Web Central News Flash Integration](https://www.civicplus.help/mass-notification/docs/mass-notification-to-web-central-news-flash-integration.md): This article will walk through how to set up an integration between the Mass Notification System and the Web Central News Flash module.
- [Troubleshoot an Integration in Integration Hub](https://www.civicplus.help/mass-notification/docs/troubleshoot-an-integration.md): Learn how to troubleshoot issues with an integration.
- [Keywords](https://www.civicplus.help/mass-notification/docs/keywords.md)
- [Create and Manage Keywords](https://www.civicplus.help/mass-notification/docs/create-and-manage-keywords.md): Learn how to create and manage keywords for text-to-join notifications, ensuring effective communication with your audience.
- [Manage Roles](https://www.civicplus.help/mass-notification/docs/roles.md)
- [Create & Manage Roles](https://www.civicplus.help/mass-notification/docs/create-manage-roles.md): Learn how to create new Roles within your system or edit existing roles.
- [Roles Configuration](https://www.civicplus.help/mass-notification/docs/roles-configuration.md): Explore various admin roles, from Super Admin to Send Only, and understand their unique permissions and capabilities.
- [Role Permissions](https://www.civicplus.help/mass-notification/docs/role-permissions.md): Learn key admin permissions to improve alert management efficiency.
- [Pronunciation](https://www.civicplus.help/mass-notification/docs/pronunciation.md)
- [Create and Manage Custom Pronunciations](https://www.civicplus.help/mass-notification/docs/create-and-manage-custom-pronunciations.md): Learn to create and test custom pronunciation rules for text-to-speech calls, ensuring accurate pronunciation of words, acronyms, and more.
- [Product Updates](https://www.civicplus.help/mass-notification/docs/product-updates.md)
- [Mass Notification Product Updates](https://www.civicplus.help/mass-notification/docs/mass-notification-product-updates.md): View product updates for Mass Notification.
- [Submit Product Feedback](https://www.civicplus.help/mass-notification/docs/submit-product-feedback.md): Submit product feedback to the Mass Notification team.
- [Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/release-notes.md)
- [June 29, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/june-29-2026-mass-notification-release-notes.md)
- [June 19, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/june-19-2026-mass-notification-release-notes.md)
- [June 1, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/june-1-2026-mass-notification-release-notes.md)
- [May 28, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/may-28-2026-mass-notification-release-notes.md)
- [May 21, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/may-21-2026-mass-notification-release-notes.md)
- [May 13, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/may-13-2026-mass-notification-release-notes.md)
- [May 1, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/may-1-2026-mass-notification-release-notes.md)
- [April 30, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/april-30-2026-mass-notification-release-notes.md)
- [April 23, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/april-23-2026-mass-notification-release-notes.md)
- [April 16, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/april-16-2026-mass-notification-release-notes.md)
- [March 31, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/march-31-2026-mass-notification-release-notes.md)
- [March 26, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/march-26-2026-mass-notification-release-notes.md)
- [March 23, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/march-23-2026-mass-notification-release-notes.md)
- [March 2, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/march-2-2026-mass-notification-release-notes.md)
- [February 18, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/february-18-2026-mass-notification-release-notes.md)
- [February 3, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/february-3-2026-mass-notification-release-notes.md)
- [January 15, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/january-15-2026-mass-notification-release-notes.md)
- [January 14, 2026 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/january-13-2026-release-notes.md)
- [December 18, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/december-18-2025-mass-notification-release-notes.md)
- [December 9, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/december-9-2025-mass-notification-release-notes.md)
- [November 26, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/november-26-2025-mass-notification-release-notes.md)
- [November 10, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/november-10-2025-mass-notification-release-notes.md)
- [November 6, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/november-6-2025-release-notes.md)
- [Mass Notification Launches AI-Powered Virtual Assistant](https://www.civicplus.help/mass-notification/docs/mass-notification-virtual-assistant.md): We’re excited to announce the rollout of our new CivicPlus Virtual Assistant designed to elevate your support experience with smarter, faster, and more personalized help, right inside the Mass Notification solution you use every day.
- [October 1, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/october-1-2025-release-notes.md)
- [August 28, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/august-28-2025-mass-notification-release-notes.md): View release notes and enhancements for Mass Notification on August 28, 2025.
- [August 15, 2025 Mass Notification Release Notes](https://www.civicplus.help/mass-notification/docs/august-15-2025-release-notes-and-enhancements.md): Enhancements include updates to weather alerts, custom pronunciations, and brand logo files.
- [August 11, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/august-11-2025-release-notes-and-enhancements.md): View the released enhancements on August 11, 2025.
- [July 31, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/july-31-2025-release-notes-and-enhancements.md): View the July 31, 2025 Release Notes and Enhancements.
- [July 17, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/july-17-2025-release-notes-and-enhancements.md): View the July 17, 2025 Release Notes and Enhancements.
- [July 10, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/july-10-2025-release-notes-and-enhancements.md)
- [July 8, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/july-8-2025-release-notes-and-enhancements.md): View the July 8, 2025 release notes.
- [June 30, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/june-30-2025-release-notes-and-enhancements.md): View the June 30, 2025 Release Notes and Enhancements.
- [June 27, 2025 Release Notes and Enhancements](https://www.civicplus.help/mass-notification/docs/june-27-2025-release-notes-and-enhancements.md): View the June 27, 2025 Release Notes and Enhancements.
- [Support](https://www.civicplus.help/mass-notification/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/mass-notification/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/mass-notification/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/mass-notification/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Troubleshooting](https://www.civicplus.help/mass-notification/docs/troubleshooting.md)
- [Set or Reset Login Credentials](https://www.civicplus.help/mass-notification/docs/set-or-reset-login-credentials.md): Learn how to set or reset your login credentials with our step-by-step guide for both Single Sign-On and non-Single Sign-On users.
- [Single Sign-On Login Issues](https://www.civicplus.help/mass-notification/docs/single-sign-on-login-issues.md): Learn how Single Sign-On works and access troubleshooting resources for login issues, password resets, custom IdP setups, and OAuth authentication.
- [Using the Help Center](https://www.civicplus.help/mass-notification/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/mass-notification/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/mass-notification/docs/follow-a-help-center-section-1.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/mass-notification/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/mass-notification/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/mass-notification/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Meetings Essential

- [Get Started with Essential](https://www.civicplus.help/meetings-essential/docs/getting-started.md)
- [Accessibility](https://www.civicplus.help/meetings-essential/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/meetings-essential/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Colorado HB21-1110 & Agenda and Meeting Management Essential](https://www.civicplus.help/meetings-essential/docs/colorado-hb21-1110-agenda-and-meeting-management-essential.md): Learn about Colorado HB21-1110, its impact on CivicPlus' solutions, and the migration process to ensure compliance with accessibility standards.
- [Essential Accessibility Conformance Report](https://www.civicplus.help/meetings-essential/docs/essential-accessibility-conformance-report.md): View the Accessibility Conformance Report for Meetings Essential.
- [Integrations](https://www.civicplus.help/meetings-essential/docs/integrations.md)
- [Agenda and Meeting Management & Online Code Integration](https://www.civicplus.help/meetings-essential/docs/agenda-and-meeting-management-online-code-integration.md): Streamline your ordinance management with our Agenda and Meeting Management and Online Code Integration, linking meetings to online code hosting for easy access and updates.
- [First-Time Users](https://www.civicplus.help/meetings-essential/docs/first-time-users.md)
- [First-Time User Browser Setup](https://www.civicplus.help/meetings-essential/docs/first-time-user-browser-setup.md): Optimize your browser with tips on bookmarking, allowing pop-ups, and disabling Grammarly for a seamless experience.
- [Help Center Resource Guide](https://www.civicplus.help/meetings-essential/docs/get-started-guide.md): Access help articles for CivicPlus' Agenda and Meeting Management Essential.
- [Local Browser Settings and Recommendations](https://www.civicplus.help/meetings-essential/docs/local-browser-settings-and-recommendations.md): Customize your browser for optimal use. Learn how to access and update Local Settings for a better user experience.
- [Screen Navigation Basics](https://www.civicplus.help/meetings-essential/docs/screen-navigation-basics.md): Explore screen navigation options including top bar features, left menu tools, and user settings.
- [Staff User Guide](https://www.civicplus.help/meetings-essential/docs/staff-user-guide.md): This Staff User Guide provides links to articles with instructions on how to complete common user tasks in our Agenda and Meeting Management Essential solution.
- [Agenda Manager Resources](https://www.civicplus.help/meetings-essential/docs/agenda-manager-resources.md)
- [HTML Agenda Bookmarks](https://www.civicplus.help/meetings-essential/docs/html-agenda-bookmarks.md): View our list of HTML agenda bookmarks.
- [Public Application Programming Interface (API)](https://www.civicplus.help/meetings-essential/docs/public-application-programming-interface-api.md): Access the API for seamless integration, enhancing your website with flexible meeting data and multimedia options.
- [Syncfusion DocEditor Frequently Asked Questions](https://www.civicplus.help/meetings-essential/docs/syncfusion-doceditor-frequently-asked-questions.md): Learn about the Syncfusion DocEditor, including font display issues and clipboard limitations.
- [Create ADA Compliant Documents](https://www.civicplus.help/meetings-essential/docs/create-ada-compliant-documents.md): Ensure your documents meet ADA compliance with our essential meeting management tools and resources for accessibility and remediation options.
- [Board Applications Solution](https://www.civicplus.help/meetings-essential/docs/board-applications-solution.md): Explore the Board Applications solution; manage board member applications, track candidate details, and streamline your onboarding process.
- [Create & Manage Email Subscription Lists](https://www.civicplus.help/meetings-essential/docs/create-manage-email-subscription-lists.md): Learn how to manage email subscription lists, subscribe or unsubscribe, and receive weekly meeting updates effortlessly with our user-friendly system.
- [Direct Upload Documents to Your Portal or Website](https://www.civicplus.help/meetings-essential/docs/direct-upload-documents-to-your-portal-or-website.md): Learn how to upload documents to a Portal or Municipal Website with easy step-by-step instructions for adding files to your meeting details.
- [Manually Send Notifications from Your Website or Portal](https://www.civicplus.help/meetings-essential/docs/manually-send-notifications-from-your-website-or-portal.md): Learn how to manually send email notifications to your subscription list for meetings, including test emails and scheduling options.
- [Login](https://www.civicplus.help/meetings-essential/docs/login.md)
- [First-Time User Login](https://www.civicplus.help/meetings-essential/docs/first-time-user-login.md): Learn how to log in using Microsoft 365, email, and troubleshoot common login issues effectively.
- [Log In to Your Publishing Website or Portal](https://www.civicplus.help/meetings-essential/docs/log-in-to-your-publishing-website-or-portal.md): Learn how to log in to your publishing website or portal.
- [Log In with Microsoft 365/Azure Active Directory](https://www.civicplus.help/meetings-essential/docs/log-in-with-microsoft-365azure-active-directory.md): Learn how to log into Agenda and Meeting Management Essential with Microsoft 365/Azure Active Directory.
- [Reset Your Password](https://www.civicplus.help/meetings-essential/docs/reset-your-password.md): Learn how to reset your Agenda and Meeting Management Essential solution password.
- [Items](https://www.civicplus.help/meetings-essential/docs/items.md)
- [Add and Manage Agenda Items](https://www.civicplus.help/meetings-essential/docs/add-and-manage-agenda-items.md): Learn to add, edit, submit, and delete agenda items in Agenda and Meeting Management Essential with our step-by-step guide for effective management.
- [Add Standing Items](https://www.civicplus.help/meetings-essential/docs/add-standing-items.md): Learn how to add standing items to meeting templates, ensuring they appear on future agendas with ease and flexibility in your workflow.
- [Find an Agenda Item](https://www.civicplus.help/meetings-essential/docs/find-an-agenda-item.md): Learn how to find an Agenda Item and navigate to its Item Detail Screen using the Home Screen, Item List, and Recent Items options effectively.
- [Item Detail Screen Overview](https://www.civicplus.help/meetings-essential/docs/item-detail-screen-overview.md): Explore the Item Detail Screen to manage creation dates, agenda content, attachments, and workflow status tailored to your organization's settings.
- [Lock or Unlock an Item](https://www.civicplus.help/meetings-essential/docs/lock-or-unlock-an-item.md): Lock and unlock items in the system to prevent modifications. Only Agenda Managers and Admins can manage permissions, ensuring finalized materials remain unchanged.
- [Work with Item Attachments](https://www.civicplus.help/meetings-essential/docs/work-with-item-attachments.md): Learn how to manage file attachments: add, review, update, and delete documents while ensuring compliance with your organization's settings and permissions.
- [Meetings](https://www.civicplus.help/meetings-essential/docs/meetings.md)
- [Audio/Video Integration and Timestamping](https://www.civicplus.help/meetings-essential/docs/audiovideo-integration-and-timestamping.md): Learn to link live streams and recordings to your meeting agenda, and timestamp discussions for easy navigation.
- [Cancel and Reschedule a Meeting](https://www.civicplus.help/meetings-essential/docs/cancel-and-reschedule-a-meeting.md): Learn how to cancel and reschedule meetings, and publish cancellation notices effectively with our step-by-step guide.
- [Create a New Meeting on Your Hub](https://www.civicplus.help/meetings-essential/docs/create-a-new-meeting-on-your-hub.md): Learn how to create a meeting on your Hub publishing website with step-by-step instructions for adding agendas, minutes, and publishing options.
- [Create and Manage Meetings](https://www.civicplus.help/meetings-essential/docs/create-and-manage-meetings.md): Learn to create, edit, and delete meetings, manage agendas, packets, and minutes for efficient meeting organization.
- [Edit an Agenda Content Field with the Word Snippet](https://www.civicplus.help/meetings-essential/docs/edit-an-agenda-content-field-with-the-word-snippet.md): Learn how to edit or add text to the Agenda Content field using the Meeting Detail Screen's Word Document option.
- [Find a Meeting](https://www.civicplus.help/meetings-essential/docs/find-a-meeting.md): Learn how to find meetings using the Meeting List and Recent Items, and navigate to their Meeting Detail Screen with ease.
- [Lock or Unlock a Meeting](https://www.civicplus.help/meetings-essential/docs/lock-or-unlock-a-meeting.md): Lock and unlock meetings to prevent modifications. Only Agenda Managers can secure finalized materials, ensuring integrity in your meeting management.
- [Use the In-Meeting Minutes Interface](https://www.civicplus.help/meetings-essential/docs/use-the-in-meeting-minutes-interface.md): Master the In-Meeting Interface to efficiently record roll calls, votes, and minutes live during meetings. Enhance your meeting management today!
- [Use the Legislator Interface](https://www.civicplus.help/meetings-essential/docs/use-the-legislator-interface.md): Navigate the Legislator Interface to access meeting documents and vote directly from your device during meetings. Learn how to streamline your process!
- [View the Public In-Meeting Display](https://www.civicplus.help/meetings-essential/docs/view-the-public-in-meeting-display.md): Learn how to view the Public In-Meeting Display.
- [Templates](https://www.civicplus.help/meetings-essential/docs/templates.md)
- [Access and Edit Meeting Templates](https://www.civicplus.help/meetings-essential/docs/access-and-edit-meeting-templates.md): Learn how to access and edit Meeting Templates with step-by-step instructions for managing agenda sections and standing items effectively.
- [Security](https://www.civicplus.help/meetings-essential/docs/security.md)
- [Add & Manage Departments](https://www.civicplus.help/meetings-essential/docs/add-manage-departments.md): Manage departments effectively in your municipality with our Agenda and Meeting Management solution. Learn to add, activate, and edit departments easily.
- [Add and Manage Roles](https://www.civicplus.help/meetings-essential/docs/add-and-manage-roles.md): Learn how to add, manage, and edit roles, ensuring proper permissions for effective meeting management and security.
- [Add and Manage Users](https://www.civicplus.help/meetings-essential/docs/add-and-manage-users.md): Learn how to add, manage, and delete users in Agenda and Meeting Management Essential with step-by-step instructions for effective user management.
- [Application Properties](https://www.civicplus.help/meetings-essential/docs/application-properties.md)
- [Create and Manage Item Submission Cutoff Dates](https://www.civicplus.help/meetings-essential/docs/create-and-manage-item-submission-cutoff-dates.md): Learn how to set Item Submission Cutoff Dates for meetings, ensuring no new items can be added past a specified time. Manage your agenda effectively!
- [Video Reference Library](https://www.civicplus.help/meetings-essential/docs/video-reference-library.md)
- [Explore the Features](https://www.civicplus.help/meetings-essential/docs/explore-the-features.md)
- [Add Agenda Items](https://www.civicplus.help/meetings-essential/docs/add-agenda-items.md): Learn how to add items to your agendas.
- [Build an Agenda](https://www.civicplus.help/meetings-essential/docs/build-an-agenda.md): Learn how to build an agenda, organize meeting items, and keep discussions on track with simple steps for creating clear, structured agendas.
- [Create and Publish a Packet](https://www.civicplus.help/meetings-essential/docs/create-and-publish-a-packet.md): Learn how to create and publish a packet in the system.
- [Legislation Integration: Meetings Software & Your Code](https://www.civicplus.help/meetings-essential/docs/legislation-integration-meetings-software-your-code.md): Learn about the legislation integration available between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Legislator Electronic Voting](https://www.civicplus.help/meetings-essential/docs/legislator-electronic-voting.md): Learn more about electronic voting for legislators using the Legislator Interface.
- [Meetings Detail Button](https://www.civicplus.help/meetings-essential/docs/amm-meetings-detail-button.md): Learn about the Meetings Detail button, which is available as part of an integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Minutes, Voting, and Public Display](https://www.civicplus.help/meetings-essential/docs/minutes-voting-and-public-display.md): Learn how to take minutes, record motions and votes, and display content to the public.
- [Public In-Meeting Display](https://www.civicplus.help/meetings-essential/docs/amm-public-in-meeting-display.md): Learn about our Agenda and Meeting Management Essential solution's Public In-Meeting Display.
- [Publish an Agenda](https://www.civicplus.help/meetings-essential/docs/publish-an-agenda.md): Learn how to publish an agenda.
- [Review Agenda Items](https://www.civicplus.help/meetings-essential/docs/review-agenda-items.md): Learn how to review agenda items.
- [Taking and Publishing Minutes](https://www.civicplus.help/meetings-essential/docs/taking-and-publishing-minutes.md): Learn how to take and publish notes with our Agenda and Meeting Management Essential solution.
- [Overviews](https://www.civicplus.help/meetings-essential/docs/overviews.md)
- [Access and Edit Your Meeting Template](https://www.civicplus.help/meetings-essential/docs/access-and-edit-your-meeting-template.md): Learn how to access and edit your meeting templates.
- [Agenda and Meeting Management Essential Overview](https://www.civicplus.help/meetings-essential/docs/agenda-and-meeting-management-essential-overview.md): Learn more about our Agenda and Meeting Management Essential solution.
- [Minutes Training](https://www.civicplus.help/meetings-essential/docs/minutes-training.md): Learn how to take minutes, record roll call, and collect votes directly within the platform.
- [Publishing Integration: Your Meetings Software & Website](https://www.civicplus.help/meetings-essential/docs/publishing-integration-your-meetings-software-website.md): Learn about the publishing integration available between our Agenda and Meeting Management Essential solution and our municipal websites.
- [Stream a Virtual Public Meeting Using Online Platforms](https://www.civicplus.help/meetings-essential/docs/stream-virtual-public-meeting-using-online-platforms.md): Learn how to stream meetings using online platforms such as Zoom and YouTube.
- [Video Recordings](https://www.civicplus.help/meetings-essential/docs/amm-video-recordings.md): Learn how to incorporate video recordings into your meeting resources using our Agenda and Meeting Management Essential solution.
- [Workflow](https://www.civicplus.help/meetings-essential/docs/amm-workflow.md): Learn about our Agenda and Meeting Management Essential solution's workflows.
- [3-Minute Overview of Agenda and Meeting Management Essential](https://www.civicplus.help/meetings-essential/docs/3-minute-overview-agenda-and-meeting-management-essential.md): Understand the basics of our Agenda and Meeting Management Essential solution with a quick 3-minute video.
- [Testimonials](https://www.civicplus.help/meetings-essential/docs/testimonials.md)
- [Testimonial from Brisbane, California](https://www.civicplus.help/meetings-essential/docs/amm-testimonial-from-brisbane-california.md): Brisbane's modern website enhances transparency with integrated meeting management, online code hosting, and easy access to agendas and minutes for residents.
- [Did You Know?](https://www.civicplus.help/meetings-essential/docs/did-you-know.md)
- [Did You Know? Agenda Packets](https://www.civicplus.help/meetings-essential/docs/did-you-know-agenda-packets.md): Learn more about how agenda packets work in Agenda and Meeting Management Essential.
- [Did You Know? In-Meeting Display](https://www.civicplus.help/meetings-essential/docs/did-you-know-in-meeting-display.md): Enhance public meetings with real-time agenda display and live voting, accessible from any device. Experience transparency and engagement like never before!
- [Did You Know? Meeting Management & Online Code Integration](https://www.civicplus.help/meetings-essential/docs/did-you-know-meeting-management-online-code-integration.md): Learn about the integration between our Agenda and Meeting Management Essential and Online Code Hosting solutions.
- [Did You Know? The Meetings Portal](https://www.civicplus.help/meetings-essential/docs/did-you-know-the-meetings-portal.md): Learn about the Meetings Portal, which is available as part of our Agenda and Meeting Management Essential solution.
- [Did You Know? Timestamping Public Meetings](https://www.civicplus.help/meetings-essential/docs/did-you-know-timestamping-public-meetings.md): Learn how to timestamp public meetings in our Agenda and Meeting Management Essential solution.
- [Product Updates](https://www.civicplus.help/meetings-essential/docs/product-updates.md)
- [Agenda and Meeting Management Product Updates](https://www.civicplus.help/meetings-essential/docs/agenda-and-meeting-management-product-updates.md): View the Agenda and Meeting Management webinar.
- [Essential Release Notes](https://www.civicplus.help/meetings-essential/docs/release-notes.md)
- [July 17, 2026 Essential Release Notes](https://www.civicplus.help/meetings-essential/docs/july-17-2026-essential-release-notes.md)
- [Support](https://www.civicplus.help/meetings-essential/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/meetings-essential/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/meetings-essential/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/meetings-essential/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Troubleshooting](https://www.civicplus.help/meetings-essential/docs/troubleshooting.md)
- [Log-In Trouble](https://www.civicplus.help/meetings-essential/docs/log-in-trouble.md): Learn how to troubleshoot email and password issues.
- [Supported Devices and Browsers](https://www.civicplus.help/meetings-essential/docs/supported-devices-and-browsers.md): Learn which browsers and devices are supported to ensure optimal performance and user experience.
- [Using the Help Center](https://www.civicplus.help/meetings-essential/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/meetings-essential/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/meetings-essential/docs/follow-a-help-center-section-1.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/meetings-essential/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/meetings-essential/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/meetings-essential/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Meetings Select

- [Get Started with Select](https://www.civicplus.help/meetings-select/docs/getting-started.md)
- [Accessibility](https://www.civicplus.help/meetings-select/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/meetings-select/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Select Accessibility Conformance Report](https://www.civicplus.help/meetings-select/docs/select-accessibility-conformance-report.md): Explore CivicPlus' Accessibility Conformance Report for Agenda and Meeting Management Select, detailing VPAT 2.5 compliance with WCAG 2.1 AA standards.
- [Tagged PDFs](https://www.civicplus.help/meetings-select/docs/tagged-pdfs.md): Learn how tagged PDFs enhance accessibility for everyone, ensuring content is readable by assistive technologies and retains structure across devices.
- [First-Time Users](https://www.civicplus.help/meetings-select/docs/first-time-users.md)
- [Help Center Resource Guide](https://www.civicplus.help/meetings-select/docs/help-center-resource-guide.md): Access help articles for CivicPlus' Agenda and Meeting Management Select. Learn agenda creation, meeting workflows, and records management.
- [Sign In to Your Site](https://www.civicplus.help/meetings-select/docs/sign-in-to-your-site.md): Learn how to sign in to your CivicPlus Agenda and Meeting Management Select site using email, SSO, or external providers. Step-by-step instructions included.
- [User Menu Options](https://www.civicplus.help/meetings-select/docs/user-menu-options.md): Explore the User Menu in CivicPlus' Agenda and Meeting Management Select to access preferences, support, portals, and settings for streamlined navigation.
- [Searching & Filtering](https://www.civicplus.help/meetings-select/docs/searching-filtering.md)
- [Find an Unassigned Item](https://www.civicplus.help/meetings-select/docs/find-an-unassigned-item-1.md): Learn how to find items that are not assigned to an agenda using Dashboard filters.
- [Use the Agenda Filters](https://www.civicplus.help/meetings-select/docs/use-the-agenda-filters.md): Learn how to use Agenda Filters in the Meetings module to easily find specific agendas by date range and meeting type. Streamline your event planning!
- [Use the Dashboard Homepage Filters](https://www.civicplus.help/meetings-select/docs/use-the-dashboard-homepage-filters.md): Learn how to effectively use Dashboard homepage filters to sort items, approvals, and tasks by date and ownership for streamlined content management.
- [Use the Event Filters](https://www.civicplus.help/meetings-select/docs/use-the-event-filters.md): Learn how to use event filters to sort by template, category, status, or creator for better organization.
- [Use the Search Function](https://www.civicplus.help/meetings-select/docs/use-the-search-function.md): Learn how to effectively use the Search function on your Dashboard, including simple and advanced search techniques with filters for better results.
- [Text Field Tools](https://www.civicplus.help/meetings-select/docs/text-field-tools.md)
- [Add and Edit Content with the AI Editing Assistant](https://www.civicplus.help/meetings-select/docs/add-and-edit-content-with-the-ai-editing-assistant.md): Learn how to utilize the AI Editing Assistant to draft agenda items and meeting minutes with real-time writing support for enhanced productivity and clarity.
- [Create a Bulleted List](https://www.civicplus.help/meetings-select/docs/create-a-bulleted-list.md): Learn how to create and customize bulleted lists in CivicPlus' Agenda and Meeting Management Select, including indentation and bullet style options.
- [Create a Table](https://www.civicplus.help/meetings-select/docs/create-a-table.md): Learn how to insert and format tables in Agenda and Meeting Management Select using the Insert Table tool and Table Wizard for customized layouts.
- [Cut and Paste Text](https://www.civicplus.help/meetings-select/docs/cut-and-paste-text.md): Learn how to use Copy, Cut, and Paste tools in text editors with keyboard shortcuts for efficient text management in Microsoft Word and beyond.
- [Table Wizard Options](https://www.civicplus.help/meetings-select/docs/table-wizard-options.md): Master the Table Wizard tools to enhance your tables with headers, footers, styles, and alignment options for a polished text field presentation.
- [Use and Manage Spell Check](https://www.civicplus.help/meetings-select/docs/use-and-manage-spell-check.md): Learn how to enable, disable, and manage the Froala Text Editor's Spell Check feature to enhance your agenda and meeting documents effortlessly.
- [Use Paragraph Formatting](https://www.civicplus.help/meetings-select/docs/use-paragraph-formatting.md): Learn essential tools for formatting and aligning paragraphs in text fields, including lists, indents, and horizontal lines for effective text management.
- [Use Text Formatting](https://www.civicplus.help/meetings-select/docs/use-text-formatting.md): Explore essential text formatting tools for your Text Field, including bold, italics, and color changes, to enhance your document's presentation.
- [Implementation](https://www.civicplus.help/meetings-select/docs/implementation.md)
- [Customer Work Resources](https://www.civicplus.help/meetings-select/docs/customer-work-resources.md)
- [Customer Work Expectations](https://www.civicplus.help/meetings-select/docs/customer-work-expectations.md): Explore the five phases of Agenda and Meeting Management software implementation, including checklists and time commitments for a successful launch.
- [First Look Meeting Homework](https://www.civicplus.help/meetings-select/docs/first-look-meeting-homework.md): The list of First Look homework assigned during Agenda and Meeting Management Select implementation projects.
- [Historical Imports](https://www.civicplus.help/meetings-select/docs/historical-imports.md): Import historical meeting files into your Agenda and Meeting Management Select solution with our guide on file preparation and FTP upload.
- [Marketing Material](https://www.civicplus.help/meetings-select/docs/marketing-material.md)
- [Agenda and Meeting Management Community Marketing Materials](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-community-marketing-materials.md): Access customizable marketing templates, engagement strategies, and best practices to promote Agenda and Meeting Management in your community.
- [Product Videos](https://www.civicplus.help/meetings-select/docs/videos.md)
- [Board Portal Overview](https://www.civicplus.help/meetings-select/docs/board-portal-overview.md): A video overview of the Agenda and Meeting Management Select solution's Board Portal.
- [Electronic Voting Overview](https://www.civicplus.help/meetings-select/docs/electronic-voting-overview.md): Discover how CivicPlus integrates Live Meeting Manager with Board Portal to enable electronic voting during live meetings for efficient, digital motion tracking.
- [User Preferences](https://www.civicplus.help/meetings-select/docs/user-preferences.md)
- [Add a Signature Image](https://www.civicplus.help/meetings-select/docs/add-a-signature-image.md): A click-through tutorial and instructions describing the process to add a signature image in Agenda and Meetings Management Select.
- [AI Policy Agreement](https://www.civicplus.help/meetings-select/docs/ai-policy-agreement.md): CivicPlus ensures AI feature compliance with a one-time acknowledgement. Manage your agreement easily through the CivicPlus Account Service.
- [Backup Approvers Overview](https://www.civicplus.help/meetings-select/docs/backup-approvers-overview.md): Learn how Backup Approvers help keep agenda item approvals moving when a primary approver is unavailable.
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/meetings-select/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/meetings-select/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password](https://www.civicplus.help/meetings-select/docs/change-your-password.md): Update your password securely with new guidelines: no email resets, unique passwords, and enhanced security checks. Learn how to manage your account now!
- [Create a Single Sign-On Account](https://www.civicplus.help/meetings-select/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Edit User Details](https://www.civicplus.help/meetings-select/docs/edit-user-details.md): Administrators can't update usernames or emails for users. Learn how users can change their details and manage settings effectively.
- [Expired Verification Email](https://www.civicplus.help/meetings-select/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/meetings-select/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/meetings-select/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/meetings-select/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Manage Backup Approvers](https://www.civicplus.help/meetings-select/docs/manage-backup-approvers.md): Learn how to create, edit, and delete Backup Approvers.
- [Opt-In or Opt-Out of Email Notifications](https://www.civicplus.help/meetings-select/docs/opt-in-or-opt-out-of-email-notifications.md): Learn how users can opt in or opt out of email notifications in Agenda and Meetings Management Select.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/meetings-select/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/meetings-select/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Two-Factor Sign-In](https://www.civicplus.help/meetings-select/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Administration and Settings](https://www.civicplus.help/meetings-select/docs/administration-and-settings.md)
- [User and Global Settings](https://www.civicplus.help/meetings-select/docs/user-and-global-settings.md)
- [Global Settings](https://www.civicplus.help/meetings-select/docs/global-settings.md)
- [Board Management](https://www.civicplus.help/meetings-select/docs/board-management.md): Learn to manage boards effectively, including adding, editing, and assigning board members for seamless voting and notifications in the Board Portal.
- [Configure Session Inactivity Timeout](https://www.civicplus.help/meetings-select/docs/configure-session-inactivity-timeout.md): This article will show you how to set a custom session timeout.
- [Session Inactivity Timeout](https://www.civicplus.help/meetings-select/docs/session-inactivity-timeout.md): Enhance security with Agenda and Meeting Management Select's session inactivity timeout feature, configurable from 2 to 120 minutes for user safety.
- [Set the System Time Zone](https://www.civicplus.help/meetings-select/docs/set-the-system-time-zone.md): Learn how to set your system time zone and optional secondary time zone to ensure meetings and events display accurate times on your Public Portal.
- [General Settings](https://www.civicplus.help/meetings-select/docs/general-settings.md)
- [Configure Display Settings on Agendas & Minutes Summaries](https://www.civicplus.help/meetings-select/docs/configure-display-settings-on-agendas-minutes-summaries.md): Learn to configure display settings for resolution numbers, ordinance numbers, item IDs, and statuses on Agenda Outlines and Minutes Summary pages.
- [Create & Manage Email Lists](https://www.civicplus.help/meetings-select/docs/create-manage-email-lists.md): Learn to create, edit, and delete custom email lists effortlessly, streamlining group communication in just a few clicks.
- [Set the Default Landing Page After Item Creation](https://www.civicplus.help/meetings-select/docs/set-the-default-landing-page-after-item-creation.md): Learn how to set your default landing page for new items, choosing from Item Fields, Files, Tasks, Approvals, or Timeline in just a few steps.
- [Integrations](https://www.civicplus.help/meetings-select/docs/integrations.md)
- [AI Editing Assistant](https://www.civicplus.help/meetings-select/docs/ai-editing-assistant-1.md)
- [AI Editing Assistant](https://www.civicplus.help/meetings-select/docs/ai-editing-assistant.md): Enhance your meeting documentation with the AI Editing Assistant, offering real-time writing support for clarity and professionalism.
- [AI Editing Assistant Best Practices and Prompting Tips](https://www.civicplus.help/meetings-select/docs/ai-editing-assistant-best-practices-and-prompting-tips.md): Discover best practices for using the AI Editing Assistant to polish text efficiently while ensuring accuracy, consistency, and human review.
- [Add DocAccess to Agenda and Meeting Management Select](https://www.civicplus.help/meetings-select/docs/add-docaccess-to-agenda-and-meeting-management-select.md)
- [Agenda and Meeting Management Integration Hub Guide](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-integration-hub-guide.md): Learn how to set up integrations for Agenda and Meeting Management Select in the Integration Hub.
- [CivicPlus Agent and Agenda and Meeting Management Select](https://www.civicplus.help/meetings-select/docs/civicplus-agent-agenda-and-meeting-management-select.md): Learn how to set up the CivicPlus Agent to use knowledge from your Agenda and Meeting Management Select site.
- [CommonLook Clarity Integration](https://www.civicplus.help/meetings-select/docs/commonlook-clarity-integration.md): CivicPlus and Allyant's CommonLook Clarity integration helps ensure compliance with WCAG 2.2 standards, enhancing agenda and meeting management accessibility.
- [Dropbox Integration](https://www.civicplus.help/meetings-select/docs/dropbox-integration.md): Enable Dropbox integration for Agenda and Meeting Management Select to effortlessly publish agendas and minutes directly to your Dropbox account.
- [Google Drive Integration](https://www.civicplus.help/meetings-select/docs/google-drive-integration.md): Integrate Google Drive with Agenda and Meeting Management Select to upload files, publish agendas, and streamline your meeting management process.
- [Laserfiche Integration](https://www.civicplus.help/meetings-select/docs/laserfiche-integration.md): A Laserfiche action within the Integration Hub pairs with your triggers.
- [Manage the Send to Code Integration](https://www.civicplus.help/meetings-select/docs/manage-the-send-to-code-integration.md): Learn to manage Agenda and Meeting Management integration, enabling or disabling Send to Code for legislation documentation with user access settings.
- [Select and NextRequest Search Integration](https://www.civicplus.help/meetings-select/docs/select-and-nextrequest-search-integration.md): Learn how the Agenda and Meeting Management Select and NextRequest Search integration delivers consistent search results across both platforms.
- [Notifications Admin Integration](https://www.civicplus.help/meetings-select/docs/notifications-admin-integration.md): Agenda and Meeting Management Select uses the Notifications Admin system to send email notifications in the Public Portal.
- [OneDrive Integration](https://www.civicplus.help/meetings-select/docs/onedrive-integration.md): Learn how to use the OneDrive integration for Agenda and Meeting Management Select to upload and manage file attachments seamlessly.
- [Online Code Hosting Send to Code Integration](https://www.civicplus.help/meetings-select/docs/online-code-hosting-send-to-code-integration.md): The Agenda and Meeting Management Select and Online Code Hosting Send to Code integration allows you to quickly send legislation documentation to your online code library for supplementation.
- [Sync Select Documents to Web Central Document Center](https://www.civicplus.help/meetings-select/docs/sync-select-documents-to-web-central-document-center.md): This article will show you how to set up an integration to send your agendas, minutes, or event content files from Agenda and Meeting Management Select to the Web Central Document Center.
- [Web Central Calendar and Select Sync Integration](https://www.civicplus.help/meetings-select/docs/web-central-calendar-sync-integration.md): Sync Agenda and Meeting Management Select events with Web Central Calendar for seamless scheduling. Configure now for efficient meeting management!
- [Web Central Integrated Search Integration](https://www.civicplus.help/meetings-select/docs/web-central-integrated-search-integration.md): The Agenda and Meeting Management Select and Web Central Integrated Search integration allows customers with both solutions to perform an integrated search query within Web Central and return search query results from Agenda and Meeting Management Select.
- [Tags](https://www.civicplus.help/meetings-select/docs/tags.md)
- [Add and Manage Tags](https://www.civicplus.help/meetings-select/docs/add-manage-tags.md): Learn how to add, edit, and delete tags in your settings to enhance searching and filtering of agenda items with searchable keywords.
- [User Settings](https://www.civicplus.help/meetings-select/docs/user-settings-2.md)
- [Departments](https://www.civicplus.help/meetings-select/docs/departments.md)
- [Add and Manage Departments](https://www.civicplus.help/meetings-select/docs/add-and-manage-departments.md): Learn how to add, edit, hide, and delete departments in your system settings, ensuring efficient management of users and approval processes.
- [Teams](https://www.civicplus.help/meetings-select/docs/teams.md)
- [Add and Manage Teams](https://www.civicplus.help/meetings-select/docs/add-and-manage-teams.md): Learn how to add, edit, inactivate, and delete teams in the Item Timeline for effective staff communication and collaboration on agenda items.
- [Send a Message to Teams](https://www.civicplus.help/meetings-select/docs/send-a-message-to-teams.md): Learn how to notify teams in the Item Timeline by sending messages that alert multiple staff members at once.
- [User Management](https://www.civicplus.help/meetings-select/docs/user-management.md)
- [Change a Password for Another User](https://www.civicplus.help/meetings-select/docs/change-a-password-for-another-user.md): Users with Administrator status can send emails prompting users to reset their own passwords.
- [Create a New Board View User](https://www.civicplus.help/meetings-select/docs/create-a-new-board-view-user.md): Learn how to create a new Board View User in the Board Portal, manage access, and customize settings for effective meeting participation.
- [Create a New User from a Blank Template](https://www.civicplus.help/meetings-select/docs/create-a-new-user-from-a-blank-template.md): Learn how to create a new user from a blank template, filling in essential profile and access fields for effective user management.
- [Create a New User from a Copy of an Existing User](https://www.civicplus.help/meetings-select/docs/create-a-new-user-from-a-copy-of-an-existing-user.md): Quickly create a new user by copying an existing one, adjusting permissions and classifications as needed. Follow our step-by-step guide for easy setup.
- [Edit User Permissions](https://www.civicplus.help/meetings-select/docs/edit-user-permissions-access.md): Learn how to edit user access, including permissions for Meetings, Events, and Analytics modules, with step-by-step instructions for effective management.
- [Manage Backup Approvers for Another User](https://www.civicplus.help/meetings-select/docs/manage-backup-approvers-for-another-user.md): Learn how to manage Backup Approvers for users, including adding, editing, and deleting approvers to ensure seamless item approvals.
- [Manage Custom Security Profiles](https://www.civicplus.help/meetings-select/docs/manage-custom-security-profiles.md): Manage user permissions with Custom Security Profiles for different meeting types, allowing tailored access without creating new roles. Learn how to edit and delete profiles.
- [Remove User Access](https://www.civicplus.help/meetings-select/docs/remove-user-access.md): Learn how to inactivate user accounts in Agenda and Meeting Management Select to remove access while retaining historical data.
- [Security Profiles and Custom Profiles Overview](https://www.civicplus.help/meetings-select/docs/security-profiles-and-custom-profiles-overview.md): Learn how Security Profiles manage user permissions in the Meetings module, allowing for customized access to agendas, items, and workflows.
- [User Permissions Overview](https://www.civicplus.help/meetings-select/docs/user-permissions-overview.md): Manage user access and permissions in your system with detailed settings for meetings, analytics, and events. Control visibility and enhance security.
- [Meeting Settings](https://www.civicplus.help/meetings-select/docs/meetings-settings.md)
- [Add & Manage Recommended Actions](https://www.civicplus.help/meetings-select/docs/add-manage-recommended-actions.md): Manage Recommended Actions for Meeting Types with customizable options, enhancing item reports and user experience in your meetings settings.
- [Add and Manage Confidential Attachments Groups](https://www.civicplus.help/meetings-select/docs/add-and-manage-confidential-attachments-groups.md): Learn how to manage Confidential Attachments groups: add, edit, hide, or delete members easily within your system settings.
- [Create & Manage Item Categories](https://www.civicplus.help/meetings-select/docs/create-manage-item-categories.md): Organize agenda items effectively by assigning Item Categories for functionality like approval routing. Learn to add and edit categories easily.
- [Create & Manage Motion Actions](https://www.civicplus.help/meetings-select/docs/create-manage-motion-actions.md): Customize Meeting Types with tailored motions for efficient minutes-taking. Learn to add, edit, reorder, and delete motions in the Minutes module.
- [Manage Bookmarks for Item Files](https://www.civicplus.help/meetings-select/docs/manage-bookmarks-for-item-files.md): Learn how to automatically generate bookmarks for item reports and item attachments included in Agenda Packet PDFs.
- [Manage Default Items](https://www.civicplus.help/meetings-select/docs/manage-default-items.md): Set up Default Items for meeting agendas to ensure consistent content. Manage settings easily and customize designs for effective meeting organization.
- [Manage Publication of Agenda Items on the Public Portal](https://www.civicplus.help/meetings-select/docs/manage-publication-of-agenda-items-on-the-public-portal.md): Control the visibility of unlocked agenda items on the Public Portal with the "Publish Unlocked Agenda Items" setting.
- [Designs](https://www.civicplus.help/meetings-select/docs/designs.md)
- [Add and Manage Item Designs](https://www.civicplus.help/meetings-select/docs/add-and-manage-item-designs.md): Control agenda item layout and formatting with Item Designs. Learn to add, edit, reorder, and delete designs for consistent document presentation.
- [Add and Manage Minutes Designs](https://www.civicplus.help/meetings-select/docs/add-and-manage-minutes-designs.md): Learn to configure Minutes Designs for effective meeting documentation, including templates, styles, and dynamic content integration.
- [Add and Manage Report Designs](https://www.civicplus.help/meetings-select/docs/add-and-manage-report-designs.md): Learn to create, edit, reorder, and delete Item Reports in Agenda and Meeting Management for effective meeting documentation and organization.
- [Add and Manage Section Designs](https://www.civicplus.help/meetings-select/docs/add-and-manage-section-designs.md): Learn how to create, edit, and manage section designs for meetings, ensuring each section has custom rules and layouts for efficient agenda organization.
- [Add and Manage Word Designs](https://www.civicplus.help/meetings-select/docs/add-and-manage-word-designs.md): Learn how to add, edit, and manage Word designs for agendas, reports, and minutes to streamline your document creation process effectively.
- [Add and Manage Word Layouts](https://www.civicplus.help/meetings-select/docs/add-and-manage-word-layouts.md): Learn how to create, edit, and delete Word Layouts using merge tags for dynamic content management in Word documents. Streamline your document design today!
- [Configure Resolution and Ordinance Numbering](https://www.civicplus.help/meetings-select/docs/configure-resolution-and-ordinance-numbering.md): Learn to configure Resolution and Ordinance numbering for meeting agendas, ensuring accurate tracking and reporting for your organization.
- [Manage Field Designs](https://www.civicplus.help/meetings-select/docs/manage-field-designs.md): Manage item field designs to auto-populate fields with default text and actions for meetings. Learn how to edit settings effectively.
- [Manage the Image Library](https://www.civicplus.help/meetings-select/docs/manage-the-image-library.md): Manage your Image Library efficiently: upload, edit, reorder, and delete images for templates using custom merge tags in your meeting management system.
- [Set Up Agenda Scripts](https://www.civicplus.help/meetings-select/docs/set-up-agenda-scripts.md): Learn to set up Agenda Scripts for meetings, enhancing your agenda with optional text and cues while keeping your primary agenda intact.
- [Meeting Types](https://www.civicplus.help/meetings-select/docs/meeting-types.md)
- [Meeting Types Overview](https://www.civicplus.help/meetings-select/docs/meeting-types-overview.md): Learn about Meeting Types in Agenda Management, their configurations, and how they streamline meeting setups for different boards and agendas.
- [Manage Agenda Custom Data](https://www.civicplus.help/meetings-select/docs/manage-agenda-custom-data.md): Configure up to 15 Custom Data fields for Meeting Types to enhance your Agenda, Item Report, and Minutes templates. Manage settings easily!
- [Manage Auto-Creation of Item Reports](https://www.civicplus.help/meetings-select/docs/manage-auto-creation-of-item-reports.md): Streamline your meetings with Item Reports. Auto-create, edit, and manage essential item information effortlessly for effective agenda management.
- [Manage Default Actions](https://www.civicplus.help/meetings-select/docs/manage-default-actions.md): Learn to manage default actions including automatic agenda locking for meetings, ensuring no edits before start time. Control meeting types and enhance agenda management effectively.
- [Manage Default Text](https://www.civicplus.help/meetings-select/docs/manage-default-text.md): Manage agenda and item default text settings easily to enhance user experience. Learn how to edit and save changes effectively for your meetings.
- [Manage Fiscal Data](https://www.civicplus.help/meetings-select/docs/manage-fiscal-data.md): Each Meeting Type can be configured with up to six Fiscal Data text fields which can be used to dynamically populate data into related Agenda, Item Report, or Minutes templates.
- [Manage Meeting Types](https://www.civicplus.help/meetings-select/docs/manage-meeting-types.md): Streamline your meeting management with customizable Meeting Types, templates, and efficient agenda creation for diverse boards and meetings.
- [Sections Settings](https://www.civicplus.help/meetings-select/docs/section-settings.md)
- [Manage Default Sections](https://www.civicplus.help/meetings-select/docs/manage-default-sections.md): Set up default sections for meeting agendas easily. Manage settings, create, edit, or delete sections to streamline your meeting planning process.
- [Templates](https://www.civicplus.help/meetings-select/docs/templates.md)
- [Approvals Overview](https://www.civicplus.help/meetings-select/docs/approvals-overview.md): There are three levels to which approvals can be applied.
- [Create & Manage Approval Templates](https://www.civicplus.help/meetings-select/docs/create-and-manage-approval-templates.md): Automate your approval workflows with templates that streamline processes, allowing for easy creation, editing, and management of approvers for meetings.
- [Edit Email Notification Templates](https://www.civicplus.help/meetings-select/docs/edit-email-notification-templates.md): This article will show you how to edit an existing Email Notification Template. It also provides information on how to enhance Public Portal email notifications using the CivicPlus Notifications system.
- [Configure Meeting Type Default Templates and Content](https://www.civicplus.help/meetings-select/docs/configure-meeting-type-default-templates-and-content.md): Update default templates and content for Meeting Types to ensure consistent configurations in your meetings. Learn how to customize settings effectively.
- [Manage Global Email Notification Settings](https://www.civicplus.help/meetings-select/docs/manage-global-email-notification-settings.md): Manage email notifications effectively with global settings and user preferences. Learn how to enable or disable notifications for your team.
- [Manage Meeting Type Subscription Lists](https://www.civicplus.help/meetings-select/docs/manage-meeting-type-subscription-lists.md): Manage Subscription Lists and Meeting Types effectively with our guide on Agenda and Meeting Management for enhanced control and notifications.
- [Manage Security Profiles](https://www.civicplus.help/meetings-select/docs/manage-security-profiles.md): Learn how to manage Security Profiles, including adding, editing, and deleting profiles to control user permissions in the Meetings module.
- [Text Snippets](https://www.civicplus.help/meetings-select/docs/snippets.md)
- [Text Snippets Overview](https://www.civicplus.help/meetings-select/docs/text-snippets-overview.md): Learn how Text Snippets let you save, organize, and reuse common text in agenda items, minutes, staff reports, emails, tasks, and more.
- [Create and Manage Item Snippets](https://www.civicplus.help/meetings-select/docs/create-and-manage-item-snippets.md): Learn to create, edit, reorder, and delete Item Snippets for efficient agenda management, enhancing usability with organized text snippets.
- [Create and Manage Agenda Script Snippets](https://www.civicplus.help/meetings-select/docs/create-and-manage-agenda-script-snippets.md): Create, edit, and manage Agenda Script Snippets to streamline meeting notes and instructions efficiently. Enhance your agenda scripts today!
- [Create and Manage Group Snippets](https://www.civicplus.help/meetings-select/docs/create-manage-group-snippets.md): Learn to create, edit, reorder, and delete group snippets for better organization and management during your snippet creation process.
- [Create and Manage Email Snippets](https://www.civicplus.help/meetings-select/docs/create-and-manage-email-snippets.md): Learn how to create, edit, reorder, and delete email snippets for faster, consistent email communication with reusable text blocks.
- [Create and Manage Minutes Snippets](https://www.civicplus.help/meetings-select/docs/create-and-manage-minutes-snippets.md): Create and manage Minutes Snippets to quickly insert reusable text, motions, votes, and common phrases while preparing meeting minutes.
- [Create and Manage Task Snippets](https://www.civicplus.help/meetings-select/docs/create-and-manage-task-snippets.md): Learn how to create, edit, and delete task snippets in your settings to streamline your task management process effectively.
- [Trash Can](https://www.civicplus.help/meetings-select/docs/trashcan.md)
- [Trash Can](https://www.civicplus.help/meetings-select/docs/trash-can.md): The Trash Can feature allows you to restore deleted agendas, items, and events, similar to the Recycle Bin feature on your computer.
- [Events and Public Portal Settings](https://www.civicplus.help/meetings-select/docs/event-settings.md)
- [Configure Event Template Default Streams & Zoom Meeting IDs](https://www.civicplus.help/meetings-select/docs/configure-event-template-default-streams-zoom-meeting-ids.md): Streamline event creation with default streams and Zoom integration in Event Templates, enhancing consistency and reducing setup time for meetings.
- [Create & Manage Event Categories](https://www.civicplus.help/meetings-select/docs/create-manage-event-categories.md): Learn how to create, edit, delete, and reorder event categories in the Public Portal and Events module to enhance your event search experience.
- [Create & Manage Event Templates](https://www.civicplus.help/meetings-select/docs/create-manage-event-templates.md): Create and manage event templates to streamline recurring meetings, including settings for Closed Captioning, transcription, and translation services.
- [Set the Default Publication Status for Created Events](https://www.civicplus.help/meetings-select/docs/set-the-default-publication-status-for-created-events.md): You can determine whether events are published to the Public Portal manually by staff or automatically by the system using the Default Event Publish Setting.
- [Use Embed On Demand with CivicPlus Media Recordings](https://www.civicplus.help/meetings-select/docs/use-embed-on-demand-with-civicplus-media-recordings.md): Create embed codes for CivicPlus Media recordings with our guide. Learn to customize settings and enhance your web pages effortlessly.
- [Board Portal & Public Portal Settings](https://www.civicplus.help/meetings-select/docs/board-portal-public-portal-settings.md)
- [Configure Public Portal Meeting-Based Commenting](https://www.civicplus.help/meetings-select/docs/configure-public-portal-meeting-based-commenting.md): Manage Public Portal meeting comments easily. Enable, customize, and disable resident feedback for agendas with simple steps.
- [Embed or Link to the Public Portal](https://www.civicplus.help/meetings-select/docs/embed-or-link-to-the-public-portal.md): Easily embed your Public Portal with JavaScript, ensuring visitors access agendas, minutes, and media seamlessly on your organization's website.
- [Manage Board Portal Customizations](https://www.civicplus.help/meetings-select/docs/manage-board-portal-customizations.md): The Board Portal Display page can be configured with custom colors and a Vote Display Scroll Speed.
- [Manage Public Portal Customizations](https://www.civicplus.help/meetings-select/docs/manage-public-portal-customizations.md): Customize your Public Portal with branding, colors, logos, and more. Follow our guide to enhance integration with your organization's website.
- [Meetings](https://www.civicplus.help/meetings-select/docs/meetings.md)
- [Agendas](https://www.civicplus.help/meetings-select/docs/agendas.md)
- [Add a Section](https://www.civicplus.help/meetings-select/docs/add-a-section.md): Learn how to add sections to structure your agendas with clear headers, topics, and organized content.
- [Agenda Attachments Page](https://www.civicplus.help/meetings-select/docs/agenda-attachments-page.md): Learn how to view, rename, publish, or unpublish files, and navigate associated items effortlessly.
- [Agenda Details Overview](https://www.civicplus.help/meetings-select/docs/agenda-details-overview.md): Master the Agenda page with our guide on editing tools, settings, and features to streamline your meeting planning and enhance collaboration.
- [Agenda Preview](https://www.civicplus.help/meetings-select/docs/agenda-preview.md): Review your agenda with the Agenda Preview function, using a PDF Viewer to ensure accuracy, format, and completeness before publishing.
- [Agenda Timeline](https://www.civicplus.help/meetings-select/docs/agenda-timeline.md): Understand how to use the Agenda Timeline to track key dates, deadlines, and changes throughout your meeting lifecycle.
- [Agendas Walkthrough](https://www.civicplus.help/meetings-select/docs/agendas-walkthrough.md): Learn how to create, edit, organize, and publish agendas seamlessly for smoother meetings.
- [Assign and Manage Tasks](https://www.civicplus.help/meetings-select/docs/assign-tasks.md): Learn to assign, update, and delete tasks for efficient task management.
- [Bulk Delete Agendas](https://www.civicplus.help/meetings-select/docs/bulk-delete-agendas.md): Learn how to delete multiple agendas at once in the Meetings module, with options to keep associated events or remove them completely.
- [Change a Linked Event](https://www.civicplus.help/meetings-select/docs/change-a-linked-event.md): Learn how to change or update a linked event's date, time, and details seamlessly.
- [Create and Add New Agendas](https://www.civicplus.help/meetings-select/docs/save-and-add-new-agendas.md): Create multiple agendas effortlessly with the Create Agenda function. Set cut-off dates, associate events, and streamline your planning process today!
- [Create and Link an Agenda](https://www.civicplus.help/meetings-select/docs/create-and-link-an-agenda.md): Learn how to create and link agendas to events efficiently, including tips for adding multiple agendas in the Meetings module.
- [Delete an Agenda](https://www.civicplus.help/meetings-select/docs/delete-an-agenda.md): Learn how to delete an agenda to keep your meetings up to date and your workspace clutter-free.
- [Delete an Agenda File](https://www.civicplus.help/meetings-select/docs/delete-an-agenda-file.md): Learn how to quickly delete agenda files to keep your documents organized and your meetings easy to manage.
- [Edit Section and Item Order](https://www.civicplus.help/meetings-select/docs/edit-section-and-item-order.md): Learn how to edit the order of agenda sections and items to ensure your agendas are organized and presented clearly.
- [Email Agenda Files](https://www.civicplus.help/meetings-select/docs/email-agenda-files.md): Learn how to email Agenda, Agenda Packet, and Minutes files as attachments with step-by-step instructions for efficient meeting management.
- [Find a Missing Agenda](https://www.civicplus.help/meetings-select/docs/find-a-missing-agenda.md): A missing agenda has no association with an Event or is associated with the wrong Event.
- [Generate an Agenda and Agenda Packet](https://www.civicplus.help/meetings-select/docs/generate-an-agenda-and-agenda-packet.md): Learn how to create agendas and agenda packets efficiently with step-by-step instructions for effective meeting management.
- [Lock and Unlock an Agenda](https://www.civicplus.help/meetings-select/docs/lock-and-unlock-an-agenda.md): Learn how to lock and unlock agendas to control editing access and maintain version integrity.
- [Navigate Card View](https://www.civicplus.help/meetings-select/docs/navigate-card-view.md): Learn how to navigate Card View to easily review, organize, and manage agenda items in a visual layout.
- [Preview Agenda Files](https://www.civicplus.help/meetings-select/docs/preview-agenda-files.md): Preview agenda files in the Meetings module with a built-in PDF Viewer. Review, search, and interact with documents before downloading or sharing.
- [Publish Files to the Board Portal](https://www.civicplus.help/meetings-select/docs/publish-files-to-the-board-portal.md): Learn how to publish Agenda Files to the Board Portal with step-by-step instructions for seamless file management and email notifications.
- [Publish Files to the Public Portal](https://www.civicplus.help/meetings-select/docs/publish-files-to-the-public-portal.md): Learn to publish Agenda Files to the Public Portal and enhance email notifications using the Notifications Admin system for effective meeting management.
- [Select a Section Layout](https://www.civicplus.help/meetings-select/docs/select-a-section-layout.md): Learn how to select and customize section layouts in your agenda, ensuring your events are formatted to your preference with easy editing instructions.
- [Send Files to Dropbox](https://www.civicplus.help/meetings-select/docs/send-files-to-dropbox.md): Learn how to send agenda files directly to Dropbox to streamline file sharing and keep documents secure.
- [Upload an Agenda and Agenda Files](https://www.civicplus.help/meetings-select/docs/upload-an-agenda-and-agenda-files.md): Learn how to upload agendas and associated files to keep your meeting materials organized and accessible.
- [Use Bulk Actions on an Agenda](https://www.civicplus.help/meetings-select/docs/use-bulk-actions-on-an-agenda.md): See how to use Bulk Actions to multi-select and update agenda items, notes, scripts, layouts, or sections in just a few clicks.
- [View All Attachments on an Agenda](https://www.civicplus.help/meetings-select/docs/view-all-attachments-on-an-agenda.md): Learn how to view all attachments on an agenda to review related files and ensure everything is included quickly.
- [Items](https://www.civicplus.help/meetings-select/docs/items.md)
- [Access Confidential Attachments](https://www.civicplus.help/meetings-select/docs/access-confidential-attachments.md): Attachments added to agenda items can be marked as Non-Confidential (visible to everyone) or Confidential (visible to select groups only).
- [Add & Manage Agenda Items](https://www.civicplus.help/meetings-select/docs/add-manage-agenda-items.md): Learn how to create, edit, and delete agenda items, including managing fields, attachments, and restoring deleted items.
- [Add an Approval](https://www.civicplus.help/meetings-select/docs/add-an-approval.md): Learn how to add approvals to streamline your review process and ensure tasks are properly organized.
- [Add Attachments to Agenda Items](https://www.civicplus.help/meetings-select/docs/add-attachments-to-agenda-items.md): Learn how to add attachments to agenda items, including files from your computer, Google Drive, and OneDrive, for effective meeting management.
- [Approval Actions](https://www.civicplus.help/meetings-select/docs/approval-actions.md): Learn how to use approval actions to approve, reject, or track tasks efficiently and with clarity.
- [Bulk Add Notes](https://www.civicplus.help/meetings-select/docs/bulk-add-notes.md): Learn how to bulk-add notes to efficiently annotate multiple agenda items with comments or reminders at one time.
- [Copy an Item](https://www.civicplus.help/meetings-select/docs/copy-an-item.md): Quickly copy agenda items to reuse existing content, streamline workflows, and keep your agendas consistent.
- [Create and Manage Item Reports](https://www.civicplus.help/meetings-select/docs/create-manage-item-reports.md): Learn to create, edit, and manage Item Reports for meetings, ensuring all relevant information is organized and accessible for effective decision-making.
- [Edit or Replace an Agenda Item Attachment](https://www.civicplus.help/meetings-select/docs/edit-or-replace-an-agenda-item-attachment.md): Update agenda item attachments in the Meetings module easily. Change settings, replace files, and ensure visibility with our step-by-step guide.
- [Edit the Script of an Agenda Item or Section](https://www.civicplus.help/meetings-select/docs/edit-the-script-of-an-agenda-item-or-section.md): Edit the script for agenda items or sections to support collaboration and ensure accurate, shared meeting details.
- [Find an Unassigned Item](https://www.civicplus.help/meetings-select/docs/find-an-unassigned-item.md): Learn how to find items that are not assigned to an agenda using Dashboard filters.
- [Item Fields Page](https://www.civicplus.help/meetings-select/docs/item-fields-page.md): Use the Item Fields page to view and manage key fields that help organize, track, and complete agenda items.
- [Lock and Unlock an Item](https://www.civicplus.help/meetings-select/docs/lock-and-unlock-an-item.md): Learn how to lock and unlock agenda items to control editing permissions and maintain agenda integrity.
- [Message Within Item Comments](https://www.civicplus.help/meetings-select/docs/message-within-item-comments.md): Learn how to add messages in the Item Timeline and tag users to send notifications and updates on agenda items.
- [Move an Item](https://www.civicplus.help/meetings-select/docs/move-an-item.md): Learn how to move agenda items; reposition items easily to adjust meeting flow and enhance organization.
- [Preview an Item Packet](https://www.civicplus.help/meetings-select/docs/preview-an-item-packet.md): Learn how to preview an item pack to review combined agenda item documents before publishing or distribution.
- [Release an Ordinance or Resolution Number](https://www.civicplus.help/meetings-select/docs/release-an-ordinance-or-resolution-number.md): Learn how to release ordinance or resolution numbers for officially documenting and tracking legislative items.
- [Reorder Approvals](https://www.civicplus.help/meetings-select/docs/reorder-approvals.md): Learn how to reorder approvals to set priority, improve workflow, and keep your approval process organized.
- [Reorder Attachments for an Agenda Item](https://www.civicplus.help/meetings-select/docs/reorder-attachments-for-an-agenda-item.md): Learn how to reorder attachments for an agenda item to control document display and improve meeting clarity.
- [Scan PDF Item Attachments for Accessibility Compliance](https://www.civicplus.help/meetings-select/docs/scan-pdf-item-attachments-for-accessibility-compliance.md): Scan and validate PDF attachments for accessibility compliance. Learn how to upload, review results, and ensure your documents meet standards.
- [Select an Item Layout](https://www.civicplus.help/meetings-select/docs/select-an-item-layout.md): Learn to edit Item Titles in Agendas by customizing layouts and formats. Follow our step-by-step guide for effective agenda management.
- [Start Approvals](https://www.civicplus.help/meetings-select/docs/start-approvals.md): Learn how to start approval workflows to initiate sign-offs, assign reviewers, and streamline decision-making.
- [Tag an Item](https://www.civicplus.help/meetings-select/docs/tag-an-item.md): Learn how to tag agenda items to categorize, filter, and find relevant content quickly and efficiently.
- [Track Changes/Versions](https://www.civicplus.help/meetings-select/docs/track-changes-versions.md): Learn how to track changes and versions for agenda items, edit revisions, and manage approvals in the Meetings module effectively.
- [Use the Custom Data Field](https://www.civicplus.help/meetings-select/docs/use-the-custom-data-field.md): Utilize the Custom Data Field in Item Files to add links and info to agenda items, enhancing visibility on the Public Portal and Item Reports.
- [Use Resolution and Ordinance Numbering](https://www.civicplus.help/meetings-select/docs/use-resolution-and-ordinance-numbering.md): Learn how to configure resolution and ordinance numbering, restart numbering, and apply it to agenda items effectively in your meetings module.
- [Use the Send to Code Integration](https://www.civicplus.help/meetings-select/docs/use-the-send-to-code-integration.md): Learn how to send legislation documents to your online code library using the Agenda and Meeting Management Select integration for efficient code updates.
- [View Item History](https://www.civicplus.help/meetings-select/docs/view-item-history.md): Learn how to view item hisotry to track edits, review changes, and maintain full transparency within your meetings.
- [Minutes](https://www.civicplus.help/meetings-select/docs/minutes.md)
- [Live Meeting Manager](https://www.civicplus.help/meetings-select/docs/live-meeting-manager.md)
- [Live Meeting Manager Overview](https://www.civicplus.help/meetings-select/docs/live-meeting-manager-overview.md): Manage meetings in real time with Live Meeting Manager. Track speakers, votes, and agenda items efficiently, enhancing your meeting experience.
- [Activate Auto Timestamps](https://www.civicplus.help/meetings-select/docs/activate-auto-timestamps.md): Learn how to activate auto-timestamps to automatically record time entries and enhance meeting documentation accuracy.
- [Allow Board Members to Join a Meeting](https://www.civicplus.help/meetings-select/docs/allow-board-members-to-join-a-meeting.md): Learn how to allow board members to join meetings so they can easily access and participate in scheduled meetings.
- [Approve or Deny Speaking Rights Requests](https://www.civicplus.help/meetings-select/docs/approve-or-deny-speaking-rights-requests.md): Learn how to approve and manage Speaking Rights during meetings, including granting time, editing requests, and using the timer effectively.
- [Initiate a Vote](https://www.civicplus.help/meetings-select/docs/initiate-a-vote.md): Learn how to initiate a vote in Live Meeting Manager, set vote statuses, and save results effectively during your live meetings.
- [Set an Event to 'Live' in the Minutes Module](https://www.civicplus.help/meetings-select/docs/set-an-event-to-live-in-the-minutes-module.md): Learn how to set an event to 'Live' to capture real-time meeting updates and actions.
- [Set an Item as Current](https://www.civicplus.help/meetings-select/docs/set-an-item-as-current.md): Learn how to set an agenda item as current to highlight it during live meetings and improve meeting flow.
- [Use the Display Pages](https://www.civicplus.help/meetings-select/docs/use-the-display-pages.md): Streamline your meetings with Display Pages for real-time updates on agenda items, speakers, and voting results using our integrated management tools.
- [Add a Motion](https://www.civicplus.help/meetings-select/docs/add-a-motion.md): Learn how to add a motion in meeting management, including steps for recording motions, votes, and discussion edits effectively.
- [Add and Manage Speakers on the Minutes Speakers Page](https://www.civicplus.help/meetings-select/docs/add-and-manage-speakers-on-the-minutes-speakers-page.md): Learn how to add, edit, and delete speakers on the Minutes Speakers page in the Board Portal for efficient meeting management.
- [Add and Manage Speakers on the Minutes Summary Page](https://www.civicplus.help/meetings-select/docs/add-and-manage-speakers-on-the-minutes-summary-page.md): Learn how to grant, edit, and remove speaking rights for individuals during meetings, ensuring smooth management of speaker details and time.
- [Copy Motions and Votes](https://www.civicplus.help/meetings-select/docs/copy-motions-and-votes.md): Streamline your meeting minutes with the copy motion and vote feature, saving time on repetitive agenda items while maintaining accurate records.
- [Create Meeting Minutes](https://www.civicplus.help/meetings-select/docs/create-meeting-minutes.md): Learn to create meeting minutes using the Minutes Module in Agenda and Meeting Management Selectt, including roll call and voting processes.
- [Edit the Order of Minutes](https://www.civicplus.help/meetings-select/docs/edit-the-order-of-minutes.md): Learn how to edit the order of meeting minutes to ensure accurate sequencing and coherent meeting documentation.
- [Generate or Upload a Minutes File](https://www.civicplus.help/meetings-select/docs/generate-or-upload-a-minutes-file.md): Learn how to generate and upload minutes files in the Meetings module, ensuring your documents are organized and easily accessible.
- [Insert Minute Snippets](https://www.civicplus.help/meetings-select/docs/insert-minute-snippets.md): Learn how to insert minute snippets to quickly add predefined content and streamline meeting documentation.
- [Minutes Summary Overview](https://www.civicplus.help/meetings-select/docs/minutes-summary-overview.md): Learn how to access and use the Minutes Summary page effectively with our guide, including essential features and navigation tips for the Minutes module.
- [Record Additional Attendees with the Also Present Field](https://www.civicplus.help/meetings-select/docs/record-additional-attendees-with-the-also-present-field.md): Learn how to add users to the "Also Present" field in meeting minutes and use merge tags for seamless agenda and meeting management.
- [View or Take Roll Call](https://www.civicplus.help/meetings-select/docs/view-or-take-roll-call.md): Learn how to view or take roll call to record attendance, streamline meetings, and ensure accurate records.
- [Set Actual Start and Meeting End Times in Minutes Settings](https://www.civicplus.help/meetings-select/docs/set-actual-start-and-meeting-end-times-in-minutes-settings.md): Learn how to update Actual Start Time and Meeting End Time in Minutes Settings to accurately reflect your meeting timeline. Save changes automatically!
- [Events](https://www.civicplus.help/meetings-select/docs/events.md)
- [Managing Events](https://www.civicplus.help/meetings-select/docs/managing-events.md)
- [Bulk Delete Events](https://www.civicplus.help/meetings-select/docs/bulk-delete-events.md): Manage your events effortlessly. View, filter, and delete events by timeframe, category, or creator in the Events module.
- [Create a One-Time Event](https://www.civicplus.help/meetings-select/docs/create-a-one-time-event.md): Learn how to create a one-time event to schedule, organize, and customize unique meeting occurrences.
- [Create a Recurring Event](https://www.civicplus.help/meetings-select/docs/create-a-recurring-event.md): Learn to create Recurring Events to schedule repeating meetings.
- [Delete a Single Event](https://www.civicplus.help/meetings-select/docs/delete-a-single-event.md): Learn how to delete a single event in your Agenda and Meeting Management Select solution, with options to manage associated agendas and restore deleted events.
- [Edit an Event Summary](https://www.civicplus.help/meetings-select/docs/edit-an-event-summary.md): Learn how to edit an event summary's key details, enhance clarity, and keep participants informed.
- [Edit Event Details](https://www.civicplus.help/meetings-select/docs/edit-event-details.md): Learn how to edit the details of an Event in the Events module.
- [Notify Subscribers When a Meeting is Changed or Canceled](https://www.civicplus.help/meetings-select/docs/notify-subscribers-when-a-meeting-is-changed-or-canceled.md): Learn how to notify Agenda and Meeting Management Select subscribers about meeting changes or cancellations by email and update the Public Portal effectively.
- [Publish an Event to the Public Portal](https://www.civicplus.help/meetings-select/docs/publish-an-event-to-the-public-portal.md): Learn how to publish a Public Event to help your citizens easily find events and meetings.
- [Event Media](https://www.civicplus.help/meetings-select/docs/event-media.md)
- [CivicPlus Media](https://www.civicplus.help/meetings-select/docs/civicplus-media.md)
- [CivicPlus Media – Upload Only](https://www.civicplus.help/meetings-select/docs/civicplus-media-upload-only.md): CivicPlus Media – Upload Only simplifies meeting recording for municipalities, ensuring compliance and transparency without livestreaming complexities.
- [CivicPlus Media Video Format](https://www.civicplus.help/meetings-select/docs/civicplus-media-video-format.md): Learn the what and the why on Media Format for Agenda and Meetings Management Select.
- [CivicPlus Media's Zoom Integration](https://www.civicplus.help/meetings-select/docs/civicplus-medias-zoom-integration.md): Streamline your virtual meetings with CivicPlus Media's Zoom integration, allowing live streaming and seamless collaboration for board members and residents.
- [Stream to CivicPlus Media and Facebook](https://www.civicplus.help/meetings-select/docs/stream-to-civicplus-media-and-facebook.md): Stream to CivicPlus Media and Facebook simultaneously. Learn to set up integration and manage your live events effortlessly.
- [Stream to CivicPlus Media and YouTube Live](https://www.civicplus.help/meetings-select/docs/stream-to-civicplus-media-and-youtube-live.md): Stream to CivicPlus Media and YouTube simultaneously with our guide on setup and management for seamless event broadcasting.
- [Stream Webex Meetings to CivicPlus Media](https://www.civicplus.help/meetings-select/docs/stream-webex-meetings-to-civicplus-media.md): Learn how to run a virtual meeting with CivicPlus Media and Webex, live stream it, and engage residents while managing board member access.
- [Stream Zoom Meetings to CivicPlus Media](https://www.civicplus.help/meetings-select/docs/stream-zoom-meetings-to-civicplus-media.md): Integrate Zoom with CivicPlus Media to host virtual meetings, live stream events, and enhance public accessibility for residents.
- [General](https://www.civicplus.help/meetings-select/docs/general.md)
- [Add Media Timestamps On Demand](https://www.civicplus.help/meetings-select/docs/add-media-timestamps-on-demand.md): Learn how to effectively timestamp your media using Direct Add and the Timestamps Window for easy navigation and enhanced playback experience.
- [Closed Captioning, Transcription & Translation Overview](https://www.civicplus.help/meetings-select/docs/closed-captioning-transcription-translation-overview.md): Explore our media services: Closed Captioning, Transcription, and Translation, designed to enhance accessibility and communication for your events.
- [Download Event Media](https://www.civicplus.help/meetings-select/docs/download-event-media.md): Learn how to download media files that are attached to an event.
- [Edit, Reorder, and Delete Media Timestamps](https://www.civicplus.help/meetings-select/docs/edit-reorder-and-delete-video-timestamps.md): Learn how to edit, reorder, and delete video timestamps to enhance user experience and navigation in your videos effectively.
- [Event Media Overview](https://www.civicplus.help/meetings-select/docs/event-media-overview.md): Access Event Media to explore playback settings, viewership metrics, and media services for your events, enhancing engagement and accessibility.
- [Multi-Stream Functionality](https://www.civicplus.help/meetings-select/docs/multi-stream-functionality.md): Learn how to use multi-stream functionality to broadcast your meetings across multiple platforms to reach broader audiences.
- [Set an Event to Live](https://www.civicplus.help/meetings-select/docs/set-an-event-to-live.md): Learn how to initiate and end a Live Stream in CivicPlus Media, including setting start and end timestamps and archiving for future playback.
- [Upload Media for On-Demand Playback](https://www.civicplus.help/meetings-select/docs/upload-media-for-on-demand-playback.md): Learn how to upload audio and video files to events for on-demand playback, so users can easily access and replay past meetings.
- [Upload a Media Services File](https://www.civicplus.help/meetings-select/docs/upload-a-media-services-file.md): Easily upload Closed Captioning, Transcription, Translation, and Audio Description files for your events with CivicPlus Media's user-friendly guide.
- [Use Caption, Transcription & Translation Services on Events](https://www.civicplus.help/meetings-select/docs/use-caption-transcription-translation-services-on-events.md): Explore our media services: Closed Captioning, Transcription, and Translation, and learn how to enhance your events with these essential tools.
- [Streaming](https://www.civicplus.help/meetings-select/docs/streaming.md)
- [Auto-Set an Event to 'Live' or Auto-End a Live Event](https://www.civicplus.help/meetings-select/docs/auto-set-an-event-to-live-or-auto-end-a-live-event.md): Streamline your live broadcasts with Auto-Set to Live, automating event status and ensuring reliable recording backups for seamless meetings.
- [Generate an Embed Code for a CivicPlus Media Live Stream](https://www.civicplus.help/meetings-select/docs/generate-an-embed-code-for-a-civicplus-media-live-stream.md): Learn to generate an embed code for CivicPlus Media live streams, creating a video player for your website that displays live content instantly.
- [Link External Media to an Event](https://www.civicplus.help/meetings-select/docs/link-external-media-to-an-event.md): Learn how to link external media to events, including embedding YouTube videos, with our step-by-step guide on using the External Media Link feature.
- [Pause a Live Stream](https://www.civicplus.help/meetings-select/docs/pause-a-live-stream.md): Pause your live stream to display custom messages during executive sessions, keeping viewers informed while the meeting continues.
- [Stream Quality Configuration](https://www.civicplus.help/meetings-select/docs/stream-quality-configuration.md): Optimize your streaming with CivicPlus Media: configure video settings, enable local recording, and ensure seamless meeting management.
- [Video Streaming Equipment](https://www.civicplus.help/meetings-select/docs/video-streaming-equipment.md): Learn about the equipment required for our video streaming service.
- [Video Streaming Process](https://www.civicplus.help/meetings-select/docs/video-streaming-process.md): Learn about our system's video streaming process.
- [Analytics](https://www.civicplus.help/meetings-select/docs/analytics-1.md)
- [Analytics Overview](https://www.civicplus.help/meetings-select/docs/analytics-overview.md): Build, save, and export custom ad hoc reports in the Analytics module with various view types and filters for tailored data insights.
- [Create and Manage Custom Views](https://www.civicplus.help/meetings-select/docs/create-and-manage-custom-views.md): Learn to create, edit, and delete Custom Views in the Analytics module for tailored reporting with filters and data fields. Optimize your data insights!
- [Create and Manage Organization Views](https://www.civicplus.help/meetings-select/docs/create-and-manage-organization-views.md): Learn to create, rename, and delete Organization Views in the Analytics module for custom reports that can be shared and exported easily.
- [Export a View](https://www.civicplus.help/meetings-select/docs/export-a-view.md): Learn how to export a view in the Analytics module, customize reports with filters, and easily share your data with our step-by-step guide.
- [Portals](https://www.civicplus.help/meetings-select/docs/portals.md)
- [Board Portal](https://www.civicplus.help/meetings-select/docs/board-portal.md)
- [Board Portal User Guide](https://www.civicplus.help/meetings-select/docs/board-portal-user-guide.md): Access the Board Portal User Guide to learn how to navigate board tools, manage meetings, collaborate with members, and streamline workflows.
- [Board Portal Actions](https://www.civicplus.help/meetings-select/docs/meeting-actions.md)
- [Add Agenda Notes in the Board Portal](https://www.civicplus.help/meetings-select/docs/add-agenda-notes-in-the-board-portal.md): Learn how to add private notes to items in the Board Portal, ensuring your insights are securely documented.
- [Annotate Documents in the Board Portal](https://www.civicplus.help/meetings-select/docs/annotate-documents-in-the-board-portal.md): Learn how to annotate documents in the Board Portal, ensuring privacy and compliance with legal requests while enhancing your document management process.
- [Board Portal Manual Voting Overview](https://www.civicplus.help/meetings-select/docs/board-portal-manual-voting-overview.md): Learn about the new Manual Vote button for seamless voting in the Board Portal, ensuring every member can participate effectively.
- [Join a Meeting in the Board Portal](https://www.civicplus.help/meetings-select/docs/join-a-meeting-in-the-board-portal.md): Learn how to join meetings in the CivicPlus Board Portal; access live or virtual sessions, view agendas, and participate seamlessly as a board member.
- [Manage Chair View in the Board Portal](https://www.civicplus.help/meetings-select/docs/manage-chair-view-in-the-board-portal.md): Master Chair View in the Board Portal to control meeting flow, manage speakers, and navigate the agenda seamlessly. Enhance your meeting efficiency today!
- [Navigate an Agenda in the Board Portal](https://www.civicplus.help/meetings-select/docs/navigate-an-agenda-in-the-board-portal.md): Learn how to navigate an agenda in the Board Portal; view items, access attachments, and interact during meetings for better board engagement.
- [Request Speaking Rights in the Board Portal](https://www.civicplus.help/meetings-select/docs/request-speaking-rights-in-the-board-portal.md): Learn how to request speaking rights in the Board Portal; submit your intent to speak dueing meetings and ensure your voice is heard.
- [Sign In to the Board Portal](https://www.civicplus.help/meetings-select/docs/sign-in-to-the-board-portal.md): Learn how to sign in to your organization's Board Portal with easy steps and important tips for access and navigation.
- [View Agenda Notes in the Board Portal](https://www.civicplus.help/meetings-select/docs/view-agenda-notes-in-the-board-portal.md): Learn how to view your private Board Portal notes in Agenda and Meeting Management Select, ensuring compliance with legal records requests.
- [View Media in the Board Portal](https://www.civicplus.help/meetings-select/docs/view-media-in-the-board-portal.md): Learn how to view meeting media in the Board Portal, including playback controls and navigating timestamps for an enhanced experience.
- [View Minutes in the Board Portal](https://www.civicplus.help/meetings-select/docs/view-minutes-in-the-board-portal.md): Learn how to view meeting minutes in the Board Portal, including attendance, motions, and votes for each agenda item. Access detailed insights easily.
- [Vote on a Motion in the Board Portal](https://www.civicplus.help/meetings-select/docs/vote-on-a-motion-in-the-board-portal.md): Learn how Board members can vote on motions during meetings, including electronic voting tips and manual voting options for effective decision-making.
- [Board Portal User Settings](https://www.civicplus.help/meetings-select/docs/user-settings.md)
- [Create a New Board Portal User](https://www.civicplus.help/meetings-select/docs/create-a-new-board-portal-user.md): Learn how to create a new Board Portal User from a blank template, set up their account, and manage access with easy step-by-step instructions.
- [Enable and Assign Chair View in Board Portal](https://www.civicplus.help/meetings-select/docs/enable-and-assign-chair-view-in-board-portal.md): Learn how to enable and assign Chair View in the Board Portal to grant agenda control to the chair, streamline meetings, and guide discussion.
- [Public Portal](https://www.civicplus.help/meetings-select/docs/public-portal.md)
- [Public Portal Overview](https://www.civicplus.help/meetings-select/docs/public-portal-overview.md): Access your municipality's Public Portal for meeting content, events, votes, media, and comments. Stay informed with notifications and easy navigation!
- [Public Portal Actions](https://www.civicplus.help/meetings-select/docs/public-portal-actions.md)
- [Find an Event on the Public Portal](https://www.civicplus.help/meetings-select/docs/find-an-event-on-the-public-portal.md): Navigate your Public Portal effortlessly to find past, current, and upcoming events using scrolls, calendars, and search filters.
- [Share a Meeting from the Public Portal](https://www.civicplus.help/meetings-select/docs/share-a-meeting-from-the-public-portal.md): Learn how to share a meeting using your municipality's Public Portal with easy steps, including signing in and sending email invitations.
- [Sign In to Your Public Portal](https://www.civicplus.help/meetings-select/docs/sign-in-to-your-public-portal.md): Learn how to sign in to your municipality's Public Portal using a CivicPlus Single Sign-On (SSO) account.
- [Sign Up as a Speaker in the Public Portal](https://www.civicplus.help/meetings-select/docs/sign-up-as-a-speaker-in-the-public-portal-1.md): Sign up to speak at future meetings using the Public Comment Speaker Sign Up feature. Learn how to submit your request easily and effectively.
- [Submit a Meeting Comment in the Public Portal](https://www.civicplus.help/meetings-select/docs/submit-a-meeting-comment-in-the-public-portal.md): Learn how to submit a meeting comment on the Public Portal. Public Portal comments are sent to an email address specified by the site administrator.
- [Submit a Written Comment in the Public Portal](https://www.civicplus.help/meetings-select/docs/submit-a-written-comment-in-the-public-portal-1.md): Learn how to submit written comments on municipal agenda items through the Public Portal, including filling out necessary fields and reviewing policies.
- [Subscribe to Public Portal Notifications](https://www.civicplus.help/meetings-select/docs/subscribe-to-public-portal-notifications.md): Learn how to subscribe and unsubscribe from Public Portal notifications for your municipality with our easy step-by-step guide. Stay informed today!
- [Translate the Public Portal Interface](https://www.civicplus.help/meetings-select/docs/translate-the-public-portal-interface.md): Learn how to use the Translate feature in Agenda and Meeting Management Select Public Portals to navigate agendas and meetings in your preferred language.
- [View Meeting Files in the Public Portal](https://www.civicplus.help/meetings-select/docs/view-meeting-files-in-the-public-portal.md): Learn how to view and download public meeting files in the Public Portal.
- [View Meeting Media in the Public Portal](https://www.civicplus.help/meetings-select/docs/view-meeting-media-in-the-public-portal.md): Learn how to view and download meeting media in the Public Portal, including playback controls, closed captioning, and external media links.
- [View Motions and Votes on the Public Portal](https://www.civicplus.help/meetings-select/docs/view-motions-and-votes-on-the-public-portal.md): Learn how to view recorded motions and votes on the Public Portal.
- [View Public Portal Meeting Files with DocAccess Viewer](https://www.civicplus.help/meetings-select/docs/view-public-portal-meeting-files-with-docaccess-viewer.md): Learn to navigate the DocAccess Viewer for Agenda and Meeting Management, featuring accessible transcripts, translation, and interactive tools for Public Portals.
- [Resident Portal](https://www.civicplus.help/meetings-select/docs/resident-portal.md)
- [About the Resident Portal](https://www.civicplus.help/meetings-select/docs/about-the-resident-portal.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [Meetings Select Resident Portal Embed](https://www.civicplus.help/meetings-select/docs/meetings-select-resident-portal-embed.md): Learn about the Meetings Select product embed in the Resident Portal.
- [Resident Portal Meetings Settings](https://www.civicplus.help/meetings-select/docs/resident-portal-meetings-settings.md): Manage your Resident Portal meetings easily: feature events, add tags, and create links for seamless communication with residents.
- [View Meetings in the Resident Portal](https://www.civicplus.help/meetings-select/docs/view-meetings.md): Learn how to view meetings for the Resident Portal.
- [Apps and Solutions](https://www.civicplus.help/meetings-select/docs/apps-and-solutions.md)
- [Agenda Accessibility & Translation powered by DocAccess](https://www.civicplus.help/meetings-select/docs/agenda-accessibility-translation-powered-by-docaccess.md)
- [Agenda Accessibility and Translation Powered by DocAccess](https://www.civicplus.help/meetings-select/docs/agenda-accessibility-and-translation-powered-by-docaccess.md): Enhance public meeting accessibility with DocAccess, offering translated documents, accessible transcripts, and live visual interpreting for all users.
- [Manage Accessibility and Translation Documents in DocAccess](https://www.civicplus.help/meetings-select/docs/manage-accessibility-and-translation-documents-in-docaccess.md): Manage your documents effortlessly in the DocAccess Control Center, with features for auto-enablement, file uploads, and troubleshooting missing files.
- [Translate the Public Portal Interface](https://www.civicplus.help/meetings-select/docs/translate-the-public-portal-interface-1.md): Learn how to use the Translate feature in Agenda and Meeting Management Select Public Portals to navigate agendas and meetings in your preferred language.
- [Update Accessibility and Translation Settings in DocAccess](https://www.civicplus.help/meetings-select/docs/update-accessibility-and-translation-settings-in-docaccess.md): Manage your site settings in the DocAccess Control Center, including appearance, domains, behavior, and translation options for enhanced accessibility.
- [View Public Portal Meeting Files with DocAccess Viewer](https://www.civicplus.help/meetings-select/docs/view-public-portal-meeting-files-with-docaccess-viewer-1.md): Learn to navigate the DocAccess Viewer for Agenda and Meeting Management, featuring accessible transcripts, translation, and interactive tools for Public Portals.
- [View Public Portal Site Details in DocAccess](https://www.civicplus.help/meetings-select/docs/view-public-portal-site-details-in-docaccess.md): Manage your sites in the DocAccess Control Center, including the Public Portal. Learn to access and utilize the Your Sites section effectively.
- [Board Applications](https://www.civicplus.help/meetings-select/docs/board-applications.md)
- [Board Applications Solution](https://www.civicplus.help/meetings-select/docs/board-applications-solution.md): Explore the Board Applications solution; manage board member applications, track candidate details, and streamline your onboarding process.
- [Public Engagement Suite](https://www.civicplus.help/meetings-select/docs/public-engagement-suite-1.md)
- [Public Engagement Suite](https://www.civicplus.help/meetings-select/docs/public-engagement-suite.md): Streamline public participation with the Public Engagement Suite, enabling written comments and speaker sign-up for meetings with centralized management.
- [Configure Public Engagement Suite Functionality](https://www.civicplus.help/meetings-select/docs/configure-public-engagement-suite-functionality.md): Learn to configure Public Engagement Suite features for meetings, including speaker sign-up, written comments, and submission deadlines effectively.
- [Customize the Public Engagement Suite Written Comment Pop-Up](https://www.civicplus.help/meetings-select/docs/customize-the-public-engagement-suite-written-comment-pop-up.md): Update the character limit and text shown in the Written Comment pop-up on Public Portals with the Public Engagement Suite enabled.
- [Include Written Comments and Speakers in Meeting Files](https://www.civicplus.help/meetings-select/docs/include-written-comments-and-speakers-in-meeting-files.md): Include approved written comments and speaker participation in meeting materials using merge tags for effective municipal communication.
- [Manage Item Written Comments](https://www.civicplus.help/meetings-select/docs/manage-item-written-comments.md): Learn how to view, update, and delete written comments for agenda items in the Meetings module, ensuring effective comment management.
- [Manage Public Engagement Suite Email Notifications](https://www.civicplus.help/meetings-select/docs/manage-public-engagement-suite-email-notifications.md): Customize confirmation email notifications for speaker sign-ups and written comments. Learn to enable, disable, and edit email settings easily.
- [Manage Speaker Sign-Up Requests](https://www.civicplus.help/meetings-select/docs/manage-speaker-sign-up-requests.md): Manage speaker requests easily: view, update, or delete them on the Minutes Speakers page for your meeting agenda. Get started now!
- [Sign Up as a Speaker in the Public Portal](https://www.civicplus.help/meetings-select/docs/sign-up-as-a-speaker-in-the-public-portal.md): Sign up to speak at future meetings using the Public Comment Speaker Sign Up feature. Learn how to submit your request easily and effectively.
- [Submit a Written Comment in the Public Portal](https://www.civicplus.help/meetings-select/docs/submit-a-written-comment-in-the-public-portal.md): Learn how to submit written comments on municipal agenda items through the Public Portal, including filling out necessary fields and reviewing policies.
- [View and Export Speaker Sign-Up Analytics](https://www.civicplus.help/meetings-select/docs/view-and-export-speaker-sign-up-analytics.md): Access and export Speaker Sign-Up requests in the Public Engagement Suite for detailed analytics and reporting. Customize your views and filters easily.
- [View and Export Written Comments Analytics](https://www.civicplus.help/meetings-select/docs/view-and-export-written-comments-analytics.md): Access and export Public Engagement Suite data on Written Comments for insightful reporting. Customize views and filters for tailored analytics.
- [Boards and Committees](https://www.civicplus.help/meetings-select/docs/boards-and-committees.md)
- [Boards](https://www.civicplus.help/meetings-select/docs/boards.md)
- [Add & Manage Board Attachments in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-board-attachments-in-boards-and-committees.md): Learn how to add, view, edit, and delete attachments in the Boards and Committees module.
- [Add & Manage Board Roster Members in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-board-roster-members-in-boards-and-committees.md): Learn how to add, edit, and delete members from a board roster with our step-by-step guide, ensuring smooth management of your committees.
- [Add & Manage Boards in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-boards-in-boards-and-committees.md): Learn how to add, edit, and delete boards in the Boards and Committees module with our step-by-step guide for effective management.
- [Add & Manage Meetings in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-meetings-in-boards-and-committees.md): Learn how to add, edit, and delete meetings for a board in the Boards and Committees module with our step-by-step guide.
- [Send an Email to a Board in Boards and Committees](https://www.civicplus.help/meetings-select/docs/send-an-email-to-a-board-in-boards-and-committees.md): Learn how to send an email to your board using the Boards and Committees module with step-by-step instructions and tips for effective communication.
- [Boards and Committees Dashboard](https://www.civicplus.help/meetings-select/docs/dashboard.md)
- [View & Navigate the Boards and Committees Dashboard](https://www.civicplus.help/meetings-select/docs/view-navigate-the-boards-and-committees-dashboard.md): Learn how to view and navigate the Boards and Committees Dashboard for quick access to meetings, tasks, and documents.
- [People](https://www.civicplus.help/meetings-select/docs/people.md)
- [Add & Manage Applications in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-applications-in-boards-and-committees.md): Learn how to add, edit, and delete applications in the Boards and Committees module to effectively manage profiles and streamline your workflow.
- [Add & Manage Profile Documentation in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-profile-documentation-in-boards-and-committees.md): Learn to add, view, edit, and delete profile documentation in the Boards and Committees module with this comprehensive guide.
- [Add & Manage Training in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-manage-training-in-boards-and-committees.md): Learn how to add, edit, and delete training in profiles within the Boards and Committees module to effectively manage training records.
- [Add, Edit, or Delete a Person in Boards and Committees](https://www.civicplus.help/meetings-select/docs/add-edit-or-delete-a-person-in-boards-and-committees.md): Learn how to add, edit, or delete user profiles in the Boards and Committees module, ensuring accurate management of appointments and details.
- [Create a Letter in Boards and Committees](https://www.civicplus.help/meetings-select/docs/create-a-letter-in-boards-and-committees.md): Learn how to create a letter in the Boards and Committees module, including formatting, templates, and downloading options for your documents.
- [Use the People Filters in Boards and Committees](https://www.civicplus.help/meetings-select/docs/use-the-people-filters-in-boards-and-committees.md): Learn how to use the People Filters in the Boards and Committees module to easily sort, find, and manage committee members and roles.
- [View & Manage Appointments in Boards and Committees](https://www.civicplus.help/meetings-select/docs/view-manage-appointments-in-boards-and-committees.md): Learn how to view, edit, and delete current and past appointments in the Boards and Committees module with our step-by-step guide.
- [Settings](https://www.civicplus.help/meetings-select/docs/settings.md)
- [Configure Dropdown Options in Boards and Committees](https://www.civicplus.help/meetings-select/docs/configure-dropdown-options-in-boards-and-committees.md): Learn how to add, edit, and delete dropdown options in Boards and People modules to customize your settings effectively.
- [Set Up & Manage Email Templates in Boards and Committees](https://www.civicplus.help/meetings-select/docs/set-up-manage-email-templates-in-boards-and-committees.md): Learn how to set up, edit, and delete email templates effectively to enhance your communication strategy with dynamic content and formatting options.
- [Set Up & Manage Letter Templates in Boards and Committees](https://www.civicplus.help/meetings-select/docs/set-up-manage-letter-templates-in-boards-and-committees.md): Streamline your board and committee communications by creating and editing letter templates with our step-by-step guide for efficient letter management.
- [Product Updates](https://www.civicplus.help/meetings-select/docs/product-updates.md)
- [Agenda and Meeting Management Product Updates](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-product-updates.md): View the Agenda and Meeting Management webinar.
- [Submit Product Feedback](https://www.civicplus.help/meetings-select/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Select Release Notes](https://www.civicplus.help/meetings-select/docs/release-notes.md)
- [July 12, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/july-12-2026-select-release-notes.md)
- [June 28, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/june-28-2026-select-release-notes.md)
- [June 14, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/june-14-2026-select-release-notes.md)
- [May 31, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/may-31-2026-select-release-notes.md)
- [May 17, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/may-17-2026-select-release-notes.md)
- [May 3, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/may-3-2026-select-release-notes.md)
- [April 19, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/april-19-2026-select-release-notes.md)
- [April 5, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/april-5-2026-select-release-notes.md)
- [March 22, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/march-22-2026-select-release-notes.md)
- [March 8, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/march-8-2026-select-release-notes.md)
- [February 22, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/february-22-2026-select-release-notes.md)
- [February 8, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/february-8-2026-select-release-notes.md)
- [January 25, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/january-25-2026-release-notes.md): View the release notes for January 25, 2026. Enhancements in this release include a new file error message and additional accessibility improvements.
- [January 11, 2026 Select Release Notes](https://www.civicplus.help/meetings-select/docs/january-11-2026-select-release-notes.md): View the release notes for January 11, 2026. Enhancements in this release include an update to the "Support" button and additional accessibility improvements.
- [December 14, 2025 Select Release Notes](https://www.civicplus.help/meetings-select/docs/december-14-2025-select-release-notes.md): View the release notes for December 14, 2025. Updates include the alphabetization of the Froala Editor's font list, plus user email tooltips.
- [November 16, 2025 Select Release Notes](https://www.civicplus.help/meetings-select/docs/november-16-2025-select-release-notes.md): View the release notes for November 16, 2025, and learn about enhancements, including the addition of inclusive default avatars.
- [November 2, 2025 Select Release Notes](https://www.civicplus.help/meetings-select/docs/november-2-2025-select-release-notes.md): View the release notes for November 2, 2025, and learn about enhancements, including the addition of the Poppins font.
- [October 12, 2025 Select Release Notes](https://www.civicplus.help/meetings-select/docs/october-12-2025-select-release-notes.md): View the release notes for October 12, 2025, and learn about enhancements, including the new ability to enable automatic agenda locking.
- [September 21, 2025 Select Release Notes](https://www.civicplus.help/meetings-select/docs/september-21-2025-select-release-notes.md): View the release notes for September 21, 2025, and learn about enhancements, including the ability to add attachments after a meeting.
- [August 10, 2025 Release Notes and Enhancements](https://www.civicplus.help/meetings-select/docs/august-10-2025-release-notes-and-enhancements.md): View the release notes for August 10, 2025. The addition of the Froala Editor enhances the Board Portal with improved usability, accessibility, and a streamlined interface.
- [July 20, 2025 Release Notes and Enhancements](https://www.civicplus.help/meetings-select/docs/july-20-2025-release-notes-and-enhancements.md): Streamlined navigation and new merge tags enhance document management, improving accessibility and user experience across agenda and meeting management tools.
- [Select Support](https://www.civicplus.help/meetings-select/docs/support.md)
- [Accepted File Formats and Size Restrictions](https://www.civicplus.help/meetings-select/docs/accepted-file-formats-and-size-restrictions.md): Learn which file formats and size limits are supported to ensure smooth uploads and avoid errors.
- [Allowlisting Emails](https://www.civicplus.help/meetings-select/docs/allowlisting-emails.md): Ensure timely support from CivicPlus by allowlisting agendaandmeeting@civicplus.help in your email settings. Follow our guide for Outlook to stay connected.
- [Browser and Device Support](https://www.civicplus.help/meetings-select/docs/browser-and-device-support.md): Learn which browsers and devices are supported to ensure optimal performance and user experience.
- [Contact CivicPlus Support](https://www.civicplus.help/meetings-select/docs/contact-civicplus-support.md)
- [Email Notifications Master List](https://www.civicplus.help/meetings-select/docs/email-notifications-master-list.md): Explore the complete list of email notifications in Agenda and Meeting Management Select, including global settings and user preference options.
- [Merge Tags Master List](https://www.civicplus.help/meetings-select/docs/merge-tags-master-list.md): Explore merge tags like Section Number and Today's Date, and learn how to use them effectively in your system for dynamic content generation.
- [Status Page Overview](https://www.civicplus.help/meetings-select/docs/status-page-overview.md)
- [Supported Froala Editor Fonts](https://www.civicplus.help/meetings-select/docs/supported-froala-editor-fonts.md): Explore the comprehensive list of fonts supported by the Froala Rich Text Editor for Agenda and Meeting Management. Request additional fonts easily!
- [Understanding Transcoding](https://www.civicplus.help/meetings-select/docs/understanding-transcoding.md): Transcoding ensures your meeting videos are accessible and smooth across devices, optimizing playback quality for all viewers. Enjoy seamless streaming!
- [View Your Support Cases](https://www.civicplus.help/meetings-select/docs/view-your-support-tickets.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Frequently Asked Questions](https://www.civicplus.help/meetings-select/docs/frequently-asked-questions-1.md)
- [Frequently Asked Questions](https://www.civicplus.help/meetings-select/docs/frequently-asked-questions.md): Review frequently asked questions about Agenda and Meeting Management Select to find the answers you've been looking for.
- [Troubleshooting](https://www.civicplus.help/meetings-select/docs/troubleshooting.md)
- [Locked Out](https://www.civicplus.help/meetings-select/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/meetings-select/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Using the Help Center](https://www.civicplus.help/meetings-select/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/meetings-select/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/meetings-select/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/meetings-select/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/meetings-select/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/meetings-select/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [Migration Resources | Agenda and Meeting Management Essential](https://www.civicplus.help/meetings-select/docs/migration-resources-agenda-and-meeting-management-essential.md): Access useful information on next steps, webinars, and more for your migration from Agenda and Meeting Management Essential to Select.
- [Leadership Messages | Agenda and Meeting Management Select](https://www.civicplus.help/meetings-select/docs/leadership-messages-agenda-and-meeting-management-select.md): Stay up-to-date on the direction of Agenda and Meeting Management Select with helpful short video messages from CivicPlus leaders.
- [Product Demos | Agenda and Meeting Management Select](https://www.civicplus.help/meetings-select/docs/product-demos-agenda-and-meeting-management-select.md): Explore Agenda and Meeting Management Select, our flagship agenda, minutes, and meeting management solution with helpful training videos.
- [Webinar Recordings | Migration](https://www.civicplus.help/meetings-select/docs/webinar-recordings-migration.md): Explore our webinar recordings on Agenda and Meeting Management, featuring insights for Essential and Drupal customers.
- [Additional Resources | Essential](https://www.civicplus.help/meetings-select/docs/additional-resources-agenda-and-meeting-management-essential.md)
- [Agenda and Meeting Management Select Brochure](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-select-brochure.md): Learn more about Agenda and Meeting Management Select with a helpful brochure document.
- [Building Trust Through Accessibility and Security Blog](https://www.civicplus.help/meetings-select/docs/building-trust-through-accessibility-and-security-blog.md): Learn more about the accessibility and security features of Agenda and Meetings Management Select with a helpful blog.
- [CivicPlus Media Accessibility Fact Sheet](https://www.civicplus.help/meetings-select/docs/civicplus-media-accessibility-fact-sheet.md): View the Experience the Latest in Video Accessibility document, a fact sheet about the Transcription, Translation, and Transcoding services available.
- [CivicPlus Media Fact Sheet](https://www.civicplus.help/meetings-select/docs/civicplus-media-fact-sheet.md): Discover a helpful fact sheet to learn more about our CivicPlus Media product.
- [Drupal Resources | Agenda and Meeting Management Essential](https://www.civicplus.help/meetings-select/docs/drupal-resources-agenda-and-meeting-management-essential.md): Streamline your migration to Agenda and Meeting Management Select with essential resources for enhanced functionality and more.
- [Implementation Overview | Moving from Essential to Select](https://www.civicplus.help/meetings-select/docs/implementation-overview-moving-from-essential-to-select.md): When it comes to implementation, our team is here to guide you step-by-step as you transition from Agenda and Meeting Management Essential to Select.
- [Meet Agenda and Meeting Management Select Fact Sheet](https://www.civicplus.help/meetings-select/docs/meet-agenda-and-meeting-management-select-fact-sheet.md): Check out a useful fact sheet to learn more about Agenda and Meeting Management Select.
- [Top 5 Migration Resources | Moving from Essential to Select](https://www.civicplus.help/meetings-select/docs/top-5-migration-resources-moving-from-essential-to-select.md): Have a look at the top 5 migration resources for migrating from Agenda and Meeting Management Essential to Agenda and Meeting Management Select.
- [Customer Communications | Essential](https://www.civicplus.help/meetings-select/docs/customer-communications-essential.md)
- [Agenda and Meeting Management Essential Communications](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-essential-communications.md)
- [Important Product Update from CivicPlus (Essential)](https://www.civicplus.help/meetings-select/docs/important-product-update-from-civicplus-essential.md): CivicPlus announces the end-of-life for Agenda and Meeting Management Essential, transitioning customers to the enhanced Select solution.
- [Agenda and Meeting Management Select in Action (Essential)](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-select-in-action-essential.md): Review an email sent to customers regarding the transition from Agenda and Meeting Management Essential to Agenda and Meeting Management Select.
- [5 Reasons You’ll Love Select (Essential)](https://www.civicplus.help/meetings-select/docs/5-reasons-youll-love-select-essential.md): Streamline workflows and enhance transparency with Agenda and Meeting Management Select, designed for local governments to improve efficiency.
- [What to Expect During Your Implementation (Essential)](https://www.civicplus.help/meetings-select/docs/what-to-expect-during-your-implementation-essential.md): Prepare for a smooth transition to Agenda and Meeting Management Select with our dedicated support, training, and resources.
- [Agenda and Meeting Management Essential + Web Open/Drupal 7 Communications](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-essential-web-opendrupal-7-communications.md)
- [Important Product Updates (Essential + Open/Drupal 7)](https://www.civicplus.help/meetings-select/docs/important-product-updates-essential-open-drupal-7.md): CivicPlus announces end-of-life for Municipal Websites Open and Agenda and Meeting Management Essential, offering new solutions to access.
- [Central Starter + Select in Action (Essential + Open/Drupal 7)](https://www.civicplus.help/meetings-select/docs/central-starter-select-in-action-essential-open-drupal-7.md): Gather information by viewing an email that was sent to customers to help with next steps for Agenda and Meeting Management Essential.
- [You'll Love Select and Central Starter (Essential + Open)](https://www.civicplus.help/meetings-select/docs/youll-love-select-and-central-starter-essential-open.md): Streamline workflows and enhance transparency with Central Starter and Agenda and Meeting Management Select.
- [What to Expect During Your Implementation (Essential + Open)](https://www.civicplus.help/meetings-select/docs/what-to-expect-during-your-implementation-essential-and-open.md): Prepare for a smooth transition to Agenda and Meeting Management Select with our dedicated resources, support, and streamlined migration process.
- [Agenda and Meeting Management Essential + Web Open/Drupal 10 Communications](https://www.civicplus.help/meetings-select/docs/agenda-and-meeting-management-essential-web-opendrupal-10-communications.md)
- [Important Product Updates (Essential + Open/Drupal 10)](https://www.civicplus.help/meetings-select/docs/important-product-updates-essential-open-drupal-10.md): CivicPlus announces end-of-life for Municipal Websites Open and Agenda and Meeting Management Essential, transitioning to Central Starter and Select.
- [You'll Love Select and Central Starter (Essential + Open)](https://www.civicplus.help/meetings-select/docs/you-ll-love-select-and-central-starter-essential-open.md)
- [What to Expect During Your Implementation (Essential + Open)](https://www.civicplus.help/meetings-select/docs/what-to-expect-during-your-implementation-essential-open.md)

## Municipal Websites Central

- [Get Started with Central](https://www.civicplus.help/municipal-websites-central/docs/getting-started.md)
- [Marketing Material](https://www.civicplus.help/municipal-websites-central/docs/marketing-material.md)
- [Municipal Websites Community Marketing Materials](https://www.civicplus.help/municipal-websites-central/docs/municipal-websites-community-marketing-materials.md): Boost your online presence with website marketing materials designed to attract, engage, and convert visitors.
- [Accessibility](https://www.civicplus.help/municipal-websites-central/docs/accessibility.md)
- [Accessibility](https://www.civicplus.help/municipal-websites-central/docs/accessibility-statements.md): Learn about accessibility statements, criteria like WCAG 2.1, and how to address accessibility issues on your website effectively.
- [Accessibility Best Practices for Content Authors](https://www.civicplus.help/municipal-websites-central/docs/accessibility-best-practices-for-content-authors.md): Learn best practices for creating accessible content that enhances usability, meets standards, and fosters inclusivity for all users.
- [Accessible Documents](https://www.civicplus.help/municipal-websites-central/docs/accessible-documents.md): Find resources on how to make your Microsoft Word documents accessible to all users, including tips for headings, alt text, tables, and more.
- [Acronyms and Abbreviations](https://www.civicplus.help/municipal-websites-central/docs/acronyms-and-abbreviations.md): Learn how to write accessible content by spelling out acronyms and abbreviations, following WCAG 3.1.4 guidelines, and avoiding non-translatable symbols.
- [Web Central Accessibility Conformance Report](https://www.civicplus.help/municipal-websites-central/docs/web-central-accessibility-conformance-report.md): Learn about CivicPlus®' Accessibility Conformance Report (ACR) for Municipal Websites Central, based on the ITI’s VPAT® 2.5, supporting Section 508 and WCAG compliance.
- [Alternative (Alt) Text](https://www.civicplus.help/municipal-websites-central/docs/alternative-alt-text.md): Understand the importance of alt text for accessibility compliance. Learn how to write effective alt descriptions and why text within images should be avoided.
- [CivicPlus Accessibility Compliance Approach](https://www.civicplus.help/municipal-websites-central/docs/civicplus-accessibility-compliance-approach.md): Learn how CivicPlus ensures ADA compliance with ongoing training and tools, helping your team maintain accessible websites that meet the latest standards.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/municipal-websites-central/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Compliance Tools and Resources](https://www.civicplus.help/municipal-websites-central/docs/compliance-tools-and-resources.md): Ensure your website meets ADA compliance and WCAG 2.1 standards with essential tools, tips, and resources for accessible content development.
- [Compliance Webinars](https://www.civicplus.help/municipal-websites-central/docs/compliance-webinars.md): Explore CivicPlus compliance webinars on web accessibility.
- [Edit the Accessibility Page](https://www.civicplus.help/municipal-websites-central/docs/edit-the-accessibility-page.md): Learn how to edit your Accessibility Page to share important accessibility information and meet the needs of all website visitors.
- [File Extensions](https://www.civicplus.help/municipal-websites-central/docs/file-extensions.md): Ensure accessibility and clarity by including file extensions in linked document names.
- [Headings, Labels, and Section Headings](https://www.civicplus.help/municipal-websites-central/docs/headings-labels-and-section-headings.md): Ensure WCAG Level AA and AAA compliance by using clear, descriptive headings and labels.
- [Image Compliance and Accessibility](https://www.civicplus.help/municipal-websites-central/docs/image-compliance-and-accessibility.md): Learn best practices for using alt text to ensure image accessibility and ADA/WCAG 2.1 AA compliance.
- [Make PDFs ADA Compliant](https://www.civicplus.help/municipal-websites-central/docs/make-pdf-ada-compliant.md): Learn why ADA-compliant PDFs matter and how to make them accessible.
- [My Site at Go-Live](https://www.civicplus.help/municipal-websites-central/docs/my-site-at-go-live.md): Learn how to launch your site at Go-Live by finalizing settings, reviewing accessibility, and ensuring a smooth website transition.
- [Page Titles](https://www.civicplus.help/municipal-websites-central/docs/page-titles.md): Ensure your web pages meet WCAG Level A standards by using clear, descriptive page titles that reflect the topic or purpose.
- [First-Time Users](https://www.civicplus.help/municipal-websites-central/docs/first-time-users.md)
- [Getting Started Guide](https://www.civicplus.help/municipal-websites-central/docs/getting-started-guide.md): Learn the basics on how to manage your website, edit pages, use modules and widgets, and ensure accessibility compliance.
- [AI Policy Agreement](https://www.civicplus.help/municipal-websites-central/docs/ai-policy-agreement.md): CivicPlus ensures AI feature compliance with a one-time acknowledgement. Manage your agreement easily through the CivicPlus Account Service.
- [Differences Between PII, Sensitive PII, and PHI](https://www.civicplus.help/municipal-websites-central/docs/differences-between-pii-sensitive-pii-and-phi.md): Learn about Personally Identifiable Information (PII), its types, protections, and the significance of safeguarding sensitive data in healthcare and beyond.
- [Web Central Handouts](https://www.civicplus.help/municipal-websites-central/docs/web-central-handouts.md): A handy list of reference links and resources for using your site; check out PDFs like cheat sheets, permission guides, and ADA tips.
- [Web Central Toolbar Overview](https://www.civicplus.help/municipal-websites-central/docs/web-central-toolbar-overview.md): Learn about the CivicEngage Central admin toolbar, including quick access to modules, dashboard, homepage, account settings, messages, and product navigation.
- [Website Updates Cheat Sheet](https://www.civicplus.help/municipal-websites-central/docs/website-updates-cheat-sheet.md): Learn how to easily manage your site updates with this quick-reference cheat sheet.
- [Dashboard](https://www.civicplus.help/municipal-websites-central/docs/dashboard.md)
- [Admin Dashboard Screen](https://www.civicplus.help/municipal-websites-central/docs/admin-dashboard-screen.md): Discover the updated Admin Dashboard. Learn how action items, toolbar enhancements, and info tiles make site management faster and clearer.
- [Approve, Decline, or Modify a Submitted Item](https://www.civicplus.help/municipal-websites-central/docs/approve-decline-or-modify-a-submitted-item.md): Learn how to approve, decline, or modify submitted items; manage content submissions efficiently and maintain quality.
- [Create a Profile in My Dashboard](https://www.civicplus.help/municipal-websites-central/docs/create-a-profile-in-my-dashboard.md): Learn how System Administrators, Owners, Publishers, and Authors can create and customize their account profiles.
- [Single Sign-On](https://www.civicplus.help/municipal-websites-central/docs/single-sign-on.md)
- [Sign In to Your Site](https://www.civicplus.help/municipal-websites-central/docs/sign-in-to-your-site.md): Learn how staff can log in to your CivicPlus site using Single Sign-On (SSO), including steps for standard and custom identity provider sign-ins.
- [Expired Verification Email](https://www.civicplus.help/municipal-websites-central/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [Single Sign-On Guide](https://www.civicplus.help/municipal-websites-central/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Two-Factor Sign-In](https://www.civicplus.help/municipal-websites-central/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Integrations](https://www.civicplus.help/municipal-websites-central/docs/apis-integrations.md)
- [AI Content Advisor](https://www.civicplus.help/municipal-websites-central/docs/ai-content-advisor-1.md)
- [AI Content Advisor Overview](https://www.civicplus.help/municipal-websites-central/docs/ai-content-advisor-overview.md): Optimize your local government content with AI Content Advisor, enhancing SEO and AEO for better visibility and trustworthiness in search results.
- [About the AI Content Advisor Stale Content Report](https://www.civicplus.help/municipal-websites-central/docs/about-the-ai-content-advisor-stale-content-report.md): Keep your website accurate and trustworthy with the Stale Content Report, ensuring timely reviews of outdated pages for optimal public information.
- [AI Content Advisor FAQs](https://www.civicplus.help/municipal-websites-central/docs/ai-content-advisor-faqs.md): Learn about AI Content Advisor, a tool for local governments that enhances website content, improves SEO, and identifies outdated information effortlessly.
- [Review AI Content Advisor SEO and AEO Recommendations](https://www.civicplus.help/municipal-websites-central/docs/review-ai-content-advisor-seo-aeo-recommendations.md): Enhance your content's visibility with AI-driven SEO and AEO recommendations. Learn to review and apply suggestions for better search results.
- [Review the AI Content Advisor Stale Content Report](https://www.civicplus.help/municipal-websites-central/docs/review-the-ai-content-advisor-stale-content-report.md): Optimize your content strategy with the AI Content Advisor's Stale Content Report, helping you identify and manage outdated pages effectively.
- [AI Editing Assistant](https://www.civicplus.help/municipal-websites-central/docs/ai-editing-assistant-1.md)
- [AI Editing Assistant](https://www.civicplus.help/municipal-websites-central/docs/ai-editing-assistant.md): Enhance your municipal website content with the AI Editing Assistant, offering real-time writing support for clarity, tone, and compliance.
- [AI Editing Assistant Best Practices and Tips](https://www.civicplus.help/municipal-websites-central/docs/ai-editing-assistant-best-practices-and-tips.md): Enhance your writing with the AI Editing Assistant, refining grammar, clarity, and tone for professional, resident-ready content in Web Central.
- [APIs](https://www.civicplus.help/municipal-websites-central/docs/apis.md)
- [API Samples](https://www.civicplus.help/municipal-websites-central/docs/api-samples.md): Explore how to authenticate and use the Web Central API to access calendar categories and events with easy-to-follow examples for retrieving published items securely.
- [API and Web Central](https://www.civicplus.help/municipal-websites-central/docs/api-and-web-central.md): Access and utilize Web Central’s built-in REST APIs to integrate and manage modules like Calendar, Alert Center, and more.
- [Authenticate a User](https://www.civicplus.help/municipal-websites-central/docs/authenticate-a-user.md): Learn how to authenticate a user; manage secure login, verify credentials, and enforce correct permissions across your site.
- [Create and Authenticate an API](https://www.civicplus.help/municipal-websites-central/docs/create-and-authenticate-an-api.md): Create and authenticate API in Web Central using an API key, partition ID, and a System Administrator user for full access.
- [Data Integration](https://www.civicplus.help/municipal-websites-central/docs/data-integration.md): CivicPlus integrates seamlessly with popular tools like Google Analytics, ESRI and Google Maps, CivicPlus Pay, and social media platforms.
- [Date and Time Using API](https://www.civicplus.help/municipal-websites-central/docs/date-and-time-using-api.md): Discover how API provide precise date and time fields for modules like Calendar and Alert Center, enhancing data accuracy even when not shown in the interface.
- [Document Center API](https://www.civicplus.help/municipal-websites-central/docs/document-center-api.md): Manage Document Center content and permissions using API. Access endpoints to get, add, update, or delete documents and modify permissions.
- [Facilities API](https://www.civicplus.help/municipal-websites-central/docs/facilities-api.md): Manage Facilities module data and permissions using API. Access endpoints to list categories, create, update, or delete facility items, and more.
- [Status Rules](https://www.civicplus.help/municipal-websites-central/docs/status-rules.md): Learn about API item status rules, including creating draft, submitted, published, unpublished, expired, pending, rejected states, and required permissions.
- [Using a String as a Status](https://www.civicplus.help/municipal-websites-central/docs/using-a-string-as-a-status.md): Ensure status strings in API match valid enum values from Swagger; invalid statuses cause errors and must follow system workflow rules.
- [AudioEye ADA Partnership](https://www.civicplus.help/municipal-websites-central/docs/audioeye-ada-partnership.md)
- [ADA Compliance Overview](https://www.civicplus.help/municipal-websites-central/docs/ada-compliance-overview.md): The ADA Title II mandates state and local government websites and digital content comply with WCAG 2.1 Level AA to ensure accessibility and prevent disability discrimination.
- [Accessibility Scan Provider](https://www.civicplus.help/municipal-websites-central/docs/accessibility-scan-provider.md): CivicPlus prioritizes ADA website accessibility by exclusively recognizing AudioEye and Aquia Web Governance scans and offering complimentary audits through Customer Success Managers.
- [AudioEye After Certification](https://www.civicplus.help/municipal-websites-central/docs/audioeye-after-certification.md): Ensure ongoing ADA compliance with AudioEye's Compliance Monitoring, which continuously checks and supports website accessibility as your content evolves.
- [AudioEye Community Marketing Materials](https://www.civicplus.help/municipal-websites-central/docs/audioeye-community-marketing-materials.md): View resident-facing marketing templates and resources for AudioEye.
- [AudioEye Partnership](https://www.civicplus.help/municipal-websites-central/docs/audioeye-partnership.md): AudioEye enhances digital accessibility with innovative tools, ensuring compliance and an inclusive experience for all users, including those with disabilities.
- [AudioEye's Usability Toolbar](https://www.civicplus.help/municipal-websites-central/docs/audioeyes-usability-toolbar.md): Explore the updated AudioEye Usability Toolbar with enhanced accessibility features for improved navigation and usability for all site visitors.
- [Common Misconceptions About Accessibility](https://www.civicplus.help/municipal-websites-central/docs/common-misconceptions-about-accessibility.md): Learn how AudioEye ensures ADA compliance, supports users, and improves usability for 15 to 20% of the global population living with disabilities.
- [Digital Accessibility Compliance](https://www.civicplus.help/municipal-websites-central/docs/digital-accessibility-compliance.md): Understand key terms in digital accessibility: accessibility, compliance, conformance, and discrimination, and how tools like AudioEye help businesses meet ADA and WCAG 2.0 Level AA standards.
- [Digital Accessibility Definition and Importance](https://www.civicplus.help/municipal-websites-central/docs/digital-accessibility-definition-and-importance.md): Learn the definition and importance of digital accessibility under ADA Title III, and how tools like AudioEye help ensure equal access to online content for people with disabilities.
- [Disability Definition](https://www.civicplus.help/municipal-websites-central/docs/disability-definition.md): Understand how the ADA legally defines “disability” and why digital inclusion matters for over 1 billion people worldwide, as recognized by the World Health Organization.
- [CivicPlus Agent](https://www.civicplus.help/municipal-websites-central/docs/civicplus-agent.md)
- [Create & Manage a CivicPlus Agent](https://www.civicplus.help/municipal-websites-central/docs/create-a-civicplus-agent.md): Learn how to create a resident agent for your site.
- [Configure the CivicPlus Agent Knowledge Base](https://www.civicplus.help/municipal-websites-central/docs/configure-the-civicplus-agent-knowledge-base.md): Learn how to customize the sources of knowledge for the CivicPlus Agent.
- [Embed CivicPlus Agent on Web Central](https://www.civicplus.help/municipal-websites-central/docs/embed-civicplus-agent-on-web-central.md)
- [Review Resident Conversations for an Agent](https://www.civicplus.help/municipal-websites-central/docs/review-resident-conversations-for-an-agent.md): View the converations resident users have had with your CivicPlus Agent.
- [Test Your CivicPlus Agent](https://www.civicplus.help/municipal-websites-central/docs/test-your-civicplus-agent.md): Learn how to test how your CivicPlus Agent is working.
- [DocAccess](https://www.civicplus.help/municipal-websites-central/docs/docaccess.md)
- [Add DocAccess to Web Central](https://www.civicplus.help/municipal-websites-central/docs/add-docaccess-to-web-central.md)
- [DocAccess FAQs](https://www.civicplus.help/municipal-websites-central/docs/docaccess-faqs.md)
- [CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-civicplus-mobile.md)
- [CivicPlus Mobile Overview](https://www.civicplus.help/municipal-websites-central/docs/civicplus-mobile-overview.md): Explore integrated modules from your Web Central site to the CivicPlus Mobile app, featuring alerts, events, jobs, and resources for easy access.
- [CivicPlus Mobile App Store Policies](https://www.civicplus.help/municipal-websites-central/docs/civicplus-mobile-app-store-policies.md): Ensure your CivicPlus Mobile app meets Apple and Google requirements to avoid removal from stores. Learn essential steps for compliance and updates.
- [CivicPlus Mobile Status](https://www.civicplus.help/municipal-websites-central/docs/civicplus-mobile-status.md): CivicPlus Mobile is no longer available for purchase.
- [Edit CivicPlus Mobile Profile](https://www.civicplus.help/municipal-websites-central/docs/edit-civicplus-mobile-profile.md): Learn how to edit your profile on the mobile app.
- [Filtering What Content from Your Site Can Appear in Your App](https://www.civicplus.help/municipal-websites-central/docs/filtering-what-content-from-your-site-can-appear-in-your-app.md): For the Alert Center, Calendar, and News Flash modules, you have the ability to adjust which categories are shown in the app.
- [iOS Mobile App Developer Guide](https://www.civicplus.help/municipal-websites-central/docs/ios-mobile-app-developer-guide.md): This article outlines how to set up and manage a developer account with Apple.
- [Manage Agendas in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-agendas-in-civicplus-mobile.md): Learn how to view agendas in the agenda center using CivicPlus Mobile.
- [Manage Alerts in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-alerts-in-civicplus-mobile.md): Learn how to apply filters to alerts.
- [Manage the Calendar in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-the-calendar-in-civicplus-mobile.md): The Calendar module allows residents to view upcoming events within their local area.
- [Manage FAQs in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-faqs-in-civicplus-mobile.md): This article will show you how to find answers and information regarding Frequently Asked Questions (FAQs) in CivicPlus Mobile.
- [Manage Jobs in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-jobs-in-civicplus-mobile.md): This article will show you how to apply filters and share a job in the Jobs module.
- [Manage News Flash in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-news-flash-in-civicplus-mobile.md): This article will show you how to filter content in the News Flash module.
- [Manage the Resource Directory in CivicPlus Mobile](https://www.civicplus.help/municipal-websites-central/docs/manage-the-resource-directory-in-civicplus-mobile.md): Learn how to manage your Resource Directory module in CivicPlus mobile.
- [Turn On and Use Accessibility Shortcuts](https://www.civicplus.help/municipal-websites-central/docs/turn-on-and-use-accessibility-shortcuts.md)
- [Integration Hub](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-integration-hub.md)
- [About the Integration Hub](https://www.civicplus.help/municipal-websites-central/docs/about-the-integration-hub.md): Learn about the Integration Hub.
- [Add & Manage Web Central Application Credentials](https://www.civicplus.help/municipal-websites-central/docs/add-web-central-application-credentials.md): Learn how to add Web Central application credentials, which enables centralized Forms and Subscription Lists within the Resident Portal and integrations in the Integration Hub.
- [Integration Hub Startup Process](https://www.civicplus.help/municipal-websites-central/docs/integration-hub-startup-process.md): Learn how to get started with the Integration Hub.
- [Web Central Integrations Guide](https://www.civicplus.help/municipal-websites-central/docs/web-central-integrations-guide.md): Web Central (formerly CivicEngage Central) can be used as either a Trigger or an Action in Integration Hub.
- [Integration Hub Applications Credentials](https://www.civicplus.help/municipal-websites-central/docs/integration-hub-applications-credentials.md)
- [Integration Hub Event Log](https://www.civicplus.help/municipal-websites-central/docs/integration-hub-event-log.md): The Integration Event Log allows users to see the status and details for each run of their integration.
- [Integration Hub Permissions](https://www.civicplus.help/municipal-websites-central/docs/integration-hub-permissions.md): Organization Owners have full access to the Integration Hub automatically and Groups from CivicPlus Organizations can also be assigned permissions.
- [Integrating Multiple Websites](https://www.civicplus.help/municipal-websites-central/docs/integrating-multiple-websites.md): You can use Integration Hub to sync information between two or more websites.
- [Manual Import as a Trigger](https://www.civicplus.help/municipal-websites-central/docs/manual-import-as-a-trigger.md): Learn how to use the Manual Import trigger to import CSV, JSON, or ICS files into CivicPlus products.
- [Mass Notification to Web Central Alert Center Integration](https://www.civicplus.help/municipal-websites-central/docs/mass-notification-to-web-central-alert-center-integration.md): This article will walk through how to set up an integration between the Mass Notification System (formerly CivicReady) and Web Central Alert Center in the Integration Hub.
- [Mass Notification to Web Central News Flash Integration](https://www.civicplus.help/municipal-websites-central/docs/mass-notification-to-web-central-news-flash-integration.md): This article will walk through how to set up an integration between the Mass Notification System and the Web Central News Flash module.
- [Process Automation & Digital Services and Web Central Document Center Integration](https://www.civicplus.help/municipal-websites-central/docs/process-automation-digital-services-and-web-central-document-center-integration.md): This article will show you how to set up an integration between your Process Automation and Digital Services (formerly CivicOptimize) and Web Central products.
- [Sync HCMS Files to Web Central Document Center Integration](https://www.civicplus.help/municipal-websites-central/docs/hcms-files-to-web-central-document-center-integration.md): You can set up an integration to have a file created automatically in the Web Central Document Center when an asset is created or published in the HCMS / Web Evolve.
- [Sync Select Documents to Web Central Document Center](https://www.civicplus.help/municipal-websites-central/docs/sync-select-documents-to-web-central-document-center.md): This article will show you how to set up an integration to send your agendas, minutes, or event content files from Agenda and Meeting Management Select to the Web Central Document Center.
- [Sync Your Web Central Site with a Department Header](https://www.civicplus.help/municipal-websites-central/docs/sync-your-web-central-site-with-a-department-header.md): You will know you have a department header rather than a subsite if the domain for the site is the same as the domain for your main site.
- [Troubleshoot an Integration in Integration Hub](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-an-integration.md): Learn how to troubleshoot issues with an integration.
- [Use Integration Hub to Create Efficiencies on a Single Web Central Site](https://www.civicplus.help/municipal-websites-central/docs/use-integration-hub-to-create-efficiencies-on-a-single-web-central-site.md): Integration Hub can be used to create efficiencies for your organization if you only have a single Web Central (formerly CivicEngage) website.
- [Web Central Integration Field Mapping](https://www.civicplus.help/municipal-websites-central/docs/web-central-integration-field-mapping.md)
- [Web Central Integration Hub Category Settings](https://www.civicplus.help/municipal-websites-central/docs/web-central-integration-hub-category-settings.md): To ensure that your Web Central website content managers are aware and in control of integrations pulled from your site, settings are available to control whether your module category updates will be sent to Integration Hub.
- [Create & Manage Simple Integrations](https://www.civicplus.help/municipal-websites-central/docs/create-manage-simple-integrations.md): Simple integrations have a single trigger and action and should be used when you want to sync data.
- [Mass Notification](https://www.civicplus.help/municipal-websites-central/docs/mass-notification.md)
- [Mass Notification to Web Central Alert Center Integration](https://www.civicplus.help/municipal-websites-central/docs/mass-notification-to-web-central-alert-center-integration-1.md): This article will walk through how to set up an integration between the Mass Notification System (formerly CivicReady) and Web Central Alert Center in the Integration Hub.
- [Mass Notification to Web Central News Flash Integration](https://www.civicplus.help/municipal-websites-central/docs/mass-notification-to-web-central-news-flash-integration-1.md): This article will walk through how to set up an integration between the Mass Notification System and the Web Central News Flash module.
- [Meeting Select](https://www.civicplus.help/municipal-websites-central/docs/civicengage-civicclerk.md)
- [Edit Event Sync Between the Central and Select Calendars](https://www.civicplus.help/municipal-websites-central/docs/edit-event-sync-between-the-central-and-select-calendars.md): Learn how to customize and schedule Notify Me® messages for calendar events, including setting advance notice days for single or recurring events.
- [Integrated Search Definitions](https://www.civicplus.help/municipal-websites-central/docs/integrated-search-definitions.md): Easily search Agenda and Meeting Management Select agendas, minutes, attachments, and items within Web Central for seamless, integrated access at no extra cost.
- [Sync Select Documents to Web Central Document Center](https://www.civicplus.help/municipal-websites-central/docs/sync-select-documents-to-web-central-document-center-1.md): This article will show you how to set up an integration to send your agendas, minutes, or event content files from Agenda and Meeting Management Select to the Web Central Document Center.
- [Web Central and Meeting Select Integrated Search](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-meeting-select-integrated-search.md): Effortlessly search agendas, minutes, attachments, and files from Agenda and Meeting Management Select directly within Municipal Websites Central for seamless meeting content access.
- [Web Central and Meeting Select Integrated Search Overview](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-meeting-select-integrated-search-overview.md): Easily extend your Web Central site search to include Agenda and Meeting Managment agendas, minutes, attachments, and items with integrated search.
- [Web Central Calendar and Select Sync Integration](https://www.civicplus.help/municipal-websites-central/docs/web-central-calendar-and-select-sync-integration.md): Sync Agenda and Meeting Management Select events with Web Central Calendar for seamless scheduling. Configure now for efficient meeting management!
- [NextRequest Integration](https://www.civicplus.help/municipal-websites-central/docs/nextrequest-integration.md)
- [Web Central and NextRequest Integration](https://www.civicplus.help/municipal-websites-central/docs/web-central-nextrequest-integration.md): Easily search and access your NextRequest public records requests directly within your Web Central site using the seamless integration with NextRequest.
- [Notifications Admin](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-notifications-admin.md)
- [Notifications Admin Dashboard](https://www.civicplus.help/municipal-websites-central/docs/notifications-admin-dashboard.md): Learn about the Notifications Dashboard.
- [Email Sending Timeframes](https://www.civicplus.help/municipal-websites-central/docs/email-sending-timeframes.md): Learn about the email sending timeframes for Notifications Admin.
- [Manage Your Notifications in the Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/manage-your-notifications-in-the-resident-portal-1.md): Manage your email and SMS notifications easily through the Resident Portal. Subscribe, unsubscribe, and customize your contact info with ease!
- [Notifications Admin Permissions](https://www.civicplus.help/municipal-websites-central/docs/notifications-admin-permissions.md): Learn about the permissions levels in Notifications Admin.
- [Pending Messages](https://www.civicplus.help/municipal-websites-central/docs/pending-messages.md): Manage your notifications effectively by modifying or canceling pending messages in the Notifications Admin site.
- [Subscribers Overview](https://www.civicplus.help/municipal-websites-central/docs/subscribers-overview.md): Learn how to manage the subscribers in your Notifications Admin application.
- [Subscription Lists Overview](https://www.civicplus.help/municipal-websites-central/docs/subscription-lists-overview.md): All users with permission to Notifications will be able to manage all lists and all subscribers to those lists.
- [View Bounced Emails](https://www.civicplus.help/municipal-websites-central/docs/view-bounced-emails.md): Learn how to manage bounced emails in Notifications Admin.
- [View Sent Messages & Analytics](https://www.civicplus.help/municipal-websites-central/docs/view-sent-messages-analytics.md): Access the global Sent Messages listing to view email previews, statistics, and recipient activity for all messages sent in your organization.
- [Online Code Hosting](https://www.civicplus.help/municipal-websites-central/docs/online-code-hosting-integration.md)
- [Online Code Hosting to Web Central Search Integration](https://www.civicplus.help/municipal-websites-central/docs/online-code-hosting-to-web-central-search-integration.md): Learn how Online Code Hosting integrates with Web Central search to connect website and code search results.
- [Payments](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-payments.md)
- [About Payments](https://www.civicplus.help/municipal-websites-central/docs/about-payments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/municipal-websites-central/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [Credentials Needed for Each External Processor](https://www.civicplus.help/municipal-websites-central/docs/credentials-needed-for-each-external-processor.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [External Processor Payment Devices Overview](https://www.civicplus.help/municipal-websites-central/docs/external-processor-payment-devices-overview.md): CivicPlus requires chip and magnetic stripe readers from payment gateways, offering support for configuration but not for terminal errors.
- [Payments Glossary](https://www.civicplus.help/municipal-websites-central/docs/payments-glossary.md): View definitions for common payments terms.
- [Set Up Payments with External Processors](https://www.civicplus.help/municipal-websites-central/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Recreation Management](https://www.civicplus.help/municipal-websites-central/docs/recreation-management.md)
- [Integrate Recreation Management and Web Central Calendars](https://www.civicplus.help/municipal-websites-central/docs/integrate-recreation-management-and-web-central-calendars-1.md): Sync your Rec calendar with Web Central in 3 steps using Integration Hub. Display events seamlessly across CivicPlus platforms.
- [Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/portal.md)
- [About the Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/about-the-resident-portal.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [Configure the Web Central Portal Module](https://www.civicplus.help/municipal-websites-central/docs/configure-the-web-central-portal-module.md): Enable the CivicPlus Resident Portal on your site and add a linked page to the front end for user access.
- [Create and Manage Resident Portal Links](https://www.civicplus.help/municipal-websites-central/docs/create-and-manage-resident-portal-links.md): Learn to manage links in your Resident Portal, directing residents to vital community resources with easy steps for adding, featuring, and removing links.
- [Directing Website Traffic to the Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/directing-website-traffic-to-the-resident-portal.md): Learn how to direct traffic to your Resident Portal site. Save time by creating new (or redirecting existing) links to load specific pages within your Resident Portal.
- [Filter and Search Forms in the Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/filter-and-search-forms-in-the-resident-portal.md): Learn how to view forms in the Resident Portal.
- [Manage and Sign In to Your Account in the Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/manage-and-sign-in-to-your-account-in-the-resident-portal.md): Find out more about how to sign in to and manage your single sign-on account from the Resident Portal.
- [Manage Your Notifications in the Resident Portal](https://www.civicplus.help/municipal-websites-central/docs/manage-your-notifications-in-the-resident-portal.md): Manage your email and SMS notifications easily through the Resident Portal. Subscribe, unsubscribe, and customize your contact info with ease!
- [Resident Portal Alerts Settings](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-alerts-settings.md): Manage alerts in your Resident Portal with ease! Customize channels, add tags, and enhance user experience.
- [Resident Portal Forms Settings](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-forms-settings.md): Manage your Resident Portal forms effortlessly with automatic syncing, visibility options, and third-party links. Streamline your form management today!
- [Resident Portal Legislation Settings](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-legislation-settings.md): Manage your Resident Portal with the Legislation tab.
- [Resident Portal Meetings Settings](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-meetings-settings.md): Manage your Resident Portal meetings easily: feature events, add tags, and create links for seamless communication with residents.
- [Resident Portal Navigation Settings](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-navigation-settings.md): Customize your Resident Portal navigation with ease: manage visibility, edit icons, and add descriptions for a tailored user experience.
- [Resident Portal Notifications Settings](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-notifications-settings.md): Manage your Resident Portal with ease! Customize notifications, add links, and feature lists to enhance user experience and engagement.
- [Resident Portal Permissions](https://www.civicplus.help/municipal-websites-central/docs/resident-portal-permissions.md): Learn how to assign permission access to the Resident Portal.
- [Share a Link to a Filtered Notifications List](https://www.civicplus.help/municipal-websites-central/docs/share-a-link-to-a-filtered-notifications-list.md): Learn how to share a link to a Notifications list.
- [View & Manage Your Resident Portal Dashboard](https://www.civicplus.help/municipal-websites-central/docs/view-manage-your-resident-portal-dashboard.md): Find out more about how the Dashboard in the Resident Portal can be customized by favoriting links or forms for easy access to frequently used items as well as displaying Notification lists you are subscribed to.
- [SeeClickFix 311 CRM Integration](https://www.civicplus.help/municipal-websites-central/docs/seeclickfix-311-crm-integration.md)
- [Embed a SCF Reporting Portal on a Central Site](https://www.civicplus.help/municipal-websites-central/docs/embed-a-scf-reporting-portal-on-a-central-site.md): Easily embed your Reporting Portal into your website using the Custom HTML widget; secure, customizable, and quick setup with step-by-step instructions.
- [Social Media Archiving](https://www.civicplus.help/municipal-websites-central/docs/social-media-archiving.md)
- [Open Archive Search Integration](https://www.civicplus.help/municipal-websites-central/docs/open-archive-search-integration.md): Learn how Open Archive Search Integration connects your agency's Social Media Archive to your website's search to boost transparency and public access.
- [Social Media & RSS](https://www.civicplus.help/municipal-websites-central/docs/social-media-rss.md)
- [Category Name Duplicated in RSS Description Field](https://www.civicplus.help/municipal-websites-central/docs/category-name-duplicated-in-rss-description-field.md): Learn how to resolve duplicate category names in the RSS description field for News Flash.
- [Changing OpenGraph Image on Dlvr.it](https://www.civicplus.help/municipal-websites-central/docs/changing-opengraph-image-on-dlvrit.md): Access expert guidance from dlvr.it support on enabling photo posting from RSS feeds, managing image posting on social networks, and troubleshooting common social media sharing issues.
- [Determine if an RSS Issue is With CivicPlus or a Third Party](https://www.civicplus.help/municipal-websites-central/docs/determine-if-an-rss-issue-is-with-civicplus-or-a-third-party.md): Get guidance from the CivicPlus Support Team for third-party application issues and learn troubleshooting steps for RSS feed integration.
- [Image Size Recommendations for Facebook](https://www.civicplus.help/municipal-websites-central/docs/image-size-recommendations-for-facebook.md): Ensure your images meet Facebook’s size specifications to avoid default images and optimize social sharing with supported JPG, PNG, and GIF formats.
- [Images Posted to Facebook from RSS Feed](https://www.civicplus.help/municipal-websites-central/docs/images-posted-to-facebook-from-rss-feed.md): Manage and customize the images posted to Facebook from your RSS feeds with expert guidance.
- [Incorrect Image Posted to RSS Feed for Facebook](https://www.civicplus.help/municipal-websites-central/docs/incorrect-image-posted-to-rss-feed-for-facebook.md): Ensure your images meet Facebook’s (min 200x200 px, recommended 1200x630 px) and Dlvr.it’s (min 400x300 px, max 3 MB) requirements to enable proper photo posting from CivicPlus RSS feeds to Facebook with Dlvr.it integration. Enable photo sharing in Dlvr.it for best results.
- [Link Your Site with Your Social Media](https://www.civicplus.help/municipal-websites-central/docs/link-your-site-with-your-social-media.md): Enable automatic posting to social media with RSS feeds, streamlining updates for residents on jobs, meetings, and news. Learn how to set it up!
- [Embed Social Media on a Page with the Custom HTML Widget](https://www.civicplus.help/municipal-websites-central/docs/embed-social-media-on-a-page-with-the-custom-html-widget.md): Easily embed your X (formerly Twitter) feed, your YouTube videos, or your Facebook plugin on a page.
- [Social Media Automation Tools](https://www.civicplus.help/municipal-websites-central/docs/social-media-automation-tools.md): Explore social media automation options beyond dlvr.it, with dlvr.it currently delivering the best results. Learn more about dlvr.it’s features and setup in their detailed automation guide.
- [Social Media Best Practices](https://www.civicplus.help/municipal-websites-central/docs/social-media-best-practices.md): Establish and grow your government’s social media presence to boost resident engagement by leveraging popular platforms.
- [System Administrators](https://www.civicplus.help/municipal-websites-central/docs/system-administrators.md)
- [Add a Favicon to Your Central Site](https://www.civicplus.help/municipal-websites-central/docs/add-a-favicon-to-your-central-site.md): Learn how to add a favicon to your website; quick steps to upload an ICO file, apply it in Site Properties, and display a custom browser tab icon.
- [Add or Update Privacy Policy](https://www.civicplus.help/municipal-websites-central/docs/add-or-update-privacy-policy.md): Learn how to set up and link your site's privacy policy page, ensuring easy access for users during account creation and in your site's footer.
- [Copyright Notices](https://www.civicplus.help/municipal-websites-central/docs/copyright-notices.md): Understand why including a © copyright notice on your government website is a best practice to protect your content and how CivicPlus implements it.
- [Group Administration Overview](https://www.civicplus.help/municipal-websites-central/docs/group-administration-overview-1.md): Assign user permissions in your CMS using group-based rights with customizable levels for pages and modules and no individual user rights allowed.
- [User Administration Overview](https://www.civicplus.help/municipal-websites-central/docs/user-administration-overview-1.md): Easily manage users, permissions, and login history with the User Administration module’s powerful tools.
- [Homepage Management](https://www.civicplus.help/municipal-websites-central/docs/home-page-management.md)
- [Add a Global Navigation Item (Mega Menu)](https://www.civicplus.help/municipal-websites-central/docs/add-a-global-navigation-item-mega-menu-1.md): Learn how to add a Global navigation item to your website's Mega Menu using the Site Map for improved site organization and accessibility.
- [Add & Manage the Carousel Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-manage-the-carousel-widget-on-a-page-1.md): Display multiple widgets in an interactive, space-saving format with the Carousel Widget, allowing users to navigate content manually or automatically.
- [Always Display Main Calendar](https://www.civicplus.help/municipal-websites-central/docs/always-display-main-calendar-1.md): Discover how to display your Main Calendar on the homepage and link to additional event calendars through images or links using widgets and related calendar settings.
- [Edit Banners and Logos for a Theme](https://www.civicplus.help/municipal-websites-central/docs/edit-banners-and-logos-for-a-theme-1.md): Learn how to change banner and logo options in your Web Central theme to enhance your website's visual appeal.
- [Edit the Main Homepage Slideshow Image](https://www.civicplus.help/municipal-websites-central/docs/edit-the-main-homepage-slideshow-image-1.md): Step-by-step guide on how to add or adjust the main homepage image, including editing titles, captions, alt text for accessibility, and more.
- [Edit the Quick Links on the Footer of the Homepage](https://www.civicplus.help/municipal-websites-central/docs/edit-the-quick-links-on-the-footer-of-the-homepage-1.md): Learn how to edit footer links display with our step-by-step guide for System Administrators and Owners. Save, publish, or draft your changes easily!
- [Global Navigation](https://www.civicplus.help/municipal-websites-central/docs/global-navigation-1.md): Explore the common global navigation sections designed to enhance user access to important municipal information and services.
- [Mega Menu Overview](https://www.civicplus.help/municipal-websites-central/docs/mega-menu-overview-1.md): Learn how to implement mega menus for improved navigation on your website, enhancing user experience and accessibility.
- [Intranet](https://www.civicplus.help/municipal-websites-central/docs/intranet.md)
- [Intranet Overview](https://www.civicplus.help/municipal-websites-central/docs/intranet-overview.md): Securely post and manage employee-only information on your website's intranet, ensuring easy access for authorized users with proper permissions.
- [Build an Intranet Section on My Site](https://www.civicplus.help/municipal-websites-central/docs/build-an-intranet-section-on-my-site.md): Learn how to create a secure intranet on your website, set front-end group permissions, and organize subpages like calendars, news, and documents.
- [Create an Intranet Calendar](https://www.civicplus.help/municipal-websites-central/docs/create-an-intranet-calendar.md): Set intranet permissions for the Calendar module, manage guest access, and customize notifications for subscribers with easy steps for System Administrators.
- [Create an Intranet Document Center Folder](https://www.civicplus.help/municipal-websites-central/docs/create-an-intranet-document-center-folder.md): Learn how to create and manage an intranet in the Document Center module.
- [Create an Intranet Homepage](https://www.civicplus.help/municipal-websites-central/docs/create-an-intranet-homepage.md): Learn how to create an intranet homepage with proper permissions, add widgets, and manage subpages effectively for your organization.
- [Create an Intranet News Flash Category](https://www.civicplus.help/municipal-websites-central/docs/create-an-intranet-news-flash-category.md): Set intranet permissions for the News Flash module, ensuring guest access is removed. Learn how to manage categories and notifications effectively.
- [Set Up a Front-End Group](https://www.civicplus.help/municipal-websites-central/docs/set-up-a-front-end-group.md): Learn how to easily create and manage Front-End Groups in the Group Administration module.
- [Set Up an Intranet User](https://www.civicplus.help/municipal-websites-central/docs/set-up-an-intranet-user.md): Set up organized intranet user groups easily, ensuring the right people access the right pages with streamlined account management and permissions.
- [Set Up Intranet Category Permissions](https://www.civicplus.help/municipal-websites-central/docs/set-up-intranet-category-permissions.md): Learn how to create intranet categories in different modules.
- [Set Up Intranet Module Permissions](https://www.civicplus.help/municipal-websites-central/docs/set-up-intranet-module-permissions.md): Learn how to set intranet module permissions by removing guest access and assigning roles to intranet groups to secure and manage internal content.
- [Set Up Intranet Page Permissions](https://www.civicplus.help/municipal-websites-central/docs/set-up-intranet-page-permissions.md): Learn how to set page-specific permissions to control secure internal page visibility.
- [Permissions](https://www.civicplus.help/municipal-websites-central/docs/permissions.md)
- [Assign Module Permissions](https://www.civicplus.help/municipal-websites-central/docs/assign-permissions-to-the-whole-module.md): Learn how to assign module-wide permissions to grant roles, set access levels, and streamline your site's user management.
- [Permissions User Guide](https://www.civicplus.help/municipal-websites-central/docs/permissions-user-guide.md): Manage user permissions on your site with group-based access for viewing and editing content efficiently.
- [Set Category Permissions](https://www.civicplus.help/municipal-websites-central/docs/set-category-permissions.md): Learn to set module Category Permissions effectively, including special notes for the Calendar and Citizen Request Tracker modules.
- [Standard Admin Permissions](https://www.civicplus.help/municipal-websites-central/docs/standard-admin-permissions.md): Discover the different admin permissions for your site, with details on modifying, publishing, archiving, and managing content.
- [Standard Permissions](https://www.civicplus.help/municipal-websites-central/docs/standard-permissions.md): Learn about user permission levels, their functions, and how to assign them effectively for managing content in your system.
- [Search Engine Optimization](https://www.civicplus.help/municipal-websites-central/docs/search-engine-optimization.md)
- [Search Engine Optimization (SEO) Overview and Best Practices](https://www.civicplus.help/municipal-websites-central/docs/search-engine-optimization-seo-overview-and-best-practices.md): Learn the essentials of Search Engine Optimization and best practices to enhance your website's visibility and drive organic traffic effectively.
- [Advanced Search Options](https://www.civicplus.help/municipal-websites-central/docs/advanced-search-options.md): Learn to use advanced search filters on your site to find specific results by keywords, phrases, and content types for better navigation.
- [Google Links and Going Live](https://www.civicplus.help/municipal-websites-central/docs/google-links-and-going-live.md): Learn how to fix and prevent Google reindexing delays when changing website providers, ensuring your links stay updated and functional.
- [Submit Updates to Search Engines After Launch](https://www.civicplus.help/municipal-websites-central/docs/submit-updates-to-search-engines-after-launch.md): Learn how to manually submit your website to Google Search Console to help improve indexing and optimize search result visibility.
- [Pages](https://www.civicplus.help/municipal-websites-central/docs/pages-1.md)
- [Best Practices](https://www.civicplus.help/municipal-websites-central/docs/best-practices.md)
- [Add and Edit Content with the AI Editing Assistant](https://www.civicplus.help/municipal-websites-central/docs/add-and-edit-content-with-the-ai-editing-assistant.md): Learn to use the AI Editing Assistant for drafting and editing content with real-time AI support in CivicPlus. Acknowledge AI use for access.
- [Best Practices for Content](https://www.civicplus.help/municipal-websites-central/docs/best-practices-for-content.md): Explore the CivicPlus Content Best Practices Guide to understand accessibility principles and optimize content usability.
- [Break Up Content](https://www.civicplus.help/municipal-websites-central/docs/break-up-content.md): Learn how to effectively break up content using subheads, lists, and paragraphs to enhance usability and scannability on your website.
- [Bucketing Structures Best Practices](https://www.civicplus.help/municipal-websites-central/docs/bucketing-structures-best-practices.md): Discover Best Practices for structuring buckets in your mega menu to enhance user navigation and content accessibility on your site.
- [Entry Pages Best Practice](https://www.civicplus.help/municipal-websites-central/docs/entry-pages-best-practice.md): Learn the importance of consistent department pages in providing residents with easy access to frequently requested information, improving service efficiency.
- [Image and Slideshow Best Practices](https://www.civicplus.help/municipal-websites-central/docs/image-and-slideshow-best-practices.md): Follow these best practices for placing images on your site to ensure responsive design, usability, and compliance with accessibility standards.
- [Keep Content Consistent](https://www.civicplus.help/municipal-websites-central/docs/keep-content-consistent.md): Discover Best Practices for maintaining content consistency across your site, enhancing user experience and information accessibility.
- [Locating Resources with Keywords](https://www.civicplus.help/municipal-websites-central/docs/locating-resources-with-keywords.md): Learn how to effectively use keywords in your Document Center module to enhance searchability and improve user access to important resources.
- [Mobile Responsive Content Best Practices](https://www.civicplus.help/municipal-websites-central/docs/mobile-responsive-content-best-practices.md): Follow these best practices to ensure your content is mobile responsive and accessible for all users.
- [Page Naming Best Practices](https://www.civicplus.help/municipal-websites-central/docs/page-naming-best-practices.md): Discover Best Practices for naming pages on your website to enhance organization and improve user experience.
- [Page Scrolling Overview](https://www.civicplus.help/municipal-websites-central/docs/page-scrolling-overview.md): Learn the best practices for utilizing the scrolling function on your pages to ensure important information is easily accessible to users.
- [Symbols on Pages](https://www.civicplus.help/municipal-websites-central/docs/symbols-on-pages.md): Explore best practices for using everyday symbols to enhance content accessibility for your residents.
- [Table Compliance and Accessibility](https://www.civicplus.help/municipal-websites-central/docs/table-compliance-and-accessibility.md): Discover best practices for making tables more accessible for users with assistive devices to enhance content usability.
- [Use Subheads in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/use-subheads-in-the-editor-widget.md): Learn the best practices for using headings and subheads to enhance content structure and accessibility on your website.
- [When to Set Links to Open in the Same or a New Window](https://www.civicplus.help/municipal-websites-central/docs/when-to-set-links-to-open-in-the-same-or-a-new-window.md): Learn the best practices for opening links in the same or new windows to enhance user experience and navigation on your website.
- [Container Inheritance](https://www.civicplus.help/municipal-websites-central/docs/container-inheritance.md)
- [Add Custom Code to the Page Footer](https://www.civicplus.help/municipal-websites-central/docs/add-custom-code-to-the-page-footer.md): Learn how to add custom code to a content container in the footer of your website for enhanced functionality.
- [Setting and Disabling Container Inheritance](https://www.civicplus.help/municipal-websites-central/docs/setting-and-disabling-container-inheritance.md): Learn how to set and disable Container Inheritance for consistent page formats, allowing widgets to display across parent and child pages effectively.
- [Update a Widget in the Footer](https://www.civicplus.help/municipal-websites-central/docs/update-a-widget-in-the-footer.md): Learn how to update footer widget options in your Web Central website to enhance layout and functionality.
- [Layout](https://www.civicplus.help/municipal-websites-central/docs/layout.md)
- [Add Images to a Banner](https://www.civicplus.help/municipal-websites-central/docs/add-images-to-a-banner.md): Learn how to add an image to a banner in your Web Central theme to enhance your website's visual presentation.
- [Banner Image Does Not Show](https://www.civicplus.help/municipal-websites-central/docs/banner-image-does-not-show.md): Learn how to troubleshoot and correct HTML conflicts that may prevent your banner image from displaying on your Web Central website.
- [Create a Video Banner through the Layout Tab](https://www.civicplus.help/municipal-websites-central/docs/create-a-video-banner-through-the-layout-tab.md): Learn how to create a video banner on your Web Central website, including best practices for video size and format.
- [Crop and Resize an Image for a Banner](https://www.civicplus.help/municipal-websites-central/docs/crop-and-resize-an-image-for-a-banner.md): Learn how to edit and resize banner images in your theme to enhance your website's visual appeal.
- [Delete an Image from a Banner](https://www.civicplus.help/municipal-websites-central/docs/delete-an-image-from-a-banner.md): Learn how to change a banner in your Web Central theme to update your website's visual elements effectively.
- [Edit Banners and Logos for a Theme](https://www.civicplus.help/municipal-websites-central/docs/edit-banners-and-logos-for-a-theme.md): Learn how to change banner and logo options in your Web Central theme to enhance your website's visual appeal.
- [Edit Page Layouts](https://www.civicplus.help/municipal-websites-central/docs/edit-page-layouts.md): Learn how to edit a page's layout using Live Edit in your Web Central website to customize themes and banners effectively.
- [Edit the Alt Text for a Banner Image](https://www.civicplus.help/municipal-websites-central/docs/edit-the-alt-text-for-a-banner-image.md): Learn how to edit the alt text for banner images on your website to improve accessibility and SEO.
- [Enable or Disable the Feature Column](https://www.civicplus.help/municipal-websites-central/docs/enable-or-disable-the-feature-column.md): Learn how to enable and customize Feature Columns on your Web Central website to display important information like contact details and news.
- [Feature Column](https://www.civicplus.help/municipal-websites-central/docs/feature-column.md): Discover the purpose of the feature column on your website and best practices for utilizing it effectively with relevant widgets.
- [Navigation](https://www.civicplus.help/municipal-websites-central/docs/navigation.md)
- [Accordion Navigation](https://www.civicplus.help/municipal-websites-central/docs/accordion-navigation.md): Discover the benefits of accordion menus for secondary navigation, enhancing accessibility and user experience on your website.
- [Achieve Better Balance in Your Mega Menu](https://www.civicplus.help/municipal-websites-central/docs/achieve-better-balance-in-your-mega-menu.md): Discover how to effectively structure your Mega Menu for better balance and user experience while maintaining flexibility in navigation design.
- [Add a Global Navigation Item (Mega Menu)](https://www.civicplus.help/municipal-websites-central/docs/add-a-global-navigation-item-mega-menu.md): Learn how to add a Global navigation item to your website's Mega Menu using the Site Map for improved site organization and accessibility.
- [Add a Subpage to a Page's Secondary Navigation](https://www.civicplus.help/municipal-websites-central/docs/add-a-subpage-to-a-pages-secondary-navigation.md): Learn how to add a subpage to an existing page's Secondary Navigation for improved site organization and user accessibility.
- [Change Global to a Mega Menu or a Dropdown Menu](https://www.civicplus.help/municipal-websites-central/docs/change-global-to-a-mega-menu-or-a-dropdown-menu.md): Learn how to modify your global navigation to enhance user experience by setting up mega menus or dropdown menus.
- [Consistent Navigation](https://www.civicplus.help/municipal-websites-central/docs/consistent-navigation.md): Understand the importance of consistent navigation in web design to meet AAA Level WCAG standards and improve user accessibility.
- [Create a Custom Left Navigation](https://www.civicplus.help/municipal-websites-central/docs/create-a-custom-left-navigation.md): Learn how to create a custom set of links in the left-hand navigation to enhance site organization and user experience.
- [Delete Items on the Secondary Navigation](https://www.civicplus.help/municipal-websites-central/docs/delete-items-on-the-secondary-navigation.md): Discover how to manage links in your Secondary Navigation by hiding, unpublishing, or creating a custom set of links for better site navigation control.
- [Edit Mega Menu Options](https://www.civicplus.help/municipal-websites-central/docs/edit-mega-menu-options.md): Learn how to customize the Widget Options of your Mega Menu to enhance navigation and user experience on your website.
- [Global Navigation](https://www.civicplus.help/municipal-websites-central/docs/global-navigation.md): Explore the common global navigation sections designed to enhance user access to important municipal information and services.
- [Insert an Image Widget into the Mega Menu](https://www.civicplus.help/municipal-websites-central/docs/insert-an-image-widget-into-the-mega-menu.md): Learn how to add an Image widget to your Mega Menu in Web Central to enhance visual appeal and user engagement.
- [Mega Menu Overview](https://www.civicplus.help/municipal-websites-central/docs/mega-menu-overview.md): Learn how to implement mega menus for improved navigation on your website, enhancing user experience and accessibility.
- [Modify a Secondary Navigation Menu](https://www.civicplus.help/municipal-websites-central/docs/modify-a-secondary-navigation-menu.md): Learn how to adjust your secondary navigation menu to enhance user experience and site organization.
- [Move a Page in the Left Navigation](https://www.civicplus.help/municipal-websites-central/docs/move-a-page-in-the-left-navigation.md): Learn how to easily move pages within the left navigation of your Web Central site for better organization and user experience.
- [Move Pages in a Mega Menu](https://www.civicplus.help/municipal-websites-central/docs/move-pages-in-a-mega-menu.md): Learn how to efficiently move pages within a Mega Menu on your website to enhance navigation and organization.
- [Page Does Not Update Mega Menu Changes](https://www.civicplus.help/municipal-websites-central/docs/page-does-not-update-mega-menu-changes.md): Learn how to refresh your page to ensure your drop-down Mega Menu displays the latest changes and updates.
- [Pages Widget (Mega Menu) Layout](https://www.civicplus.help/municipal-websites-central/docs/pages-widget-mega-menu-layout.md): Explore the constraints and algorithm for creating balanced columns in your pages widget to enhance user navigation and experience.
- [Remove Mega Menu Items](https://www.civicplus.help/municipal-websites-central/docs/remove-mega-menu-items.md): Gather more information about how to remove a page from public view on the mega menu drop-down, or to completely remove a page.
- [Secondary Navigation Overview](https://www.civicplus.help/municipal-websites-central/docs/secondary-navigation-overview.md): Learn how to customize and manage secondary navigation on your website to enhance user experience and site organization.
- [Set Up Secondary Navigation Using Links Associated with a Different Page](https://www.civicplus.help/municipal-websites-central/docs/set-up-secondary-navigation-using-links-associated-with-a-different-page.md): Learn how to set up Secondary Navigation using links from a different page to enhance site organization and user navigation.
- [Page Content](https://www.civicplus.help/municipal-websites-central/docs/page-content.md)
- [Add Anchor Links to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-anchor-links-to-a-page.md): Learn how to add HTML anchor links to your page for improved navigation and user experience.
- [Add a Phone Hyperlink](https://www.civicplus.help/municipal-websites-central/docs/add-a-phone-hyperlink.md): Learn how to create a clickable phone number hyperlink on your webpage for easy access.
- [Add an Email Hyperlink in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/add-an-email-hyperlink-in-the-editor-widget.md): Learn how to create email hyperlinks in the Editor Widget and explore formatting options for enhanced email communication.
- [Add an Image in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/add-an-image-in-the-editor-widget.md): Learn how to add and configure images in the Editor widget for your website.
- [Add Audio Files to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-audio-files-to-a-page.md): Learn how to upload and reference audio files in the Document Center using HTML for your website.
- [Add Code Snippets to a Site](https://www.civicplus.help/municipal-websites-central/docs/add-code-snippets-to-a-site.md): Learn how to effectively add code snippets to your website's head or body elements, whether site-wide or on individual pages.
- [Comparing Absolute and Relative Links](https://www.civicplus.help/municipal-websites-central/docs/comparing-absolute-and-relative-links.md): Learn the difference between absolute and relative links in web development, including examples of how to use each type for effective hyperlinking.
- [Create a Hyperlink in Page Content](https://www.civicplus.help/municipal-websites-central/docs/create-a-hyperlink-in-page-content.md): Learn how to create effective hyperlinks in your pages using the Editor widget to enhance user navigation.
- [Disable Custom HTML Rendering](https://www.civicplus.help/municipal-websites-central/docs/disable-custom-html-rendering.md): Learn how to disable Custom Rendering to troubleshoot unresponsive pages in your website editor.
- [Editor Widget Image Options Toolbar](https://www.civicplus.help/municipal-websites-central/docs/editor-widget-image-options-toolbar.md): Explore the image options available in the Editor Widget to enhance your content with images.
- [Embed a PDF on a Page](https://www.civicplus.help/municipal-websites-central/docs/embed-a-pdf-on-a-page.md): Three effective methods for embedding documents in web pages using HTML iframe, object, and embed elements.
- [Embed Videos on a Page](https://www.civicplus.help/municipal-websites-central/docs/embed-videos-on-a-page.md): Learn how to embed YouTube or CivicMedia videos on your web page using the Custom HTML widget, ensuring mobile responsiveness and secure code.
- [Embedding Instagram Feeds](https://www.civicplus.help/municipal-websites-central/docs/embedding-instagram-feeds.md): Learn about the limitations of embedding Instagram content and how to use third-party code.
- [Hide a Page from Google Search](https://www.civicplus.help/municipal-websites-central/docs/hide-a-page-from-google-search.md): Learn how to hide specific pages from Google Search by using the noindex meta tag.
- [Insert a Table in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/insert-a-table-in-the-editor-widget.md): Learn how to insert and format tables in the Editor widget for effective data presentation.
- [Linking Documents in an Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/linking-documents-in-an-editor-widget.md): Learn how to create document links in the Editor widget for easy access to important files.
- [Linking Images](https://www.civicplus.help/municipal-websites-central/docs/linking-images.md): Learn how to link images in both the Image widget and Editor widget for enhanced navigation.
- [Live Edit](https://www.civicplus.help/municipal-websites-central/docs/live-edit.md): Learn how to activate Live Edit and explore its features for efficient page management and editing.
- [Make Video Embeds Responsive](https://www.civicplus.help/municipal-websites-central/docs/make-video-embeds-responsive.md): The following codes can be added to a Custom HTML Widget when embedding a video to make the videos more responsive for mobile and smaller screen widths.
- [Modify Image Alternate Text in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/modify-image-alternate-text-in-the-editor-widget.md): Learn how to modify the alt text for images in the Editor widget to enhance accessibility.
- [My Link Not Working in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/my-link-not-working-in-the-editor-widget.md): Learn how to fix broken external links by adding the correct URL format in the Editor.
- [Remove Rich Text Formatting](https://www.civicplus.help/municipal-websites-central/docs/remove-rich-text-formatting.md): Learn how to clean and format content from external sources before pasting it into the Editor Widget for optimal display and editing.
- [Set Hyperlink to Open in Same Window vs. New Window](https://www.civicplus.help/municipal-websites-central/docs/set-hyperlink-to-open-in-same-window-vs-new-window.md): Learn how to easily set and edit hyperlinks in the Editor Widget for effective navigation on your pages.
- [Set Images to Be Mobile-Responsive](https://www.civicplus.help/municipal-websites-central/docs/set-images-to-be-mobile-responsive.md): Learn how to make images in Editor widgets mobile-responsive for optimal display on all devices.
- [Smooth Scrolling Anchors](https://www.civicplus.help/municipal-websites-central/docs/smooth-scrolling-anchors.md): Learn how to enable smooth scrolling anchors on your containers for improved navigation and user experience.
- [Switch the View to HTML in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/switch-the-view-to-html-in-the-editor-widget.md): Learn how to switch between regular and HTML/Code view in the Editor for advanced page editing.
- [Unsupported Elements in Editor Widgets](https://www.civicplus.help/municipal-websites-central/docs/unsupported-elements-in-editor-widgets.md): Understand the limitations of the Froala editor and learn how to use the Custom HTML Widget for more flexibility.
- [Properties](https://www.civicplus.help/municipal-websites-central/docs/properties.md)
- [Page Properties Overview](https://www.civicplus.help/municipal-websites-central/docs/page-properties-overview.md): Explore the Properties tab to manage page settings, including menu text, visibility options, and language settings for your website.
- [Add Users or Groups to a Workflow](https://www.civicplus.help/municipal-websites-central/docs/add-users-or-groups-to-a-workflow.md): Learn how to add users or groups to a page workflow, ensuring efficient content approval processes on your site.
- [Disable Guest Permissions on a Page](https://www.civicplus.help/municipal-websites-central/docs/disable-guest-permissions-on-a-page.md): Learn how to disable guest permissions on a page to restrict access and enhance content security on your site.
- [Hide or Unhide a Page](https://www.civicplus.help/municipal-websites-central/docs/hide-or-unhide-a-page.md): Learn how to hide or unhide pages from the menu view while ensuring they remain accessible via direct links or search.
- [Permissions for Pages](https://www.civicplus.help/municipal-websites-central/docs/permissions-for-pages.md): Learn how to assign permissions for pages and subpages, ensuring proper access control for different user roles on your site.
- [Properties in the Pages Module](https://www.civicplus.help/municipal-websites-central/docs/properties-in-the-pages-module-1.md): Configure page properties including expiration warnings, notification emails, feature toggles, and archive settings in your site’s Pages module.
- [Splash Modal Properties](https://www.civicplus.help/municipal-websites-central/docs/splash-modal-properties.md): Learn how to add and configure a Splash Modal for specific pages or site-wide use, enhancing user engagement on your website.
- [Templates](https://www.civicplus.help/municipal-websites-central/docs/templates.md)
- [Template Overview](https://www.civicplus.help/municipal-websites-central/docs/template-overview.md): Learn about templates, their uses, and how to apply them effectively to streamline content creation and management.
- [Boards & Commissions Templates](https://www.civicplus.help/municipal-websites-central/docs/boards-commissions-templates.md)
- [Boards & Commissions Template Overview](https://www.civicplus.help/municipal-websites-central/docs/boards-commissions-template-overview.md): Follow CivicPlus Best Practices to format your boards and commissions pages, ensuring consistency and clarity for residents seeking information.
- [Board Member Example Template](https://www.civicplus.help/municipal-websites-central/docs/board-member-example-template.md): Utilize a template to create informative pages for governing body members, highlighting their biography, employment, and community service contributions.
- [Main Governing Board (No Pictures) Example](https://www.civicplus.help/municipal-websites-central/docs/main-governing-board-no-pictures-example.md): Utilize a template to format pages for the main governing board, detailing meeting schedules, member information, and the mission of the governing body.
- [Main Governing Board (With Pictures) Example](https://www.civicplus.help/municipal-websites-central/docs/main-governing-board-with-pictures-example.md): Utilize a template to format pages for the main governing board with pictures, detailing meeting schedules, member information, and more.
- [Non-Governing Boards and Commissions Example](https://www.civicplus.help/municipal-websites-central/docs/non-governing-boards-and-commissions-example.md): Utilize a template to format pages for boards and commissions, detailing meeting schedules, member information, and the mission of the governing body.
- [Versions and Page Actions](https://www.civicplus.help/municipal-websites-central/docs/versions-and-page-actions.md)
- [Add and Manage Linked Pages](https://www.civicplus.help/municipal-websites-central/docs/add-manage-linked-pages.md): Learn how to create, update, and delete linked pages on your site, ensuring effective navigation and content management.
- [Add & Manage Pages](https://www.civicplus.help/municipal-websites-central/docs/add-manage-pages.md): Learn how to create, edit, unpublish, and delete pages on your site, ensuring effective content management and organization.
- [Add a New Version of a Page](https://www.civicplus.help/municipal-websites-central/docs/add-a-new-version-of-a-page.md): Learn how to create a new version of a page, enhancing content management and version control on your site.
- [Add a Page Note](https://www.civicplus.help/municipal-websites-central/docs/add-a-page-note.md): Learn how to create and manage page notes for individual pages, enhancing collaboration and documentation on your site.
- [Add Keywords & Page Tags](https://www.civicplus.help/municipal-websites-central/docs/add-keywords-page-tags.md): Learn how to effectively add Keywords and Tags to your page, enhancing search visibility and SEO performance.
- [Archive a Page](https://www.civicplus.help/municipal-websites-central/docs/archive-a-page.md): Learn how to archive a page version, effectively managing your site's content without permanently deleting it.
- [Change a Content Page to a Linked Page](https://www.civicplus.help/municipal-websites-central/docs/change-a-content-page-to-a-linked-page.md): Learn how to convert a Content Page into a Linked Page, enhancing navigation and linking capabilities on your site.
- [Copy a Link to an Archived Page](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-an-archived-page-1.md): Learn how to copy a link to an archived page to share or access archived website content.
- [Copy a Page](https://www.civicplus.help/municipal-websites-central/docs/copy-a-page.md): Learn how to copy a page on your site, ensuring efficient content management and organization.
- [Differences Between Content Pages, Linked Page, and Versions](https://www.civicplus.help/municipal-websites-central/docs/differences-between-content-pages-linked-page-and-versions.md): Understand the differences between Content Pages, Linked Pages, and Page Versions to effectively manage your website's content.
- [Make an Archived Page Hidden](https://www.civicplus.help/municipal-websites-central/docs/make-an-archived-page-hidden-1.md): Learn how to make an archived page hidden to remove it from public view while keeping it in the archive.
- [Make an Archived Page Visible](https://www.civicplus.help/municipal-websites-central/docs/make-an-archived-page-visible-1.md): Learn how to make an archived page visible so it can be accessed again on your public website.
- [Manually Set Link Preview Images for X (Twitter) Posts](https://www.civicplus.help/municipal-websites-central/docs/manually-set-link-preview-images-for-x-twitter-posts.md): Learn how to manually set images for X (formerly Twitter) post link previews using code snippets in the Page Tags field.
- [Preview a Page](https://www.civicplus.help/municipal-websites-central/docs/preview-a-page.md): Learn how to preview a page in your site without turning off Live Edit, ensuring visibility into your edits before publishing.
- [Restore a Page](https://www.civicplus.help/municipal-websites-central/docs/restore-a-page-1.md): Restore archived pages by searching with filters and choosing to restore to the original or a different page; restored pages remain in draft until published.
- [Restore an Archived Version to a New Page](https://www.civicplus.help/municipal-websites-central/docs/restore-an-archived-version-to-a-new-page-1.md): Learn how to restore an archived page version to a new page while preserving the original archive.
- [Schedule Publish & Unpublish Page Versions](https://www.civicplus.help/municipal-websites-central/docs/schedule-publish-unpublish-page-versions.md): Learn how to schedule page version displays to manage content rotation and unpublish pages on specific dates.
- [Troubleshoot Page Editing Issues](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-page-editing-issues.md): Discover how to resolve editing access issues by using relative URL for internal links, ensuring seamless navigation within your site.
- [Unlock a Page](https://www.civicplus.help/municipal-websites-central/docs/unlock-a-page.md): Learn how to unlock a page to access the Actions button and make necessary edits on your site.
- [Update Page Title and Menu Text](https://www.civicplus.help/municipal-websites-central/docs/update-page-title-and-menu-text.md): Learn how to change the title and menu text for a page, allowing for customized navigation and improved site organization.
- [View the History for an Archived Page](https://www.civicplus.help/municipal-websites-central/docs/view-the-history-for-an-archived-page-1.md): Learn how to view the history of an archived page to track changes and archived versions.
- [Widgets](https://www.civicplus.help/municipal-websites-central/docs/widgets.md)
- [Widgets Overview](https://www.civicplus.help/municipal-websites-central/docs/widgets-overview.md): Customize your website with versatile content and module widgets, including calendars, alerts, and forms, to enhance user engagement and information sharing.
- [Add the Site Tools Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-site-tools-widget-to-a-page.md): Learn how to add Site Tools for navigation on your page, customize options, and enhance user experience with easy-to-follow instructions.
- [Configure, Edit, and Delete a Widget](https://www.civicplus.help/municipal-websites-central/docs/configure-widget-options.md): Learn to configure, edit, and delete widgets on your site, including options for display, categories, and layout adjustments to optimize the user experience.
- [Copy a Custom Widget](https://www.civicplus.help/municipal-websites-central/docs/copy-a-custom-widget-1.md): Copy and customize existing Custom Widgets by duplicating, renaming, editing fields, and saving or activating for site use.
- [Create & Manage Custom Widgets](https://www.civicplus.help/municipal-websites-central/docs/create-manage-custom-widgets-1.md): Create, edit, or delete Custom Widgets on your site by managing fields, settings, and activation under the Pages module.
- [Edit the Main Homepage Slideshow Image](https://www.civicplus.help/municipal-websites-central/docs/edit-the-main-homepage-slideshow-image.md): Step-by-step guide on how to add or adjust the main homepage image, including editing titles, captions, alt text for accessibility, and more.
- [Make a Custom Widget Inactive](https://www.civicplus.help/municipal-websites-central/docs/make-a-custom-widget-inactive-1.md): Disable a custom widget by selecting Actions next to it in the Custom Widgets tab and choosing Make Inactive, ensuring it’s not in use by any version.
- [Widget Breakpoint](https://www.civicplus.help/municipal-websites-central/docs/widget-breakpoint.md): Learn about Breakpoints, the screen widths that dictate widget and page layouts, ensuring optimal display for both Narrow and Wide view.
- [¿Cómo agrego un widget del Traductor de Google a mi página?](https://www.civicplus.help/municipal-websites-central/docs/cómo-agrego-un-widget-del-traductor-de-google-a-mi-página.md): Learn how to add a Google Translator widget to your page, allowing users to easily translate the content of your site into different languages.
- [Content Widgets](https://www.civicplus.help/municipal-websites-central/docs/content-widgets.md)
- [Add & Manage Tabbed Widgets on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-manage-tabbed-widgets-on-a-page.md): Easily organize content on your website using the Tabbed Widget—create, edit, and manage tabs for a streamlined and accessible user experience.
- [Add & Manage the Carousel Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-the-carousel-widget-on-a-page.md): Display multiple widgets in an interactive, space-saving format with the Carousel Widget, allowing users to navigate content manually or automatically.
- [Add & Manage the Pages Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-manage-the-pages-widget-on-a-page.md): Explore the Pages Widget formats to display subpages effectively, customize with images, and enhance navigation on your site.
- [Add & Modify Image Folders on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-modify-image-folders-on-a-page.md): Learn how to create, populate, and modify image folders in your Image content repository for better organization.
- [Add HTML on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-html-on-a-page.md): Integrate custom tools and third-party services into your site using the Custom HTML Widget, supporting embeds, scripts, and secure web service interactions.
- [Add the Editor Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-editor-widget-to-a-page.md): Discover how to add an ADA-compliant, responsive Editor widget with advanced formatting and accessibility tools to your page easily.
- [Add the Google Translate Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-google-translate-widget-to-a-page.md): Learn how to add a Google Translate widget to your page for multilingual support and easier content translation.
- [Add the List Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-list-widget-to-a-page.md): Create simple lists on your page using the List Widget, though the Editor Widget’s list tool offers better accessibility and features.
- [Add the Search Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-search-widget-to-a-page.md): "Learn how to add a Search Widget to your page for an easy and effective search bar integration."
- [Add the Share Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-share-widget-to-a-page.md): "Learn how to add a Share Widget to your page for easy social media sharing of your content."
- [Add the Slideshow Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-slideshow-widget-to-a-page.md): Learn how to add a Slideshow widget to your page with compliance tips, image settings, and customization options.
- [Add the Spacer Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-spacer-widget-to-a-page.md): Easily add empty spaces to your page for better layout and organization using the Spacer Widget.
- [Add the Table Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-table-widget-to-a-page.md): "Learn how to add a Table to your page with accessibility tips and customizable settings for better data presentation."
- [Add the Text Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-text-widget-to-a-page.md): Learn how to add and format basic text on your page using the Text Widget with options like bold, italic, and headers.
- [Editor Widget Overview](https://www.civicplus.help/municipal-websites-central/docs/editor-widget-overview.md): The Editor widget is ADA-compliant, responsive, and offers advanced tools like expanded font options, full-screen editing, spell check, and more.
- [Enable Font Options in the Editor](https://www.civicplus.help/municipal-websites-central/docs/enable-font-options-in-the-editor.md): Enable expanded font options in the Editor to allow sitewide access to additional font types, sizes, and colors beyond the default style guide settings.
- [Image Editor Tools](https://www.civicplus.help/municipal-websites-central/docs/image-editor-tools.md): Resize and crop images on your site easily using the Image Editor tool, no photo software needed.
- [Accessibility Checker Tool](https://www.civicplus.help/municipal-websites-central/docs/accessibility-checker-tool.md)
- [Accessibility Content Checker](https://www.civicplus.help/municipal-websites-central/docs/accessibility-content-checker.md): Ensure your content is ADA-compliant with CivicPlus® Accessibility Checker for the Editor, FAQs, and News Flash widgets.
- [Create Alt Text for Images](https://www.civicplus.help/municipal-websites-central/docs/create-alt-text-for-images.md): Ensure web accessibility by adding accurate and succinct alt text to all images, improving usability for all users, including those using screen readers.
- [Create Link Text](https://www.civicplus.help/municipal-websites-central/docs/create-link-text.md): Learn how to create accessible and descriptive link text that complies with WCAG 2.4.4, improving website navigation for users with disabilities.
- [Editor Widget Tables on Mobile Devices](https://www.civicplus.help/municipal-websites-central/docs/editor-widget-tables-on-mobile-devices.md): Learn how to manage mobile-responsive tables on your website, ensuring accessibility compliance while handling short and long tables across different devices
- [Find the Accessibility Checker in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/find-the-accessibility-checker-in-the-editor-widget.md): Learn how to use the Accessibility Checker in the Editor widget to ensure ADA compliance and resolve any accessibility issues.
- [Label Abbreviations in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/label-abbreviations-in-the-editor-widget.md): Ensure abbreviations are labeled with HTML attributes and spelled out on first use to comply with WCAG 3.1.4 accessibility standards.
- [Label Non-English Text in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/label-non-english-text-in-the-editor-widget.md): Learn how to label non-English text in the Editor using the HTML lang attribute to meet WCAG 3.1.1 accessibility standards.
- [Label Quotes in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/label-quotes-in-the-editor-widget.md): To meet the Web Content Accessibility Guidelines (WCAG) 1.3.1 Information and Relationships requirement, quotes should be labeled using the appropriate HTML attribute.
- [Module Widgets](https://www.civicplus.help/municipal-websites-central/docs/module-widgets.md)
- [Add & Manage the Calendar Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-manage-the-calendar-widget-on-a-page.md): Learn how to add and customize a Calendar Widget on your page, ensuring it displays upcoming events effectively for your audience.
- [Add & Manage the Related Documents Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-manage-the-related-documents-widget-on-a-page.md): Create a dynamic list of documents in your Document Center with the Related Documents widget. Customize appearance, sorting, and linking easily.
- [Add and Manage the Staff Directory Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-the-staff-directory-widget-on-a-page.md): Easily add the Staff Directory Widget to the Contact Us section of your page for detailed staff contact information.
- [Add Graphic Links to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-graphic-links-to-a-page.md): Learn how to add Graphic Links to your site with easy steps for System Administrators, Owners, and Authors. Enhance your page's visual appeal today!
- [Add Alerts to a Page Using the Alert Center Widget](https://www.civicplus.help/municipal-websites-central/docs/add-the-alert-center-widget-to-a-page.md): Manage and display important alerts on your page with the Alert Center widget. Highlight closures, notices, and updates effectively.
- [Add the FAQs Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-faqs-widget-to-a-page.md): This article will show you how to add the FAQs widget to your page using Live Edit.
- [Add the Form Center Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-form-center-widget-to-a-page.md): This article will show you how to use the Form Center widget to embed a form directly on a page.
- [Add the Image Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-image-widget-to-a-page.md): Learn how to add an image to your page, using the image widget.
- [Add the Info Advanced Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-info-advanced-widget-to-a-page.md): Learn how to add contact information to your page with the Info Advanced widget. Ensure categories are published for optimal display and customize widget options easily.
- [Add the News Flash Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-news-flash-widget-to-a-page.md): Learn to add a News Flash widget to your page, customize its options, and effectively share important organizational news with residents.
- [Add the Opinion Poll Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-opinion-poll-widget-to-a-page.md): This article walks through how to add content created in the Opinion Polls module directly to a page using the Opinion Polls widget.
- [Add the Quick Links Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-quick-links-widget-to-a-page.md): Learn how to add a Quick Links widget to your page, configure options, and enhance user navigation with this step-by-step guide for administrators.
- [Add the RSS Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-rss-widget-to-a-page.md): Learn how to effectively use the RSS widget, manage feed compatibility, and customize display options for optimal performance on your site.
- [Edit the Quick Links on the Footer of the Homepage](https://www.civicplus.help/municipal-websites-central/docs/edit-the-quick-links-on-the-footer-of-the-homepage.md): Learn how to edit footer links display with our step-by-step guide for System Administrators and Owners. Save, publish, or draft your changes easily!
- [Insert an Info Advanced Widget into the Mega Menu](https://www.civicplus.help/municipal-websites-central/docs/insert-an-info-advanced-widget-into-the-mega-menu.md): Learn how to add the Info Advanced widget to your Mega Menu for displaying contact information effectively on your site.
- [Link a Staff Directory in the Editor Widget](https://www.civicplus.help/municipal-websites-central/docs/link-a-staff-directory-in-the-editor-widget.md): It is possible to place a link to a Staff Directory department or employee into the Editor Widget on your site.
- [Use RSS Feeds from Modules](https://www.civicplus.help/municipal-websites-central/docs/use-rss-feeds-from-modules.md): The RSS widget allows you to add up to 16 RSS feeds to your page from the modules of your choice.
- [Modules](https://www.civicplus.help/municipal-websites-central/docs/modules.md)
- [Module Best Practices](https://www.civicplus.help/municipal-websites-central/docs/best-practices-1.md)
- [Comparing Archives and Archive Center](https://www.civicplus.help/municipal-websites-central/docs/comparing-archives-and-archive-center.md): Learn more about the key differences between Archives and Archive Center, including their purposes, features, and document management.
- [Copy Subscriber Lists](https://www.civicplus.help/municipal-websites-central/docs/copy-subscriber-lists.md): Learn how to efficiently export and import subscriber lists between modules with step-by-step instructions for site administrators.
- [Differences Between Archive Public and Archive Hidden](https://www.civicplus.help/municipal-websites-central/docs/differences-between-archive-public-and-archive-hidden.md): Understand the difference between Public and Hidden Archives and how each affects content visibility in your site modules.
- [File Size Limit for Uploads](https://www.civicplus.help/municipal-websites-central/docs/file-size-limit-for-uploads.md): Learn CivicPlus file upload limits: 20 MB for single uploads, 1 GB for batch uploads, and 500 MB for Platinum Security users.
- [Enable Public Archives](https://www.civicplus.help/municipal-websites-central/docs/enable-public-archives.md): Learn how to enable public access to Archives in various modules like News Flash, Calendar, and Agenda Center.
- [Find Image Size and Dimensions](https://www.civicplus.help/municipal-websites-central/docs/find-image-size-and-dimensions.md): Learn how to check the size and dimensions of an image before uploading it to your CivicPlus website.
- [FAQs and Staff Directory Update Time](https://www.civicplus.help/municipal-websites-central/docs/faqs-and-staff-directory-update-time.md): Discover why FAQ and Staff Directory updates may be delayed and how to force immediate changes with a browser cache clear.
- [Include an Item Link in SMS Messages](https://www.civicplus.help/municipal-websites-central/docs/include-an-item-link-in-sms-messages.md): Learn how SMS notifications include short links by default and which modules support this feature for subscriber alerts.
- [Importing CSV Files in Back-end Modules](https://www.civicplus.help/municipal-websites-central/docs/importing-csv-files-in-back-end-modules.md): Ensure file extensions are in all lowercase (such as .jpg, .pdf, .csv) for successful imports on CivicPlus websites.
- [Module Definition](https://www.civicplus.help/municipal-websites-central/docs/module-definition.md): Learn the difference between Pages and Modules on your CivicPlus site, and how to use modules to display dynamic, categorized content.
- [Pending and Submitted Status](https://www.civicplus.help/municipal-websites-central/docs/pending-and-submitted-status.md): Understand the key differences between "Pending" and "Submitted" statuses in the content publishing workflow.
- [Transfer Subscribers Between Export and Import Lists](https://www.civicplus.help/municipal-websites-central/docs/transfer-subscribers-between-export-and-import-lists.md): Learn how to convert and format exported subscriber lists for successful import using Excel or a text editor.
- [Web Central and Google Maps](https://www.civicplus.help/municipal-websites-central/docs/web-central-and-google-maps.md): Learn why some modules include a View Map button to embed Google Maps, to reduce unnecessary API calls while providing interactive location support.
- [Activities](https://www.civicplus.help/municipal-websites-central/docs/activities.md)
- [Activities Module Overview](https://www.civicplus.help/municipal-websites-central/docs/activities-module-overview.md): Manage and customize activities with registrations, payments, and facility integration using the Activities module.
- [Add a New Location in Activities](https://www.civicplus.help/municipal-websites-central/docs/add-a-new-location-in-activities.md): Learn how to add and manage custom locations for activities and sessions in the Activities module.
- [Add and Manage Activity Sessions](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-activity-sessions.md): Learn how to add or modify sessions in the Activities module, including scheduling, registration, and waitlist settings.
- [Add and Manage Activities](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-activities.md): Learn how to create and modify activities in the Activities module.
- [Add and Manage an Activities Category](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-an-activities-category.md): Learn how to add and modify categories in the Activities module with customizable permissions and descriptions.
- [Allow Guest Registrations in Activities](https://www.civicplus.help/municipal-websites-central/docs/allow-guest-registrations-in-activities.md): Learn how to enable guest registration for activity sessions to allow users to register without creating an account.
- [Bulk Actions in Activities](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-activities.md): Learn how to efficiently manage multiple activity categories at once using Bulk Actions like publish, unpublish, delete, and decline.
- [Create and Manage an Activity's Registration Form](https://www.civicplus.help/municipal-websites-central/docs/create-and-manage-an-activitys-registration-form.md): Learn how to create and customize registration forms in the Activities module with secure submission options and drag-and-drop fields.
- [Create and Manage Field Sets for Activities](https://www.civicplus.help/municipal-websites-central/docs/create-and-manage-field-sets-for-activities.md): Learn how to create, modify, and delete custom field sets for Activities registration forms to streamline data collection and improve form management.
- [Edit the Default Registration Form](https://www.civicplus.help/municipal-websites-central/docs/edit-the-default-registration-form.md): Learn how to edit the Activities module's default registration form.
- [Email Session Participants](https://www.civicplus.help/municipal-websites-central/docs/email-session-participants.md): Learn how to email an activity session's participants from the Activities module.
- [Export Rosters by Activity](https://www.civicplus.help/municipal-websites-central/docs/export-rosters-by-activity.md): Learn how to view and export an activity's roster in the Activities module.
- [Generate and Export a Session Roster](https://www.civicplus.help/municipal-websites-central/docs/generate-and-export-a-session-roster.md): Learn how to easily view and export detailed participant rosters for sessions in the Activities module to streamline attendance and registration management.
- [Import Sessions](https://www.civicplus.help/municipal-websites-central/docs/import-sessions.md): Learn how to import sessions in the Activities module, ensuring correct formats and avoiding errors.
- [Make Field Sets in Activities Inactive](https://www.civicplus.help/municipal-websites-central/docs/make-field-sets-in-activities-inactive.md): Learn how to make field sets inactive in the Activities module to remove them from use without deleting them, using Bulk Actions for efficiency.
- [Modify Registration Submissions](https://www.civicplus.help/municipal-websites-central/docs/modify-registration-submissions.md): Learn how administrators can request resubmission, complete a new form on behalf of the user, or add internal comment fields for updates.
- [Properties in Activities](https://www.civicplus.help/municipal-websites-central/docs/properties-in-activities.md): Explore the Activities module's Properties, including admin settings, registration options, and notification preferences for effective management.
- [Set Default View Preferences in Activities](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-in-activities.md): Learn how to set default sorting and display options for sessions, activities, and categories in the Activities module.
- [View Options in Activities](https://www.civicplus.help/municipal-websites-central/docs/view-options-in-activities.md): Learn to filter and customize how activities, sessions, and categories display in the Activities module using View Options for targeted content management.
- [Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/agenda-center.md)
- [Restore Archived Agendas](https://www.civicplus.help/municipal-websites-central/docs/restore-archived-agendas.md): Learn how to restore and update an archived agenda.
- [Agenda Center Overview](https://www.civicplus.help/municipal-websites-central/docs/agenda-center-walkthrough.md): Create and customize agendas for civic organizations with the Agenda Center, streamlining workflows and enhancing public access to meeting minutes and documents.
- [Add a Draft Watermark to Minutes](https://www.civicplus.help/municipal-websites-central/docs/add-a-draft-watermark-to-minutes.md): Learn to enable the DRAFT watermark on standard minutes in the Agenda Center to clearly mark them as drafts when downloaded by users.
- [Add a New Agenda](https://www.civicplus.help/municipal-websites-central/docs/add-a-new-agenda.md): Learn how to create and manage agendas in the Agenda Center, including uploading files, modifying items, and publishing updates effectively.
- [Add a Simple Agenda & Upload Minutes](https://www.civicplus.help/municipal-websites-central/docs/upload-minutes-with-simple-agendas.md): Learn how to upload minutes using Simple Agendas in the Agenda Center with step-by-step instructions.
- [Add an Agenda Center Category](https://www.civicplus.help/municipal-websites-central/docs/add-an-agenda-center-category.md): Learn how to create categories in the Agenda Center, manage permissions, and set up notifications for effective agenda management.
- [Add an Audio or Video Link to an Agenda](https://www.civicplus.help/municipal-websites-central/docs/add-an-audio-or-video-link-to-an-agenda.md): Add audio or video links to an agenda by uploading the file to the Archive Center, copying the link, and pasting it into the agenda’s Link to Media field.
- [Add an Item to an Agenda](https://www.civicplus.help/municipal-websites-central/docs/add-an-item-to-an-agenda.md): Learn how to add approved items to an agenda by selecting a category, dragging items into the agenda, and saving or sending updates.
- [Add Minutes to an Agenda](https://www.civicplus.help/municipal-websites-central/docs/add-minutes-to-an-agenda.md): Add minutes directly to a published agenda in the Agenda Center with options for complex or simple minutes, plus a draft watermark feature.
- [Add Rules and Alerts to a Category](https://www.civicplus.help/municipal-websites-central/docs/add-rules-and-alerts-to-a-category.md): Easily add rules and alerts to Agenda Center categories to automate email notifications based on agenda item actions and timeframes.
- [Agenda Center Folders](https://www.civicplus.help/municipal-websites-central/docs/agenda-center-folders.md): Learn how to organize agenda items efficiently using folders for approved, declined, and future agendas with drag-and-drop functionality.
- [Agenda Center Naming Conventions and Examples](https://www.civicplus.help/municipal-websites-central/docs/agenda-center-naming-conventions-and-examples.md): Best practices and examples for naming agendas, including simple, complex, no-agenda, canceled meetings, and HTML agendas.
- [Agenda Center Properties](https://www.civicplus.help/municipal-websites-central/docs/agenda-center-properties.md): Customize the Agenda Center’s settings such as names, headers, permissions, notifications, and default messages, to optimize agenda management and display.
- [Agenda Posting Restriction: Time-Based Validation](https://www.civicplus.help/municipal-websites-central/docs/agenda-posting-restriction-time-based-validation.md): Find out more about a posting time limit that restricts when agendas can be added to meetings.
- [Agendas and Agenda Packets](https://www.civicplus.help/municipal-websites-central/docs/agendas-and-agenda-packets.md): Learn the differences between Simple Agendas and Agenda Packets, including how to create, upload, and view them in HTML and PDF formats.
- [Allow Subscribers for Agenda Center Categories](https://www.civicplus.help/municipal-websites-central/docs/allow-subscribers-for-agenda-center-categories.md): Learn how to enable subscriber notifications for a category in the Agenda Center to keep your community informed.
- [Always Show the Media Column in Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/always-show-the-media-column-in-agenda-center.md): Learn how to always display the Media column in the Agenda Center for a consistent public view, regardless of media availability.
- [Archive Agendas](https://www.civicplus.help/municipal-websites-central/docs/archive-agendas.md): Learn how to send agendas and minutes to the Archive Center for organized long-term record keeping in the Agenda Center module.
- [Associate an Existing Agenda to a Calendar Event](https://www.civicplus.help/municipal-websites-central/docs/associate-an-existing-agenda-to-a-calendar-event.md): Learn how to associate existing agendas with calendar events in the Agenda Center for streamlined meeting management.
- [Bulk Actions in the Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-the-agenda-center.md): Learn how to use Bulk Actions in the Agenda Center to quickly manage multiple categories with options like publish, unpublish, delete, and more.
- [Change Numerals in Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/change-numerals-in-agenda-center.md): Easily change bulleted numeral styles in your Agendas using the Default Agenda Format settings in the Agenda Center.
- [Collapse Agenda Center Categories](https://www.civicplus.help/municipal-websites-central/docs/collapse-agenda-center-categories.md): Learn how to collapse Agenda Center categories to improve navigation and reduce scrolling on the public site.
- [Comparing the Archive Center and Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/comparing-the-archive-center-and-agenda-center.md): Understand the key differences between the Agenda Center and Archive Center, including their purposes, features, and benefits for managing documents.
- [Copy a Default Item](https://www.civicplus.help/municipal-websites-central/docs/copy-a-default-item.md): Learn how to copy and customize a Default Item in the Agenda Center to quickly create similar agenda items with ease.
- [Copy a Link to an Agenda Center Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-an-agenda-center-category.md): Quickly copy and share links to Agenda Center categories using relative or absolute URLs for internal or external use.
- [Copy an Agenda](https://www.civicplus.help/municipal-websites-central/docs/copy-an-agenda.md): Easily copy and customize Agendas in the Agenda Center to streamline recurring meeting setup and notification delivery.
- [Copy the Most Recent Agenda Link](https://www.civicplus.help/municipal-websites-central/docs/copy-the-most-recent-agenda-link.md): Learn how to copy and share the most recent Agenda link from Agenda Center categories for easy access and quick navigation.
- [Create a Default Agenda Format](https://www.civicplus.help/municipal-websites-central/docs/create-a-default-agenda-format.md): Customize default agenda formats in Agenda Center including fonts, numbering, indentation, and spacing for consistent meeting documents.
- [Create a Default Item](https://www.civicplus.help/municipal-websites-central/docs/create-a-default-item.md): Learn how to set up Default Agenda Items in Agenda Center for quick, easy addition of frequently used agenda entries.
- [Create a New Custom Field in Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/create-a-new-custom-field-in-agenda-center.md): Create and manage custom fields in Agenda Center categories to capture additional item details with flexible input types.
- [Create a Workflow for an Agenda](https://www.civicplus.help/municipal-websites-central/docs/create-a-workflow-for-an-agenda.md): Learn how to set up approval workflows in Agenda Center to streamline the agenda item review process.
- [Create an Agenda Packet](https://www.civicplus.help/municipal-websites-central/docs/create-an-agenda-packet.md): Learn how to create comprehensive Agenda Packets in Agenda Center, combining agendas with supporting documents for meetings.
- [Create and Manage Agenda Items](https://www.civicplus.help/municipal-websites-central/docs/manage-agenda-items.md): Manage meeting agendas by adding, updating items, and attaching files. Learn about roles and workflows for effective agenda management.
- [Creating and Editing an Agenda in Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/creating-and-editing-an-agenda-in-agenda-center.md): Step-by-step guide to creating, modifying, and organizing meeting agendas in Agenda Center for efficient board and committee meetings.
- [Default Agenda Format](https://www.civicplus.help/municipal-websites-central/docs/default-agenda-format.md): Create and customize default agenda templates in Agenda Center to standardize formatting across categories.
- [Create Default Content for Agendas](https://www.civicplus.help/municipal-websites-central/docs/create-default-content-for-agendas.md): Learn how to set and customize default agenda headers and footers in Agenda Center for consistent meeting documents across categories.
- [Default Messages Tab](https://www.civicplus.help/municipal-websites-central/docs/default-messages-tab.md): Set up and customize default email and text message alerts for Agenda Center subscribers using the Default Messages tab.
- [Delete a Default Agenda Item](https://www.civicplus.help/municipal-websites-central/docs/delete-a-default-agenda-item.md): Learn how to delete Default Items in Agenda Center to manage and update your agenda templates efficiently.
- [Disable Posted Date Feature](https://www.civicplus.help/municipal-websites-central/docs/disable-posted-date-feature.md): Learn how to disable the Posted Date feature in Agenda Center, with important compliance considerations for certain states.
- [Failed Packet Generation Error](https://www.civicplus.help/municipal-websites-central/docs/failed-packet-generation-error.md): Troubleshoot the Failed Packet Generation error in the Agenda Center module by fixing file names with special characters for successful publishing.
- [File Extensions for Simple and Complex Agendas](https://www.civicplus.help/municipal-websites-central/docs/file-extensions-for-simple-and-complex-agendas.md): Learn how to manage document file names and descriptions in Agenda Center, including when to add file extensions for simple and complex agendas.
- [Import Agenda Center Subscribers](https://www.civicplus.help/municipal-websites-central/docs/import-agenda-center-subscribers.md): Learn how to import subscriber lists into Agenda Center using properly formatted text files to manage notifications efficiently.
- [Invalid Characters in Filenames](https://www.civicplus.help/municipal-websites-central/docs/invalid-characters-in-filenames.md): Ensure filenames for agenda item uploads contain only accepted characters to avoid invalid character errors during upload.
- [Modify a Default Item](https://www.civicplus.help/municipal-websites-central/docs/modify-a-default-item.md): Learn how to easily modify Default Items in Agenda Center to keep your meeting agendas up to date.
- [Modify an Agenda](https://www.civicplus.help/municipal-websites-central/docs/modify-an-agenda.md): Learn how to modify agendas in Agenda Center, update details, manage items, and save with notifications or calendar integration.
- [Modify an Agenda Center Category](https://www.civicplus.help/municipal-websites-central/docs/modify-an-agenda-center-category.md): Learn how to modify category preferences in Agenda Center, including properties, templates, custom fields, and default messages.
- [Modify an Existing Workflow](https://www.civicplus.help/municipal-websites-central/docs/modify-an-existing-workflow.md): Learn how to modify an existing workflow in Agenda Center by editing users, groups, and approval rules.
- [Move a Default Item to a Different Category](https://www.civicplus.help/municipal-websites-central/docs/move-a-default-item-to-a-different-category.md): Learn how to move an existing Default Item to a different category in Agenda Center with simple step-by-step instructions.
- [Move an Agenda to a Different Category](https://www.civicplus.help/municipal-websites-central/docs/move-an-agenda-to-a-different-category.md): Discover more about how to move an existing Agenda into a different category in the Agenda Center.
- [Options Tab](https://www.civicplus.help/municipal-websites-central/docs/options-tab.md): Customize your Agenda Center with options for public names, headers, footers, and more. Learn how to manage agendas effectively in this guide.
- [Order Default Items](https://www.civicplus.help/municipal-websites-central/docs/order-default-items.md): Learn how to organize default agenda items by changing their display order in Agenda Center.
- [Modify Complex Agenda Items](https://www.civicplus.help/municipal-websites-central/docs/modify-agenda-items.md): To modify an Agenda Center item, first remove it from any agenda, save changes, then edit the item’s details and save or submit for approval before re-adding it to the agenda.
- [Pin an Agenda Center Category to the Top](https://www.civicplus.help/municipal-websites-central/docs/pin-an-agenda-center-category-to-the-top.md): Learn how to pin a category to the top of the public Agenda Center list, including all categories sharing the same header.
- [Remove the Amended Label from an Agenda](https://www.civicplus.help/municipal-websites-central/docs/remove-the-amended-label-from-an-agenda.md): Learn how to amend an Agenda and remove the "Amended" label!
- [Remove a Previous Agenda Version](https://www.civicplus.help/municipal-websites-central/docs/remove-a-previous-agenda-version.md): Learn how to unpublish and modify agendas in Agenda Center while keeping notifications and meeting details accurate.
- [Remove Amended from Agenda (Keep Previous Version)](https://www.civicplus.help/municipal-websites-central/docs/remove-amended-from-agenda-keep-previous-version.md): Learn how to show previous agenda versions without displaying them as amended in the Agenda Center.
- [Prevent Amended Label From Appearing on an Agenda](https://www.civicplus.help/municipal-websites-central/docs/remove-amended-label-on-an-agenda.md): Learn how to modify an agenda without marking it as amended in the Agenda Center.
- [Remove Subscribers Without a Notification](https://www.civicplus.help/municipal-websites-central/docs/remove-subscribers-without-a-notification.md): Learn how to remove subscribers from Agenda Center without triggering a notification or alert.
- [Set Category Permissions in Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/set-category-permissions-in-agenda-center.md): Learn how to assign permissions in the Agenda Center to ensure only authorized staff can publish public agendas.
- [Set the Default View Preferences in Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/set-the-default-view-preferences-in-agenda-center.md): Learn how to change the default view and sort options for agendas, items, and categories in the Agenda Center.
- [Update Migrated Agenda Center Items](https://www.civicplus.help/municipal-websites-central/docs/update-migrated-agenda-center-items.md): Learn what to do when migrated Agenda Center items can't be edited and how to recreate agendas for updates.
- [Upload an Existing Agenda](https://www.civicplus.help/municipal-websites-central/docs/upload-an-existing-agenda.md): Learn how to upload an existing agenda file to CivicEngage Central using the Agenda Center.
- [View & Export Agenda Center Subscribers](https://www.civicplus.help/municipal-websites-central/docs/view-export-agenda-center-subscribers.md): Learn how to view and export subscriber lists in Agenda Center for better tracking and management.
- [View and Filter the Archives](https://www.civicplus.help/municipal-websites-central/docs/view-and-filter-the-archives.md): Learn how to filter and view archived items in the Agenda Center for efficient content management.
- [View Email Lists](https://www.civicplus.help/municipal-websites-central/docs/agenda-center-view-email-lists.md): Learn how System Administrators can view and manage email lists in the Agenda Center for effective communication.
- [View Options for Agenda Center](https://www.civicplus.help/municipal-websites-central/docs/view-options-for-agenda-center.md): Learn how to use View Options in Agenda Center to filter and display published, draft, submitted, and declined agendas and calendars.
- [Alert Center](https://www.civicplus.help/municipal-websites-central/docs/alert-center.md)
- [Alert Center Overview](https://www.civicplus.help/municipal-websites-central/docs/alert-center-overview.md): Easily manage and display emergency alerts with customizable layouts, notifications, and alert bars using the Alert Center module.
- [Add Alerts to a Page Using the Alert Center Widget](https://www.civicplus.help/municipal-websites-central/docs/add-alerts-to-a-page-using-the-alert-center-widget.md): Manage and display important alerts on your page with the Alert Center widget. Highlight closures, notices, and updates effectively.
- [Add an Alert](https://www.civicplus.help/municipal-websites-central/docs/add-an-alert.md): Learn how to create and manage alerts in the Alert Center, including configuring alert bars, notifications, and publishing options.
- [Add an Alert Center Category](https://www.civicplus.help/municipal-websites-central/docs/add-an-alert-center-category.md): Learn how to add and configure categories in the Alert Center, including permissions, notifications, and display settings.
- [Alert Center Properties](https://www.civicplus.help/municipal-websites-central/docs/alert-center-properties.md): Learn how to customize Alert Center properties, including colors, fonts, icons, and social media images, to ensure accessibility and branding compliance.
- [Allow Subscribers in the Alert Center](https://www.civicplus.help/municipal-websites-central/docs/allow-subscribers-in-the-alert-center.md): Learn how to enable and manage subscriber permissions in the Alert Center to allow users to receive alert notifications.
- [Bulk Actions in Alert Center](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-alert-center.md): Learn how to efficiently manage multiple Alert Center categories at once using Bulk Actions like publish, unpublish, delete, archive, and decline.
- [Copy Alert Link](https://www.civicplus.help/municipal-websites-central/docs/copy-alert-link.md): Learn how to copy and share direct links for alerts within the Alert Center for easy access and distribution.
- [Delete an Alert](https://www.civicplus.help/municipal-websites-central/docs/delete-an-alert.md): Step-by-step guide for System Administrators and Owners to unpublish and delete alerts in the Alert Center.
- [Delete an Alert Category](https://www.civicplus.help/municipal-websites-central/docs/delete-an-alert-category.md): Instructions for System Administrators and Owners to unpublish and delete Alert Center categories after all alerts are removed.
- [Disable an Alert Bar](https://www.civicplus.help/municipal-websites-central/docs/disable-an-alert-bar.md): Guide for System Administrators and Owners to disable the Alert Bar for a specific Alert Center category.
- [Edit an Alert Center Category](https://www.civicplus.help/municipal-websites-central/docs/edit-an-alert-center-category.md): Step-by-step guide for System Administrators and Owners to edit Alert Center category properties and manage permissions.
- [Enable Alert Bar in Alert Center](https://www.civicplus.help/municipal-websites-central/docs/enable-alert-bar-in-alert-center.md): How System Administrators, Owners, and Publishers can enable and configure the Alert Bar for emergency notifications in the Alert Center.
- [Import Alert Center Subscribers](https://www.civicplus.help/municipal-websites-central/docs/import-alert-center-subscribers.md): Learn how to import subscribers into the Alert Center easily. Follow step-by-step instructions for uploading CSV or TXT files, managing subscription types, and ensuring subscribers receive timely alerts. Perfect for system administrators and owners managing community notifications.
- [Link an Alert Center Item to a Web Address](https://www.civicplus.help/municipal-websites-central/docs/link-an-alert-center-item-to-a-web-address.md): Learn how to direct Alert Center item titles, images, and links to any internal or external web address for improved user engagement and navigation.
- [Link the Alert Bar to a Web Address](https://www.civicplus.help/municipal-websites-central/docs/link-the-alert-bar-to-a-web-address.md): You can customize your Alert Bar text and link it to any web address, allowing users to be directed to a custom page without first visiting the Alert Center
- [Message Defaults](https://www.civicplus.help/municipal-websites-central/docs/message-defaults.md): System Admins and Owners can edit message defaults for new mailing lists, including welcome messages, headers, and footers.
- [Modify an Existing Alert Item](https://www.civicplus.help/municipal-websites-central/docs/modify-an-existing-alert-item.md): Learn how System Administrators, Owners, Publishers, and Authors can easily modify alerts in the Alert Center to manage notifications and updates effectively.
- [Preview an Alert](https://www.civicplus.help/municipal-websites-central/docs/preview-an-alert.md): Learn how System Administrators and Owners can preview alerts in the Alert Center by selecting the alert and choosing Preview.
- [Publish an Alert](https://www.civicplus.help/municipal-websites-central/docs/publish-an-alert.md): Learn how System Administrators, Owners, and Publishers can publish draft alerts in the Alert Center and send notifications with customizable subjects, comments, and mobile messages.
- [Publish an Alert Category](https://www.civicplus.help/municipal-websites-central/docs/publish-an-alert-category.md): Learn how System Administrators and Owners can publish categories in the Alert Center by selecting the category, clicking Actions, and choosing Publish.
- [Set Active Alert Center Links to Archived Items](https://www.civicplus.help/municipal-websites-central/docs/set-active-alert-center-links-to-archived-items.md): Learn how active Alert Center links redirect users to archived items after alerts expire.
- [Set Default View Preferences in Alert Center](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-in-alert-center.md): Learn how System Administrators can change Alert Center preferences for sorting, display, and results per page.
- [Turn On the Emergency Alert Bar](https://www.civicplus.help/municipal-websites-central/docs/turn-on-the-emergency-alert-bar.md): Learn how System Administrators and Owners can enable, customize, and schedule Alert Bar displays and text for alerts in the Alert Center.
- [Update an Alert](https://www.civicplus.help/municipal-websites-central/docs/update-an-alert.md): Learn how System Administrators, Owners, and Publishers can update alerts in the Alert Center, add details and links, and notify subscribers with customizable messages.
- [Unpublish an Alert](https://www.civicplus.help/municipal-websites-central/docs/unpublish-an-alert.md): Learn how System Administrators, Owners, and Publishers can unpublish alerts in the Alert Center to remove them from public view.
- [Unpublish an Alert Category](https://www.civicplus.help/municipal-websites-central/docs/unpublish-an-alert-category.md): Learn how System Administrators and Owners can unpublish a category in the Alert Center to make it no longer publicly visible.
- [View & Export Alert Center Subscriptions](https://www.civicplus.help/municipal-websites-central/docs/view-export-alert-center-subscriptions.md): Learn how System Administrators, Owners, and Authors can view and export subscriber lists in the Alert Center, ensuring the category allows subscribers.
- [View Archives in Alert Center](https://www.civicplus.help/municipal-websites-central/docs/view-archives-in-alert-center.md): Learn how System Administrators and Owners can view, filter, preview, and copy links of archived items in the Alert Center.
- [View Options in Category](https://www.civicplus.help/municipal-websites-central/docs/view-options-in-category.md): System Administrators, Owners, and Publishers can filter Alert Center items using the View Options tab to sort and display alerts and categories by title, status, dates, and expiration.
- [Archive Center](https://www.civicplus.help/municipal-websites-central/docs/archive-center.md)
- [Archive Center Overview](https://www.civicplus.help/municipal-websites-central/docs/archive-center-overview.md): Access the Archive Center for easy retrieval of dated documents like budgets, newsletters, and press releases, organized by year for quick searching.
- [Activate the Archive Center Web Editor](https://www.civicplus.help/municipal-websites-central/docs/activate-the-archive-center-web-editor.md): Learn how to enable and access the Archive Center's web editor.
- [Add & Manage Archive Center Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-archive-center-categories.md): Learn how to add, modify, or delete Archive Center categories to organize your archives with visibility control and permissions management.
- [Add & Manage Archive Center Items](https://www.civicplus.help/municipal-websites-central/docs/add-manage-archive-center-items.md): Learn how to add, modify, or delete items in the Archive Center.
- [Add a File to an Item in Archive Center](https://www.civicplus.help/municipal-websites-central/docs/add-a-file-to-an-item-in-archive-center.md): Learn how to attach files to items in the Archive Center.
- [Archive Center Naming Conventions](https://www.civicplus.help/municipal-websites-central/docs/archive-center-naming-conventions.md): Learn more about intuitive naming conventions for the Archive Center.
- [Bulk Actions for Items in Archive Center](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-items-in-archive-center.md): Learn how to manage multiple Archive Center items at one time using Bulk Actions.
- [Copy an Archive Center Item](https://www.civicplus.help/municipal-websites-central/docs/copy-an-archive-center-item.md): Learn how to copy an Archive Center item and update its information fields.
- [Copy the Link to a Category in Archive Center](https://www.civicplus.help/municipal-websites-central/docs/copy-the-link-to-a-category-in-archive-center.md): Learn how to Copy Links for Archive Center categories.
- [Copy the Link to an Archive Center Item](https://www.civicplus.help/municipal-websites-central/docs/copy-the-link-to-an-archive-center-item.md): Learn how to copy direct links to Archive Center items for easy sharing on your site or in documents.
- [Copy the Most Recent Item Link](https://www.civicplus.help/municipal-websites-central/docs/copy-the-most-recent-item-link.md): Learn how to copy a dynamic link to the most recent item in an Archive Center category for use in site content or documents.
- [Document Load Error](https://www.civicplus.help/municipal-websites-central/docs/document-load-error.md): Learn while files won’t upload if their names contain special characters.
- [Edit the Archive Center Header](https://www.civicplus.help/municipal-websites-central/docs/edit-the-archive-center-header.md): Learn why you have to contact CivicPlus Support to edit the Archive Center's header.
- [Export Archive Center Attachments](https://www.civicplus.help/municipal-websites-central/docs/export-archive-center-attachments.md): Learn how to export attachments from the Archive Center by selecting categories and downloading them as a ZIP file.
- [Link to Documents in the Archive Center](https://www.civicplus.help/municipal-websites-central/docs/link-to-documents-in-the-archive-center.md): Learn a best practice: link documents to open in a new window and link categories to open in the same window for optimal user experience.
- [Order Archive Center Items](https://www.civicplus.help/municipal-websites-central/docs/order-archive-center-items.md): Learn how to order your archive items by setting the archive date; use actual creation or event dates to keep documents organized and easy to find.
- [Re-Order Archived Items](https://www.civicplus.help/municipal-websites-central/docs/reorder-archived-items.md): Learn how to reorder archived items by adjusting their archive date.
- [Show Hidden Archives](https://www.civicplus.help/municipal-websites-central/docs/show-hidden-archives.md): Learn how to reveal hidden archive items; use filters to view posts intentionally excluded from public view, then unhide, edit, or restore them as needed.
- [Upload Multiple Files](https://www.civicplus.help/municipal-websites-central/docs/upload-multiple-files.md): Learn how to upload multiple files to the Archive Center, including tips for configuring display names, dates, and descriptions for each item.
- [Bid Postings](https://www.civicplus.help/municipal-websites-central/docs/bid-postings.md)
- [Bid Postings Overview](https://www.civicplus.help/municipal-websites-central/docs/bid-postings-overview.md): Easily organize, publish, and manage bid opportunities by category while allowing user registration, notifications, and document attachments.
- [Access Closed and Awarded Bids](https://www.civicplus.help/municipal-websites-central/docs/access-closed-and-awarded-bids.md): Learn how to access closed and awarded bids in a Bid Postings category.
- [Add & Manage Bids](https://www.civicplus.help/municipal-websites-central/docs/add-manage-bids.md): Learn how to add, manage, and delete bids in the Bid Postings module.
- [Add & Manage Bid Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-bid-categories.md): Learn how to add, modify, or delete categories in the Bid Postings module.
- [Allow Category Subscribers in Bid Postings](https://www.civicplus.help/municipal-websites-central/docs/allow-category-subscribers-in-bid-postings.md): Learn how to enable subscriber notifications for a Bid Postings category to keep users updated on new bids and changes.
- [Attach a Document to a Bid](https://www.civicplus.help/municipal-websites-central/docs/attach-a-document-to-a-bid.md): Attach documents to bids by signing in, navigating to Modules > Content > Bid Postings, selecting the bid’s category and item, going to the Related Documents tab, choosing the folder and documents to attach, then saving or saving and sending notifications.
- [Bid Postings Properties](https://www.civicplus.help/municipal-websites-central/docs/bid-postings-properties.md): Learn how to configure the Properties in the Bid Postings module for optimized sharing on platforms like Facebook
- [Copy a Bid](https://www.civicplus.help/municipal-websites-central/docs/copy-a-bid.md): Learn how can copy a bid in the Bid Postings module to create duplicates, edit details, and manage notifications for efficient bid management.
- [Copy a Link from a Bid](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-from-a-bid.md): Learn how to copy relative or absolute links for bids in the Bid Postings module.
- [Copy Link to a Bids Category](https://www.civicplus.help/municipal-websites-central/docs/copy-link-to-a-category.md): Learn how to easily copy and share direct links to Bid Postings categories for seamless access and improved site navigation.
- [Delete a Subscriber in Bid Postings](https://www.civicplus.help/municipal-websites-central/docs/bid-postings-delete-a-subscriber.md): Learn how System Administrators and Owners can delete subscribers from a Bid Postings category to manage your subscription list effectively.
- [Edit Bid Header Text](https://www.civicplus.help/municipal-websites-central/docs/edit-bid-header-text.md): Learn how and why to contact CivicPlus Support to update a Bid's Header Text.
- [Edit the Plan Holders Form](https://www.civicplus.help/municipal-websites-central/docs/edit-the-plan-holders-form.md): Learn how to update the Plan Holders Form for the Bid Postings module.
- [Email All Plan Holders](https://www.civicplus.help/municipal-websites-central/docs/email-all-plan-holders.md): Learn how to email all Plan Holders for a Bid item in the Bid Postings module.
- [Enable/Disable the Plan Holders Feature](https://www.civicplus.help/municipal-websites-central/docs/enable-disable-the-plan-holders-feature.md): Learn how to turn the Bid Positings module's Plan Holders Feature on or off.
- [Export Bid Subscribers](https://www.civicplus.help/municipal-websites-central/docs/export-bid-subscribers.md): Learn how to export subscribers on bids in the Bid Postings module.
- [Import Bid Subscribers](https://www.civicplus.help/municipal-websites-central/docs/import-bid-subscribers.md): Learn how to easily import subscriber lists to Bid Postings using a formatted text file for seamless notification management.
- [Pending Bids](https://www.civicplus.help/municipal-websites-central/docs/pending-bids.md): Learn more about pending bids and how to adjust their start dates.
- [Plan Holders Workflow](https://www.civicplus.help/municipal-websites-central/docs/plan-holders-workflow.md): Learn how to view, update, and publish a workflow for a bid's Plan Holders Form.
- [Publish a Bid](https://www.civicplus.help/municipal-websites-central/docs/publish-a-bid.md): Learn how to publish a bid in the Bid Postings module and notify subscribers with customizable email and SMS alerts.
- [Publish a Bid Postings Category](https://www.civicplus.help/municipal-websites-central/docs/publish-a-bid-postings-category.md): Learn how to publish categories in the Bid Postings module.
- [Remove the Modified Tag of a Bid Posting](https://www.civicplus.help/municipal-websites-central/docs/remove-the-modified-tag-of-a-bid-posting.md): Learn how to avoid sending notifications with the 'modified' tag for Bid Postings items.
- [Send a Message to a Bid Posting Email List](https://www.civicplus.help/municipal-websites-central/docs/send-a-message-to-a-bid-posting-email-list.md): Learn how to send messages to a Bid Postings email list, with scheduled send dates and times, mobile push messages, and manage message delivery options.
- [Unpublish a Bid](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-bid.md): Learn how to unpublish a bid in the Bid Postings module to remove it from public view while managing your bids efficiently.
- [Unpublish a Bid Category](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-bid-category.md): Learn how to unpublish a Bid Postings category to remove it from your website while managing your bid content effectively.
- [Use the Plan Holders Feature on a Bid Category](https://www.civicplus.help/municipal-websites-central/docs/use-the-plan-holders-feature-on-a-bid-category.md): Learn how to enable the Plan Holders Feature in Bid Postings to require form submission before viewing bids and manage email notifications effectively.
- [View Closed, Awarded, or Cancelled Bids](https://www.civicplus.help/municipal-websites-central/docs/view-closed-awarded-or-cancelled-bids.md): Learn how to view canceled, closed, and awarded bids in the Bid Postings module.
- [View the Plan Holders List](https://www.civicplus.help/municipal-websites-central/docs/view-the-plan-holders-list.md): Learn how to view and manage the Plan Holders List in the Bid Postings module.
- [View Subscribers to a Bid Posting](https://www.civicplus.help/municipal-websites-central/docs/view-subscribers-to-a-bid-posting.md): Learn how to view a Bid Posting's list of subscribers.
- [Blog](https://www.civicplus.help/municipal-websites-central/docs/blog.md)
- [Blog Overview](https://www.civicplus.help/municipal-websites-central/docs/blog-overview.md): Learn how the Blog module helps you share updates, manage posts, and engage residents with comments and RSS feeds.
- [Add a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/add-a-blog-category.md): Discover how to create a blog category in the CivicPlus Blog module to better organize and manage your blog content.
- [Add a Blog Posting](https://www.civicplus.help/municipal-websites-central/docs/add-a-blog-posting.md): Learn how to add a Blog Posting in the Blog module, including how to create content, set publish dates, tag entries, manage display settings, and send notifications to subscribers.
- [Add Item to Your Blog Using Live Edit](https://www.civicplus.help/municipal-websites-central/docs/add-item-to-your-blog-using-live-edit.md): Easily add blog posts using Live Edit in CivicPlus. Learn how to create, edit, and publish blog entries directly from the front end of your website with step-by-step instructions
- [Allow Category Subscribers](https://www.civicplus.help/municipal-websites-central/docs/allow-category-subscribers.md): Learn how to enable subscriptions for a blog category in your site’s Blog module. This guide shows System Administrators and Owners how to allow users to subscribe to blog categories by updating the category properties.
- [Archive an Item](https://www.civicplus.help/municipal-websites-central/docs/archive-an-item.md): Learn how to archive a blog item in CivicPlus. Follow step-by-step instructions to make blog posts publicly archived or hidden from view. Ideal for System Administrators and Owners.
- [Blog Settings](https://www.civicplus.help/municipal-websites-central/docs/blog-settings.md): Learn how to change blog settings in the Blog module. This guide helps System Administrators and Owners update mouse-over and right-click preferences to customize the blog experience.
- [Copy a Blog Item](https://www.civicplus.help/municipal-websites-central/docs/copy-a-blog-item.md): Learn how to copy a blog item in CivicPlus. Follow step-by-step instructions to duplicate, edit, and publish posts, with options for notifications and RSS feed inclusion. Ideal for System Administrators and Owners.
- [Copy Link to My Blog](https://www.civicplus.help/municipal-websites-central/docs/copy-link-to-my-blog.md): earn how to copy and use referral links to blog categories on your site, including relative and absolute URLs, for use within your website content or on third-party platforms.
- [Customize Blog Comment Recipients](https://www.civicplus.help/municipal-websites-central/docs/customize-blog-comment-recipients.md): Learn how to set up blog comment notifications in CivicPlus so designated users receive emails when new comments are posted.
- [Delete a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/delete-a-blog-category.md): Learn how to delete a blog category in the CivicPlus Blog module. Follow these steps to safely remove a category after unpublishing and ensuring no items remain.
- [Delete a Blog Posting](https://www.civicplus.help/municipal-websites-central/docs/delete-a-blog-posting.md): Learn how to delete a blog post in the CivicPlus Blog module. Step-by-step guide for System Administrators and Owners to safely unpublish and permanently remove blog items.
- [Delete a Blog Subscriber](https://www.civicplus.help/municipal-websites-central/docs/delete-a-blog-subscriber.md): Find out how to delete a blog subscriber in the CivicPlus Blog module. Follow step-by-step instructions to remove subscribers from specific blog categories.
- [Edit a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/edit-a-blog-category.md): Learn how to edit a blog category in the Blog module. This guide walks System Administrators and Owners through updating the category name, description, image, header, comments settings, subscriber options, email lists, permissions, and default messages.
- [Edit a Blog Item](https://www.civicplus.help/municipal-websites-central/docs/edit-a-blog-item.md): Learn how to edit a blog posting in the Blog module. This step-by-step guide for System Administrators and Owners covers modifying the post name, full content, summary, tags, display dates, and archive settings. It also explains saving options and sending notifications to subscribers via Notify Me.
- [Edit a Blog Item Using Live Edit](https://www.civicplus.help/municipal-websites-central/docs/edit-a-blog-item-using-live-edit.md): Learn how to edit blog posts in CivicPlus using Live Edit. Follow simple steps to update content, tags, and display settings directly from the front end of your website.
- [Edit Default Messages for the Blog](https://www.civicplus.help/municipal-websites-central/docs/edit-default-messages-for-the-blog.md): Learn how to edit Default Messages in a blog category using the CivicPlus Blog module. Customize the subscriber welcome message, blog list header, and footer with ease.
- [Export Category Subscribers](https://www.civicplus.help/municipal-websites-central/docs/export-category-subscribers.md): Learn how to export subscribers from a blog category in the Blog module. This guide for System Administrators and Owners walks you through locating the category, accessing subscriber lists, and exporting active or inactive subscribers easily.
- [Filter Archives in the Blog](https://www.civicplus.help/municipal-websites-central/docs/filter-archives-in-the-blog.md): Learn how to filter archived blog content in the Blog module. This guide helps System Administrators, Owners, and Publishers search archives by date, time, display type, and reason to easily find and manage archived blog categories and posts.
- [Import Blog Subscribers](https://www.civicplus.help/municipal-websites-central/docs/import-blog-subscribers.md): Learn how to import a list of blog subscribers into CivicPlus using a properly formatted text file. Follow step-by-step instructions and format guidelines to successfully upload email and SMS subscribers.
- [Moderate Blog Comments](https://www.civicplus.help/municipal-websites-central/docs/moderate-blog-comments.md): Learn how to manage blog comments by approving, rejecting, viewing, or deleting them in the Blog module when comment moderation is enabled.
- [Publish a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/publish-a-blog-category.md): Learn how to publish a blog category in the Blog module. This step-by-step guide is designed for System Administrators, Owners, Publishers, and Authors to help you make your blog categories live and accessible to your audience.
- [Publish a Blog Item](https://www.civicplus.help/municipal-websites-central/docs/publish-a-blog-item.md): Learn how to publish a blog item in the Blog module. This step-by-step guide for System Administrators, Owners, Publishers, and Authors explains how to publish your blog post, manage notification settings, and send updates to subscribers through email and mobile notifications.
- [Remove an Image from a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/remove-an-image-from-a-blog-category.md): Learn how to remove an image from a blog category in the Blog module. This guide helps System Administrators and Owners easily delete images from categories by navigating to the properties, selecting remove, and saving changes.
- [Unpublish a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-blog-category.md): Learn how to unpublish a blog category in the Blog module. This guide is for System Administrators, Owners, and Publishers, detailing the simple steps to unpublish a category and manage your site’s blog content effectively.
- [Unpublish a Blog Item](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-blog-item.md): Learn how to unpublish a blog item in the Blog module. This guide is for System Administrators, Owners, Publishers, and Authors, showing you step-by-step how to navigate to your blog content and unpublish selected items efficiently.
- [Upload an Image to a Blog Category](https://www.civicplus.help/municipal-websites-central/docs/upload-an-image-to-a-blog-category.md): Learn how to upload and add images to your blog categories in the Blog module. This step-by-step guide helps System Administrators, Owners, and Publishers enhance blog categories with visuals by uploading and saving images.
- [View Archived Blog Categories and Items](https://www.civicplus.help/municipal-websites-central/docs/view-archived-blog-categories-and-items.md): Learn how to view archived blog categories and items in the Blog module. This guide walks System Administrators and Owners through filtering and managing archived content, including viewing, copying, previewing, and hiding archived blog posts and categories.
- [View Blog Category Subscribers](https://www.civicplus.help/municipal-websites-central/docs/view-blog-category-subscribers.md): Learn how to view and manage subscribers in your Blog module. This guide shows System Administrators and Owners how to access subscriber lists, view email and SMS preferences, and manage subscriber actions effectively.
- [View Email Lists](https://www.civicplus.help/municipal-websites-central/docs/view-email-lists.md): Learn how to view email lists in the Blog module. This step-by-step guide helps System Administrators and Owners access and manage email lists associated with blog categories.
- [Calendar](https://www.civicplus.help/municipal-websites-central/docs/calendar.md)
- [Calendar Overview](https://www.civicplus.help/municipal-websites-central/docs/calendar-overview.md): Learn how the Calendar module helps you manage events, share updates, and keep residents informed with categorized listings.
- [Add & Manage Calendar Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-calendar-categories.md): Learn how to add, configure, modify, and delete Calendar categories in CivicPlus. Set permissions, allow subscriptions, connect RSS/iCalendar feeds, and customize default messages for your public-facing events.
- [Add & Manage Calendar Events](https://www.civicplus.help/municipal-websites-central/docs/add-manage-calendar-events.md): Learn how to create, view, edit, and delete events in the CivicPlus Calendar module. Manage single or recurring events, customize details, and notify subscribers effectively.
- [Add a Calendar to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-a-calendar-to-a-page.md): Learn how to add a calendar to a page using the Calendar widget.
- [Add a Location to a Calendar Event](https://www.civicplus.help/municipal-websites-central/docs/add-a-location-to-a-calendar-event.md): Learn how to add a location or facility to a Calendar event, including creating new facilities and selecting them during event creation.
- [Add an Image to an Event](https://www.civicplus.help/municipal-websites-central/docs/add-an-image-to-an-event.md): Learn how to easily add, change, or remove an image for a Calendar event in your site’s Calendar module.
- [Add iCalendar Feeds to an Outlook Calendar](https://www.civicplus.help/municipal-websites-central/docs/add-icalendar-feeds-to-an-outlook-calendar.md): Learn how to add an iCalendar feed from your website to your Outlook Calendar. This step-by-step guide walks System Administrators, Owners, Publishers, and Authors through subscribing to calendar feeds for easy event syncing.
- [Add Links to an Event](https://www.civicplus.help/municipal-websites-central/docs/add-links-to-an-event.md): Learn how to add website or agenda links to Calendar events, including best practices for external URLs.
- [Add or Remove a Subscriber from a Calendar List](https://www.civicplus.help/municipal-websites-central/docs/add-or-remove-a-subscriber-from-a-calendar-list.md): Manage your Calendar subscriber list by adding or removing subscribers easily, ensuring subscription confirmations for active status, and handling bulk deletions.
- [Allow Public Calendar Submissions](https://www.civicplus.help/municipal-websites-central/docs/allow-public-calendar-submissions.md): Learn how to allow public Calendar event submissions with approval settings and optional login requirements.
- [Allow Subscribers to a Calendar](https://www.civicplus.help/municipal-websites-central/docs/allow-subscribers-to-a-calendar.md): Enable calendar subscriptions by allowing users to follow your calendar—simply modify the category settings and check "Allow Subscribers."
- [Always Display Main Calendar](https://www.civicplus.help/municipal-websites-central/docs/always-display-main-calendar.md): Discover how to display your Main Calendar on the homepage and link to additional event calendars through images or links using widgets and related calendar settings.
- [Archive an Event](https://www.civicplus.help/municipal-websites-central/docs/archive-an-event.md): Learn how to permanently archive a Calendar event, removing it from editing or publishing capabilities.
- [Associate Calendar Categories with Specific Design Layouts](https://www.civicplus.help/municipal-websites-central/docs/associate-calendar-categories-with-specific-design-layouts.md): Learn how to associate Calendar categories with specific Theme or Department Header layouts using the Template dropdown in Properties.
- [Bulk Actions for Calendar Events](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-calendar-events.md): Learn how to unpublish individual Calendar events to remove them from public view, with Bulk Actions available for multiple events.
- [Calendar Category Bulk Actions](https://www.civicplus.help/municipal-websites-central/docs/calendar-category-bulk-actions.md): Learn how to use Bulk Actions in the CivicPlus Calendar module to quickly publish, unpublish, delete, decline, or archive multiple calendar categories.
- [Calendar Default Messages](https://www.civicplus.help/municipal-websites-central/docs/calendar-default-messages.md): Manage Calendar message defaults by editing the subscriber welcome, list header, and footer messages for each category.
- [Calendar Does Not Display on Pages](https://www.civicplus.help/municipal-websites-central/docs/calendar-does-not-display-on-pages.md): Troubleshoot Calendar display issues when Calendar events or widgets do not appear on website pages.
- [Calendar Event Shows As Expired](https://www.civicplus.help/municipal-websites-central/docs/calendar-event-shows-as-expired.md): Learn how setting a past "When Expired" date marks calendar events as expired and removes them from published lists.
- [Calendar Properties](https://www.civicplus.help/municipal-websites-central/docs/calendar-properties.md): Learn how to configure Calendar module properties; adjust admin labels, Open Graph images for social sharing, and metadate options to improve site visuals.
- [Change Category Text Color](https://www.civicplus.help/municipal-websites-central/docs/change-category-text-color.md): System Admins and Owners can change calendar text color by editing category options and choosing a new color code or palette.
- [Copy a Link to a Calendar Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-calendar-category.md): Copy a Calendar category link by selecting a category, clicking Actions, choosing Copy Link, and using either the relative (internal) or full (external) URL.
- [Copy a Link to an Event](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-an-event.md): Copy a Calendar event link by selecting Actions next to the event, choosing Copy Link, and using either the relative (internal) or full (external) URL.
- [Copy an Event](https://www.civicplus.help/municipal-websites-central/docs/copy-an-event.md): Copy a Calendar event by selecting Actions > Copy Event, choose the target calendar, update fields as needed, then save and optionally notify subscribers.
- [Create a Calendar Category from an iCalendar Feed](https://www.civicplus.help/municipal-websites-central/docs/create-a-calendar-category-from-an-icalendar-feed.md): Learn how to create a Calendar category using an iCalendar feed; automatically pull events into your site's Calendar every 2 to 3 hours through ICS integration.
- [Create a Hybrid Event](https://www.civicplus.help/municipal-websites-central/docs/create-a-hybrid-event.md): Set up virtual or in-person events in the Calendar module. Learn how to add details, manage recurrences, and notify subscribers effectively.
- [Create a Recurring Calendar Event](https://www.civicplus.help/municipal-websites-central/docs/create-a-recurring-calendar-event.md): Learn how to create recurring Calendar events, manage timings, and notify subscribers effectively with our step-by-step guide.
- [Create a Virtual Event](https://www.civicplus.help/municipal-websites-central/docs/create-a-virtual-event.md): Set up virtual events easily in the Calendar module. Learn how to add details, manage recurrences, and notify subscribers effectively.
- [Event Tags in Mobile Text/Push Messages](https://www.civicplus.help/municipal-websites-central/docs/event-tags-in-mobile-text-push-messages.md): Calendar notification subject lines include hard-coded tags like New Event for unpublished events sent after edits, and Modified Event for changes made to already published events.
- [Events Disappeared from Related and Featured Events Areas](https://www.civicplus.help/municipal-websites-central/docs/events-disappeared-from-related-and-featured-events-areas.md): Discover why featured or related areas on your site may not display content and how publishing or creating events can resolve this issue. Ensure your events are published and scheduled to appear in these sections.
- [Export Calendar Items](https://www.civicplus.help/municipal-websites-central/docs/export-calendar-items.md): Learn how to export all upcoming events from the Calendar module. This guide provides step-by-step instructions to download a complete list of future events in one file.
- [Export Calendar Subscribers](https://www.civicplus.help/municipal-websites-central/docs/export-calendar-subscribers.md): Export a list of calendar subscribers—including active and inactive users—directly to your computer for easy access and management.
- [Feature an Event](https://www.civicplus.help/municipal-websites-central/docs/feature-an-event.md): Learn how to copy a calendar event in CivicPlus, update event details, and save or publish with optional subscriber notifications.
- [Image Size Recommendation for Calendar](https://www.civicplus.help/municipal-websites-central/docs/image-size-recommendation-for-calendar.md): Learn best practices for Calendar image sizes to improve image quality and display across your site.
- [Import Calendar Items](https://www.civicplus.help/municipal-websites-central/docs/import-calendar-items.md): Learn how to import events into the Calendar module using a CSV file, as well as adding or updating events, creating new categories, and publishing options.
- [Import Calendar Subscribers](https://www.civicplus.help/municipal-websites-central/docs/import-calendar-subscribers.md): Learn how to import subscribers into your Calendar module efficiently. This guide for System Administrators and Owners covers file format requirements, step-by-step import instructions, and tips to manage subscription confirmations and notifications.
- [Import or Subscribe to iCal on Mac](https://www.civicplus.help/municipal-websites-central/docs/import-or-subscribe-to-ical-on-mac.md): Learn how to import iCalendar (.ics) files into the Calendar app on Mac and add events to your chosen calendar.
- [Integrate Recreation Management and Web Central Calendars](https://www.civicplus.help/municipal-websites-central/docs/integrate-recreation-management-and-web-central-calendars.md): Learn how to link Recreation Management event feeds to your Web Central Calendar so events show live on your site.
- [Manage an Event Series](https://www.civicplus.help/municipal-websites-central/docs/manage-an-event-series.md): Manage recurring events in the Calendar by selecting the loop icon, then modify, publish, unpublish, or archive individual or all future events in the series.
- [Modify an Unsent Message](https://www.civicplus.help/municipal-websites-central/docs/modify-an-unsent-message.md): Learn how to modify unsent Calendar subscriber messages, edit scheduling and content, and control when notifications are sent.
- [Publish an Event](https://www.civicplus.help/municipal-websites-central/docs/publish-an-event.md): Learn how to publish a Calendar event and optionally notify subscribers via email or text.
- [Put a Third Party Calendar on My Website](https://www.civicplus.help/municipal-websites-central/docs/put-a-third-party-calendar-on-my-website.md): Learn about the three methods to integrate third-party calendars with your system: using RSS feeds with the RSS widget, adding an iCalendar feed to a calendar category, and leveraging API integration when supported by the third party.
- [Relate a Calendar Event to Multiple Calendars](https://www.civicplus.help/municipal-websites-central/docs/relate-a-calendar-event-to-multiple-calendars.md): To relate a Calendar event to multiple calendars, modify the event and select additional calendars under “Related Calendars” before saving.
- [Remove Guest View from Calendar](https://www.civicplus.help/municipal-websites-central/docs/remove-guest-view-from-calendar.md): Remove Guest rights in the Calendar module to create a private intranet or staff-only calendar.
- [Reservation Conflicts in the Calendar](https://www.civicplus.help/municipal-websites-central/docs/reservation-conflicts-in-the-calendar.md): Learn how the Calendar module handles facility conflicts when adding single or recurring events, including override options based on user permissions.
- [Search for Previous Events in Calendars](https://www.civicplus.help/municipal-websites-central/docs/search-for-previous-events-in-calendars.md): Learn how to search for previous events in your Calendar module. This guide explains how to view past events by enabling the “Previous” display option, manage bulk unpublishing, and understand event archival settings.
- [Send a Message to a Subscriber List](https://www.civicplus.help/municipal-websites-central/docs/send-a-message-to-a-subscriber-list.md): Learn how to send custom email and mobile messages to Calendar subscriber lists with scheduled delivery options and plain text support.
- [Send & View Email List Messages](https://www.civicplus.help/municipal-websites-central/docs/send-view-email-list-messages.md): Learn how to send and schedule messages to a Calendar's email list and how to view sent messages using the Calendar module’s Email Lists feature.
- [Send Event Notifications Prior to the Event](https://www.civicplus.help/municipal-websites-central/docs/send-event-notifications-prior-to-the-event.md): Learn how to send event notifications ahead of time in the Calendar module. This article guides you through scheduling reminders by setting the number of days before the event to notify subscribers via email or mobile push.
- [Set Calendar Category Permissions](https://www.civicplus.help/municipal-websites-central/docs/set-calendar-category-permissions.md): Set calendar category permissions to control user access levels for viewing, creating, and publishing events.
- [Submit an Event](https://www.civicplus.help/municipal-websites-central/docs/submit-an-event.md): Learn how to submit an event to a calendar for approval.
- [Troubleshoot: 'Timeframe is Unavailable' Error](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-timeframe-is-unavailable-error.md): Learn how to resolve the "This time frame is unavailable" error in Calendar events, typically caused by scheduling outside Facility hours, and discover tips to avoid it.
- [Unpublish an Event](https://www.civicplus.help/municipal-websites-central/docs/unpublish-an-event.md): Learn how to unpublish individual Calendar events to remove them from public view, with Bulk Actions available for multiple events.
- [Update iCalendar Feed](https://www.civicplus.help/municipal-websites-central/docs/update-icalendar-feed.md): **SEO Description:**
Learn how to manually refresh your iCalendar feed to trigger an immediate update to your website’s calendar events.
- [View a Subscriber List for a Calendar](https://www.civicplus.help/municipal-websites-central/docs/view-a-subscriber-list-for-a-calendar.md): Learn how to view subscriber lists in the Calendar module, including accessing, managing, and reviewing your calendar’s subscribers.
- [View Options for Calendars](https://www.civicplus.help/municipal-websites-central/docs/view-options-for-calendars.md): Learn how to use Calendar View Options in CivicPlus to filter and display published, draft, submitted, or declined calendar categories.
- [View Options for Events](https://www.civicplus.help/municipal-websites-central/docs/view-options-for-events.md): Learn how to use Calendar View Options to filter and find specific events by status, creator, date range, or calendar type.
- [View the Calendar's Archives](https://www.civicplus.help/municipal-websites-central/docs/view-the-calendars-archives.md): Learn how to access and filter archived calendar items in the Calendar module, including events, categories, and visibility settings.
- [CivicMedia](https://www.civicplus.help/municipal-websites-central/docs/civicmedia.md)
- [CivicMedia Overview](https://www.civicplus.help/municipal-websites-central/docs/civicmedia-overview.md): Learn how CivicMedia™ enables on-demand and live video streaming with mobile playback, drag-and-drop uploads, and channel-based library management.
- [Add a Channel](https://www.civicplus.help/municipal-websites-central/docs/add-a-channel.md): Learn how to create and configure a new CivicMedia channel to organize and publish video content effectively.
- [Add a New Channel Thumbnail](https://www.civicplus.help/municipal-websites-central/docs/add-a-new-channel-thumbnail.md): Learn how to add and upload a new thumbnail image to your CivicMedia Channel thumbnail repository for better channel customization.
- [Add a Video in CivicMedia™](https://www.civicplus.help/municipal-websites-central/docs/add-a-video-in-civicmedia.md): Learn how to add a video to your CivicMedia™ channel, including encoding options and publishing tips for optimal web streaming.
- [Broadcast a Live Video](https://www.civicplus.help/municipal-websites-central/docs/broadcast-a-live-video.md): Learn how to broadcast a live video using CivicMedia™ and the HD Wave Broadcaster for Windows or Mac.
- [Broadcasting Ports Required for CivicMedia™](https://www.civicplus.help/municipal-websites-central/docs/broadcasting-ports-required-for-civicmedia.md): Learn which network ports must be open for CivicMedia broadcasting.
- [Bulk Actions in CivicMedia™](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-civicmedia.md): Learn how to use Bulk Actions in CivicMedia to move, publish, unpublish, delete, or decline multiple videos at once for efficient content management.
- [Closed Captioning](https://www.civicplus.help/municipal-websites-central/docs/closed-captioning.md): CivicMedia supports automatic closed captioning for video-on-demand content, with captions added by default and retroactively applied to the past two years of videos.
- [Configure Video Encoding Resolution](https://www.civicplus.help/municipal-websites-central/docs/configure-video-encoding-resolution.md): Learn how to configure CivicMedia video encoding settings to set the resolution for video playback, from 480p to 1080p.
- [Copy Link to a Video Channel](https://www.civicplus.help/municipal-websites-central/docs/copy-link-to-a-video-channel.md): Learn how to link to a CivicMedia video channel by copying relative or full URLs for use on your site or external documents.
- [Download Uploaded Videos](https://www.civicplus.help/municipal-websites-central/docs/download-uploaded-videos.md): Learn how to download original or encoded videos from CivicMedia by accessing your Account Dashboard and selecting the desired video for download.
- [Edit Video Details](https://www.civicplus.help/municipal-websites-central/docs/edit-video-details.md): Learn how to edit video details in CivicMedia, including title, description, featured status, links, and display settings.
- [Embed a CivicMedia Video onto a Page](https://www.civicplus.help/municipal-websites-central/docs/embed-a-civicmedia-video-onto-a-page.md): Learn how to properly embed CivicMedia videos on your site using a Custom HTML widget to ensure correct video playback and display.
- [Obtain CivicMedia Embed Code](https://www.civicplus.help/municipal-websites-central/docs/obtain-civicmedia-embed-code.md): Learn how to get and copy the embed code for CivicMedia videos to easily add them to your website pages.
- [Publish a Video](https://www.civicplus.help/municipal-websites-central/docs/publish-a-video.md): Learn how to publish a video in CivicMedia after uploading or broadcasting to make it publicly viewable.
- [Select Channel Thumbnail](https://www.civicplus.help/municipal-websites-central/docs/select-channel-thumbnail.md): Learn how to select an existing thumbnail for your CivicMedia™ channel quickly and easily.
- [Set Default View Preferences in CivicMedia](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-in-civicmedia.md): Learn how to customize default CivicMedia view options to control video sorting, status display, channel visibility, and results per page for System Admins.
- [Set Up CivicMedia/Zoom Live Broadcasting](https://www.civicplus.help/municipal-websites-central/docs/set-up-civicmedia-zoom-live-broadcasting.md): Embed Zoom live streams into your CivicMedia channel by configuring TikiLive and Zoom’s Custom Live Streaming settings for seamless broadcasting.
- [Set Up OBS Streaming for CivicMedia](https://www.civicplus.help/municipal-websites-central/docs/set-up-obs-streaming-for-civicmedia.md): Set up OBS streaming in CivicMedia by entering your TikiLive server and stream key into OBS’s custom stream settings for seamless live broadcasting.
- [Use TikiLive to Update a Video's Thumbnail](https://www.civicplus.help/municipal-websites-central/docs/use-tikilive-to-update-a-videos-thumbnail.md): Learn how to update CivicMedia video thumbnails using TikiLive by logging in, selecting your video, and uploading or capturing a new thumbnail image.
- [CivicPlus Video](https://www.civicplus.help/municipal-websites-central/docs/civicplus-video.md)
- [CivicPlus Video Overview](https://www.civicplus.help/municipal-websites-central/docs/civicplus-video-overview.md): Check out a helpful overview to learn more about CivicPlus Video and its features.
- [Add & Manage Channels](https://www.civicplus.help/municipal-websites-central/docs/manage-channels.md): Learn how to add, edit, and delete channels on your CivicPlus Video site, plus get RTMP broadcasting details for seamless streaming.
- [Add & Manage Video Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-video-categories.md): Find helpful step-by-step instructions for adding, editing, or deleting your CivicPlus Video categories.
- [Add & Manage Videos](https://www.civicplus.help/municipal-websites-central/docs/manage-your-videos.md): Easily upload, edit, publish, or unpublish your videos on CivicPlus Video. Follow our guide for seamless video management.
- [Legacy Downloads](https://www.civicplus.help/municipal-websites-central/docs/download-legacy.md): Find out more about how legacy CivicMedia customers can download the legacy version of the application for their operating system.
- [Manage Captions](https://www.civicplus.help/municipal-websites-central/docs/manage-video-captions.md): Edit and translate captions easily on CivicPlus Video. Enhance accessibility by adding or modifying captions for your videos today!
- [Manage CivicPlus Video Profile](https://www.civicplus.help/municipal-websites-central/docs/manage-civicplus-video-profile.md): Review a helpful step-by-step guide for managing your CivicPlus Video profile and some important notes for best results.
- [Search CivicPlus Video](https://www.civicplus.help/municipal-websites-central/docs/search-civicplus-video.md): Review a helpful guide on searching CivicPlus Video for titles, descriptions, and transcripts.
- [Share & Embed Videos](https://www.civicplus.help/municipal-websites-central/docs/share-videos.md): Learn how to share and embed videos from CivicPlus Video easily, keeping your content updated and engaging on your website.
- [Stream Live with RTMP Broadcaster](https://www.civicplus.help/municipal-websites-central/docs/stream-live-with-rtmp-broadcaster.md): Learn how to set up a CivicPlus Video stream using the RTMP URL.
- [Stream Live from Browser with Go Live](https://www.civicplus.help/municipal-websites-central/docs/stream-live-from-browser-with-golive.md): Learn how to go live on CivicPlus Video, manage settings, share screens, and engage participants with real-time translation and more.
- [View Storage Usage](https://www.civicplus.help/municipal-websites-central/docs/view-storage-usage.md): Access a helpful guide for viewing your storage usage in CivicPlus Video.
- [View Video Analytics](https://www.civicplus.help/municipal-websites-central/docs/view-video-analytics.md): View a helpful step-by-step guide to view your CivicPlus Video analytics.
- [Zoom Go Live Integration](https://www.civicplus.help/municipal-websites-central/docs/zoom-go-live-integration.md): Find out how to connect your Zoom call to your CivicPlus Video channel using the Go Live application.
- [CivicSend](https://www.civicplus.help/municipal-websites-central/docs/civicsend.md)
- [CivicSend Overview](https://www.civicplus.help/municipal-websites-central/docs/civicsend-overview.md): Discover CivicSend, a multi-channel communication module that simplifies creating and sending messages and social media posts to residents all from 1 platform.
- [Archive a CivicSend Message](https://www.civicplus.help/municipal-websites-central/docs/archive-a-civicsend-message.md): Learn how to set a public expiration date for your CivicSend messages to control when they are no longer available to the public. This guide walks you through using the Message Expiration option step-by-step.
- [Background Colors in CivicSend](https://www.civicplus.help/municipal-websites-central/docs/background-colors-in-civicsend.md): Learn how to use background colors in CivicSend templates to visually separate sections and improve message accessibility. Easily add and customize section colors to enhance your communications.
- [CivicSend Allowed Image Files](https://www.civicplus.help/municipal-websites-central/docs/civicsend-allowed-image-files.md): Learn more about the image formats that can be sent with CivicSend.
- [CivicSend Analytics Tab](https://www.civicplus.help/municipal-websites-central/docs/civicsend-analytics-tab.md): Learn how to use the CivicSend Analytics tab to track email message delivery, opens, and bounces for your subscriber lists.
- [CivicSend Does Not Allow Videos](https://www.civicplus.help/municipal-websites-central/docs/civicsend-does-not-allow-videos.md): Understand why embedded video iframes aren't supported in CivicSend eNewsletters and learn more about the best alternative: using linked images.
- [CivicSend Email Customer Support](https://www.civicplus.help/municipal-websites-central/docs/civicsend-email-customer-support.md): CivicSend supports Microsoft Outlook 2010 and newer. Learn how to obtain best results for versions older than 2010.
- [CivicSend Message Type - Quick Message](https://www.civicplus.help/municipal-websites-central/docs/civicsend-message-type-quick-message.md): Discover how to use CivicSend’s Quick Message feature to send fast, text-only updates to subscribers: perfect for closures, urgent announcements, and more.
- [CivicSend Message Type - Template](https://www.civicplus.help/municipal-websites-central/docs/civicsend-message-type-template.md): Learn how to create rich, customizable communications using CivicSend’s Template message type. Perfect for newsletters, press releases, and more.
- [CivicSend Messages Tab](https://www.civicplus.help/municipal-websites-central/docs/civicsend-messages-tab.md): Discover how to manage and review all email messages in CivicSend’s Messages tab, including details like subject, recipient lists, and more.
- [CivicSend Permissions](https://www.civicplus.help/municipal-websites-central/docs/civicsend-permissions.md): CivicSend uses the permissions that modules with subscriber lists provide.
- [CivicSend Subscriber Lists](https://www.civicplus.help/municipal-websites-central/docs/civicsend-subscriber-lists.md): Learn how to view and analyze Subscriber Lists in CivicSend, including current subscribers, total subscriptions, unsubscribes, and unique subscriber counts.
- [CivicSend Training Video](https://www.civicplus.help/municipal-websites-central/docs/civicsend-training-video.md): Discover how CivicSend streamlines multi-channel resident communications by integrating with Notify Me. Quickly create and send important messages via email, text, social media, and more: all from one platform. Stay updated with key features and resources as of January 2025.
- [Copy a Message to Use as a Template](https://www.civicplus.help/municipal-websites-central/docs/copy-a-message-to-use-as-a-template.md): Learn how to copy and reuse a previously sent CivicSend message as a template to save time and maintain consistency in recurring communications like eNewsletters.
- [Create a Banner That Fits the CivicSend Template](https://www.civicplus.help/municipal-websites-central/docs/create-a-banner-that-fits-the-civicsend-template.md): Learn how to create a properly sized banner for CivicSend templates using a photo editor, upload it into your message, and optimize it with image options for accessibility and engagement.
- [Delete or Modify a CivicSend Message](https://www.civicplus.help/municipal-websites-central/docs/delete-or-modify-a-civicsend-message.md): Learn how to delete a CivicSend message in just a few steps, including navigating to the message, selecting delete, and confirming your choice.
- [Email Delivery Requirements](https://www.civicplus.help/municipal-websites-central/docs/civicsend-email-delivery-requirements.md): Learn about the Email Delivery Requirements that apply to the CivicSend and Notify Me modules.
- [eNewsletter Best Practices](https://www.civicplus.help/municipal-websites-central/docs/enewsletter-best-practices.md): Learn best practices for creating effective, engaging, and timely eNewsletters using CivicSend, including tips on formatting, scheduling, and audience targeting.
- [Export Analytics in CivicSend](https://www.civicplus.help/municipal-websites-central/docs/export-analytics-in-civicsend.md): Export CivicSend analytics to Excel for easy tracking of message performance by subscriber list.
- [Images Do Not Display in Email Client](https://www.civicplus.help/municipal-websites-central/docs/images-do-not-display-in-email-client.md): Learn how to fix email image display issues across various clients like Gmail, Outlook, and Apple Mail with simple configuration tips.
- [Modify a CivicSend Message](https://www.civicplus.help/municipal-websites-central/docs/modify-a-civicsend-message.md): Learn how to modify a CivicSend message before it’s sent: update content, channels, sender name, and schedule with ease.
- [Post to Facebook from CivicSend](https://www.civicplus.help/municipal-websites-central/docs/post-to-facebook-from-civicsend.md): Learn how to connect your Facebook page to CivicSend for seamless social media posting. This guide covers the sign-in process and important notes.
- [Remove the CivicSend Logo from Messages](https://www.civicplus.help/municipal-websites-central/docs/remove-the-civicsend-logo-from-messages.md): You cannot remove the logo from CivicSend messages.
- [Select Multiple Subscriber Lists](https://www.civicplus.help/municipal-websites-central/docs/select-multiple-subscriber-lists.md): Easily select multiple subscriber lists in CivicSend to streamline your communications. Follow some helpful step-by-step instructions.
- [Send a Message in CivicSend](https://www.civicplus.help/municipal-websites-central/docs/send-a-message-in-civicsend.md): Create and send CivicSend emails, SMS, Facebook, and Twitter messages with templates, quick updates, permissions, and scheduling.
- [Settings in CivicSend](https://www.civicplus.help/municipal-websites-central/docs/settings-in-civicsend.md): Explore all CivicSend Settings options, including channel enablement, font customization, sender names, and footer content configuration.
- [View a CivicSend Message](https://www.civicplus.help/municipal-websites-central/docs/view-a-civicsend-message.md): Learn how to view any CivicSend message, Draft, Scheduled, or Sent, and easily print or copy the message within the CivicSend module.
- [Document Center / Public Images](https://www.civicplus.help/municipal-websites-central/docs/document-center-public-images.md)
- [Document Center](https://www.civicplus.help/municipal-websites-central/docs/document-center.md)
- [Document Center Overview](https://www.civicplus.help/municipal-websites-central/docs/document-center-overview.md): Discover how the Document Center helps organize one-time documents and images with folders, sub-folders, and sharing links: ideal for easy access and up-to-date content.
- [Add & Manage Document Folders](https://www.civicplus.help/municipal-websites-central/docs/add-manage-document-folders.md): Learn how to add, edit, or delete folders in the Document Center to organize and manage documents effectively within your CivicPlus site.
- [Add a Document to My Site](https://www.civicplus.help/municipal-websites-central/docs/add-a-document-to-my-site.md): Learn how to upload and manage documents in the Document Center, including setting display names, permissions, and publish dates, to keep your CivicPlus site organized and accessible.
- [Add Documents to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-documents-to-a-page.md): Learn how to link documents on a page using the Related Documents widget.
- [Add a Subfolder](https://www.civicplus.help/municipal-websites-central/docs/add-a-subfolder.md): Learn how to add a subfolder in the Document Center to better organize your documents by department, topic, or access level within your CivicPlus website.
- [Archive an Outdated Document](https://www.civicplus.help/municipal-websites-central/docs/archive-an-outdated-document.md): Learn how to archive outdated documents in the Document Center to keep your content organized and up to date.
- [Best Practice: Document Naming Conventions](https://www.civicplus.help/municipal-websites-central/docs/best-practice-document-naming-conventions.md): Learn best practices for document naming conventions, including clear, simple, and consistent file names.
- [Best Practice: Linking Documents](https://www.civicplus.help/municipal-websites-central/docs/best-practice-linking-documents.md): Learn best practices for linking documents to improve site accessibility, including opening document links in new windows, folder links in the same window, and indicating file extensions in link names.
- [Bulk Actions for the Document Center](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-the-document-center.md): Discover how System Administrators, Owners, and Publishers can efficiently manage multiple documents in the Document Center using Bulk Actions like Publish, Decline, Unpublish, Archive, Move, and Delete.
- [Change a Folder's Permissions](https://www.civicplus.help/municipal-websites-central/docs/change-a-folders-permissions.md): Learn how to update folder permissions in the Document Center to control user access levels.
- [Copy a Document Folder's Link](https://www.civicplus.help/municipal-websites-central/docs/copy-a-document-folders-link.md): Learn how to copy and share a Document Center folder link for use on your site or external platforms.
- [Copy a Document's Link](https://www.civicplus.help/municipal-websites-central/docs/copy-a-documents-link.md): This article guides System Administrators, Owners, and Publishers through locating the document, copying the appropriate link, and using it for site pages, module content, or external websites.
- [Delete a Document](https://www.civicplus.help/municipal-websites-central/docs/delete-a-document.md): Learn how to delete a document from the Document Center in your CivicPlus website with a helpful step-by-step guide.
- [Delete All the Documents in a Folder](https://www.civicplus.help/municipal-websites-central/docs/delete-all-the-documents-in-a-folder.md): This article will show you how to bulk delete documents in a folder. You may bulk delete all the documents in a folder at one time or delete the folder itself.
- [Edit the Header Text in the Document Center](https://www.civicplus.help/municipal-websites-central/docs/edit-the-header-text-in-the-document-center.md): Learn how to edit the header text in the Document Center module on your CivicPlus site. This guide covers enabling the module header (via Support), accessing the Properties tab, and updating the header text to customize your Document Center display.
- [Export Folders from Document Center](https://www.civicplus.help/municipal-websites-central/docs/export-folders-from-document-center.md): Easily export Document Center folders and receive a downloadable zip file via email.
- [Enable and Verify Fast Web View for a Document](https://www.civicplus.help/municipal-websites-central/docs/enable-and-verify-fast-web-view-for-a-document.md): Enable Fast Web View in your PDF settings to improve document loading speed and user experience.
- [Expiring Documents Change to Expired Status](https://www.civicplus.help/municipal-websites-central/docs/expiring-documents-change-to-expired-status.md): Learn how Document Center documents expire based on display dates, revert to Expired status, and are saved in the archive.
- [Find Documents Using Search](https://www.civicplus.help/municipal-websites-central/docs/find-documents-using-search.md): Understand how public documents are indexed by search engines, and learn how hiding documents or folders from the public excludes them from search results while still allowing access via direct links.
- [Hide a Document From the Public](https://www.civicplus.help/municipal-websites-central/docs/hide-a-document-from-the-public.md): Learn how System Administrators and Owners can hide documents from public view and search results in the Document Center while keeping direct link access available.
- [Hide a Folder from Public View](https://www.civicplus.help/municipal-websites-central/docs/hide-a-folder-from-public-view.md): Learn how System Administrators and Owners can hide folders in the Document Center, removing them and their documents from public lists and search results while maintaining direct link access. Ideal for confidential folders like Bids or RFP.
- [Move Documents in Document Center](https://www.civicplus.help/municipal-websites-central/docs/move-documents-in-document-center.md): Learn how to move single or multiple documents between folders in the Document Center module.
- [Move Folders in Document Center](https://www.civicplus.help/municipal-websites-central/docs/move-folders-in-document-center.md): Learn how System Administrators and Owners can easily organize the Document Center by dragging and dropping folders into other folders, with automatic alphabetizing and hierarchy management.
- [Publish or Unpublish a Document Center Folder](https://www.civicplus.help/municipal-websites-central/docs/publish-or-unpublish-a-document-center-folder.md): Easily manage folder visibility in the Document Center by publishing or unpublishing folders to control public access to their contents.
- [Replace an Existing Document](https://www.civicplus.help/municipal-websites-central/docs/replace-an-existing-document.md): This article explains how to replace an existing document in the Document Center module, including troubleshooting common errors.
- [Restore an Archived Document Center Item](https://www.civicplus.help/municipal-websites-central/docs/restore-an-archived-document-center-item.md): Learn how System Administrators and Owners can restore archived documents in the Document Center, including filtering archives, restoring files to specific folders, updating document details, and publishing restored items.
- [Search for a Document in Document Center](https://www.civicplus.help/municipal-websites-central/docs/search-for-a-document-in-document-center.md): Learn how to quickly search for documents in the Document Center by their document number or display name with real-time results.
- [Submitted Status](https://www.civicplus.help/municipal-websites-central/docs/submitted-status.md): Documents will receive Submitted Status if a user with only author rights uploads an item to your site.
- [Unlinked Documents Report](https://www.civicplus.help/municipal-websites-central/docs/unlinked-documents-report.md): Generate an Unlinked Document Report in the Document Center to identify and manage documents, avoiding broken links and ensuring content accuracy.
- [Unpublish a Document](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-document.md): Learn how to unpublish a document in the Document Center to remove it from public view and search results within 24 hours.
- [Update Tab Name Displayed when Viewing Document](https://www.civicplus.help/municipal-websites-central/docs/update-tab-name-displayed-when-viewing-document.md): Learn how to update a Document Center file’s tab name by editing its Title property and replacing the document in the system.
- [View Archives](https://www.civicplus.help/municipal-websites-central/docs/view-archives.md): Learn how to access and filter archived documents in the Document Center, including public visibility, history, and link options.
- [View Where Documents are Linked](https://www.civicplus.help/municipal-websites-central/docs/view-where-documents-are-linked.md): View where a document is linked across your site using the # Ref column in the Document Center.
- [Public Images](https://www.civicplus.help/municipal-websites-central/docs/public-images.md)
- [Public Images Overview](https://www.civicplus.help/municipal-websites-central/docs/public-images-overview.md): Public Images (formerly Public Assets) stores images intended for public display on your site. It compresses uploaded images by about 90% to optimize file size. Private or internal images should be stored elsewhere, like Document Center folders or shared drives.
- [Access the Public Images Editor](https://www.civicplus.help/municipal-websites-central/docs/access-the-public-images-editor.md): Learn how to access and use the Image Editor in the Public Images section of the Document Center. This guide is for System Administrators and Owners to easily edit images online, including cropping and resizing.
- [Add Images to Public Images](https://www.civicplus.help/municipal-websites-central/docs/add-images-to-public-images.md): Learn how to upload and configure images in Public Images, including accessibility settings, compression tips, and folder organization best practices.
- [Insert an Image on a Page](https://www.civicplus.help/municipal-websites-central/docs/insert-an-image-on-a-page.md): Learn how to add an image to a page using the Image Widget or use the Slideshow Widget to add multiple images.
- [Modify Public Images Folders](https://www.civicplus.help/municipal-websites-central/docs/modify-public-images-folders.md): Learn how to rename folders in the Public Images section of the Document Center, including steps for editing folder names, permissions, and department headers.
- [Move Images in Public Images](https://www.civicplus.help/municipal-websites-central/docs/move-images-in-public-images.md): Learn how to move images between folders in Public Images (formerly Public Assets) while retaining their paths to ensure they continue displaying correctly. Simple step-by-step guide for administrators.
- [Save Optimized Images](https://www.civicplus.help/municipal-websites-central/docs/save-optimized-images.md): Save optimized, compressed images from Public Images (formerly Public Assets) to your computer with this step-by-step guide for site administrators and publishers. Learn how to access, copy, and download images easily.
- [Search for an Image](https://www.civicplus.help/municipal-websites-central/docs/search-for-an-image.md): Learn how to use the # Ref column in Public Images to track where images are linked and safely manage or delete them without breaking site content.
- [Update Image Alt Text](https://www.civicplus.help/municipal-websites-central/docs/update-image-alt-text.md): Learn how to update alt text for images in Public Images to improve accessibility and SEO on your website.
- [View Where Images are Linked](https://www.civicplus.help/municipal-websites-central/docs/view-where-images-are-linked.md): Learn how to use the # Ref column in Public Images to track where images are linked and safely manage or delete them without breaking site content.
- [ePayment Center](https://www.civicplus.help/municipal-websites-central/docs/epayment-center.md)
- [ePayment Center Overview](https://www.civicplus.help/municipal-websites-central/docs/epayment-center-overview.md): Enable secure, PCI-compliant online payments with the ePayment Center module using our payments solution and supported gateway integrations.
- [Add & Modify Promo Codes](https://www.civicplus.help/municipal-websites-central/docs/add-modify-promo-codes.md): Manage and configure Promo Codes in the ePayment Center to offer discounts via percentage or dollar amounts with set usage limits and availability dates.
- [Add Payments Gateway Information](https://www.civicplus.help/municipal-websites-central/docs/add-payments-gateway-information.md): Add and configure your Payments Gateway in the ePayment Center to enable secure, PCI-compliant transactions for your CivicPlus site.
- [Convenience Fees](https://www.civicplus.help/municipal-websites-central/docs/convenience-fees.md): Understand how convenience fees work in the ePayment Center, including default rates, adjustments, and CivicPlus Pay gateway requirements.
- [Give a User Access to View Transaction Records](https://www.civicplus.help/municipal-websites-central/docs/give-a-user-access-to-view-transaction-records.md): Grant non-admin users access to ePayment Center transactions by assigning appropriate back-end group permissions for both ePayment and Forms modules.
- [Payment Card Industry Compliance for ePayments](https://www.civicplus.help/municipal-websites-central/docs/payment-card-industry-pci-compliance-for-epayments.md): Learn about PCI compliance regulations for ePayment, including prohibited data collection and secure handling of sensitive information.
- [Payments Configuration](https://www.civicplus.help/municipal-websites-central/docs/payments-configuration.md): Learn how to configure CivicPlus Payments with your integrated gateway to securely process online transactions on your CivicPlus site.
- [Remove a Gateway Account](https://www.civicplus.help/municipal-websites-central/docs/remove-a-gateway-account.md): Learn how to remove a payment gateway account from the ePayment Center to manage your payment processing settings.
- [Submit an ePayment](https://www.civicplus.help/municipal-websites-central/docs/submit-an-epayment.md): Make an online payment or donation securely through your CivicPlus Pay-enabled website by completing a customizable form and checkout process.
- [View, Export, or Print Transaction Data](https://www.civicplus.help/municipal-websites-central/docs/view-export-or-print-transaction-data.md): Learn how to view, filter, export, and print transaction data in the ePayment Center for detailed financial reporting.
- [Facilities](https://www.civicplus.help/municipal-websites-central/docs/facilities.md)
- [Facilities Walkthrough](https://www.civicplus.help/municipal-websites-central/docs/facilities-walkthrough.md): Overview of the Facilities module with features for organizing facilities, managing reservations, customizing amenities, integrating payments, and preventing double bookings.
- [Add a Field Set in Facilities](https://www.civicplus.help/municipal-websites-central/docs/add-a-field-set-in-facilities.md): How to add and customize Field Sets in the Facilities module to efficiently build and manage facility forms with various field types.
- [Add a Sub-Facility](https://www.civicplus.help/municipal-websites-central/docs/add-a-sub-facility.md): Learn how System Administrators, Owners, and Publishers can efficiently add and manage sub-facilities within the Facilities module.
- [Add and Manage Facilities](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-facilities.md): Learn how to add, modify, and delete facilities with our guide for System Administrators, Owners, and Publishers. Manage your facilities effectively!
- [Add & Manage Facilities Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-facilities-categories.md): Add, modify, or delete categories in the Facilities module to organize locations and manage access permissions for your site users.
- [Add & Manage Facility Features](https://www.civicplus.help/municipal-websites-central/docs/add-manage-facility-features.md): Learn how to add, edit, or delete facility features in the Facilities module to enhance amenity listings and improve user experience.
- [Add Images to a Facility's Slideshow](https://www.civicplus.help/municipal-websites-central/docs/add-images-to-a-facilitys-slideshow.md): Learn how to add and customize slideshow images in Facilities to enhance public-facing facility pages with engaging visual content.
- [Allow Facility Submissions](https://www.civicplus.help/municipal-websites-central/docs/allow-facility-submissions.md): Description: Enable users to suggest new facilities using the "Missing a Facility?" button, with submissions sent to designated email addresses.
- [Allow Public Reservations](https://www.civicplus.help/municipal-websites-central/docs/allow-public-reservations.md): Enable public reservations for facilities by allowing users with registered accounts to submit reservation requests directly through your site.
- [Bulk Actions for Field Sets in Facilities](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-field-sets-in-facilities.md): How to manage multiple Field Sets at once in the Facilities module using Bulk Actions to activate, deactivate, or delete.
- [Bulk Actions in Facilities](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-facilities.md): How to use Bulk Actions in the Facilities module to publish, unpublish, delete, or decline multiple categories at once.
- [Bulk Delete Reservations](https://www.civicplus.help/municipal-websites-central/docs/bulk-delete-reservations.md): Learn how to bulk delete multiple reservations at once in the Facilities module using the Bulk Actions panel.
- [Copy a Category Link in Facilities](https://www.civicplus.help/municipal-websites-central/docs/copy-a-category-link-in-facilities.md): How to obtain and use direct category links in the Facilities module for easy content sharing and navigation.
- [Copy a Facility's Link](https://www.civicplus.help/municipal-websites-central/docs/copy-a-facilitys-link.md): How to copy a direct link to a specific facility in the Facilities module for easy sharing or embedding.
- [Copy a Reservation](https://www.civicplus.help/municipal-websites-central/docs/copy-a-reservation.md): Easily manage reservation forms by creating reusable field sets or modifying the default form for new facilities—streamline future setup and ensure consistency.
- [Decline a Submitted Reservation](https://www.civicplus.help/municipal-websites-central/docs/decline-a-submitted-reservation.md): Learn how to decline a submitted reservation request form in the Facilities module with optional reason input.
- [Delete a Reservation](https://www.civicplus.help/municipal-websites-central/docs/delete-a-reservation.md): How to delete reservations in the Facilities module with step-by-step instructions for authorized users.
- [Enable or Disable the Facility's Calendar](https://www.civicplus.help/municipal-websites-central/docs/enable-or-disable-the-facilitys-calendar.md): How to enable a calendar for a facility in the Facilities module to manage and display reservation events.
- [Export Facility Reservations](https://www.civicplus.help/municipal-websites-central/docs/export-facility-reservations.md): How to export facility reservation data from the Facilities module using various export options for reporting or record-keeping.
- [Import Facilities](https://www.civicplus.help/municipal-websites-central/docs/import-facilities.md): How to import facilities into the Facilities module using a properly formatted file for efficient bulk uploading.
- [Import Features](https://www.civicplus.help/municipal-websites-central/docs/import-features.md): How to mass import features into the Facilities module using a properly formatted .csv file for efficient setup.
- [Make a Reservation as a Back-End User](https://www.civicplus.help/municipal-websites-central/docs/make-a-reservation-as-a-back-end-user.md): How back-end users can create and manage single or recurring reservations in the Facilities module with step-by-step instructions.
- [Make the Facilities Calendar Show Monday to Sunday](https://www.civicplus.help/municipal-websites-central/docs/make-the-facilities-calendar-show-monday-to-sunday.md): Learn how to change the Facilities calendar view from Sunday–Saturday to Monday–Sunday for a customized scheduling experience.
- [Modify a Reservation Form](https://www.civicplus.help/municipal-websites-central/docs/modify-a-reservation-form.md): How to modify and customize a secure Reservation Form in Facilities with submission and security options.
- [Modify a Reservation from the Facility](https://www.civicplus.help/municipal-websites-central/docs/modify-a-reservation-from-the-facility.md): How to update an existing reservation in the Facilities module, including changes to date, time, and recurrence settings.
- [Modify the Default Reservation Form in Facilities](https://www.civicplus.help/municipal-websites-central/docs/modify-the-default-reservation-form-in-facilities.md): How to customize the Default Reservation Form in the Facilities module using drag-and-drop fields and field sets for tailored submissions.
- [Properties in Facilities](https://www.civicplus.help/municipal-websites-central/docs/properties-in-facilities.md): Overview of Facilities module properties, including customization of headers, notifications, basemaps, submissions, and display settings for administrators.
- [Reply to Reservation | Intended for Residents](https://www.civicplus.help/municipal-websites-central/docs/reply-to-reservation-intended-for-residents.md): CivicPlus platform disclaimer clarifying it does not manage reservation content or changes and directs users to contact community offices directly.
- [Reservation Conflicts in the Facilities Module](https://www.civicplus.help/municipal-websites-central/docs/reservation-conflicts-in-the-facilities-module.md): Learn how to handle reservation conflicts for one-time and recurring events, including proceeding with overlapping bookings when permitted.
- [Select Map Default Facility View](https://www.civicplus.help/municipal-websites-central/docs/select-map-default-facility-view.md): Learn how to set the default Facility view to display a map instead of a listing for improved user navigation.
- [Set Hours of Operation](https://www.civicplus.help/municipal-websites-central/docs/set-hours-of-operation.md): Set and manage facility operating hours to align with reservation availability and public access using this step-by-step guide for administrators and owners.
- [Set the Default View Preferences in Facilities](https://www.civicplus.help/municipal-websites-central/docs/set-the-default-view-preferences-in-facilities.md): How to set default view options in the Facilities module for facility types, categories, reservations, and results per page.
- [Turn a Sub-Facility into a Facility](https://www.civicplus.help/municipal-websites-central/docs/turn-a-sub-facility-into-a-facility.md): How to convert an existing sub-facility into a standalone facility within the Facilities module.
- [Turn Reservations for an Individual Facility On or Off](https://www.civicplus.help/municipal-websites-central/docs/turn-reservations-for-an-individual-facility-on-or-off.md): Learn how to enable or disable public reservations for individual facilities and manage reservation settings with ease.
- [View a Submitted Reservation](https://www.civicplus.help/municipal-websites-central/docs/view-a-submitted-reservation.md): How to access and view submitted reservation forms with event and requester details in the Facilities module.
- [View Existing Reservations](https://www.civicplus.help/municipal-websites-central/docs/view-existing-reservations.md): How to view and filter existing facility reservations by status, date range, and facility or sub-facility in the Facilities module.
- [FAQs](https://www.civicplus.help/municipal-websites-central/docs/faqs.md)
- [FAQs Overview](https://www.civicplus.help/municipal-websites-central/docs/faqs-overview.md): Manage unlimited FAQ categories that can appear on multiple pages, helping organize information, reduce inquiries, and customize FAQ placement.
- [Add and Manage FAQ Items](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-faq-items.md): Learn how to add, edit, and delete FAQ items within categories, including setting display dates, linking websites, and managing publication status.
- [Add & Manage FAQ Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-faq-categories.md): Learn how to create, modify, and delete FAQ categories, set display dates, control permissions, and manage publication status to organize your Frequently Asked Questions effectively.
- [Add the FAQs Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-faqs-widget-to-a-page-1.md): This article will show you how to add the FAQs widget to your page using Live Edit.
- [Expandable Questions](https://www.civicplus.help/municipal-websites-central/docs/expandable-questions.md): Learn how to enable expandable FAQ questions so users can click to reveal answers, keeping pages clean and organized by reducing clutter.
- [FAQ Question Character Limit](https://www.civicplus.help/municipal-websites-central/docs/faq-question-character-limit.md): The FAQ question field supports up to 200 characters, including spaces and punctuation, with a strict limit that prevents adding more than 200 characters.
- [FAQs Empty Display](https://www.civicplus.help/municipal-websites-central/docs/faqs-empty-display.md): FAQ categories without published items won’t appear publicly. Ensure the category is published before adding FAQs to make it visible on your website.
- [Organize FAQ Items in a Category](https://www.civicplus.help/municipal-websites-central/docs/organize-faq-items-in-a-category.md): Learn how to reorder items within an FAQ category by dragging and dropping or using arrows to arrange questions for better organization and user experience.
- [Publish or Unpublish an FAQs Category](https://www.civicplus.help/municipal-websites-central/docs/publish-or-unpublish-an-faqs-category.md): Learn how to publish or unpublish categories in the FAQs module to control their visibility on your site. Accessible by System Administrators, Owners, and Publishers.
- [Unpublish an FAQ Item](https://www.civicplus.help/municipal-websites-central/docs/unpublish-an-faq-item.md): Learn how to unpublish FAQ items to remove them from public view in the FAQs module. Available for System Administrators, Owners, and Publishers.
- [View Archived FAQ Categories](https://www.civicplus.help/municipal-websites-central/docs/view-archived-faq-categories.md): Learn how to view archived FAQ categories in the FAQs module. Available for System Administrators, Owners, Publishers, and Authors.
- [View Archived FAQ Items](https://www.civicplus.help/municipal-websites-central/docs/view-archived-faq-items.md): Learn how to view archived FAQ items by category in the FAQs module. Available for System Administrators, Owners, Publishers, and Authors.
- [Form Center](https://www.civicplus.help/municipal-websites-central/docs/form-center.md)
- [Form Center Overview](https://www.civicplus.help/municipal-websites-central/docs/form-center-overview.md): Easily create and customize online forms with drag-and-drop tools in the Form Center.
- [Add and Modify a Form](https://www.civicplus.help/municipal-websites-central/docs/add-and-modify-a-form.md): Learn to create and modify forms in Form Center while ensuring sensitive information is protected. Follow our step-by-step guide for effective form management.
- [Add Fields to a Form](https://www.civicplus.help/municipal-websites-central/docs/add-fields-to-a-form.md): Learn how to add various fields to your form, including checkboxes, dropdowns, and file uploads, with easy drag-and-drop instructions.
- [Add Input Fields to a Form](https://www.civicplus.help/municipal-websites-central/docs/add-input-fields-to-a-form.md): Learn how to add and configure a short answer field in the Form Center, including field settings, formatting options, and external integration tips.
- [Add or Modify a Form Center Category](https://www.civicplus.help/municipal-websites-central/docs/add-or-modify-a-form-center-category.md): Learn to create and modify categories in the Form Center module, adjusting names, permissions, and confirmation pages for municipal websites.
- [Archive Form Center Submissions](https://www.civicplus.help/municipal-websites-central/docs/archive-form-center-submissions.md): Learn how to archive Form Center submissions by selecting, filtering, and bulk archiving entries within form categories for efficient data management.
- [Bulk Actions for Field Sets](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-field-sets.md): Learn to use Bulk Actions in the Form Center to efficiently manage multiple field sets by making them inactive, active, or deleting them.
- [Bulk Actions for Form Center Categories](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-form-center-categories.md): Learn how to efficiently manage multiple Form Center categories at once using Bulk Actions.
- [Change the Appearance of a Field](https://www.civicplus.help/municipal-websites-central/docs/change-the-appearance-of-a-field.md): Learn how to customize the appearance of fields in your forms, including color, font, and styles, to enhance user experience in the Form Center module.
- [Conditions in Form Center](https://www.civicplus.help/municipal-websites-central/docs/conditions-in-form-center.md): Discover how to use conditional formatting in the Form Center to show, hide, require fields, or redirect users based on their responses.
- [Copy a Field Set](https://www.civicplus.help/municipal-websites-central/docs/copy-a-field-set.md): Discover how to copy a field set in the Form Center, allowing for easy duplication of identical or slightly modified field sets.
- [Copy a Link to a Form](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-form.md): Learn how to copy a direct link to a form in the Form Center for use on your website, documents, or other platforms.
- [Copy a Link to a Form Center Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-form-center-category.md): Learn how System Administrators, Owners, Publishers, and Authors can easily copy links to Form Center categories in CivicPlus by following simple steps in the Module.
- [Copy Forms to Other Categories](https://www.civicplus.help/municipal-websites-central/docs/copy-forms-to-other-categories.md): Learn how to quickly copy an existing form in the Form Center to save time when creating similar forms.
- [Create & Manage Field Sets](https://www.civicplus.help/municipal-websites-central/docs/create-manage-field-sets.md): Learn how to create, modify, and delete custom Field Sets in the Form Center to streamline form building by grouping multiple fields for easy reuse and management.
- [Download Form Submission Attachments](https://www.civicplus.help/municipal-websites-central/docs/download-form-submission-attachments.md): Learn how Form Center submissions include secure download links for attachments in email notifications and more.
- [Edit Form Submission Options](https://www.civicplus.help/municipal-websites-central/docs/edit-form-submission-options.md): Learn how to configure submission options, confirmation pages, and notification emails when creating or editing a form in Form Center.
- [Embed a Form on a Page](https://www.civicplus.help/municipal-websites-central/docs/embed-a-form-on-a-page.md): Learn how to embed a form on a page using the Form Center widget.
- [Enable Submit Selections to Email](https://www.civicplus.help/municipal-websites-central/docs/enable-submit-selections-to-email.md): Learn how to configure the Submit selections to email(s) feature in the Form Center, allowing forms to be distributed to specific email recipients.
- [Enabling Form reCAPTCHA FAQs](https://www.civicplus.help/municipal-websites-central/docs/enabling-form-recaptcha-faqs.md): Starting January 17, 2024, CivicEngage will enhance Form Center security by enabling reCAPTCHA on all forms to combat spam. This update requires no action from users and ensures a seamless experience for residents submitting inquiries.
- [Encrypted Forms](https://www.civicplus.help/municipal-websites-central/docs/encrypted-forms.md)
- [Create an Encrypted Form Center Category](https://www.civicplus.help/municipal-websites-central/docs/create-an-encrypted-form-center-category.md): Learn how to create a new encrypted category in the Form Center to secure form submissions. Available for System Administrators, Owners, and Publishers.
- [Create an Encrypted Form](https://www.civicplus.help/municipal-websites-central/docs/create-an-encrypted-form.md): Learn how to create an encrypted form in the Form Center within an existing encrypted category. This guide covers form setup, required security options, user access, and publishing instructions for System Admins, Owners, Publishers, and Authors.
- [Set Up an Encrypted ePayment Form](https://www.civicplus.help/municipal-websites-central/docs/set-up-an-encrypted-epayment-form.md): Learn how to create and configure an encrypted ePayment form in the Form Center, including form setup, product pricing, shipping, and security settings.
- [Encrypted Forms Overview](https://www.civicplus.help/municipal-websites-central/docs/encrypted-forms-overview.md): Securely store sensitive data with Encrypted Forms, ensuring compliance with privacy assessments and robust AES 256 encryption safeguards.
- [Encrypted Forms Preparation Checklist](https://www.civicplus.help/municipal-websites-central/docs/encrypted-forms-preparation-checklist.md): The attached checklist will need to be completed prior to enabling Encrypted Forms on your site.
- [Enter a Default Email Address in Form Center Properties](https://www.civicplus.help/municipal-websites-central/docs/enter-a-default-email-address-in-form-center-properties.md): Learn how to set a default email address in Form Center Properties to ensure submitted forms are properly received and managed.
- [Export Form Center Submissions](https://www.civicplus.help/municipal-websites-central/docs/export-form-center-submissions.md): Learn how to export submissions from the Form Center, including data and attachments, using various export options for spreadsheets and files.
- [Form Center | External Integration Forms](https://www.civicplus.help/municipal-websites-central/docs/form-center-external-integration-forms.md): Learn how to create a simple external integration form in CivicPlus to collect user addresses and retrieve trash collection day information, enabling seamless data exchange with external web services.
- [Form Center | External Integration Web Pages](https://www.civicplus.help/municipal-websites-central/docs/form-center-external-integration-web-pages.md): Discover how to create a custom external integration web page that receives requests from CivicPlus forms and returns XML, JSON, or HTML responses.
- [Form Center | External Integrations and Submissions Overview](https://www.civicplus.help/municipal-websites-central/docs/form-center-external-integrations-and-submissions-overview.md): Explore how the Form Center module enables integration with external systems through web requests, allowing for two-way communication.
- [Form Center | External Submissions](https://www.civicplus.help/municipal-websites-central/docs/form-center-external-submissions.md): Learn how to enable External Submissions in CivicPlus, allowing forms to send data to external services via HTTP POST requests, and more.
- [Form Center Properties](https://www.civicplus.help/municipal-websites-central/docs/form-center-properties.md): Explore the Form Center module's properties for effective form management, including customization options, email notifications, and user settings.
- [Form Center | Service URLs & Data Exchange Formats](https://www.civicplus.help/municipal-websites-central/docs/form-center-service-urls-data-exchange-formats.md): Learn how to configure Service URLs for External Integration Forms in the CivicPlus Form Center using XML, JSON, or HTTP POST methods. Includes request/response samples and field-matching rules.
- [Forms vs. Form Center](https://www.civicplus.help/municipal-websites-central/docs/forms-vs-form-center.md): Learn the key differences between the Forms Module and Form Center Module. Discover why the Form Center is the preferred, mobile-friendly tool for building forms on your CivicPlus website.
- [Import Form Submission Data](https://www.civicplus.help/municipal-websites-central/docs/import-form-submission-data.md): Learn how to import submissions into the CivicPlus Form Center by following simple steps to upload CSV or TXT files, ensuring seamless integration of data.
- [Include a Submission ID in My Email Subject](https://www.civicplus.help/municipal-websites-central/docs/include-a-submission-id-in-my-email-subject.md): Enhance tracking and organization by including submission details in email subject lines for notifications from the Form Center.
- [Make a Field Set Inactive](https://www.civicplus.help/municipal-websites-central/docs/make-a-field-set-inactive.md): Learn how to make a field set inactive in Form Center, ensuring it remains available for future use while preventing user access.
- [Mark a Field as Internal Use Only](https://www.civicplus.help/municipal-websites-central/docs/mark-a-field-as-internal-use-only.md): Learn how to add Internal Fields for backend comments on form submissions, ensuring front-end users remain unaware of these notes in the Form Center.
- [Migrate Forms from the Forms Module to Form Center](https://www.civicplus.help/municipal-websites-central/docs/migrate-forms-from-the-forms-module-to-form-center.md): Learn how to migrate forms from the Forms Module to Form Center. Preserve data, maintain form links, and streamline your site's form management.
- [Migrate Forms to a New Category](https://www.civicplus.help/municipal-websites-central/docs/migrate-forms-to-a-new-category.md): Learn how to migrate forms to a new category in the Form Center module while preserving submitted data and maintaining active form links.
- [Move Forms and Submissions to Another Category](https://www.civicplus.help/municipal-websites-central/docs/move-forms-and-submissions-to-another-category.md): Learn how to move forms between categories in the Form Center, allowing for better organization and management of your forms based on your needs.
- [No Submit Options on a Form](https://www.civicplus.help/municipal-websites-central/docs/no-submit-options-on-a-form.md): Discover why submission options may not appear on a form and how to properly view and publish forms in the Form Center.
- [Online Form Electronic Signatures](https://www.civicplus.help/municipal-websites-central/docs/online-form-electronic-signatures.md): Ensure compliance with CivicPlus standards by using our approved electronic signature agreement for online forms, validating your digital consent.
- [Print Form Center Results](https://www.civicplus.help/municipal-websites-central/docs/print-form-center-results.md): Learn how to print submissions from the Form Center, including options to print current views, marked items, or all submissions for efficient record-keeping.
- [Receive a Confirmation Email](https://www.civicplus.help/municipal-websites-central/docs/receive-a-confirmation-email.md): Learn how to enable and receive confirmation emails when submitting a form in the Form Center. This guide explains how users can opt to receive a copy of their submission by selecting the "Receive Email Copy" option and entering their email address.
- [Require a Login on a Form](https://www.civicplus.help/municipal-websites-central/docs/require-a-login-on-a-form.md): Learn how to enable Force Login in the Form Center to require users to log in before viewing a form.
- [Restore Archived Form Center Submissions](https://www.civicplus.help/municipal-websites-central/docs/restore-archived-form-center-submissions.md): Learn how to restore archived form submissions in the Form Center, including single or bulk restore options.
- [Save Progress on a Form](https://www.civicplus.help/municipal-websites-central/docs/save-progress-on-a-form.md): Discover how to save your progress on a form, allowing you to return later without losing your work, while noting that uploaded files will not be saved.
- [Set Answer Types to Avoid Spam](https://www.civicplus.help/municipal-websites-central/docs/set-answer-types-to-avoid-spam.md): Learn how to reduce spam by adjusting form field requirements in Form Center. Customize input types to block invalid or automated submissions.
- [Set Default Values](https://www.civicplus.help/municipal-websites-central/docs/set-default-values.md): Learn how to set default field values in Form Center forms using user profile data for a faster and personalized form experience.
- [Set Default View Preferences in Form Center](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-in-form-center.md): Discover how to customize default view options in the Form Center, including sorting and displaying items, to streamline your form management process.
- [Set Up an ePayment Form](https://www.civicplus.help/municipal-websites-central/docs/set-up-an-epayment-form.md): Learn how to create and configure an ePayment form in the Form Center, including product setup, pricing, shipping, and quantity options.
- [Set Up an External Integration Form](https://www.civicplus.help/municipal-websites-central/docs/set-up-an-external-integration-form.md): Learn how to create a simple External Integration Form in the Form Center that collects a user’s address and returns their trash collection day.
- [Set Up an External Submission Form](https://www.civicplus.help/municipal-websites-central/docs/set-up-an-external-submission-form.md): Learn how to configure External Submission in the Form Center to send form data to an external service upon submission.
- [Unpublish a Form in Form Center](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-form-in-form-center.md): Learn how to unpublish a form in the Form Center module, ensuring that it is no longer accessible to users while maintaining control over your content.
- [View Archived Submissions in Form Center](https://www.civicplus.help/municipal-websites-central/docs/view-archived-submissions-in-form-center.md): Learn how to access and view archived form submissions in the Form Center, including individual submission details.
- [View Files Uploaded to a Form](https://www.civicplus.help/municipal-websites-central/docs/view-files-uploaded-to-a-form.md): Learn how to view uploaded files submitted through Form Center forms by accessing and reviewing individual form submissions
- [View Form Center Submissions](https://www.civicplus.help/municipal-websites-central/docs/view-form-center-submissions.md): Learn how to view and filter Form Center submissions, including accessing individual form details and attachments.
- [View Options for Form Center Categories](https://www.civicplus.help/municipal-websites-central/docs/view-options-for-form-center-categories.md): Discover how to filter Form Center categories by status (Published, Draft, Submitted, Declined) with one click and manage forms more efficiently!
- [View Which Pages Embedded Forms are Submitted From](https://www.civicplus.help/municipal-websites-central/docs/view-which-pages-embedded-forms-are-submitted-from.md): Learn how to track submission sources in Form Center by enabling referrer display, helping you identify the originating page of each form submission.
- [Forms (for CRT only)](https://www.civicplus.help/municipal-websites-central/docs/forms-for-crt-only.md)
- [Forms Overview](https://www.civicplus.help/municipal-websites-central/docs/forms-overview.md): Use Forms only with Citizen Request Tracker and rely on Form Center for customizable, secure form creation and submission tracking.
- [Add a Field to a Form in the Forms Module](https://www.civicplus.help/municipal-websites-central/docs/add-a-field-to-a-form-in-the-forms-module.md): Learn how to add or modify form fields in the Forms module using various field types, layout options, and customization settings.
- [Assign Users to a Request Tracker Form via Forms Module](https://www.civicplus.help/municipal-websites-central/docs/assign-users-to-a-request-tracker-form-via-forms-module.md): Add users to a RequestTracker form in the Forms module by assigning them via the drop-down and entering notification emails.
- [Copy a Form in the Forms Module](https://www.civicplus.help/municipal-websites-central/docs/copy-a-form-in-the-forms-module.md): Learn how to copy and update forms within the Forms Module to efficiently manage and customize your online forms.
- [Create a Category in the Forms Module](https://www.civicplus.help/municipal-websites-central/docs/create-a-category-in-the-forms-module.md): Create and manage form categories with customizable permissions, visibility, and publishing options in the Forms module.
- [Create a Form in Forms Module (CRT Only)](https://www.civicplus.help/municipal-websites-central/docs/create-a-form-in-forms-module-crt-only.md): Create a Citizen Request Tracker form with customizable settings, email notifications, submission options, and security features in the Forms module.
- [Delete a Category from the Forms Module](https://www.civicplus.help/municipal-websites-central/docs/delete-a-category-from-the-forms-module.md): Delete form categories in the Forms module after unpublishing and removing all items to keep your content organized.
- [Delete Items in the Forms Module](https://www.civicplus.help/municipal-websites-central/docs/delete-items-in-the-forms-module.md): Delete unpublished form items in the Forms module by selecting and confirming removal through the Delete Marked option.
- [Enable a Database Form](https://www.civicplus.help/municipal-websites-central/docs/enable-a-database-form.md): Enable the Database Form setting to allow form submissions to be viewable and exportable in a downloadable format.
- [Export Archived Form Submissions](https://www.civicplus.help/municipal-websites-central/docs/export-archived-form-submissions.md): Export archived form submissions by filtering search criteria and selecting entries to download from the Forms module history.
- [Exporting Results in Forms](https://www.civicplus.help/municipal-websites-central/docs/exporting-results-in-forms.md): Export form submission results as a .txt file from the Forms module, with database form settings enabled for full data access.
- [Find Submitted and In-Progress Forms](https://www.civicplus.help/municipal-websites-central/docs/find-submitted-and-in-progress-forms.md): Access submitted and in-progress forms easily through the My Forms section in the Form Center on your site’s front end.
- [Form Center and Forms: PCI Compliance](https://www.civicplus.help/municipal-websites-central/docs/form-center-and-forms-pci-compliance.md): Forms and Form Center must not collect sensitive data per PCI regulations; use the ePayment module for secure payment info only.
- [Form Templates Overview](https://www.civicplus.help/municipal-websites-central/docs/form-templates-overview.md): Quickly build forms using CivicPlus Sample Forms templates that you can preview, copy, and customize to meet your needs.
- [Modify a Category in Forms Module](https://www.civicplus.help/municipal-websites-central/docs/modify-a-category-in-forms-module.md): Modify form category settings in the Forms module, including name, archive visibility, and user permission levels.
- [Modify a RequestTracker Form in the Forms Module](https://www.civicplus.help/municipal-websites-central/docs/modify-a-requesttracker-form-in-the-forms-module.md): Learn how to modify existing RequestTracker forms in the Forms module to customize submission settings and fields.
- [RequestTracker Special Field](https://www.civicplus.help/municipal-websites-central/docs/requesttracker-special-field.md): Configure the RequestTracker Special Field in Forms to auto-fill RequestTracker requests with mapped location and submitter details.
- [Set Up Request Tracker Forms](https://www.civicplus.help/municipal-websites-central/docs/set-up-request-tracker-forms.md): Set up RequestTracker forms by copying templates, configuring submission details, and customizing options like priority, assignment, and reCAPTCHA.
- [Unpublish Items in Forms](https://www.civicplus.help/municipal-websites-central/docs/unpublish-items-in-forms.md): Unpublish individual or multiple form items in the Forms module before deletion by using the Unpublish or Unpublish Marked options.
- [View Submissions for Forms](https://www.civicplus.help/municipal-websites-central/docs/view-submissions-for-forms.md): View submitted data for forms in the Forms module by selecting the appropriate category and accessing submission statistics.
- [Graphic Links](https://www.civicplus.help/municipal-websites-central/docs/graphic-links.md)
- [Graphic Links Overview](https://www.civicplus.help/municipal-websites-central/docs/graphic-links-overview.md): Discover the Graphic Links module in CivicPlus, designed to enhance your website by adding functional graphics that link to other pages.
- [Add a Graphic Link Category](https://www.civicplus.help/municipal-websites-central/docs/add-a-graphic-link-category.md): Learn how to add a category to the Graphic Links module in CivicPlus, enabling better organization of graphic links with options for start and end dates, and customizable permissions.
- [Add Graphic Buttons to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-graphic-buttons-to-a-page.md): Learn how to add buttons to a page using the Graphic Links widget.
- [Build a Fancy Button](https://www.civicplus.help/municipal-websites-central/docs/build-a-fancy-button.md): Learn how to create a Fancy Button in CivicPlus, featuring responsive hover effects, customizable images, and text styles, to enhance user interaction on your website.
- [Change Social Media Icons](https://www.civicplus.help/municipal-websites-central/docs/change-social-media-icons.md): Learn how to update social media icons on your CivicPlus site when branding changes occur. Follow these steps to add new images, modify existing icons, and ensure your links remain current and visually appealing.
- [Change the Fancy Button Text](https://www.civicplus.help/municipal-websites-central/docs/change-the-fancy-button-text.md): Discover how to change the text within a Fancy Button in CivicPlus, with straightforward instructions to update your button's messaging and enhance user engagement on your site.
- [Change the Font Style for a Fancy Button](https://www.civicplus.help/municipal-websites-central/docs/change-the-font-style-for-a-fancy-button.md): Discover how to change the font style of a Fancy Button in CivicPlus, allowing for customized text appearance and spacing adjustments to enhance your website's design.
- [Configure Background Options in a Fancy Button](https://www.civicplus.help/municipal-websites-central/docs/configure-background-options-in-a-fancy-button.md): Learn how to configure the background of a Fancy Button in CivicPlus, including options for outer and inner backgrounds, hover states, and advanced styling to create visually appealing and interactive buttons for your website.
- [Configure Text Styles in a Fancy Button](https://www.civicplus.help/municipal-websites-central/docs/configure-text-styles-in-a-fancy-button.md): Discover how to configure text styles for a Fancy Button in CivicPlus, including options for normal and hover states, font customization, alignment, and advanced HTML styling to enhance your button's appearance and interactivity.
- [Copy Graphic Buttons](https://www.civicplus.help/municipal-websites-central/docs/copy-graphic-buttons.md): Learn how to copy graphic buttons in the Graphic Links module of CivicPlus, allowing you to duplicate buttons across categories while maintaining the original, enhancing your content management flexibility.
- [Create a Basic Graphic Link](https://www.civicplus.help/municipal-websites-central/docs/create-a-basic-graphic-link.md): Learn how to create a basic graphic link, including options to upload images, create custom buttons, and set display dates, ensuring seamless integration.
- [Create a Reactive Fancy Button](https://www.civicplus.help/municipal-websites-central/docs/create-a-reactive-fancy-button.md): Discover how to create a reactive Fancy Button in CivicPlus, allowing for dynamic hover effects with customizable images and font colors to enhance user engagement on your website.
- [Delete a Graphic Links Category](https://www.civicplus.help/municipal-websites-central/docs/delete-a-graphic-links-category.md): Learn how to delete a category from the Graphic Links module in CivicPlus, including steps to unpublish items and confirm deletion, ensuring effective management of your website's content.
- [Delete a Single Item in Graphic Links](https://www.civicplus.help/municipal-websites-central/docs/delete-a-single-item-in-graphic-links.md): Discover how to delete a single Graphic Links item in CivicPlus, with step-by-step instructions to efficiently manage your content and maintain an organized website.
- [Delete Multiple Graphic Links Items](https://www.civicplus.help/municipal-websites-central/docs/delete-multiple-graphic-links-items.md): Learn how to bulk delete multiple Graphic Links items in CivicPlus, streamlining your content management by unpublishing and removing selected items efficiently.
- [Graphic Buttons for CivicPlus Products](https://www.civicplus.help/municipal-websites-central/docs/graphic-buttons-for-civicplus-products.md): Discover ADA-compliant graphic button and news flash examples for your government website homepage, designed to direct residents to report-a-concern forms while meeting WCAG 2.0 accessibility standards.
- [Modify a Graphic Link](https://www.civicplus.help/municipal-websites-central/docs/modify-a-graphic-link.md): Discover how to modify a graphic link in CivicPlus, including options to update images, links, and display settings, ensuring your content remains current and engaging.
- [Modify a Graphic Links Category](https://www.civicplus.help/municipal-websites-central/docs/modify-a-graphic-links-category.md): Learn how to modify a category in Graphic Links within CivicPlus, including options to update category names, set publication dates, and manage permissions for effective content organization.
- [Organize Graphic Links in a Category](https://www.civicplus.help/municipal-websites-central/docs/organize-graphic-links-in-a-category.md): Learn how to order published Graphic Links within a category in CivicPlus, using drag-and-drop functionality or arrow controls to organize your content effectively for better user experience.
- [Update a Fancy Button Graphic ID](https://www.civicplus.help/municipal-websites-central/docs/update-a-fancy-button-graphic-id.md): Follow these steps to copy a Fancy Button with an image background in CivicPlus, ensuring that the button retains its styling. Learn how to navigate categories, modify settings, and publish your changes effectively.
- [Update a Fancy Button's Image](https://www.civicplus.help/municipal-websites-central/docs/update-a-fancy-buttons-image.md): Learn how to update a Fancy Button's background image in CivicPlus, including steps to modify both outer and inner images.
- [View Graphic Links Site References](https://www.civicplus.help/municipal-websites-central/docs/view-graphic-links-site-references.md): Learn how to view where Graphic Links categories are linked on the front end of your site in CivicPlus. This feature helps you track references, access linked pages quickly, and manage your content effectively.
- [Info Advanced](https://www.civicplus.help/municipal-websites-central/docs/info-advanced.md)
- [Info Advanced Overview](https://www.civicplus.help/municipal-websites-central/docs/info-advanced-overview.md): Easily display and manage important information on your site using the Info Advanced module with customizable categories and widgets.
- [Add & Manage Info Advanced Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-info-advanced-categories.md): Learn how to add, modify, or delete Info Advanced categories to organize and control important information displayed on your site.
- [Add & Manage Items in Info Advanced](https://www.civicplus.help/municipal-websites-central/docs/add-manage-items-in-info-advanced.md): Learn how to add, modify, or delete Info Advanced items to manage your site’s important information and maintain consistent formatting.
- [Copy a Link to an Info Advanced Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-an-info-advanced-category.md): Learn how to easily copy category links in Info Advanced to use on your site or external documents.
- [Copy an Item in Info Advanced](https://www.civicplus.help/municipal-websites-central/docs/copy-an-item-in-info-advanced.md): Learn how to copy and customize an item in the Info Advanced module before saving or publishing it.
- [Organize Info Advanced Items in a Category](https://www.civicplus.help/municipal-websites-central/docs/organize-info-advanced-items-in-a-category.md): Discover how to reorder Info Advanced items within a category for customized display on your site pages.
- [Use Info Advanced for Contact Information](https://www.civicplus.help/municipal-websites-central/docs/use-info-advanced-for-contact-information.md): Info Advanced is used to display third-party contact information like trash/recycling or senior services, formatted like a Staff Directory entry with details such as name, title, address, phone, email, website, and hours.
- [View Info Advanced Site References](https://www.civicplus.help/municipal-websites-central/docs/view-info-advanced-site-references.md): Learn how to view and track where Info Advanced categories are linked and referenced across your site.
- [Jobs](https://www.civicplus.help/municipal-websites-central/docs/jobs.md)
- [Jobs Overview](https://www.civicplus.help/municipal-websites-central/docs/jobs-overview.md): Explore the Jobs module in Web Central, designed to efficiently list and organize job postings by category. This article lists benefits of the Jobs Module.
- [Add and Manage Job Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-job-categories.md): Learn how to add, modify, and remove job categories in the Web Central Jobs module. This guide covers essential steps for managing job listings, including setting permissions, enabling notifications, and ensuring categories are published correctly for visibility on your website.
- [Add and Manage Job Postings](https://www.civicplus.help/municipal-websites-central/docs/add-manage-job-postings.md): Learn how to create or remove job postings in the Jobs Module, including tips for formatting and notifications for system administrators and publishers.
- [Add Related Documents to a Job Posting](https://www.civicplus.help/municipal-websites-central/docs/add-related-documents-to-a-job-posting.md): Learn how to add related documents to a job posting in the CivicPlus Jobs module. This guide provides step-by-step instructions for linking relevant documents to enhance job listings and provide additional information to applicants.
- [Allow Subscribers in a Jobs Category](https://www.civicplus.help/municipal-websites-central/docs/allow-subscribers-in-a-jobs-category.md): Learn how to enable user subscriptions for a Jobs Category in the Web Central Jobs module. This guide provides step-by-step instructions for allowing subscribers and saving changes
- [Automatically Feature Jobs](https://www.civicplus.help/municipal-websites-central/docs/automatically-feature-jobs.md): Learn how to enable the Random Jobs Feature in the Web Central Jobs module to automatically promote job postings without manual intervention.
- [Bulk Actions in Jobs](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-jobs.md): Learn how to use category Bulk Actions in the CivicPlus Jobs module to modify multiple categories at once. This guide provides step-by-step instructions for publishing, unpublishing, deleting, archiving, or declining categories efficiently.
- [Configure Message Defaults for Jobs](https://www.civicplus.help/municipal-websites-central/docs/configure-message-defaults-for-jobs.md): Learn how to configure Message Defaults in the CivicPlus Jobs module, including Subscriber Welcome messages and list headers/footers. This guide provides quick steps to customize communication with subscribers effectively.
- [Copy a Job](https://www.civicplus.help/municipal-websites-central/docs/copy-a-job.md): Learn how to copy a job posting in the CivicPlus Jobs module. This guide provides step-by-step instructions for duplicating job details, making necessary changes, and managing notifications for effective job management.
- [Copy a Link to a Job](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-job.md): Learn how to copy a link to a specific job posting in the Web Central Jobs module. This guide provides step-by-step instructions for using both top (relative) and bottom (absolute) links for sharing job postings effectively.
- [Copy a Link to a Job Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-job-category.md): Learn how to copy a link to a job category in the Web Central Jobs module. This guide provides step-by-step instructions for using both top (relative) and bottom (absolute) links for effective sharing across your site and external documents.
- [Edit Jobs Default View Options](https://www.civicplus.help/municipal-websites-central/docs/edit-jobs-default-view-options.md): Learn to configure Default View Options in the CivicPlus Jobs module for customizing back-end job displays. This guide offers quick steps for sorting and filtering job listings effectively.
- [Export Job Subscribers](https://www.civicplus.help/municipal-websites-central/docs/export-job-subscribers.md): Learn how to export users subscribed to a job posting in the CivicPlus Jobs module. This guide provides step-by-step instructions for selecting and exporting active and inactive subscribers, allowing for effective user management.
- [Feature or Unfeature a Job](https://www.civicplus.help/municipal-websites-central/docs/feature-or-unfeature-a-job.md): Learn how to feature or unfeature a job in the Web Central Jobs module. This guide provides step-by-step instructions for spotlighting job postings on your site and managing their visibility.
- [Import Job Subscribers](https://www.civicplus.help/municipal-websites-central/docs/import-job-subscribers.md): Learn how to import job subscribers into the Web Central Jobs module. This guide outlines the necessary file format, rules for data entry, and step-by-step instructions to ensure a smooth import process while maintaining existing subscriber preferences.
- [Jobs Properties](https://www.civicplus.help/municipal-websites-central/docs/jobs-properties.md): Learn how to configure Properties in the CivicPlus Jobs module, including admin names and social media Open Graph images. This guide provides quick steps to customize module settings for effective management.
- [Preview a Job](https://www.civicplus.help/municipal-websites-central/docs/preview-a-job.md): Learn how to preview a job posting in the CivicPlus Jobs module. This guide provides step-by-step instructions for accessing and viewing job details on the front-end site, ensuring your postings appear as intended.
- [Restore Archived Job](https://www.civicplus.help/municipal-websites-central/docs/restore-archived-job.md): Learn how to restore a hidden archive in the CivicPlus Jobs module. This guide provides step-by-step instructions for retrieving archived job postings, updating job details, and ensuring they are visible to applicants.
- [Tools on the Jobs Page](https://www.civicplus.help/municipal-websites-central/docs/tools-on-the-jobs-page.md): Learn about the Tools section in the Web Central Jobs module, including options for downloading applications, applying online, and emailing resumes.
- [Unpublish a Job](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-job.md): Learn how to unpublish a job posting in the Web Central Jobs module. This guide provides step-by-step instructions for hiding jobs from public view while retaining the option to modify or delete them later.
- [Unpublish a Job Category](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-job-category.md): Learn how to unpublish a category in the Web Central Jobs module. This guide provides step-by-step instructions for selecting and unpublishing categories, ensuring they are saved as drafts.
- [Update Status of Job Posting](https://www.civicplus.help/municipal-websites-central/docs/update-status-of-job-posting.md): Learn how to update the status of a job posting in the CivicPlus Jobs module. This guide provides step-by-step instructions for changing job statuses, ensuring accurate representation of job availability and managing notifications effectively.
- [View Archives in Jobs](https://www.civicplus.help/municipal-websites-central/docs/view-archives-in-jobs.md): Learn how to view the archive in the CivicPlus Jobs module. This guide provides step-by-step instructions for filtering and accessing archived job postings, enabling efficient management of past job listings.
- [View Email Lists](https://www.civicplus.help/municipal-websites-central/docs/jobs-view-email-lists.md): Learn how to view email lists for a job category in the CivicPlus Jobs module. This guide provides step-by-step instructions for accessing and managing email subscriptions related to specific job categories.
- [View Job Subscribers](https://www.civicplus.help/municipal-websites-central/docs/view-job-subscribers.md): Learn how to view subscribers for a Job Category in the Web Central Jobs module.
- [View Options in Jobs](https://www.civicplus.help/municipal-websites-central/docs/view-options-in-jobs.md): Learn how to configure View Options in the CivicPlus Jobs module. This guide provides step-by-step instructions for customizing the jobs list display in the back end, allowing for efficient management of job postings and categories.
- [Locations](https://www.civicplus.help/municipal-websites-central/docs/locations.md)
- [Locations Module Overview](https://www.civicplus.help/municipal-websites-central/docs/locations-module-overview.md): Manage and standardize city, state, and ZIP Code entries in Facilities and Activities modules using the Locations feature.
- [Add & Manage Locations](https://www.civicplus.help/municipal-websites-central/docs/add-manage-locations.md): Easily add, update, or remove Locations to ensure consistent city, state, and code entries across your site.
- [Bulk Delete in Locations](https://www.civicplus.help/municipal-websites-central/docs/bulk-delete-in-locations.md): Learn how to bulk delete multiple Locations and reassign associated facilities efficiently within the Locations module.
- [Import Locations](https://www.civicplus.help/municipal-websites-central/docs/import-locations.md): Learn how to import multiple Locations into the Locations module using a properly formatted CSV file.
- [My Account](https://www.civicplus.help/municipal-websites-central/docs/my-account.md)
- [My Account Overview](https://www.civicplus.help/municipal-websites-central/docs/my-account-overview.md): Learn how residents can create an account with the Municipal Websites Central solution using just their name and email, ensuring privacy while saving progress on forms and reservations.
- [Edit My Account's Profile Settings](https://www.civicplus.help/municipal-websites-central/docs/edit-my-accounts-profile-settings.md): Learn how users can edit their Profile Settings, including personal information, profile pictures, and shipping addresses. This guide provides step-by-step instructions for staff and residents to manage their accounts effectively.
- [Turn Off Messaging for Front-End Users](https://www.civicplus.help/municipal-websites-central/docs/turn-off-messaging-for-front-end-users.md): Learn how to disable the Messaging setting for front-end users in your website solution. This guide provides quick steps for system administrators and owners to manage user messaging effectively.
- [News Flash](https://www.civicplus.help/municipal-websites-central/docs/news-flash.md)
- [News Flash Overview](https://www.civicplus.help/municipal-websites-central/docs/news-flash-overview.md): Discover how News Flash keeps your community informed with customizable alerts, notifications, and linked resources.
- [Add and Manage News Flash Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-news-flash-categories.md): Learn how to add, modify, or delete categories in the News Flash module to manage news alerts and subscriptions.
- [Add and Manage News Flash Items](https://www.civicplus.help/municipal-websites-central/docs/add-manage-news-flash-items.md): Learn how to add, modify, or delete News Flash items to keep your community informed with timely updates and notifications.
- [Add the News Flash Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-news-flash-widget-to-a-page-1.md): Learn to add a News Flash widget to your page, customize its options, and effectively share important organizational news with residents.
- [Allow Subscribers for a News Flash Category](https://www.civicplus.help/municipal-websites-central/docs/allow-subscribers-for-a-news-flash-category.md): Learn how to enable subscriber sign-ups for a News Flash category to keep your audience informed.
- [Archive Center and News Flash Comparison](https://www.civicplus.help/municipal-websites-central/docs/archive-center-and-news-flash-comparison.md): Understand the differences between News Flash and Archive Center: News Flash delivers timely alerts and notifications, while Archive Center organizes and displays important documents chronologically.
- [Bulk Actions for News Flash Items](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-news-flash-items.md): Learn how to perform bulk actions in the News Flash module!
- [Change the Read On Text in News Flash](https://www.civicplus.help/municipal-websites-central/docs/change-the-read-on-text-in-news-flash.md): Learn how to customize the "Read On" text in News Flash items to enhance user engagement and content clarity.
- [Copy a Link to a News Flash Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-news-flash-category.md): Learn how to copy a News Flash category link for use on your site, in documents, or on external websites.
- [Copy a News Flash Item](https://www.civicplus.help/municipal-websites-central/docs/copy-a-news-flash-item.md): Learn how to copy and customize a News Flash item to quickly share updated information with your audience.
- [Edit Message Defaults in News Flash](https://www.civicplus.help/municipal-websites-central/docs/edit-message-defaults-in-news-flash.md): Learn how to customize subscriber welcome messages, headers, and footers in News Flash for module-wide or category-specific email communications.
- [Feature a News Flash Item](https://www.civicplus.help/municipal-websites-central/docs/feature-a-news-flash-item.md): Learn how to feature a News Flash item to highlight important updates on your site's News Flash homepage and widgets.
- [Image Size Recommendation for News Flash](https://www.civicplus.help/municipal-websites-central/docs/image-size-recommendation-for-news-flash.md): Learn how to use the correct image sizes for News Flash images and thumbnails for the best display.
- [Import Subscribers into News Flash](https://www.civicplus.help/municipal-websites-central/docs/import-subscribers-into-news-flash.md): Learn how to import News Flash subscribers from a .txt or .csv file while following proper formatting and confirmation rules.
- [Link a News Flash Item to a Web Address](https://www.civicplus.help/municipal-websites-central/docs/link-a-news-flash-item-to-a-web-address.md): Learn how to redirect News Flash item titles, images, and links to any internal or external URL for seamless user navigation.
- [Make Expired News Flash Items Searchable](https://www.civicplus.help/municipal-websites-central/docs/make-expired-news-flash-items-searchable.md): Learn how to make expired News Flash items publicly searchable by enabling visibility from the archived items list.
- [News Flash Category Widget Display Order](https://www.civicplus.help/municipal-websites-central/docs/news-flash-category-widget-display-order.md): Learn how to control the display order of News Flash items by reordering items, renaming categories, and adjusting category visibility.
- [News Flash Properties](https://www.civicplus.help/municipal-websites-central/docs/news-flash-properties.md): Configure News Flash properties like admin name, social media images, email settings, sorting, and link behavior for optimized content management.
- [News Flash RSS Settings](https://www.civicplus.help/municipal-websites-central/docs/news-flash-rss-settings.md): Enable or disable category-level controls to manage inclusion of News Flash items in the RSS feed for customized content delivery.
- [Order News Flash Items](https://www.civicplus.help/municipal-websites-central/docs/order-news-flash-items.md): Reorder News Flash items within categories by dragging and dropping or using arrows for customized display order.
- [Preview Your News Flash](https://www.civicplus.help/municipal-websites-central/docs/preview-your-news-flash.md): Preview News Flash items before publishing to ensure the front-end appearance matches your expectations.
- [Publish or Unpublish a News Flash Category](https://www.civicplus.help/municipal-websites-central/docs/publish-or-unpublish-a-news-flash-category.md): Learn how to publish or unpublish News Flash categories to control their visibility on your site.
- [Publish or Unpublish a News Flash Item](https://www.civicplus.help/municipal-websites-central/docs/publish-or-unpublish-a-news-flash-item.md): Learn how to publish or unpublish News Flash items, schedule notifications, and manage their visibility based on categories and start dates.
- [Remove End Date Requirement From News Items](https://www.civicplus.help/municipal-websites-central/docs/remove-end-date-requirement-from-news-items.md): Enable the option to make an end date optional for News Flash items via the module-wide setting in News Flash Properties.
- [Restore an Archived News Flash Item](https://www.civicplus.help/municipal-websites-central/docs/restore-an-archived-news-flash-item.md): Restore an archived News Flash item by copying it from the archive, modifying details as needed, and saving it as a new published item.
- [Set Active News Flash Links to Archived Items](https://www.civicplus.help/municipal-websites-central/docs/set-active-news-flash-links-to-archived-items.md): Enable archived News Flash items to remain accessible via direct links by setting archives to publicly visible in module properties.
- [Set Permissions for a News Flash Category](https://www.civicplus.help/municipal-websites-central/docs/set-permissions-for-a-news-flash-category.md): Set which user groups can view or manage a News Flash category by assigning permissions in the category’s Properties settings.
- [Sort News Flash Items](https://www.civicplus.help/municipal-websites-central/docs/sort-news-flash-items.md): Allow users to sort News Flash items by Category or Most Recent using a drop-down on the News Flash page when enabled in module properties.
- [View & Export Subscribers on News Flash Categories](https://www.civicplus.help/municipal-websites-central/docs/view-export-subscribers-on-news-flash-categories.md): View and export active or inactive subscribers from a specific News Flash category in TXT format.
- [View Email Lists in News Flash](https://www.civicplus.help/municipal-websites-central/docs/view-email-lists-in-news-flash.md): View email lists in News Flash by category, status, subscriber count, and available actions like messaging and link copying.
- [Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/notify-me.md)
- [Notify Me® Overview](https://www.civicplus.help/municipal-websites-central/docs/notify-me-overview.md): Discover the Notify Me® module, enabling customers to send customized notifications via email or text, subscribe to updates and more!
- [Add a Category to Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/add-a-category-to-notify-me.md): Learn how system administrators, owners, publishers, and authors can add categories to the Notify Me® module, including setting permissions, default messages, and subscription options.
- [Add Subscribers Manually in Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/add-subscribers-manually-in-notify-me.md): System Admins and Owners can manually add subscribers to Notify Me lists using email or SMS, with confirmation required.
- [Archive Sent Notify Me® Messages](https://www.civicplus.help/municipal-websites-central/docs/archive-sent-notify-me-messages.md): Learn how system administrators, owners, publishers, and authors can archive sent messages in Notify Me®, choosing between public and hidden archives for effective message management.
- [Bounced Messages](https://www.civicplus.help/municipal-websites-central/docs/bounced-messages.md): Understand the Bounce Notification Message feature in Notify Me®, which tracks bounced emails, deactivates problematic addresses, and helps maintain effective communication by notifying system administrators of delivery issues.
- [Bulk Delete Subscribers](https://www.civicplus.help/municipal-websites-central/docs/bulk-delete-subscribers.md): Learn how system administrators and owners can efficiently delete multiple subscribers in Notify Me®, including options to notify users of their removal.
- [Cancel a Notify Me® Message](https://www.civicplus.help/municipal-websites-central/docs/cancel-a-notify-me-message.md): Discover how system administrators, owners, publishers, and authors can cancel pending messages in Notify Me®, reverting them to draft status before the scheduled send date.
- [Copy a Link to a Notify Me® Message](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-notify-me-message.md): Learn how system administrators, owners, publishers, and authors can easily copy links to messages in Notify Me®, enabling seamless sharing on websites or external documents.
- [Copy a Link to a Notify Me® List](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-notify-me-list.md): Discover how system administrators, owners, publishers, and authors can copy links to Notify Me® lists for easy sharing on websites or in documents.
- [Copy a Notify Me® Message](https://www.civicplus.help/municipal-websites-central/docs/copy-a-notify-me-message.md): Learn how system administrators, owners, publishers, and authors can copy messages in Notify Me®, ensuring accurate notifications while managing scheduled messages effectively.
- [Create a New Notify Me® Message](https://www.civicplus.help/municipal-websites-central/docs/create-a-new-notify-me-message.md): Learn how to create and manage messages in Notify Me® mailing lists, ensuring accurate notifications and effective communication for administrators and users.
- [Delete a Draft Message](https://www.civicplus.help/municipal-websites-central/docs/delete-a-draft-message.md): Discover how system administrators, owners, and publishers can delete draft messages in Notify Me®, ensuring efficient management of message content before sending
- [Delete a Notify Me® List](https://www.civicplus.help/municipal-websites-central/docs/delete-a-notify-me-list.md): Learn how system administrators and owners can delete a Notify Me® list, ensuring proper management of subscriber categories while automatically notifying users of their unsubscription.
- [Delete Subscribers Manually in Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/delete-subscribers-manually-in-notify-me.md): Discover how system administrators and owners can manually delete subscribers in Notify Me®, ensuring effective management of subscriber lists and maintaining accurate communication.
- [Disable SMS Notifications](https://www.civicplus.help/municipal-websites-central/docs/disable-sms-notifications.md): If you would like to disable the SMS notifications sign-up option for Notify Me®, please reach out to Support.
- [Edit a Message](https://www.civicplus.help/municipal-websites-central/docs/edit-a-message.md): Learn how system administrators, owners, publishers, and authors can modify existing messages in Notify Me® that are in Draft or Pending status, ensuring timely and accurate communication with subscribers.
- [Edit Existing Default Messages](https://www.civicplus.help/municipal-websites-central/docs/edit-existing-default-messages.md): Discover how system administrators and owners can edit existing default Welcome, Header, and Footer messages in Notify Me®, ensuring consistent communication for subscriber lists.
- [Email Delivery Requirements](https://www.civicplus.help/municipal-websites-central/docs/email-delivery-requirements.md): Discover the new email delivery rules from Google and Yahoo effective February 1, 2024, impacting bulk email senders like CivicPlus, and learn about the required email authentication practices.
- [Export Notify Me® Subscriptions](https://www.civicplus.help/municipal-websites-central/docs/export-notify-me-subscriptions.md): Learn how system administrators and owners can easily export subscriptions in Notify Me®, allowing for efficient management of active and inactive subscribers.
- [Import Subscribers to Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/import-subscribers-to-notify-me.md): Learn how system administrators and owners can import subscribers to Notify Me®, following specific formatting rules to ensure successful uploads and manage subscription preferences.
- [Link to a Module Within the Notify Me® List](https://www.civicplus.help/municipal-websites-central/docs/link-to-a-module-within-the-notify-me-list.md): Learn how to link to a specific module on the Notify Me® list page, using the Calendar module as an example, to enhance user engagement and streamline communication.
- [Make a Default Message](https://www.civicplus.help/municipal-websites-central/docs/make-a-default-message.md): Learn how system administrators can modify default messages for Notify Me®, customizing alerts sent via email or SMS when new agendas are posted.
- [Manage Notify Me® Subscriptions](https://www.civicplus.help/municipal-websites-central/docs/manage-notify-me-subscriptions.md): Manage Notify Me subscriptions by viewing, adding, deleting, importing, or exporting subscribers using Subscriber Management.
- [Modify a Notify Me® List](https://www.civicplus.help/municipal-websites-central/docs/modify-a-notify-me-list.md): Learn how system administrators, owners, publishers, and authors can modify lists in Notify Me®, including updating details, permissions, and publication settings.
- [Not Receiving Text Messages From CivicPlus](https://www.civicplus.help/municipal-websites-central/docs/not-receiving-text-messages-from-civicplus.md): Learn how to resolve issues with not receiving SMS or text messages from CivicPlus by texting UNSTOP
- [Notify Me® Message Output](https://www.civicplus.help/municipal-websites-central/docs/notify-me-message-output.md): The Notify Me® message service can send out 200 to 300 emails per minute and 200 SMS messages per minute.
- [Notify Me® Subscriber Limit](https://www.civicplus.help/municipal-websites-central/docs/notify-me-subscriber-limit.md): Notify Me® does have a Subscriber limit. Once your site has reached the limit for the number of SMS subscribers, the option to sign up for SMS notifications will be hidden from site visitors in the Notify Me module.
- [Old Service Migration](https://www.civicplus.help/municipal-websites-central/docs/old-service-migration.md): Discover how to import subscriber lists from other services into CivicPlus, ensuring compliance with opt-in requirements and maintaining effective communication with your audience.
- [Publish a Notify Me® List](https://www.civicplus.help/municipal-websites-central/docs/publish-a-notify-me-list.md): Learn how system administrators, owners, and publishers can publish a list in Notify Me®, ensuring timely communication and updates for subscribers.
- [Question Marks in Place of Apostrophes](https://www.civicplus.help/municipal-websites-central/docs/question-marks-in-place-of-apostrophes.md): Auto-replaced characters from Word may not display correctly in Notify Me or CivicSend, showing as question marks in messages.
- [Set a Sender Name](https://www.civicplus.help/municipal-websites-central/docs/set-a-sender-name.md): Learn how to customize the sender name and reply address for email notifications in the Notify Me® module, ensuring clear communication with subscribers.
- [Send Bulk Messages](https://www.civicplus.help/municipal-websites-central/docs/send-bulk-messages.md): Learn how to resend messages in Notify Me® that were originally scheduled for a specific date, ensuring timely communication with your audience.
- [Show Archived Messages in Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/show-archived-messages-in-notify-me.md): Learn how to access and view archived messages in Notify Me®, allowing system administrators and owners to review previously sent communications.
- [Sign In Required for Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/additional-security-option-for-notify-me.md): NotifyMe requires users to sign in before subscribing to notifications.
- [SMS Subscription Percentage](https://www.civicplus.help/municipal-websites-central/docs/sms-subscription-percentage.md): Discover how SMS subscription percentages are calculated in Notify Me®, including unique subscriber counts and alerts for nearing limits, and learn about subscriber limits specific to your site.
- [Subscribe to Notify Me® on the Front End](https://www.civicplus.help/municipal-websites-central/docs/subscribe-to-notify-me-on-the-front-end.md): Learn how to sign in to the front-end Notify Me® module and explore available options, including preferences for HTML emails and SMS notifications.
- [Unsubscribe from All Lists](https://www.civicplus.help/municipal-websites-central/docs/unsubscribe-from-all-lists.md): Learn how to easily unsubscribe from all lists in the Notify Me® module with a simple step-by-step guide, ensuring you manage your subscriptions effectively.
- [Update Your Phone Number in Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/update-your-phone-number-in-notify-me.md): Learn how to update your phone number in the front-end Notify Me® module, including steps to remove your old number and ensure seamless SMS notifications.
- [Use Bulk Actions for List Items](https://www.civicplus.help/municipal-websites-central/docs/use-bulk-actions-for-list-items.md): Learn how to efficiently manage items within a list in Notify Me® using Bulk Actions, including options to send, reject, cancel, submit, archive, or delete marked items.
- [View Messages in a List](https://www.civicplus.help/municipal-websites-central/docs/view-messages-in-a-list.md): Learn how to view all sent messages within a specific list in Notify Me®, including options for bulk actions to manage your communications effectively.
- [View Subscribers in Notify Me®](https://www.civicplus.help/municipal-websites-central/docs/view-subscribers-in-notify-me.md): Learn how to view and manage subscribers in Notify Me®, including options to add, delete, import, and export subscriber information for effective communication.
- [Online Job Application (OJA)](https://www.civicplus.help/municipal-websites-central/docs/online-job-application-oja.md)
- [Online Job Application (OJA) Overview](https://www.civicplus.help/municipal-websites-central/docs/online-job-application-oja-overview.md): Learn how the Online Jobs Application module allows applicants to create profiles, save employment information, and apply for jobs online.
- [Blank Fields on the PDF Download](https://www.civicplus.help/municipal-websites-central/docs/blank-fields-on-the-pdf-download.md): Troubleshoot common PDF software conflicts and learn how to fix PDF viewing and form population issues in Adobe, Firefox, and Chrome.
- [Export Online Job Applications](https://www.civicplus.help/municipal-websites-central/docs/export-online-job-applications.md): Learn how to utilize the Export function in the Online Job Application module to generate a list of applications, with important notes on file associations and step-by-step instructions.
- [Update Email Address for Online Job Applications](https://www.civicplus.help/municipal-websites-central/docs/update-email-address-for-online-job-applications.md): To change the email address that applications are sent to, please contact Support.
- [Opinion Poll](https://www.civicplus.help/municipal-websites-central/docs/opinion-poll.md)
- [Opinion Polls Overview](https://www.civicplus.help/municipal-websites-central/docs/opinion-polls-overview.md): Explore the Opinion Polls module, where customers can create multiple poll categories, share links, and engage users with interactive questions while allowing them to view poll results.
- [Add & Manage Opinion Poll Categories](https://www.civicplus.help/municipal-websites-central/docs/add-manage-opinion-poll-categories.md): Learn how to add, modify, or delete Opinion Poll categories with detailed permissions for system administrators and owners. Enhance your polls today!
- [Add & Manage Polls](https://www.civicplus.help/municipal-websites-central/docs/add-manage-polls.md): Learn how to add, modify, or delete polls in the Opinion Polls module, including step-by-step instructions for setting up questions, answers, and managing poll statuses for effective audience engagement.
- [Add a Poll to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-a-poll-to-a-page.md): Learn how to add polls to the page using the Opinion Poll widget.
- [Copy a Poll](https://www.civicplus.help/municipal-websites-central/docs/copy-a-poll.md): Discover how to copy and edit a poll in the Opinion Polls module, with step-by-step instructions for modifying categories, dates, questions, and answers to enhance user engagement
- [Copy a Poll Link](https://www.civicplus.help/municipal-websites-central/docs/copy-a-poll-link.md): Learn how to copy a link to a poll in the Opinion Polls module, with step-by-step instructions for accessing both relative and full URLs for easy sharing across your site or external platforms.
- [Link to a Poll](https://www.civicplus.help/municipal-websites-central/docs/link-to-a-poll.md): Discover how to post a poll link to a page using the Editor, with detailed instructions for copying links, inserting them into your content, and customizing display options for improved user engagement.
- [Publish or Unpublish a Category in Opinion Polls](https://www.civicplus.help/municipal-websites-central/docs/publish-or-unpublish-a-category-in-opinion-polls.md): Learn how to publish or unpublish a category in the Opinion Polls module, with straightforward instructions for managing category visibility to enhance user experience.
- [Publish or Unpublish a Poll Item](https://www.civicplus.help/municipal-websites-central/docs/publish-or-unpublish-a-poll-item.md): Learn how to efficiently copy and edit a poll in the Opinion Polls module, with detailed instructions on modifying categories, dates, questions, and answers to optimize user interaction.
- [Reorder Polls](https://www.civicplus.help/municipal-websites-central/docs/reorder-polls.md): Discover how to change the order of your polls in the Opinion Polls module, with simple instructions for rearranging polls to enhance visibility and user engagement.
- [View Archives for Opinion Polls](https://www.civicplus.help/municipal-websites-central/docs/view-archives-for-opinion-polls.md): Discover how to view archives in the Opinion Polls module, with step-by-step instructions for applying filters and accessing archived items to enhance your content management."
- [Pages](https://www.civicplus.help/municipal-websites-central/docs/pages-module.md)
- [Copy a Custom Widget](https://www.civicplus.help/municipal-websites-central/docs/copy-a-custom-widget.md): Copy and customize existing Custom Widgets by duplicating, renaming, editing fields, and saving or activating for site use.
- [Copy a Link to an Archived Page](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-an-archived-page.md): Learn how to copy a link to an archived page to share or access archived website content.
- [Create & Manage Custom Widgets](https://www.civicplus.help/municipal-websites-central/docs/create-manage-custom-widgets.md): Create, edit, or delete Custom Widgets on your site by managing fields, settings, and activation under the Pages module.
- [Make a Custom Widget Inactive](https://www.civicplus.help/municipal-websites-central/docs/make-a-custom-widget-inactive.md): Disable a custom widget by selecting Actions next to it in the Custom Widgets tab and choosing Make Inactive, ensuring it’s not in use by any version.
- [Make an Archived Page Hidden](https://www.civicplus.help/municipal-websites-central/docs/make-an-archived-page-hidden.md): Learn how to make an archived page hidden to remove it from public view while keeping it in the archive.
- [Make an Archived Page Visible](https://www.civicplus.help/municipal-websites-central/docs/make-an-archived-page-visible.md): Learn how to make an archived page visible so it can be accessed again on your public website.
- [Opening an Incognito Tab in Google Chrome](https://www.civicplus.help/municipal-websites-central/docs/opening-an-incognito-tab-in-google-chrome.md): Learn how to browse privately by opening an Incognito tab in Google Chrome on Android, PC, and iPhone or iPad.
- [Properties in the Pages Module](https://www.civicplus.help/municipal-websites-central/docs/properties-in-the-pages-module.md): Configure page properties including expiration warnings, notification emails, feature toggles, and archive settings in your site’s Pages module.
- [Restore a Page](https://www.civicplus.help/municipal-websites-central/docs/restore-a-page.md): Restore archived pages by searching with filters and choosing to restore to the original or a different page; restored pages remain in draft until published.
- [Restore an Archived Version to a New Page](https://www.civicplus.help/municipal-websites-central/docs/restore-an-archived-version-to-a-new-page.md): Learn how to restore an archived page version to a new page while preserving the original archive.
- [View the History for an Archived Page](https://www.civicplus.help/municipal-websites-central/docs/view-the-history-for-an-archived-page.md): Learn how to view the history of an archived page to track changes and archived versions.
- [Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/photo-gallery.md)
- [Photo Gallery Overview](https://www.civicplus.help/municipal-websites-central/docs/photo-gallery-overview.md): Explore the Photo Gallery module, designed to showcase photos in albums with slideshow functionality. Learn how to create galleries, enable user submissions, and allow voting on favorite photos to enhance community engagement.
- [Add & Manage Photo Albums](https://www.civicplus.help/municipal-websites-central/docs/add-manage-photo-albums.md): Learn how to add, manage, and delete photo albums in the Photo Gallery to organize and share images.
- [Add a Photo Folder](https://www.civicplus.help/municipal-websites-central/docs/add-a-photo-folder.md): Learn how to add a photo folder to organize and manage images in your website's Photo Gallery.
- [Add Photos in the Content Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/add-photos-in-the-content-photo-gallery.md): Learn how to add photos to the Content Photo Gallery to display and organize images on your website.
- [Add Photos Using Live Edit Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/add-photos-using-live-edit-photo-gallery.md): Learn how to add photos from the Live Edit Photo Gallery, with step-by-step instructions for modifying albums, uploading images, and ensuring accessibility through descriptive alt text and captions.
- [Bulk Actions in Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-photo-gallery.md): Learn how to utilize Bulk Actions in your Photo Gallery to efficiently modify multiple categories at once. This guide covers moving photos to albums, publishing, unpublishing, deleting, and declining author-submitted photos.
- [Change the Cover Photo in the Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/change-the-cover-photo-in-the-photo-gallery.md): Discover how to change the Cover Photo in your Photo Gallery with step-by-step instructions for selecting a photo from your album and saving your changes to enhance your gallery's appearance.
- [Copy a Photo](https://www.civicplus.help/municipal-websites-central/docs/copy-a-photo.md): Learn how to copy a photo in your Photo Gallery to create a duplicate for use in different albums. This guide provides step-by-step instructions for editing the photo's information and saving your changes.
- [Copy Link to a Photo Album](https://www.civicplus.help/municipal-websites-central/docs/copy-link-to-a-photo-album.md): Learn how to copy a link to a Photo Album with step-by-step instructions for selecting the album and using the appropriate link for your site's content or external documents.
- [Copy Link to an Individual Photo](https://www.civicplus.help/municipal-websites-central/docs/copy-link-to-an-individual-photo.md): Learn how to copy a link to an individual Photo with step-by-step instructions for selecting the photo and using the appropriate link for your site's content or external documents.
- [Delete a Photo from a Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/delete-a-photo-from-a-photo-gallery.md): Learn how to delete a photo from your Photo Gallery with step-by-step instructions for selecting the album, confirming deletion, and managing your photo content effectively.
- [Edit Order of Photos in Photo Album](https://www.civicplus.help/municipal-websites-central/docs/edit-order-of-photos-in-photo-album.md): Learn how to edit the order of photos in a Photo Gallery album with simple steps for moving photos up or down using arrows or drag-and-drop functionality.
- [Edit Photo Gallery Settings](https://www.civicplus.help/municipal-websites-central/docs/edit-photo-gallery-settings.md): Learn to configure Default View Options in the Photo Gallery modules for a customized backend experience. This guide offers quick steps for sorting and displaying photos and albums.
- [Edit Photos in Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/edit-photos-in-photo-gallery.md): Discover how to edit photos in your Photo Gallery with detailed instructions for modifying titles, uploading new images, adding captions, and ensuring ADA compliance through alternate text.
- [Feature a Photo](https://www.civicplus.help/municipal-websites-central/docs/feature-a-photo.md): Learn how to feature a photo in your Photo Gallery for increased visibility and easy access. This guide provides step-by-step instructions for selecting and marking a photo as featured, which will display prominently on your homepage.
- [Use Live Edit to View Photo Options](https://www.civicplus.help/municipal-websites-central/docs/use-live-edit-to-view-photo-options.md): Learn how to edit photos using the Live Edit feature in your Photo Gallery. This guide provides step-by-step instructions for modifying titles, uploading new images, adding captions, and managing photo display settings.
- [View Options in Photo Gallery](https://www.civicplus.help/municipal-websites-central/docs/view-options-in-photo-gallery.md): Discover how to configure View Options in the Photo Gallery modules to customize your backend experience. This guide provides step-by-step instructions for sorting and displaying photos and albums based on various criteria.
- [Portal](https://www.civicplus.help/municipal-websites-central/docs/resident-portal.md)
- [Configure the Web Central Portal Module](https://www.civicplus.help/municipal-websites-central/docs/configure-the-portal-module.md): Enable the CivicPlus Resident Portal on your site and add a linked page to the front end for user access.
- [Quick Links](https://www.civicplus.help/municipal-websites-central/docs/quick-links.md)
- [Quick Links Overview](https://www.civicplus.help/municipal-websites-central/docs/quick-links-overview.md): Discover how to utilize the Quick Links module to create and manage multiple categories for easy access to important information. This guide covers organizing links, auto-publishing, and placing Quick Links on various pages.
- [Add & Manage Categories in Quick Links](https://www.civicplus.help/municipal-websites-central/docs/add-manage-categories-in-quick-links.md): Learn how to add, modify, and delete categories in the Quick Links module. This guide provides step-by-step instructions for creating categories, setting permissions, and managing display dates.
- [Add & Manage Links in Quick Links](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-links-in-quick-links.md): Learn how to add, modify, and delete links in the Quick Links module. This guide provides best practices and step-by-step instructions for managing links.
- [Add the Quick Links Widget to a Page](https://www.civicplus.help/municipal-websites-central/docs/add-the-quick-links-widget-to-a-page-1.md): Learn how to add a Quick Links widget to your page, configure options, and enhance user navigation with this step-by-step guide for administrators.
- [Bulk Actions for Quick Links](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-quick-links.md): Learn how to apply Bulk Actions for Quick Links within a category in the Quick Links module. This guide outlines the available actions, including publishing, rejecting, unpublishing, submitting for review, and deleting Quick Links efficiently.
- [Copy a Link to a Quick Links Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-quick-links-category.md): Learn how to get a link that directs to a specific category in the Quick Links module. This guide provides step-by-step instructions for copying and using category links effectively.
- [Copy a Quick Link](https://www.civicplus.help/municipal-websites-central/docs/copy-a-quick-link.md): Learn how to duplicate an existing Quick Link in the Quick Links module. This guide provides step-by-step instructions for copying links to different categories while retaining original information.
- [Organize Quick Links in a Category](https://www.civicplus.help/municipal-websites-central/docs/organize-quick-links-in-a-category.md): Learn how to reorder Quick Links within a category in the Quick Links module. This guide provides step-by-step instructions for organizing links to ensure they display in your preferred order on the page.
- [Publish a Quick Links Category](https://www.civicplus.help/municipal-websites-central/docs/publish-a-quick-links-category.md): Learn how to publish a category in the Quick Links module. This guide provides simple steps to ensure your category is visible on the front end, including the requirement for at least one published link.
- [View Quick Links Site References](https://www.civicplus.help/municipal-websites-central/docs/view-quick-links-site-references.md): Learn how to view where Quick Links categories are linked on the front end of your site. This guide provides step-by-step instructions for accessing widget references and determining how often categories are referenced.
- [Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/real-estate-locator.md)
- [Real Estate Locator Overview](https://www.civicplus.help/municipal-websites-central/docs/real-estate-locator-overview.md): Showcase and manage local residential and commercial properties online with customizable listing, search, and subscription features.
- [Activate a Seller](https://www.civicplus.help/municipal-websites-central/docs/activate-a-seller.md): Reactivate an inactive real estate seller to restore their access and allow them to manage and publish property listings.
- [Add & Manage Listing Form Fields](https://www.civicplus.help/municipal-websites-central/docs/add-manage-listing-form-fields.md): Add and manage custom fields for Building and Utility Information in commercial listings to tailor search options and listing data.
- [Add a Commercial Listing in the Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/add-a-commercial-listing-in-the-real-estate-locator.md): Add and publish commercial property listings in the Real Estate Locator from both front and back end of your site.
- [Add a Residential Listing in the Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/add-a-residential-listing-in-the-real-estate-locator.md): Add and publish residential property listings in the Real Estate Locator from both front and back end interfaces.
- [Add and Manage Real Estate Sellers](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-real-estate-sellers.md): Add and manage sellers in the Real Estate Locator to enable property listings by individuals or professional property managers.
- [Approve and Publish a Real Estate Property](https://www.civicplus.help/municipal-websites-central/docs/approve-and-publish-a-real-estate-property.md): Approve or publish draft Real Estate listings to display active properties on your site.
- [Bulk Actions for Sellers](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-for-sellers.md): Apply bulk actions like activate, deactivate, or delete to multiple sellers at once in the Real Estate Locator module.
- [Change Module Permissions in Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/change-module-permissions-in-real-estate-locator.md): Manage user access by setting view, author, publisher, or owner permissions in the Real Estate Locator module.
- [Default Messages in Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/default-messages-in-real-estate-locator.md): Edit subscriber welcome messages, headers, and footers in the Default Messages tab of the Real Estate Locator module.
- [Make a Seller Inactive](https://www.civicplus.help/municipal-websites-central/docs/make-a-seller-inactive.md): Make a real estate seller inactive to remove their access and unpublish all their active property listings.
- [Properties in Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/properties-in-real-estate-locator.md): View and edit module display name, header/footer text, seller activation, notifications, and default messages in Real Estate Locator settings.
- [Set Default View Preferences in the Real Estate Locator](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-in-the-real-estate-locator.md): Customize default sorting and display preferences for sellers and properties in the Real Estate Locator module settings.
- [View Real Estate Listings](https://www.civicplus.help/municipal-websites-central/docs/view-real-estate-listings.md): View and filter property listings by seller, address, status, or date in the Real Estate Locator module.
- [Request Tracker](https://www.civicplus.help/municipal-websites-central/docs/request-tracker.md)
- [Modify RequestTracker Forms](https://www.civicplus.help/municipal-websites-central/docs/modify-requesttracker-forms.md): Learn how System Administrators, Owners, and Publishers can modify RequestTracker forms to enhance data collection and user experience
- [New User Account Validation](https://www.civicplus.help/municipal-websites-central/docs/new-user-account-validation.md): Understand the account validation process for new users created during request submissions and the steps to reset their password if validation is not completed in time
- [New Request Tracker Overview](https://www.civicplus.help/municipal-websites-central/docs/new-request-tracker-overview.md): The new Citizen Request Tracker™ (CRT™) package enhances online request submissions with efficient routing, communication tracking, and departmental statistics, ensuring timely responses and improved service for citizens.
- [Activate or Deactivate Users (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/activate-or-deactivate-users-new-crt.md): This article explains how to activate or deactivate users in the new Citizen RequestTracker™, providing essential instructions for System Administrators to manage user access effectively.
- [Add a Canned Response as a Comment (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/add-a-canned-response-as-a-comment-new-crt.md): This article provides a step-by-step guide on how to add a Canned Response as a comment on a request in the new Citizen RequestTracker™, enabling System Administrators, Owners, Publishers, and Authors to streamline their communication.
- [Add a Comment to a Request in RequestTracker (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/add-a-comment-to-a-request-in-requesttracker-new-crt.md): This article outlines the process for commenting on the progress of a submitted request in the new Citizen RequestTracker™, allowing System Administrators, Owners, Publishers, and Authors to communicate effectively and share necessary files.
- [Add Rules & Alerts to a Request Type (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/add-rules-alerts-to-a-request-type-new-crt.md): This article explains how to add Rules and Alerts to a Request Type in the new Citizen RequestTracker™, providing System Administrators and Owners with the necessary instructions to automate processes and enhance request management.
- [Assign Users to a Request Type (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/assign-users-to-a-request-type-new-crt.md): This article provides instructions on how to assign users to a Request Type in the new Citizen RequestTracker™, allowing System Administrators and Owners to notify users of submissions effectively.
- [Assign Users to a RequestTracker Form (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/assign-users-to-a-requesttracker-form-new-crt.md): Easily assign users to RequestTracker forms for instant submission alerts and efficient request management.
- [Associate Related RequestTracker Tickets (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/associate-related-requesttracker-tickets-new-crt.md): This article outlines the process for associating submitted tickets in the RequestTracker module, enabling System Administrators and Owners to monitor related tickets efficiently.
- [Bulk Activate or Deactivate Users (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/bulk-activate-or-deactivate-users-new-crt.md): This article provides a comprehensive guide for System Administrators on how to bulk activate or deactivate multiple users in the new Citizen RequestTracker™, ensuring efficient user management.
- [Change the Request Type of a Request (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/change-the-request-type-of-a-request-new-crt.md): This article provides instructions on how to change the Request Type of a request in the Citizen RequestTracker™, applicable to both published and archived requests.
- [Close a Request (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/close-a-request-new-crt.md): This article provides a detailed guide on how to close a request in the new Citizen RequestTracker™, available for System Administrators, Owners, Publishers, and Authors, ensuring efficient request management and communication.
- [Create or Remove Canned Responses (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/create-or-remove-canned-responses-new-crt.md): This article explains how to add or remove Canned Responses in the RequestTracker, providing System Administrators and Owners with the necessary steps to manage their responses effectively.
- [Export All Requests (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/export-all-requests-new-crt.md): This article outlines the steps to export all requests in the new Citizen RequestTracker™, enabling System Administrators, Owners, Publishers, and Authors to easily access and manage request data.
- [Export Statistics (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/export-statistics-new-crt.md): This article provides a step-by-step guide for System Administrators on how to export statistics from the new Citizen RequestTracker™, facilitating data analysis and reporting.
- [iPhone Request Tracker Category](https://www.civicplus.help/municipal-websites-central/docs/iphone-request-tracker-category.md): This article explains the significance of the iPhone Request Tracker Category and Request Type, which are hard-coded into all Request Tracker modules.
- [Modify Email Confirmation Details (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/modify-email-confirmation-details-new-crt.md): This article provides instructions on how to modify email details in the RequestTracker, enabling System Administrators and Owners to update or change relevant information as needed.
- [Modify the RequestTracker Category (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/modify-the-requesttracker-category-new-crt.md): This article provides a comprehensive guide on how to edit the properties of a RequestTracker category, including email details and canned responses, for System Administrators and Owners.
- [Set Default View Preferences and Settings (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-and-settings-new-crt.md): This article outlines the steps for changing preferences in the Citizen RequestTracker™, specifically for System Administrators, allowing them to customize their request management experience.
- [Submit a Request on Behalf of a User](https://www.civicplus.help/municipal-websites-central/docs/submit-a-request-on-behalf-of-a-user.md): This article provides a step-by-step guide on how to submit a new Request on behalf of a user, ensuring efficient request management for System Administrators, Owners, Publishers, and Authors.
- [View a Map of All Requests (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/view-a-map-of-all-requests-new-crt.md): This article explains how to view a map of all requests in the Request Tracker, allowing System Administrators, Owners, Publishers, and Authors to visualize the origins of requests effectively.
- [View Statistics in RequestTracker (New CRT)](https://www.civicplus.help/municipal-websites-central/docs/view-statistics-in-requesttracker-new-crt.md): This article provides instructions on how to view statistics in the Citizen RequestTracker™, specifically for System Administrators, enabling them to analyze request data over a specified date range.
- [Original Request Tracker Overview](https://www.civicplus.help/municipal-websites-central/docs/original-request-tracker-overview.md): A powerful tracking tool for reporting community issues, routing requests to departments, enabling follow-up communication, and analyzing performance metrics efficiently.
- [Activate or Deactivate Request Tracker Users](https://www.civicplus.help/municipal-websites-central/docs/activate-or-deactivate-request-tracker-users.md): Learn how System Administrators can efficiently manage user status in RequestTracker by making users active or inactive to ensure proper access and functionality
- [Add a Canned Response as a Comment](https://www.civicplus.help/municipal-websites-central/docs/add-a-canned-response-as-a-comment.md): Discover how System Administrators, Owners, Publishers, and Authors can efficiently add Canned Responses as comments on requests in Request Tracker to enhance communication.
- [Add a Comment to a Request](https://www.civicplus.help/municipal-websites-central/docs/add-a-comment-to-a-request.md): Discover how System Administrators, Owners, Publishers, and Authors can effectively comment on submitted requests in Request Tracker, share files, and manage request details for improved communication and collaboration.
- [Add a RequestTracker Category](https://www.civicplus.help/municipal-websites-central/docs/add-a-requesttracker-category.md): Learn how System Administrators and Owners can easily add categories to RequestTracker, enabling better organization and management of community requests.
- [Add a Request Type](https://www.civicplus.help/municipal-websites-central/docs/add-a-request-type.md): Discover how System Administrators, Owners, and Publishers can add request types in the original Citizen RequestTracker (CRT™) to enhance request management.
- [Add Rules and Alerts to a Request Type](https://www.civicplus.help/municipal-websites-central/docs/add-rules-and-alerts-to-a-request-type.md): Discover how System Administrators and Owners can effectively add Rules and Alerts to Request Types in Request Tracker to automate actions and improve request management.
- [Associate Related Request Tracker Tickets](https://www.civicplus.help/municipal-websites-central/docs/associate-related-request-tracker-tickets.md): Learn how System Administrators and Owners can easily associate similar tickets in the Request Tracker module to enhance monitoring and management of related issues.
- [Bulk Actions in Request Tracker](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-request-tracker.md): Learn how System Administrators, Owners, and Publishers can efficiently manage multiple categories in Request Tracker using the Bulk Actions feature for streamlined content management
- [Bulk Activate or Deactivate Request Tracker Users](https://www.civicplus.help/municipal-websites-central/docs/bulk-activate-or-deactivate-request-tracker-users.md): Learn how System Administrators can efficiently bulk activate or deactivate users in Request Tracker to streamline user management.
- [Change a Request Category](https://www.civicplus.help/municipal-websites-central/docs/change-a-request-category.md): Learn how to change the Request Type of a request in Request Tracker for both published and archived requests to ensure accurate categorization.
- [Close a Request](https://www.civicplus.help/municipal-websites-central/docs/close-a-request.md): Discover how System Administrators and Owners can efficiently close requests in the Request Tracker module to streamline request management
- [Copy a Link to a RequestTracker Category](https://www.civicplus.help/municipal-websites-central/docs/copy-a-link-to-a-requesttracker-category.md): Learn how System Administrators, Owners, Publishers, and Authors can easily copy links to RequestTracker categories to enhance navigation and user experience on their sites.
- [Create Canned Responses](https://www.civicplus.help/municipal-websites-central/docs/create-canned-responses.md): Master the creation of Canned Responses in the Request Tracker module for System Administrators and Owners to enhance communication and efficiency.
- [Delete a Request in RequestTracker](https://www.civicplus.help/municipal-websites-central/docs/delete-a-request-in-requesttracker.md): Discover how System Administrators, Owners, and Publishers can permanently delete requests in Request Tracker to maintain an organized request management system.
- [Export All Requests](https://www.civicplus.help/municipal-websites-central/docs/export-all-requests.md): Learn how System Administrators, Owners, Publishers, and Authors can easily export all requests from Request Tracker for comprehensive analysis and documentation.
- [Export Statistics from Request Tracker](https://www.civicplus.help/municipal-websites-central/docs/export-statistics-from-request-tracker.md): Discover how System Administrators can easily export statistics from Request Tracker to facilitate data analysis and reporting.
- [iPhone Category](https://www.civicplus.help/municipal-websites-central/docs/iphone-category.md): Understand the mobile access limitations of the Forms module in Request Tracker and ensure proper functionality for all users on mobile devices.
- [Make Users Active or Inactive in RequestTracker](https://www.civicplus.help/municipal-websites-central/docs/make-users-active-or-inactive-in-requesttracker.md): Learn how System Administrators can effectively manage users in the original RequestTracker, including user permissions and status updates, to optimize access and functionality.
- [Modify a Category in RequestTracker](https://www.civicplus.help/municipal-websites-central/docs/modify-a-category-in-requesttracker.md): Learn how System Administrators and Owners can effectively manage categories in the original RequestTracker to improve request organization and streamline user access.
- [Modify Email Confirmation Details](https://www.civicplus.help/municipal-websites-central/docs/modify-email-confirmation-details.md): Discover how System Administrators and Owners can easily modify email details in Request Tracker to enhance communication and ensure accurate information is sent regarding requests.
- [Remove a RequestTracker Category](https://www.civicplus.help/municipal-websites-central/docs/remove-a-requesttracker-category.md): Learn how System Administrators and Owners can easily delete a category in RequestTracker to maintain an organized request management system.
- [Set Default View Preferences/Settings in RequestTracker](https://www.civicplus.help/municipal-websites-central/docs/set-default-view-preferences-settings-in-requesttracker.md): Learn how System Administrators can easily change their preferences in RequestTracker to optimize their request management experience.
- [Submit a Request on Behalf of a User (Old CRT)](https://www.civicplus.help/municipal-websites-central/docs/submit-a-request-on-behalf-of-a-user-old-crt.md): Learn how System Administrators, Owners, Publishers, and Authors can submit new requests on behalf of users in Request Tracker to streamline the request process.
- [View a Map of All Requests](https://www.civicplus.help/municipal-websites-central/docs/view-a-map-of-all-requests.md): Discover how System Administrators, Owners, Publishers, and Authors can easily view a map of all requests in RequestTracker to analyze their geographic distribution.
- [View Statistics in Request Tracker](https://www.civicplus.help/municipal-websites-central/docs/view-statistics-in-request-tracker.md): Learn how System Administrators can easily view and analyze statistics in RequestTracker to gain insights into request management and performance
- [Resource / Business Directory](https://www.civicplus.help/municipal-websites-central/docs/resource-business-directory.md)
- [Resource Directory Overview](https://www.civicplus.help/municipal-websites-central/docs/resource-directory-overview.md): Discover the Resource Directory module, your website's 'white pages' for churches, clubs, hospitals, and more. Learn to categorize, create, and search listings while following best formatting practices.
- [Add & Manage a Category in the Resource Directory](https://www.civicplus.help/municipal-websites-central/docs/add-manage-a-category-in-the-resource-directory.md): Learn how to add, modify, and delete categories in the Resource Directory for better organization. This guide covers permissions, category creation, and management steps for System Administrators, Owners, and Publishers.
- [Add & Manage a Resource Directory Item](https://www.civicplus.help/municipal-websites-central/docs/add-manage-a-resource-directory-item.md): Learn how to add, modify, and delete resources or business items in the Resource Directory. This guide provides step-by-step instructions for System Administrators, Owners, Publishers, and Authors to effectively manage listings.
- [Archive a Resource](https://www.civicplus.help/municipal-websites-central/docs/archive-a-resource.md): Learn how to archive items in the Resource Directory, choosing between public and hidden options. This guide outlines the steps for System Administrators and Owners, highlighting the permanence of the archiving process.
- [Archive a Resource Category](https://www.civicplus.help/municipal-websites-central/docs/archive-a-resource-category.md): Learn how to archive Resource Categories in the Resource Directory, with options for public or hidden visibility. This guide provides step-by-step instructions for System Administrators and Owners, emphasizing the permanence of the archiving process.
- [Copy a Resource](https://www.civicplus.help/municipal-websites-central/docs/copy-a-resource.md): Learn how to copy a Resource in the Resource Directory, allowing you to create an identical version for modification before publishing.
- [Export Resource Directory Items](https://www.civicplus.help/municipal-websites-central/docs/export-resource-directory-items.md): Learn how to export items from the Resource Directory as a .CSV file.
- [Import Resource Directory](https://www.civicplus.help/municipal-websites-central/docs/import-resource-directory.md): Learn how to import items from your computer into the Resource Directory, using .TXT or .CSV formats.
- [Link to a Category in Resource Directory](https://www.civicplus.help/municipal-websites-central/docs/link-to-a-category-in-resource-directory.md): Learn how to obtain a link to a category in the Resource Directory. This guide provides step-by-step instructions for System Administrators, Owners, Publishers, and Authors to easily copy and use both relative and full links.
- [Link to an Item in the Resource Directory](https://www.civicplus.help/municipal-websites-central/docs/link-to-an-item-in-the-resource-directory.md): Learn how to copy the link to a Resource Directory item. This guide provides step-by-step instructions for System Administrators, Owners, Publishers, and Authors to easily obtain and use both relative and full links for resources.
- [Publish an Existing Resource Directory Category](https://www.civicplus.help/municipal-websites-central/docs/publish-an-existing-resource-directory-category.md): "Learn how to publish an existing category in the Resource Directory. This guide provides simple steps for System Administrators, Owners, and Publishers to make unpublished categories publicly visible, including related categories.
- [Resource Directory Character Limit in the Description](https://www.civicplus.help/municipal-websites-central/docs/resource-directory-character-limit-in-the-description.md): Discover the character limit for descriptions in the Resource Directory, which allows up to 550 characters. This guide explains the importance of adhering to this limit to ensure successful saving of items.
- [Restore a Deleted Resource](https://www.civicplus.help/municipal-websites-central/docs/restore-a-deleted-resource.md): Learn how to restore a deleted item from the archives in the Resource Directory. This guide provides step-by-step instructions for System Administrators, Owners, Publishers, and Authors to successfully recover and publish archived items.
- [View Archived Resource Items and Categories](https://www.civicplus.help/municipal-websites-central/docs/view-archived-resource-items-and-categories.md): Learn how to view archived Resource Items and Categories in the Resource Directory.
- [Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/staff-directory.md)
- [Staff Directory Overview](https://www.civicplus.help/municipal-websites-central/docs/staff-directory-overview.md): Manage and organize your organization’s staff directory with contact details, bios, photos, and department separation.
- [Add & Manage Departments](https://www.civicplus.help/municipal-websites-central/docs/add-manage-departments.md): Learn how to add, modify, and manage departments in the Staff Directory module, including permissions, contact info, and archiving options.
- [Add and Manage Staff Members](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-staff-members.md): Learn how to add, edit, unpublish, and delete staff members in your Staff Directory with detailed contact info and department organization.
- [Add and Manage the Staff Directory Widget on a Page](https://www.civicplus.help/municipal-websites-central/docs/add-manage-the-staff-directory-widget-on-a-page-1.md): Easily add the Staff Directory Widget to the Contact Us section of your page for detailed staff contact information.
- [Add a Form to a Staff Directory Entry](https://www.civicplus.help/municipal-websites-central/docs/add-a-form-to-a-staff-directory-entry.md): Learn how to add a Form Center form link to a Staff Directory entry for System Administrator, Owner, Publisher, and Author roles.
- [Add Pronouns](https://www.civicplus.help/municipal-websites-central/docs/add-pronouns.md): Learn how to add pronouns to staff members in the Staff Directory for System Administrator, Owner, Publisher, and Author roles.
- [Change Staff Directory Permissions](https://www.civicplus.help/municipal-websites-central/docs/change-staff-directory-permissions.md): Learn how System Administrators can change module-level permissions in the Staff Directory, including viewing, authoring, publishing, and ownership rights.
- [Change the Photograph of a User in Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/change-the-photograph-of-a-user-in-staff-directory.md): This article explains how System Administrators and Owners can change a user's photograph in the Staff Directory by modifying the user’s profile, uploading a new image (recommended size 200x200px), and saving the changes.
- [Export Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/export-staff-directory.md): Learn how System Administrators and Owners can export the Staff Directory to an Excel file, downloading staff details like name, email, title, phone, biography, link, and department.
- [Image Size Recommendation for Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/image-size-recommendation-for-staff-directory.md): Recommended 200px by 200px photo size for Staff Directory user images with best practice resources for image and slideshow use.
- [Import Staff and Departments into Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/import-staff-and-departments-into-staff-directory.md): Learn how System Administrators, Owners, and Publishers can import Staff and Departments into the Staff Directory using an Excel template, including required fields, import options, and error handling.
- [Move a Category or Item in the Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/move-a-category-or-item-in-the-staff-directory.md): Learn how System Administrators and Owners can move categories or items in the Staff Directory by selecting Move, then inserting above, below, or as a sub-category, with an option to exit Move Mode.
- [Publish a Staff Member or Department](https://www.civicplus.help/municipal-websites-central/docs/publish-a-staff-member-or-department.md): Learn how System Administrators, Owners, and Publishers can publish unpublished employees or departments in the Staff Directory by navigating to the module and selecting Publish on the desired item.
- [Reorder Staff](https://www.civicplus.help/municipal-websites-central/docs/reorder-staff.md): Learn how System Administrators and Owners can use Move Mode in the Staff Directory to reorder staff or departments by inserting items above or below others, with a note on enabling the Show Items in Categories setting.
- [Staff Directory Best Practices](https://www.civicplus.help/municipal-websites-central/docs/staff-directory-best-practices.md): Clear, accessible municipal Staff Directory guidelines for formatting addresses, phones, emails, hours, and listings to ensure compliance and usability.
- [Staff Directory Settings](https://www.civicplus.help/municipal-websites-central/docs/staff-directory-settings.md): Discover how System Administrators can customize Staff Directory settings, including filtering by permissions, expanding views, showing items in categories, and choosing how menus appear (mouse-over or right-click).
- [View Archived Staff Directory Items](https://www.civicplus.help/municipal-websites-central/docs/view-archived-staff-directory-items.md): Learn how System Administrators and Owners can view archived employees or departments in the Staff Directory by using filters such as dates, display type, and reason, with archived items listed below the filter options.
- [View Employee List](https://www.civicplus.help/municipal-websites-central/docs/view-employee-list.md): Learn how System Administrators and Owners can view the employee list for each category in the Staff Directory, including both published and unpublished staff members.
- [Site Tools](https://www.civicplus.help/municipal-websites-central/docs/site-tools.md)
- [Custom404](https://www.civicplus.help/municipal-websites-central/docs/custom404.md)
- [Update the Custom 404 Message](https://www.civicplus.help/municipal-websites-central/docs/update-the-custom-404-message.md): Learn how to update your website’s Custom 404 Error Message using Web Central’s Site Tools module.
- [Design Essentials](https://www.civicplus.help/municipal-websites-central/docs/design-essentials.md)
- [Design Essentials Overview](https://www.civicplus.help/municipal-websites-central/docs/design-essentials-overview.md): Explore the core features of Design Essentials, including customizable layouts, banners, buttons, navigation, and more to enhance your CivicPlus site design.
- [Change Banner with Layout Tab](https://www.civicplus.help/municipal-websites-central/docs/change-banner-with-layout-tab.md): Learn how to change a page’s banner using the Layout tab in CivicPlus Web Central.
- [Find the Current Banner Image Size for Your Site](https://www.civicplus.help/municipal-websites-central/docs/find-the-current-banner-image-size-for-your-site.md): Learn how to find the correct banner image size for your CivicPlus site using original files or browser inspection tools.
- [Graphic Links Best Practices](https://www.civicplus.help/municipal-websites-central/docs/graphic-links-best-practices.md): Understand the purpose and best practices for using graphic buttons on your CivicPlus site to guide users toward high-priority, task-based content.
- [Set Custom Search Widget Options](https://www.civicplus.help/municipal-websites-central/docs/set-custom-search-widget-options.md): Learn how to create and customize a custom search widget using the CivicPlus Widget Manager to enhance site navigation.
- [Turn on Navigation Breadcrumbs](https://www.civicplus.help/municipal-websites-central/docs/turn-on-navigation-breadcrumbs.md): Learn how to enable and display breadcrumb navigation on your CivicPlus site to improve user orientation and navigation.
- [Expiring Items](https://www.civicplus.help/municipal-websites-central/docs/expiring-items-1.md)
- [Expiring Items](https://www.civicplus.help/municipal-websites-central/docs/expiring-items.md): Learn how to access and use the Expiring Items report to monitor content nearing expiration and ensure timely updates.
- [Google Analytics](https://www.civicplus.help/municipal-websites-central/docs/google-analytics.md)
- [Getting Started with Google Analytics 4](https://www.civicplus.help/municipal-websites-central/docs/getting-started-with-google-analytics-4.md): Users with Analyst permissions may have limited access; for full details, please refer to the Google Analytics Help Center resources.
- [Access Your Google Analytics](https://www.civicplus.help/municipal-websites-central/docs/access-your-google-analytics.md): Quickly access your Google Analytics from the Dashboard through Site Tools, ensuring you're logged into the correct Google account.
- [Add a Data Source in Looker Studio](https://www.civicplus.help/municipal-websites-central/docs/add-a-data-source-in-looker-studio.md): Learn how to add your website as a new data source in Looker Studio to successfully copy and customize CivicPlus Google Analytics 4 report templates.
- [Add Google Analytics to Your Site](https://www.civicplus.help/municipal-websites-central/docs/add-google-analytics-to-your-site.md): Understand how to access and manually install your own Google Analytics tracking code to customize site analytics beyond CivicPlus defaults.
- [Apply Filters to Reports in Looker Studio](https://www.civicplus.help/municipal-websites-central/docs/apply-filters-to-reports-in-looker-studio.md): Learn how to create and apply custom filters to tables in Looker Studio reports to display specific data based on your criteria.
- [Associating an Email to a Google Account](https://www.civicplus.help/municipal-websites-central/docs/associating-an-email-to-a-google-account.md): Find out more about associating an email to a Google Account for Google Analytics with a helpful step-by-step guide.
- [Changing Data Sources for Reports or Tables in Looker Studio](https://www.civicplus.help/municipal-websites-central/docs/changing-data-sources-for-reports-or-tables-in-looker-studio.md): Learn how to change the data source for your entire Looker Studio report to display analytics from different connected sites or sources.
- [Check for the Correct Google Analytics Account](https://www.civicplus.help/municipal-websites-central/docs/check-for-the-correct-google-analytics-account.md): Learn how to identify the correct Google Analytics property among multiple accounts linked to your email for accurate site tracking.
- [CivicPlus Support Statement for Google Analytics](https://www.civicplus.help/municipal-websites-central/docs/civicplus-support-statement-google-analytics.md): CivicPlus Support assists with login issues and basic Google Analytics troubleshooting but does not provide custom setup or personalized tutorials.
- [Differences with CivicPlus Google Analytics](https://www.civicplus.help/municipal-websites-central/docs/differences-with-civicplus-google-analytics.md): CivicPlus-created Google Analytics accounts track unique user interactions like button clicks, document downloads, and custom dimensions.
- [Google Analytics 4 (GA4) FAQs](https://www.civicplus.help/municipal-websites-central/docs/google-analytics-4-ga4-faqs.md): Get detailed guidance on accessing, managing, and using CivicPlus Google Analytics accounts, including transitioning from Universal Analytics to GA4.
- [Looker Studio Reports: Updating Control Fields](https://www.civicplus.help/municipal-websites-central/docs/looker-studio-reports-updating-control-fields.md): Learn how to fix unexpected changes in Looker Studio template controls by updating the Control Field to match your site’s data dimensions.
- [Switching between Multiple Properties](https://www.civicplus.help/municipal-websites-central/docs/switching-between-multiple-properties.md): Easily switch between multiple Google Analytics properties by marking favorites and using the Favorites tab for quick access.
- [Video Introduction to Google Analytics 4](https://www.civicplus.help/municipal-websites-central/docs/video-introduction-to-google-analytics-4.md): Check out a video introduction to Google Analytics 4.
- [Video Introduction to Looker Studio for Google Analytics 4](https://www.civicplus.help/municipal-websites-central/docs/video-introduction-to-looker-studio-for-google-analytics-4.md): Learn more by viewing a video introductino to Looker Studio for Google Analytics 4.
- [Video Introduction to Using Looker Studio Report Templates](https://www.civicplus.help/municipal-websites-central/docs/video-introduction-to-using-looker-studio-report-templates.md): Learn how to connect and customize CivicPlus Google Analytics reports to display accurate site data, including pageviews, downloads, clicks, and insights.
- [Why Am I Not Seeing Any Data Being Collected?](https://www.civicplus.help/municipal-websites-central/docs/why-am-i-not-seeing-any-data-being-collected.md): Troubleshoot missing data in Google Analytics by ensuring you’re logged into the correct account, using the right property, and confirming access permissions.
- [Group Administration](https://www.civicplus.help/municipal-websites-central/docs/group-administration.md)
- [Group Administration Overview](https://www.civicplus.help/municipal-websites-central/docs/group-administration-overview.md): Assign user permissions in your CMS using group-based rights with customizable levels for pages and modules and no individual user rights allowed.
- [Add and Manage Back-End Groups](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-back-end-groups.md): Learn how to add, edit, and delete back-end groups in your website’s administrator panel. Manage user permissions for content editing, publishing, and more.
- [Add Permissions to Multiple Pages at Once](https://www.civicplus.help/municipal-websites-central/docs/add-permissions-to-multiple-pages-at-once.md): Easily assign page permissions to multiple pages using the Group Administration module as a System Administrator for both back-end and front-end groups.
- [Bulk Actions in Group Administration](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-group-administration.md): Easily manage multiple groups with Bulk Actions like publish, reject, unpublish, submit, or delete in Group Administration.
- [Export Permissions in Group Administration](https://www.civicplus.help/municipal-websites-central/docs/export-permissions-in-group-administration.md): Learn how to export permissions as a file from Group Administration for easy management and review.
- [Front-End Groups](https://www.civicplus.help/municipal-websites-central/docs/front-end-groups.md): Learn about default Front-End Groups and how Intranet groups enable secure access to internal site content like HR forms and employee calendars.
- [Set Up Workflows](https://www.civicplus.help/municipal-websites-central/docs/set-up-workflows.md): Learn how to set up page approval workflows on your website by assigning approval groups through Group Administration and page properties.
- [Unpublish a Group](https://www.civicplus.help/municipal-websites-central/docs/unpublish-a-group.md): Learn how to unpublish a group in CivicPlus to remove its permissions from assigned pages and modules.
- [History Log](https://www.civicplus.help/municipal-websites-central/docs/history-log.md)
- [History Log Overview](https://www.civicplus.help/municipal-websites-central/docs/history-log-overview.md): Learn how to use the History Log module in CivicPlus to track website content changes, view detailed audit trails, and export administrative actions.
- [Export the History Log](https://www.civicplus.help/municipal-websites-central/docs/export-the-history-log.md): Learn how to export filtered results from the History Log in CivicPlus to a downloadable .txt format file for easy tracking of site changes.
- [Filter History Log Results](https://www.civicplus.help/municipal-websites-central/docs/filter-history-log-results.md): Discover how to use filters in the CivicPlus History Log module to refine and sort activity records by date, time, content type, and actions.
- [Redirects](https://www.civicplus.help/municipal-websites-central/docs/redirects.md)
- [Redirects Overview](https://www.civicplus.help/municipal-websites-central/docs/redirects-overview.md): Create redirects to simplify URLs, promote clean links, and forward users from outdated pages to current destinations.
- [Add and Delete Redirect Domains](https://www.civicplus.help/municipal-websites-central/docs/add-and-delete-redirect-domains.md): Learn how to add or delete a redirect domain in CivicPlus to manage multiple domains and direct users to specific site pages.
- [Cannot Add a Redirect](https://www.civicplus.help/municipal-websites-central/docs/cannot-add-a-redirect.md): Discover how to troubleshoot issues with adding redirects in CivicPlus, including reserved URLs and overwrite errors.
- [Create and Manage Redirects](https://www.civicplus.help/municipal-websites-central/docs/create-and-manage-redirects.md): Learn how to create, modify, and delete URL redirects in CivicPlus, including best practices for 301 redirects and domain management.
- [Deactivate a Redirect](https://www.civicplus.help/municipal-websites-central/docs/deactivate-a-redirect.md): Learn how to deactivate a redirect in CivicPlus before deletion to manage URL redirection effectively.
- [Difference Between All Sites and Specific Domain Redirects](https://www.civicplus.help/municipal-websites-central/docs/difference-between-all-sites-and-specific-domain-redirects.md): Understand when to use "All Sites" instead of a specific domain for redirects in CivicPlus to ensure consistent URL redirection across domains.
- [Export Redirects](https://www.civicplus.help/municipal-websites-central/docs/export-redirects.md): Learn how to export all your website redirects into an Excel file using the CivicPlus Redirects module.
- [Facebook Post Adds Characters into String Query](https://www.civicplus.help/municipal-websites-central/docs/facebook-post-adds-characters-into-string-query.md): Learn how to configure redirects to work properly with Facebook’s query string additions using Retain and Match Query String settings.
- [Import Redirects](https://www.civicplus.help/municipal-websites-central/docs/import-redirects.md): Learn how to import website redirects using a properly formatted CSV file in the Redirects module.
- [Mask a Redirect](https://www.civicplus.help/municipal-websites-central/docs/mask-a-redirect.md): Learn how to mask a redirect by configuring domain and SSL settings in the Redirects module for secure site forwarding.
- [Redirect a Domain](https://www.civicplus.help/municipal-websites-central/docs/redirect-a-domain.md): Redirect your domains to forward traffic securely using Always SSL or domain redirects configuration.
- [Retain the Short URL](https://www.civicplus.help/municipal-websites-central/docs/retain-the-short-url.md): Learn how to keep a short URL visible in the address bar when setting up a redirect using the Retain URL option.
- [Update Primary Domain](https://www.civicplus.help/municipal-websites-central/docs/update-primary-domain.md): To update your Primary Domain, please contact CivicPlus Support for assistance.
- [Wildcard Redirects](https://www.civicplus.help/municipal-websites-central/docs/wildcard-redirects.md): Create efficient Wildcard Redirects with the Redirects module to seamlessly route multiple URL variations to a single destination.
- [Site Map](https://www.civicplus.help/municipal-websites-central/docs/site-map.md)
- [Create and Publish a Site Map Version](https://www.civicplus.help/municipal-websites-central/docs/create-and-publish-a-site-map-version.md): Create and manage draft site map versions to reorder pages without affecting the live navigation, then publish when ready to update your site's structure.
- [Export a Site Map](https://www.civicplus.help/municipal-websites-central/docs/export-a-site-map.md): Export your site's current navigation structure as a CSV file from the Site Map module for easy review and editing.
- [Move a Page with Site Map](https://www.civicplus.help/municipal-websites-central/docs/move-a-page-with-site-map.md): Reorganize your site's navigation by dragging and dropping pages within the Site Map without changing their URL.
- [Site Map Best Practices](https://www.civicplus.help/municipal-websites-central/docs/site-map-best-practices.md): Follow these best practices to optimize your site map for easier navigation, cleaner menus, and improved user experience.
- [XML Site Map](https://www.civicplus.help/municipal-websites-central/docs/xml-site-map.md): View your site's XML sitemap by adding /xml to the end of your domain.
- [Site Properties](https://www.civicplus.help/municipal-websites-central/docs/site-properties-1.md)
- [Site Properties](https://www.civicplus.help/municipal-websites-central/docs/site-properties.md): Edit and manage your website’s Privacy Policy and Terms and Conditions from Site Properties to ensure compliance and clarity for users.
- [Add a Sitewide Splash Screen](https://www.civicplus.help/municipal-websites-central/docs/add-a-sitewide-splash-screen.md): Add a sitewide splash screen pop-up to display important messages across your website using Site Properties settings.
- [Configure a Mail Service to Customize Sender Address](https://www.civicplus.help/municipal-websites-central/docs/configure-a-mail-service-to-customize-sender-address.md): Configure SMTP settings in CivicPlus to send emails securely using your own mail service with proper authentication.
- [Edit the Accessibility Page](https://www.civicplus.help/municipal-websites-central/docs/edit-the-accessibility-page-1.md): Learn how to edit your Accessibility Page to share important accessibility information and meet the needs of all website visitors.
- [Modify Inappropriate Words](https://www.civicplus.help/municipal-websites-central/docs/modify-inappropriate-words.md): Control prohibited language sitewide by customizing the Inappropriate Words filter in Site Properties.
- [Modify Site Properties](https://www.civicplus.help/municipal-websites-central/docs/modify-site-properties.md): Manage global website settings like notifications, link behavior, fonts, and reCAPTCHA in the Site Properties module.
- [Site Report](https://www.civicplus.help/municipal-websites-central/docs/site-report.md)
- [View and Run a Site Report](https://www.civicplus.help/municipal-websites-central/docs/view-and-run-a-site-report.md): Track and export detailed statistics on pages and modules across your site using the Site Report module for better content management.
- [Subscriber Management](https://www.civicplus.help/municipal-websites-central/docs/subscriber-management.md)
- [Subscriber Management Overview](https://www.civicplus.help/municipal-websites-central/docs/subscriber-management-overview.md): Manage, filter, search, export, and delete website subscribers easily with the CivicPlus Subscriber Management tool.
- [Create a Subscriber List](https://www.civicplus.help/municipal-websites-central/docs/create-a-subscriber-list.md): Create and format a CSV subscriber list file using Excel with required fields to manage email and SMS subscriptions on your website.
- [Delete a Subscriber](https://www.civicplus.help/municipal-websites-central/docs/delete-a-subscriber.md): Delete subscribers from your site by selecting users in Subscriber Management and choosing to notify them or not upon removal.
- [Export Subscriber Information](https://www.civicplus.help/municipal-websites-central/docs/export-subscriber-information.md): Export subscriber data by filtering results in Subscriber Management and downloading the list as a spreadsheet file.
- [Filter Results in Subscriber Management](https://www.civicplus.help/municipal-websites-central/docs/filter-results-in-subscriber-management.md): Manage and filter subscriber data by module, category, or contact details for targeted communication and site engagement.
- [Remove SMS Number](https://www.civicplus.help/municipal-websites-central/docs/remove-sms-number.md): Learn how to remove inactive subscriber phone numbers from your site using the Subscriber Management tool.
- [View Original Subscription Date](https://www.civicplus.help/municipal-websites-central/docs/view-original-subscription-date.md): View and sort user subscription dates in Subscriber Management to track when subscribers joined your CivicPlus site.
- [Template Manager](https://www.civicplus.help/municipal-websites-central/docs/template-manager.md)
- [Template Manager Overview](https://www.civicplus.help/municipal-websites-central/docs/template-manager-overview.md): Enhance user experience by designing and assigning consistent templates to modules using the Template Manager in CivicPlus.
- [Add and Manage Templates](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-templates.md): Learn how to add, modify, or delete website templates and assign them to categories using the Template Manager.
- [Apply a Template Using Template Manager](https://www.civicplus.help/municipal-websites-central/docs/apply-a-template-using-template-manager.md): Learn how to apply a custom template to a module category using the Template Manager in CivicPlus.
- [Use a Module to Apply a Template](https://www.civicplus.help/municipal-websites-central/docs/use-a-module-to-apply-a-template.md): Learn how to apply templates to modules like Calendar and Jobs to create a consistent design that improves user experience across your site.
- [Use Bulk Actions to Apply a Template](https://www.civicplus.help/municipal-websites-central/docs/use-bulk-actions-to-apply-a-template.md): Easily apply templates in bulk to multiple module categories using the Template Manager’s Bulk Actions feature for streamlined site design.
- [User Administration](https://www.civicplus.help/municipal-websites-central/docs/user-administration.md)
- [User Administration Overview](https://www.civicplus.help/municipal-websites-central/docs/user-administration-overview.md): Easily manage users, permissions, and login history with the User Administration module’s powerful tools.
- [Add and Manage Users](https://www.civicplus.help/municipal-websites-central/docs/add-and-manage-users.md): Learn how to add, manage, or delete front-end and back-end users on your CivicPlus site using User Administration tools.
- [Assign User Permissions](https://www.civicplus.help/municipal-websites-central/docs/assign-user-permissions.md): Learn how to assign user permissions in CivicPlus User Administration to control access and actions across your website.
- [Back-End and Front-End Users](https://www.civicplus.help/municipal-websites-central/docs/back-end-and-front-end-users.md): Understand the key differences between back-end and front-end users in CivicPlus and how each interacts with your website content.
- [Bulk Actions in User Administration](https://www.civicplus.help/municipal-websites-central/docs/bulk-actions-in-user-administration.md): Learn how to manage multiple users at once using Bulk Actions in User Administration, including publishing, deleting, unlocking, and more.
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/municipal-websites-central/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/municipal-websites-central/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/municipal-websites-central/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Create a Single Sign-On Account](https://www.civicplus.help/municipal-websites-central/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Export Users](https://www.civicplus.help/municipal-websites-central/docs/export-users.md): Learn how to export a CSV file of front-end and back-end users from your site's User Administration module.
- [External Sign-In](https://www.civicplus.help/municipal-websites-central/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/municipal-websites-central/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/municipal-websites-central/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Import Users](https://www.civicplus.help/municipal-websites-central/docs/import-users.md): Learn how to import users into your CivicPlus site using a properly formatted CSV or TXT file through the User Administration module.
- [Login History](https://www.civicplus.help/municipal-websites-central/docs/login-history.md): Track user access with Login History in User Administration: view login attempts, dates, and outcomes from the past 60 days.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/municipal-websites-central/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Publish a User](https://www.civicplus.help/municipal-websites-central/docs/publish-a-user.md): Learn how to publish unpublished users in User Administration to make them active and publicly viewable on your site.
- [Remove a User's Group Permissions](https://www.civicplus.help/municipal-websites-central/docs/remove-a-users-group-permissions.md): Learn how to remove group permissions from a user in User Administration to restrict access to your site's content.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/municipal-websites-central/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Troubleshoot: Can't View Live Edit Tabs](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-cant-view-live-edit-tabs.md): Troubleshoot missing Live Edit tabs by verifying and adjusting user and group permissions in your content management system.
- [Troubleshooting: Users Displaying as Unpublished](https://www.civicplus.help/municipal-websites-central/docs/troubleshooting-users-displaying-as-unpublished.md): Learn why the Unpublish action was removed in the Platform and how user status is handled during migration from Legacy login.
- [Users With Hidden Email Addresses](https://www.civicplus.help/municipal-websites-central/docs/users-with-hidden-email-addresses.md)
- [View Login History for an Individual User](https://www.civicplus.help/municipal-websites-central/docs/view-login-history-for-an-individual-user.md): Quickly view and filter an individual user’s login history with step-by-step instructions for User Administration Owners.
- [Website Search](https://www.civicplus.help/municipal-websites-central/docs/website-search.md)
- [Search Module Overview](https://www.civicplus.help/municipal-websites-central/docs/search-module-overview.md): CivicPlus Search enables users to easily find site content, track search terms by date, export results, and updates within 24 hours after content removal.
- [Auto-Expand Advanced Search](https://www.civicplus.help/municipal-websites-central/docs/auto-expand-advanced-search.md): Automatically expand Advanced Search after each site search by enabling the setting in the Site Search module’s Properties tab.
- [Configure Boost Fields Search](https://www.civicplus.help/municipal-websites-central/docs/configure-boost-fields-search.md): Optimize your Central search rankings by adjusting Boost Fields for Title, Keywords, and more to enhance visibility and improve results.
- [Data Provided in Search Results](https://www.civicplus.help/municipal-websites-central/docs/data-provided-in-search-results.md): Search results on the site show item type icons, names, and location breadcrumbs with duplicates removed for clear navigation.
- [Duplicates in Search Results and Auto-Complete](https://www.civicplus.help/municipal-websites-central/docs/duplicates-in-search-results-and-auto-complete.md): Site Search prevents duplicate listings by showing pages with the same title and link only once in results and autocomplete.
- [Export All Search Results](https://www.civicplus.help/municipal-websites-central/docs/export-all-search-results.md): Export all site search terms within a specified timeframe into a file for detailed analysis beyond top search terms.
- [Google Does Not Index Description Fields](https://www.civicplus.help/municipal-websites-central/docs/google-does-not-index-description-fields.md): Google does not index description fields since they aren’t visible on the front end, such as Document Center pages that link directly to documents.
- [Multi-Site Search](https://www.civicplus.help/municipal-websites-central/docs/multi-site-search.md): Use the Multi-Site tab in the Search module to select which CivicPlus sites to include in searches and save any changes made.
- [Resources Directory Searches and Site Searches Overview](https://www.civicplus.help/municipal-websites-central/docs/resources-directory-searches-and-site-searches-overview.md): The Resource Directory search looks only at item titles, while Site Search searches both titles and descriptions of Resource Directory items.
- [Search Module Properties](https://www.civicplus.help/municipal-websites-central/docs/search-module-properties.md): Find out more about how the Search module Properties allow admins to customize settings like header display, search ranking boosts, and more.
- [Searching for Documents](https://www.civicplus.help/municipal-websites-central/docs/searching-for-documents.md): Ensure documents are machine-readable (Word or searchable PDF) to make them searchable and accessible on your site.
- [Site Search Prioritization](https://www.civicplus.help/municipal-websites-central/docs/site-search-prioritization.md): Elastic Search improves site search by prioritizing results using keyword boosts, relevancy scoring, and exponential decay for time-sensitive content.
- [Update Results on Site Search](https://www.civicplus.help/municipal-websites-central/docs/update-results-on-site-search.md): The Search crawler updates results nightly, and removed items may briefly lead to a Custom404 page until re-indexing occurs.
- [View Search Terms](https://www.civicplus.help/municipal-websites-central/docs/view-search-terms.md): View and analyze user search terms by filtering date ranges in the Search module to track site search behavior.
- [Services](https://www.civicplus.help/municipal-websites-central/docs/services.md)
- [Beta Customer Advisory Board (CAB)](https://www.civicplus.help/municipal-websites-central/docs/beta-customer-advisory-board-cab.md)
- [Check Out Beta Opportunities](https://www.civicplus.help/municipal-websites-central/docs/check-out-beta-opportunities.md): Help shape the future of CivicPlus features by joining our beta testing program.
- [Department Header Packages (DHP)](https://www.civicplus.help/municipal-websites-central/docs/department-header-packages-dhp.md)
- [Department Header Packages](https://www.civicplus.help/municipal-websites-central/docs/department-header-packages.md): Explore the three Department Header Packages designed to match your main site’s structure while offering increasing levels of customization.
- [Enhanced Search Overview](https://www.civicplus.help/municipal-websites-central/docs/enhanced-search-overview.md): Enable Enhanced Search to filter results by department in Pages, Calendar, Document Center, and the Site Search widget.
- [Set Up a Department Header](https://www.civicplus.help/municipal-websites-central/docs/set-up-a-department-header.md): Learn how to create unique department banners in our content management system to personalize sections of your site.
- [Take a DHP Live](https://www.civicplus.help/municipal-websites-central/docs/take-a-dhp-live.md): Follow this guide to launch your Department Header Package (DHP), update the site map, set layouts, and manage visibility of old and new department pages.
- [Turn on Enhanced Search for Calendar](https://www.civicplus.help/municipal-websites-central/docs/turn-on-enhanced-search-for-calendar.md): Learn how to enable Enhanced Search for the Calendar module by assigning a department header and updating Calendar settings.
- [Turn on Enhanced Search for Document Center](https://www.civicplus.help/municipal-websites-central/docs/turn-on-enhanced-search-for-document-center.md): Enable Enhanced Search in the Document Center by assigning folders to Department Headers for targeted search results.
- [Turn on Enhanced Search for Pages](https://www.civicplus.help/municipal-websites-central/docs/turn-on-enhanced-search-for-pages.md): Learn how to enable Enhanced Search for Pages by designating a page as a Department Header to link with Calendar and Document Center content.
- [Turn on Enhanced Search on the Site Search Widget](https://www.civicplus.help/municipal-websites-central/docs/turn-on-enhanced-search-on-the-site-search-widget.md): Learn how to enable Enhanced Search for Department Headers in the Search widget using the Widget Manager in CivicEngage Central.
- [Design Center Pro](https://www.civicplus.help/municipal-websites-central/docs/design-center-pro.md)
- [Design Center Pro Overview](https://www.civicplus.help/municipal-websites-central/docs/design-center-pro-overview.md): Design Center Pro lets you fully customize your site's look and feel with tools like Theme Manager and Widget Manager.
- [Change a Logo Image](https://www.civicplus.help/municipal-websites-central/docs/change-a-logo-image.md): Learn how to change your site’s logo image using Design Center Pro in just a few steps.
- [Container Preview](https://www.civicplus.help/municipal-websites-central/docs/container-preview.md): Learn how to preview container skins in Theme Manager using Design Center Pro for a quick look at style changes.
- [Copy a Theme](https://www.civicplus.help/municipal-websites-central/docs/copy-a-theme.md): Learn how to copy and activate an existing theme in Design Center to quickly create a new banner with the same layout.
- [Create a New Banner](https://www.civicplus.help/municipal-websites-central/docs/create-a-new-banner.md): Learn how to create and configure a new homepage banner in Design Center Pro with static, refreshing, slideshow, or video display modes.
- [Create a New Skin](https://www.civicplus.help/municipal-websites-central/docs/create-a-new-skin.md): Learn how to create a new widget skin in Design Center to customize the appearance of your site’s containers.
- [Create a Video Banner in Design Center](https://www.civicplus.help/municipal-websites-central/docs/create-a-video-banner-in-design-center.md): Learn how to create a video banner in Design Center by uploading a custom video file and setting a fallback poster image for compatibility.
- [Create or Edit Existing Calendar Widget Style](https://www.civicplus.help/municipal-websites-central/docs/create-or-edit-existing-calendar-widget-style.md): Learn how to safely create or edit Calendar Widget option sets in Design Center without affecting existing CivicPlus configurations.
- [Create or Edit Existing FAQ Widget Style](https://www.civicplus.help/municipal-websites-central/docs/create-or-edit-existing-faq-widget-style.md): Learn how to create or modify FAQ Widget option sets in Design Center Pro without impacting default CivicPlus configurations.
- [Customize the Share Widget](https://www.civicplus.help/municipal-websites-central/docs/customize-the-share-widget.md): Learn how to customize your Share Widget in Design Center by creating and configuring option sets for layout, behavior, and social media services.
- [Edit a Skin](https://www.civicplus.help/municipal-websites-central/docs/edit-a-skin.md): Learn how to edit widget container skins in Design Center by selecting, customizing, and saving changes to achieve your desired design.
- [Edit a Skin's Appearance in a Tabbed Widget](https://www.civicplus.help/municipal-websites-central/docs/edit-a-skins-appearance-in-a-tabbed-widget.md): Learn how to edit the appearance of tabbed widget skins in Design Center by selecting, customizing tabs, and saving your changes.
- [Edit a Skin's Appearance in the Calendar Widget](https://www.civicplus.help/municipal-websites-central/docs/edit-a-skins-appearance-in-the-calendar-widget.md): Learn how to edit the appearance of mini calendar skins in Design Center by selecting, customizing elements, and saving your changes.
- [Edit Alert Center Widget Style](https://www.civicplus.help/municipal-websites-central/docs/edit-alert-center-widget-style.md): Learn how to customize your Alert Center layout in Design Center by creating or modifying option sets for headers, items, links, and footer elements.
- [Edit the CSS Class of a Theme](https://www.civicplus.help/municipal-websites-central/docs/edit-the-css-class-of-a-theme.md): Learn how to change a theme’s CSS class in Design Center by customizing text styles, backgrounds, borders, and saving or pushing changes across themes.
- [Edit the Mega Menu Design](https://www.civicplus.help/municipal-websites-central/docs/edit-the-mega-menu-design.md): Learn how to customize your site’s main navigation styles in Design Center Pro by editing fonts, colors, backgrounds, and spacing for normal and hover states.
- [Edit the Mega Menu Wrapper](https://www.civicplus.help/municipal-websites-central/docs/edit-the-mega-menu-wrapper.md): Learn how to edit your site’s Mega Menu Wrapper in Design Center by customizing background colors, gradients, images, and borders.
- [Enable Department-Only Search](https://www.civicplus.help/municipal-websites-central/docs/enable-department-only-search.md): Learn how to enable Department-Only Search in the Search widget by creating an option set in Design Center for focused department page searches.
- [Features of Design Essentials and Design Center Pro](https://www.civicplus.help/municipal-websites-central/docs/features-of-design-essentials-and-design-center-pro.md): Discover how Design Essentials and Design Center Pro enable advanced site customization with themes, widgets, video banners, and department headers.
- [News Flash Widget - Truncate Overview](https://www.civicplus.help/municipal-websites-central/docs/news-flash-widget-truncate-overview.md): Learn how to truncate News Flash widget descriptions by setting a character limit in Design Center to maintain consistent widget heights while scrolling.
- [Printer-Friendly Logos](https://www.civicplus.help/municipal-websites-central/docs/printer-friendly-logos.md): Learn how to view or change your site’s printer-friendly logo in Design Center to ensure accurate printing of your pages.
- [Theme Manager Overview](https://www.civicplus.help/municipal-websites-central/docs/theme-manager-overview.md): Learn how to use Theme Manager in Design Center to customize site styles, banners, navigation, widget skins, and logos for a consistent website appearance.
- [View Widget Option Set References](https://www.civicplus.help/municipal-websites-central/docs/view-widget-option-set-references.md): Learn how to view all pages using a specific widget option set in the Design Center module to understand how changes will impact your site.
- [View Widget Skin References](https://www.civicplus.help/municipal-websites-central/docs/view-widget-skin-references.md): Learn how to view all pages that reference a specific widget skin in Design Center Pro to assess how style changes will affect your site's front-end.
- [Widget Manager Overview](https://www.civicplus.help/municipal-websites-central/docs/widget-manager-overview.md): Learn how to create and manage Widget Option Sets in Design Center’s Widget Manager to customize the appearance and behavior of widgets across your site.
- [Design Services](https://www.civicplus.help/municipal-websites-central/docs/design-services.md)
- [Online Presence Guide](https://www.civicplus.help/municipal-websites-central/docs/online-presence-guide.md): Enhance your organization's brand with CivicPlus's Online Presence Guide, including logo design, brand colors, fonts, and social media graphics.
- [DNS](https://www.civicplus.help/municipal-websites-central/docs/dns.md)
- [DNS Overview](https://www.civicplus.help/municipal-websites-central/docs/dns-overview.md): Learn more about how DNS translates domain names into IP addresses, directing internet traffic to your website.
- [Acquire a New Domain Name](https://www.civicplus.help/municipal-websites-central/docs/acquire-a-new-domain-name.md): Learn the four options for acquiring a domain with CivicPlus, whether you want full DNS control or prefer CivicPlus to manage domain registration and DNS hosting.
- [Add a New Domain to my Website](https://www.civicplus.help/municipal-websites-central/docs/add-a-new-domain-to-my-website.md): Learn what it means to self-host your DNS and how to request domain additions to your site by contacting CivicPlus Support.
- [CivicPlus Coming Soon Page](https://www.civicplus.help/municipal-websites-central/docs/civicplus-coming-soon-page.md): Learn why IIS bindings are essential for directing your domain to the correct site and how to access your site before the Go Live date using the provided production domain.
- [Contacts in Domain Registration](https://www.civicplus.help/municipal-websites-central/docs/contacts-in-domain-registration.md): Learn about the five key domain contacts: Registrant, Administrative, Technical, Billing, and Registrar, and their roles when transferring domain control to CivicPlus through GoDaddy.
- [Create a Google Webmaster Account](https://www.civicplus.help/municipal-websites-central/docs/create-a-google-webmaster-account.md): Learn how to create and verify a Google Search Central Account to manage your site’s ownership, request link updates, and improve SEO.
- [DNS Information for Go-Live](https://www.civicplus.help/municipal-websites-central/docs/dns-information-for-go-live.md): Manage your CivicPlus domain and DNS settings with expert guidance on hosting, transfers, and registration options.
- [DNS Propagation](https://www.civicplus.help/municipal-websites-central/docs/dns-propagation.md): DNS propagation typically takes 24 to 48 hours to update globally, but with low TTL settings and cache clearing, changes can propagate locally in as little as 5 hours.
- [Domain Name Transfer (DNS) Zone Transfer](https://www.civicplus.help/municipal-websites-central/docs/domain-name-transfer-dns-zone-transfer.md): You can choose to maintain control over your DNS records and domain registration, or transfer just DNS control to us: whichever best fits your needs.
- [Domain Registrar](https://www.civicplus.help/municipal-websites-central/docs/domain-registrar.md): A domain registrar sells domain names and related services, with CivicPlus primarily using Amazon Route 53 for registrations.
- [Domains with .gov](https://www.civicplus.help/municipal-websites-central/docs/domains-with-gov.md): All .gov domains must have an SSL certificate to interact with our systems, including subdomains.
- [Find My DNS Provider](https://www.civicplus.help/municipal-websites-central/docs/find-my-dns-provider.md): Find your Domain Name System (DNS) provider by using the MXToolbox DNS Check site and view the DNS server information under Domain Name.
- [Find My DNS Records](https://www.civicplus.help/municipal-websites-central/docs/find-my-dns-records.md): The best way to get your DNS records is to contact your DNS provider directly and request all current records, since online tools may miss some records.
- [Find My Registrar](https://www.civicplus.help/municipal-websites-central/docs/find-my-registrar.md): Find your domain registrar by performing a WHOIS lookup at ICANN Lookup, unless domain privacy masks the details.
- [Make Changes to DNS Hosted by CivicPlus](https://www.civicplus.help/municipal-websites-central/docs/make-changes-to-dns-hosted-by-civicplus.md): CivicPlus does not currently offer direct DNS record management; contact Support during business hours to request changes.
- [Request a Domain Name System (DNS) Change](https://www.civicplus.help/municipal-websites-central/docs/request-a-domain-name-system-dns-change.md): Learn how system administrators can request assistance in requesting DNS changes.
- [Take My Site Live](https://www.civicplus.help/municipal-websites-central/docs/take-my-site-live.md): Find out more about the processes and requirements to take your site live from a DNS perspective.
- [Third-Party DNS Support Resources](https://www.civicplus.help/municipal-websites-central/docs/third-party-dns-support-resources.md): CivicPlus assists with DNS questions but cannot troubleshoot or change DNS zones hosted by third parties. Learn more about contacting support for third party DNS management.
- [Transfer a .gov to CivicPlus](https://www.civicplus.help/municipal-websites-central/docs/transfer-a-gov-to-civicplus.md): CivicPlus cannot register .gov domains and some .us domains must be managed by authorized registrars, but can assist with DNS management; contact Support for details.
- [Transfer a Domain Name](https://www.civicplus.help/municipal-websites-central/docs/transfer-a-domain-name.md): Learn more about how to transfer a domain to CivicPlus, unlock it, cancel privacy, get the authorization code, and send it with transfer details to Support.
- [Transfer Both DNS and Domain](https://www.civicplus.help/municipal-websites-central/docs/transfer-both-dns-and-domain.md): Find out how to prepare your site for go-live by exporting your DNS records to CivicPlus, updating your name servers, and then transferring your domain.
- [Verify Ownership of Your Site on Google Search Central](https://www.civicplus.help/municipal-websites-central/docs/verify-ownership-of-your-site-on-google-webmaster.md): Create and verify a Google Search Account to manage your site's SEO and request Google to update search results.
- [Legal Notices for New Jersey](https://www.civicplus.help/municipal-websites-central/docs/legal-notices-for-new-jersey.md): Learn how to set up legal notices submission forms and pages for your site.
- [Web Central Legal Notice Publishing](https://www.civicplus.help/municipal-websites-central/docs/web-central-legal-notices-sop.md): For current Web Central customers who need step-by-step instructions on how to accept and post legal notices on their website.
- [Temporary Legal Notices Publishing: Existing CivicPlus Customer](https://www.civicplus.help/municipal-websites-central/docs/temporary-legal-notices-publishing-existing-civicplus-customer.md): For existing CivicPlus customers who plan to implement a dedicated Legal Notices website and need temporary instructions for posting legal notices on their current Web Central site.
- [Temporary Legal Notices Publishing: Non-CivicPlus Customer](https://www.civicplus.help/municipal-websites-central/docs/temporary-legal-notices-publishing-non-civicplus-customer.md): For organizations that are not currently CivicPlus customers but plan to implement a dedicated Legal Notices website and need temporary instructions for posting legal notices on their existing website.
- [Redesigns](https://www.civicplus.help/municipal-websites-central/docs/redesigns.md)
- [Access Widget Options and Skins](https://www.civicplus.help/municipal-websites-central/docs/access-widget-options-and-skins.md): Learn how to configure widget options to update skins, header text, categories, and more, and preview design changes during a redesign using the Interior Page Preview Extension.
- [Content Preparation Guide](https://www.civicplus.help/municipal-websites-central/docs/content-preparation-guide.md): Use this guide to review and enhance your content during a redesign, with a focus on accessibility best practices aligned with ADA, Section 508, and WCAG 2.0.
- [Launch Preparation Checklist](https://www.civicplus.help/municipal-websites-central/docs/launch-preparation-checklist.md): Use this checklist to prepare your site for redesign launch by reviewing and updating key elements like navigation, banners, FAQs, redirects, and more.
- [Links Best Practices](https://www.civicplus.help/municipal-websites-central/docs/links-best-practices.md): Find out how to make links accessible by using clear, descriptive text that conveys link purpose to improve usability and comply with WCAG guidelines.
- [Manage Your Placeholder Homepage Design](https://www.civicplus.help/municipal-websites-central/docs/manage-your-placeholder-homepage-design.md): Access helpful steps that explain how to access your placeholder homepage design as part of your InPlace Redesign process.
- [Outdated Content](https://www.civicplus.help/municipal-websites-central/docs/outdated-content.md): During a redesign, review and update or delete outdated content including pages, documents, as well as collaborate with staff to update additional items.
- [Prepare Content for Migration (For Customers)](https://www.civicplus.help/municipal-websites-central/docs/prepare-content-for-migration-for-customers.md): Before migrating content to your new site, review and update staff contacts, elected members, policies, and remove outdated content, all before deadlines.
- [Preview a Website on All Devices Using Chrome Inspect](https://www.civicplus.help/municipal-websites-central/docs/preview-a-website-on-all-devices-using-chrome-inspect.md): Preview how your website renders on different devices, open Chrome’s Inspect tool, toggle the device toolbar, and select desired screen sizes.
- [Rebuild and Format Tables](https://www.civicplus.help/municipal-websites-central/docs/rebuild-and-format-tables.md): Find out why tables built with the Table Widget should be rebuilt using the Editor Widget’s table tool for better usability and mobile responsiveness.
- [Redesign Image Requirements](https://www.civicplus.help/municipal-websites-central/docs/redesign-image-requirements.md): Use high-quality, vibrant images featuring people, landscapes, or local culture that reflect your site’s message and to elevate your website’s visual appeal.
- [Use a Graphic Button Template](https://www.civicplus.help/municipal-websites-central/docs/use-a-graphic-button-template.md): CivicPlus offers custom graphic button templates and support to help you easily update and maintain consistent site visuals.
- [Use Your Interior Page Preview Extension](https://www.civicplus.help/municipal-websites-central/docs/use-your-interior-page-preview-extension.md): Find out how to preview existing skins with a temporary interior page preview extension by appending it to interior page URLs.
- [Security](https://www.civicplus.help/municipal-websites-central/docs/security.md)
- [Address Items in a Mixed Content Report](https://www.civicplus.help/municipal-websites-central/docs/address-items-in-a-mixed-content-report.md): Learn to read and resolve Pages and Info Advanced errors in Mixed Content Reports, ensuring all links are secure and compliant.
- [Benefits of HTTPS By Default](https://www.civicplus.help/municipal-websites-central/docs/benefits-of-https-by-default.md): Learn how using HTTPS by default ensures secure, private data transmission, improves SEO rankings, and builds user trust for your organization’s website.
- [Certificate Authority (CA) Utilization](https://www.civicplus.help/municipal-websites-central/docs/certificate-authority-ca-utilization.md): Learn more about Certificate Authorities and who CivicPlus uses as its trusted Certificate Authority provider.
- [Cloudflare Athenian Project](https://www.civicplus.help/municipal-websites-central/docs/cloudflare-athenian-project.md): Considering a third-party Cloudflare proxy? Learn about CivicPlus' Proxy Support Policy and why you should consult your Customer Success Manager first.
- [Customer-Provided SSL Certificate](https://www.civicplus.help/municipal-websites-central/docs/customer-provided-ssl-certificate.md): Learn how to provide your own SSL certificate to CivicPlus, including steps for generating a CSR and creating a PFX file for secure website implementation.
- [Disable HTTPS by Default (Always SSL)](https://www.civicplus.help/municipal-websites-central/docs/disable-https-by-default-always-ssl.md): Learn how to disable HTTPS by Default (Always SSL), stopping forced HTTPS traffic after ensuring no mixed content issues remain.
- [DotGov HSTS and .gov Preloading Announcement](https://www.civicplus.help/municipal-websites-central/docs/dotgov-hsts-and-gov-preloading-announcement.md): Prepare your .gov domain for HTTPS compliance with SSL certificates as new security measures take effect. Ensure your site is secure and accessible.
- [Download a Mixed Content Report](https://www.civicplus.help/municipal-websites-central/docs/download-a-mixed-content-report.md): Learn how to download a Mixed Content Report to find and fix mixed content issues on your site before enabling Always SSL.
- [Enable HTTPS by Default (Always SSL)](https://www.civicplus.help/municipal-websites-central/docs/enable-https-by-default-always-ssl.md): Learn how to enable HTTPS by Default (Always SSL) after resolving mixed content issues, ensuring all site traffic is securely redirected to HTTPS.
- [External iFrames Disabled](https://www.civicplus.help/municipal-websites-central/docs/external-iframes-disabled.md): Learn why CivicPlus prevents its websites from being displayed in iframes on other domains, protecting security, performance, and user trust.
- [General Data Protection Regulation](https://www.civicplus.help/municipal-websites-central/docs/general-data-protection-regulation.md): Learn about the General Data Protection Regulation, including privacy practices, data handling, and why it does not apply to CivicPlus services.
- [HTTPS by Default (Always SSL) Overview](https://www.civicplus.help/municipal-websites-central/docs/https-by-default-always-ssl-overview.md): Learn about HTTPS by Default, Always SSL, and their benefits for website security, privacy, and improved SEO rankings. Secure your site today!
- [Mixed Content Overview](https://www.civicplus.help/municipal-websites-central/docs/mixed-content-overview.md): Understand what mixed content is and how to fix it by using relative or HTTPS links throughout your site.
- [Outbound Email Properties](https://www.civicplus.help/municipal-websites-central/docs/outbound-email-properties.md): Learn how to configure outbound email properties to specify the sender address, reply-to, and SMTP settings to ensure reliable delivery of site communications.
- [Penetration Testing](https://www.civicplus.help/municipal-websites-central/docs/penetration-testing.md): Municipal Websites Central offers biannual penetration testing and vulnerability assessments. Request a Statement of Opinion for detailed results today!
- [Reporting a Security Vulnerability](https://www.civicplus.help/municipal-websites-central/docs/reporting-a-security-vulnerability.md): Report security vulnerabilities in CivicPlus systems with detailed steps. Learn about vulnerability scans, pen tests, and common false positives.
- [Search Engine Optimization (SEO) Impact](https://www.civicplus.help/municipal-websites-central/docs/search-engine-optimization-seo-impact.md): Learn more about how Google uses HTTPS as a ranking signal when determining your site's search results ranking.
- [Secure Sockets Layer (SSL): Site Displays as Not Secure](https://www.civicplus.help/municipal-websites-central/docs/secure-sockets-layer-ssl-site-displays-as-not-secure.md): Understand why your site might show "Not Secure" when SSL isn't enforced and how to use HTTPS to check for insecure content to maintain visitor trust.
- [Secure Sockets Layer (SSL) Format](https://www.civicplus.help/municipal-websites-central/docs/secure-sockets-layer-ssl-format.md): Learn how and why CivicPlus usually obtains a PFX file from customers to process their SSL certificate requests safely.
- [Secure Sockets Layer (SSL) Security](https://www.civicplus.help/municipal-websites-central/docs/secure-sockets-layer-ssl-security.md): Learn how HTTPS ensures the security of data exchanged between your website and an end user's browser, preventing third-party access or compromise.
- [SSL Certificates for Multiple Websites or Domains](https://www.civicplus.help/municipal-websites-central/docs/ssl-certificates-for-multiple-websites-or-domains.md): Learn why each website or domain instance needs its own SSL certificate.
- [SSL Certificates Overview](https://www.civicplus.help/municipal-websites-central/docs/ssl-certificates-overview.md): Learn about SSL certificates, HTTPS benefits, and how secure connections protect your data and enhance website trustworthiness.
- [Strict-Transport-Security](https://www.civicplus.help/municipal-websites-central/docs/strict-transport-security.md): Learn more about HTTP Strict Transport Security and why CivicPlus supports it.
- [Transport Layer Socket (TLS) Support](https://www.civicplus.help/municipal-websites-central/docs/transport-layer-socket-tls-support.md): Learn what TLS (Transport Layer Socket) uses and what TLS is.
- [Types of Secure Socket Layer (SSL) Certificates](https://www.civicplus.help/municipal-websites-central/docs/types-of-secure-socket-layer-ssl-certificates.md): Learn about SSL certificate types and how CivicPlus uses only multidomain certificates for secure site coverage and flexibility.
- [Unified Communications Certificate (UCC)](https://www.civicplus.help/municipal-websites-central/docs/unified-communications-certificate-ucc.md): Learn what a Unified Communications Certificate is and why it's important to your website.
- [View Domain Information](https://www.civicplus.help/municipal-websites-central/docs/view-domain-information.md): Learn how to view your domain's information, manage SSL settings, and troubleshoot redirects for optimal site security and performance.
- [Training](https://www.civicplus.help/municipal-websites-central/docs/training.md)
- [Training Resources](https://www.civicplus.help/municipal-websites-central/docs/training-resources.md): For more training on your Municipal Websites Central site, contact your Customer Success Manager or review available resources to purchase additional training.
- [Training Resources](https://www.civicplus.help/municipal-websites-central/docs/trainingresources.md)
- [Train the Trainer](https://www.civicplus.help/municipal-websites-central/docs/train-the-trainer.md)
- [Guide to Training Your Staff on Your Website](https://www.civicplus.help/municipal-websites-central/docs/guide-to-training-your-staff-on-your-website.md): Utilize this optimized guide to train your staff on how to use your CivicPlus website.
- [Train the Trainer Resources](https://www.civicplus.help/municipal-websites-central/docs/train-the-trainer-resources.md): Utilize these handy training resources to help your staff learn how to interact and use your CivicPlus website.
- [Training Overview](https://www.civicplus.help/municipal-websites-central/docs/training-overview.md): Review supplemental resources, key UI elements, page and module basics, widget usage, and homepage management for System Administrators.
- [Reference Guides](https://www.civicplus.help/municipal-websites-central/docs/reference-guides.md): Access comprehensive Web Editing and System Administrator Reference Guides in PDF format for effective website management.
- [Training Videos](https://www.civicplus.help/municipal-websites-central/docs/training-videos.md)
- [Module Training Videos](https://www.civicplus.help/municipal-websites-central/docs/module-training-videos.md)
- [Modules | Bids](https://www.civicplus.help/municipal-websites-central/docs/modules-bids.md): Learn how the Bids Postings module lets municipalities post procurement opportunities, organize bids by category, and notify contractors.
- [Modules | Calendar](https://www.civicplus.help/municipal-websites-central/docs/modules-calendar.md): The Calendar module helps manage and post municipal events with categorized listings and Notify Me subscriptions, syncing across your site.
- [Modules | Group Administration](https://www.civicplus.help/municipal-websites-central/docs/modules-group-administration.md): Learn how the Group Administration module helps system administrators create and manage user groups to streamline website access and security.
- [Modules | Jobs](https://www.civicplus.help/municipal-websites-central/docs/modules-jobs.md): Learn how the Jobs module lets you post municipal employment opportunities, organize them by category, and connect with Notify Me for resident job alerts.
- [01 Basic | An Introductory Training to Your Website](https://www.civicplus.help/municipal-websites-central/docs/01-basic-an-introductory-training-to-your-website.md): Use this introductory video to learn the fundamentals of your website, including key terminology, tools, and the difference between front-end and back-end.
- [02 Basic | Admin Toolbar and Dashboard Training](https://www.civicplus.help/municipal-websites-central/docs/02-basic-admin-toolbar-and-dashboard-training.md): Learn how to navigate the Web Central Dashboard and its tools, how to use the Administrator Toolbar, and how to access the Help Center.
- [03 System Administrators | Website Permissions Training](https://www.civicplus.help/municipal-websites-central/docs/03-system-administrators-website-permissions-training.md): This video explains user access levels, how to add users to groups, and how to assign group permissions to pages and modules for effective site management.
- [04 Basic | Live Edit Training](https://www.civicplus.help/municipal-websites-central/docs/04-basic-live-edit-training.md): Learn how to locate, use, and toggle the Live Edit button for real-time page updates within your website.
- [05 Basic | Page Overview Training](https://www.civicplus.help/municipal-websites-central/docs/05-basic-page-overview-training.md): This video teaches how to use the live-edit toolbar on interior pages, update page settings, and properly use the save buttons for your website content.
- [06 Basic | Create a Page Training](https://www.civicplus.help/municipal-websites-central/docs/06-basic-create-a-page-training.md): Learn how to add pages and subpages, key page structure details, and the various settings available when creating interior pages for your website.
- [07 Advanced | Advanced Page Tools Training](https://www.civicplus.help/municipal-websites-central/docs/07-advanced-advanced-page-tools-training.md): Learn how to use advanced page tools, like scheduling page versions, creating pages from existing versions, and adding pop-up modals for important messages.
- [08 Basic | The Different Save Buttons Training](https://www.civicplus.help/municipal-websites-central/docs/08-basic-the-different-save-buttons-training.md): Learn the locations and differences of the Save options, plus how to use Save as Draft to create multiple page versions effectively.
- [09 Basic | Widget Overview Training](https://www.civicplus.help/municipal-websites-central/docs/09-basic-widget-overview-training.md): Learn how to add and move widgets, use the Widget Options button, and understand the difference between content and module widgets.
- [10 Basic | Editor Widget Training](https://www.civicplus.help/municipal-websites-central/docs/10-basic-editor-widget-training.md): Learn how to use the Editor widget to add and format text, images, documents, and other content with the editing toolbar.
- [11 Basic | Commonly Used Widgets Training](https://www.civicplus.help/municipal-websites-central/docs/11-basic-commonly-used-widgets-training.md): Learn about the commonly used widgets on CivicPlus websites, such as what they are, what they do, and how to use them.
- [12 Basic | Module Overview Training](https://www.civicplus.help/municipal-websites-central/docs/12-basic-module-overview-training.md): Learn how modules centralize content entry and display it across multiple pages for easier site management.
- [13 Basic | Feature Column Training](https://www.civicplus.help/municipal-websites-central/docs/13-basic-feature-column-training.md): Learn about the Feature Column, its purpose, typical content, and how to enable or disable it on interior pages.
- [14 System Administrators | Pre-Launch Checklist Walk-Through](https://www.civicplus.help/municipal-websites-central/docs/14-system-administrators-pre-launch-checklist-walk-through.md): Learn how to locate and complete the pre-launch checklist to ensure your website is ready to go live.
- [Virtual Webmaster](https://www.civicplus.help/municipal-websites-central/docs/virtual-webmaster.md)
- [Virtual Webmaster Overview](https://www.civicplus.help/municipal-websites-central/docs/virtual-webmaster-overview.md): Enhance your website with CivicPlus' Virtual Webmaster service, offering expert support for optimal engagement.
- [Virtual Webmaster Design List](https://www.civicplus.help/municipal-websites-central/docs/virtual-web-master-design-list.md): View a list of the included design items for the Virtual Webmaster service
- [Product Updates](https://www.civicplus.help/municipal-websites-central/docs/product-updates-1.md)
- [Web Central Product Updates](https://www.civicplus.help/municipal-websites-central/docs/web-central-product-updates.md): View product updates for Web Central.
- [Submit Product Feedback](https://www.civicplus.help/municipal-websites-central/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/release-notes-product-updates.md)
- [June 20, 2026 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/june-20-2026-central-release-notes.md)
- [June 6, 2026 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/june-6-2026-central-release-notes.md)
- [May 23, 2026 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/may-23-2026-central-release-notes.md)
- [May 9, 2026 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/may-9-2026-central-release-notes.md)
- [April 25, 2026 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/april-25-2026-release-notes.md): Explore the latest enhancements in accessibility and user experience, including improved News Flash links and streamlined navigation for all users.
- [April 11, 2026 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/release-notes-template.md)
- [March 28, 2026 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/march-28-2026-release-notes.md)
- [March 14, 2026 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/march-14-2026-release-notes.md)
- [February 28, 2026 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/february-28-2026-release-notes.md)
- [February 7, 2026 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/february-7-2026-release-notes.md)
- [January 10, 2026 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/january-10-2026-central-release-notes.md)
- [December 13, 2025 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/december-13-2025-central-release-notes.md)
- [November 15, 2025 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/november-15-2025-release-notes.md)
- [Web Central Launches AI-Powered Virtual Assistant](https://www.civicplus.help/municipal-websites-central/docs/web-central-launches-ai-powered-virtual-assistant.md): Introducing the Virtual Assistant for Municipal Websites Central! smarter, faster support with real-time help, self-service options, and more.
- [October 1, 2025 Release Notes](https://www.civicplus.help/municipal-websites-central/docs/october-1-2025-release-notes.md)
- [September 13, 2025 Central Release Notes](https://www.civicplus.help/municipal-websites-central/docs/september-13-2025-central-release-notes.md)
- [Product Updates](https://www.civicplus.help/municipal-websites-central/docs/product-updates.md)
- [Product Updates Announcement](https://www.civicplus.help/municipal-websites-central/docs/product-updates-announcement.md): Product updates are now included in Release Notes—follow the Release Notes section for the latest updates.
- [Accessibility | CivicMedia and Quick Links Focus Order](https://www.civicplus.help/municipal-websites-central/docs/accessibility-civicmedia-and-quick-links-focus-order.md): Improved CivicMedia and Quick Links focus order to enhance accessibility by navigating main content before sidebar menus, meeting WCAG Level A criteria.
- [Accessibility Resource Directory Focus Order for Alphabet Search Option](https://www.civicplus.help/municipal-websites-central/docs/accessibility-resource-directory-focus-order-for-alphabet-search-option.md): Added "Skip to Last" keyboard-accessible link in filter criteria for improved navigation and accessibility, meeting WCAG Level A focus order standards.
- [Accessibility | Create an Account Link / Website Sign-In Button](https://www.civicplus.help/municipal-websites-central/docs/accessibility-create-an-account-link-website-sign-in-button.md): Updated Create Account and Website Sign In elements from role=button to role=link for improved accessibility and accurate semantic meaning, meeting WCAG 1.3.1 Level A.
- [Accessibility | Main Menu](https://www.civicplus.help/municipal-websites-central/docs/accessibility-main-menu.md): Enhanced keyboard navigation for top navigation menus to display submenus on focus and enable submenu link access, improving accessibility per WCAG 2.1.1 Level A.
- [Accessibility | Previous and Next Arrows](https://www.civicplus.help/municipal-websites-central/docs/accessibility-previous-and-next-arrows.md): Updated Prev and Next elements to use role="button" for improved accessibility and compliance with WCAG 1.3.1 Level A.
- [Accessibility | Agenda Center Start and End Date Selections](https://www.civicplus.help/municipal-websites-central/docs/accessibility-agenda-center-start-and-end-date-selections.md): Enhanced Agenda Center date fields to display an accessible date picker modal on focus, improving keyboard navigation and WCAG 2.1.1 compliance.
- [Document Center Image Upload and Modify Changes](https://www.civicplus.help/municipal-websites-central/docs/document-center-image-upload-and-modify-changes.md): Streamlined image upload interface by removing Alt Text checkbox, updating date fields, aligning visibility options, and simplifying layout for improved accessibility and usability.
- [Alt Text Changes](https://www.civicplus.help/municipal-websites-central/docs/alt-text-changes.md): Alt Text field is now disabled and set to blank when "Image is Decorative" is checked to ensure accessibility compliance across Info Advanced, Facilities, and Photo Gallery.
- [Accessibility | Agenda Center Module Page](https://www.civicplus.help/municipal-websites-central/docs/accessibility-agenda-center-module-page.md): H4 tags replace H3 tags for agenda date links to maintain proper heading hierarchy and WCAG 1.3.1 compliance.
- [Accessibility | Calendar Week View Previous and Next Arrows](https://www.civicplus.help/municipal-websites-central/docs/accessibility-calendar-week-view-previous-and-next-arrows.md): Calendar week view’s Prev and Next buttons now use role=button for improved accessibility per WCAG 1.3.1 compliance.
- [Accessibility | Form Center My Forms](https://www.civicplus.help/municipal-websites-central/docs/accessibility-form-center-my-forms.md): Enhanced accessibility by removing the "My Forms" role and assigning a proper "button" role to "Select a Category" for accurate screen reader announcements.
- [Accessibility | Form Center Steps Tabs](https://www.civicplus.help/municipal-websites-central/docs/accessibility-form-center-steps-tabs.md): Improved form navigation by adding role="button" and aria-controls to each step, enabling screen readers to announce step buttons during tabbing.
- [Accessibility | Request Tracker Missing Semantic Heading](https://www.civicplus.help/municipal-websites-central/docs/accessibility-request-tracker-missing-semantic-heading.md): Replaced a div with an H1 tag for "Request Tracker" on /RequestTracker.aspx to improve semantic structure and accessibility.
- [Accessibility | Notify Me Aria Roles](https://www.civicplus.help/municipal-websites-central/docs/accessibility-notify-me-aria-roles.md): Updated ARIA roles for Available Lists (to button) and Lists Filters (to links) to enhance accessibility and semantic clarity.
- [Accessibility | Calendar List View Controls](https://www.civicplus.help/municipal-websites-central/docs/accessibility-calendar-list-view-controls.md): Calendar view tabs are now wrapped in a `<nav>` tag to improve keyboard navigation and accessibility compliance.
- [Accessibility | Module Modals](https://www.civicplus.help/municipal-websites-central/docs/accessibility-module-modals.md): Focus is now properly trapped within modals until dismissed, ensuring logical keyboard navigation and improved accessibility compliance.
- [Accessibility | Bids Remove Hidden Link](https://www.civicplus.help/municipal-websites-central/docs/accessibility-bids-remove-hidden-link.md): A hidden link was replaced with a non-interactive div to eliminate unnecessary link functionality and improve accessibility.
- [Accessibility | Calendar List View Remove Hidden Link](https://www.civicplus.help/municipal-websites-central/docs/accessibility-calendar-list-view-remove-hidden-link.md): Replaced hidden links with div tags in Calendar, Alert Center, and News Flash to improve accessibility and remove unnecessary link functionality.
- [Accessibility | Agenda Center Categories Missing Interactive Aria Role](https://www.civicplus.help/municipal-websites-central/docs/accessibility-agenda-center-categories-missing-interactive-aria-role.md): Added role="button" and aria-expanded to Category headers to ensure expanded and collapsed states are announced for improved accessibility.
- [Accessibility | List items must not be used to format text | Facilities](https://www.civicplus.help/municipal-websites-central/docs/accessibility-list-items-must-not-be-used-to-format-text-facilities.md): Replaced OL and LI elements used for text formatting with proper markup to improve consistency and accessibility across the site.
- [Accessibility | All layout tables make sense when linearized and all data tables contain a Table Header](https://www.civicplus.help/municipal-websites-central/docs/accessibility-all-layout-tables-make-sense-when-linearized-and-all-data-tables-contain-a-table-header.md): Updated layout tables for proper linearization and ensured all data tables include th elements to enhance accessibility and clarity in RSS, Jobs, News Flash, iCalendar, and Facilities modules.
- [Accessibility | All data table summaries describe navigation and structure of the table | NotifyMe®](https://www.civicplus.help/municipal-websites-central/docs/accessibility-all-data-table-summaries-describe-navigation-and-structure-of-the-table-notifyme.md): Updated data table summaries to clearly describe navigation and structure, improving accessibility compliance for notification subscription lists.
- [Accessibility | Request Tracker | Hide Decorative Icons from Assistive Technology](https://www.civicplus.help/municipal-websites-central/docs/accessibility-request-tracker-hide-decorative-icons-from-assistive-technology.md): Request Tracker form links now announce form names and hide decorative icons from assistive technology to improve navigation and accessibility.
- [Accessibility | Agenda Center | Select Category element role change to Button](https://www.civicplus.help/municipal-websites-central/docs/accessibility-agenda-center-select-category-element-role-change-to-button.md): “Select a Category” dropdown menu now includes a role="button" for improved accessibility and screen reader support.
- [Accessibility | Agenda Center | Add roles to popout](https://www.civicplus.help/municipal-websites-central/docs/accessibility-agenda-center-add-roles-to-popout.md): Accessibility enhancement adds role="button" to the Download popout menu, improving keyboard navigation with Enter, Arrow, and Esc key support.
- [Accessibility | Form Center | Inaccessible Time Selection](https://www.civicplus.help/municipal-websites-central/docs/accessibility-form-center-inaccessible-time-selection.md): Time selection fields updated for full keyboard and assistive technology accessibility to enhance form completion.
- [Accessibility Module Search](https://www.civicplus.help/municipal-websites-central/docs/accessibility-module-search.md): Module searches for Activities, Resource Directory, Agenda Center, Form Center, Calendar, and Jobs now include consistent label naming for improved accessibility compliance.
- [Accessibility | List items must not be used to format text](https://www.civicplus.help/municipal-websites-central/docs/accessibility-list-items-must-not-be-used-to-format-text.md): Updated Calendar, Jobs, RSS, and Facilities modules by replacing OL and LI elements with proper markup to enhance site clarity, consistency, and accessibility compliance.
- [Accessibility 1.3.1 | All layout tables make sense when linearized, All data tables contain th in Request Tracker](https://www.civicplus.help/municipal-websites-central/docs/accessibility-131-all-layout-tables-make-sense-when-linearized-all-data-tables-contain-th-in-request-tracker.md): Enhanced layout and data tables with improved structure and header elements to ensure better accessibility and content clarity across formats.
- [Accessibility 1.3.1 | Each label associated with an input element contains text in Document Center](https://www.civicplus.help/municipal-websites-central/docs/accessibility-131-each-label-associated-with-an-input-element-contains-text-in-document-center.md): Improved accessibility in Document Center by adding text labels to input elements and grouping related date fields with fieldset and legend for better clarity.
- [Accessibility 3.3.2 Labels or Instructions](https://www.civicplus.help/municipal-websites-central/docs/accessibility-332-labels-or-instructions.md): Updated and corrected labels for radio buttons, checkboxes, input fields, and hidden attributes across multiple modules including Notify Me, Calendar, Request Tracker, Blog, Bids, Activities, Alert Center, Resource Directory, Option Polls, Archive Center, FAQs, and Form Center to enhance accessibility.
- [Accessibility | List items | Newsflash](https://www.civicplus.help/municipal-websites-central/docs/accessibility-list-items-newsflash.md): Updated HTML markup for Ordered List and List Item elements to improve consistency and accessibility across the platform, aligned with WCAG 3.2.4 standards.
- [Accessibility | Layout Tables](https://www.civicplus.help/municipal-websites-central/docs/accessibility-layout-tables.md): Enhanced layout and data tables with proper linearization and header elements to improve accessibility and clarity in Bids and Resource Directory modules, meeting WCAG 1.3.1 standards.
- [Accessibility | Agenda Center Module | Update Time Period Option to the role button](https://www.civicplus.help/municipal-websites-central/docs/accessibility-agenda-center-module-update-time-period-option-to-the-role-button.md): Time Period dropdown options are now announced as buttons to enhance accessibility, meeting WCAG 1.3.1 standards.
- [Accessibility | Hide Video Banners on Mobile](https://www.civicplus.help/municipal-websites-central/docs/accessibility-hide-video-banners-on-mobile.md): Mobile view now displays only video thumbnails on all devices, improving accessibility with WCAG 2.2.2 compliance.
- [Accessibility | Label or Instructions | Forms](https://www.civicplus.help/municipal-websites-central/docs/accessibility-label-or-instructions-forms.md): All fields now include proper labels to meet WCAG 3.3.2 accessibility standards for clear instructions.
- [Accessibility | Update Drop Downs](https://www.civicplus.help/municipal-websites-central/docs/accessibility-update-drop-downs.md): Updated accessibility for selection and navigation with assistive technology in Agenda Center, Jobs, Activities, and Facilities modules.
- [Accessibility | Source Anchors | Jobs](https://www.civicplus.help/municipal-websites-central/docs/accessibility-source-anchors-jobs.md): Removed non-functional HTML anchor tags to improve accessibility and meet WCAG 2.2.4 Level AAA standards.
- [Accessibility | ARIA elements | Calendar](https://www.civicplus.help/municipal-websites-central/docs/accessibility-aria-elements-calendar.md): Added ARIA attributes to the Calendar module’s table element to improve accessibility and ensure WCAG 1.3.1 compliance.
- [Accessibility | Data tables | Staff Directory](https://www.civicplus.help/municipal-websites-central/docs/accessibility-data-tables-staff-directory.md): Improved table accessibility by applying scope attributes and associating cells with row and column headers for WCAG 1.3.1 compliance.
- [Accessibility | Data Table Summaries](https://www.civicplus.help/municipal-websites-central/docs/accessibility-data-table-summaries.md): Updated data table summaries across key modules to improve navigation and accessibility in compliance with WCAG 1.3.1 standards.
- [Accessibility | List items | Site Map](https://www.civicplus.help/municipal-websites-central/docs/accessibility-list-items-site-map.md): Updated list items to prevent their use for text formatting, enhancing accessibility and meeting WCAG 3.2.4 Level AA standards.
- [Folder Level Property to Hide from Document Center Module](https://www.civicplus.help/municipal-websites-central/docs/folder-level-property-to-hide-from-document-center-module.md): New “Show Folder” checkbox in Document Center lets users easily control folder and file visibility on the site and in search results.
- [Update Helper Text for "Show Folder on Module Front End" | Document Center](https://www.civicplus.help/municipal-websites-central/docs/update-helper-text-for-show-folder-on-module-front-end-document-center.md): Updated helper text for the “Show Folder on Module Front End” setting clarifies folder visibility and search behavior in Document Center.
- [Quarterly Enhancement Webinars](https://www.civicplus.help/municipal-websites-central/docs/quarterly-enhancement-webinars.md)
- [Quarter 2, 2024 Enhancement Webinar](https://www.civicplus.help/municipal-websites-central/docs/quarter-2-2024-enhancement-webinar.md): Discover the latest product enhancements and updates through our informative video and explore valuable resources on web accessibility.
- [Quarter 3, 2024 Enhancement Webinar](https://www.civicplus.help/municipal-websites-central/docs/quarter-3-2024-enhancement-webinar.md): Important update regarding the Community Voice module and resources for enhancing accessibility and community engagement.
- [Support](https://www.civicplus.help/municipal-websites-central/docs/support.md)
- [Screen Recording](https://www.civicplus.help/municipal-websites-central/docs/screen-recording.md): Learn more about free and easy-to-use screen recording options for Municipal Websites Central.
- [Browser and Device Support](https://www.civicplus.help/municipal-websites-central/docs/brower-and-device-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Contact CivicPlus Support](https://www.civicplus.help/municipal-websites-central/docs/contact-civicplus-support.md)
- [Contact Your Customer Success Manager](https://www.civicplus.help/municipal-websites-central/docs/contact-your-customer-success-manager.md): Learn how to reach out to your Customer Success Manager regarding your account, billing, or other CivicPlus solutions.
- [Information to Include in Your Support Tickets](https://www.civicplus.help/municipal-websites-central/docs/information-to-include-in-your-support-tickets.md): Learn how to effectively submit support tickets, including necessary information and how to capture screenshots for your requests.
- [Keep Residents Informed on Elections](https://www.civicplus.help/municipal-websites-central/docs/keep-residents-informed-on-elections.md): Optimize your civic website for high traffic this Election Day with essential best practices for sharing results and ensuring a smooth user experience.
- [Status Page Overview](https://www.civicplus.help/municipal-websites-central/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/municipal-websites-central/docs/view-your-support-tickets.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Site Speed](https://www.civicplus.help/municipal-websites-central/docs/site-speed.md)
- [Administrative Site Speed](https://www.civicplus.help/municipal-websites-central/docs/administrative-site-speed.md): The Site Speed Survey evaluates site loading times. If you are experiencing administrative back-end site slowness, please reach out to Support.
- [Create a HAR Format File](https://www.civicplus.help/municipal-websites-central/docs/create-a-har-format-file.md): Learn how to create a HAR file in Google Chrome to analyze page loading performance and identify potential issues.
- [Determine Your Site’s Production Domain](https://www.civicplus.help/municipal-websites-central/docs/determine-your-sites-production-domain.md): Find out more about how to determine the production domain of your website.
- [Factors That Influence Site Speed](https://www.civicplus.help/municipal-websites-central/docs/factors-that-influence-site-speed.md): Understand the factors affecting page load times on your Municipal Websites Central site and explore solutions for improving site speed.
- [Gather Relative Network Speed Information](https://www.civicplus.help/municipal-websites-central/docs/gather-relative-network-speed-information.md): Learn how to perform a bandwidth test to diagnose network-related page load time issues effectively.
- [Network Testing](https://www.civicplus.help/municipal-websites-central/docs/network-testing.md): Follow these steps to assist our Support team in diagnosing network-related site speed issues effectively.
- [Site Speed Survey](https://www.civicplus.help/municipal-websites-central/docs/site-speed-survey.md): Complete the Site Speed Survey to assist the Municipal Websites Central Support team in troubleshooting website speed issues effectively.
- [Slow Site Troubleshooting](https://www.civicplus.help/municipal-websites-central/docs/slow-site-troubleshooting.md): Learn how to troubleshoot slow loading times on your CivicPlus site with detailed steps and necessary information for support.
- [Use a Performance Test File to Gather Information (Windows)](https://www.civicplus.help/municipal-websites-central/docs/use-a-performance-test-file-to-gather-information-windows.md): Learn how to use a Performance Test File on Windows to gather information for diagnosing network-related issues.
- [Use Pathping on Windows](https://www.civicplus.help/municipal-websites-central/docs/use-pathping-on-windows.md): Learn how to use Pathping on Windows to analyze network paths and diagnose connectivity issues effectively.
- [Use Traceroute on Windows or Mac](https://www.civicplus.help/municipal-websites-central/docs/use-traceroute-on-windows-or-mac.md): Learn how to use Traceroute on Windows and Mac to analyze network paths and diagnose connectivity issues.
- [Technical Assistance](https://www.civicplus.help/municipal-websites-central/docs/technical-assistance-support.md)
- [System Log Out Issue](https://www.civicplus.help/municipal-websites-central/docs/system-log-out-issue.md): Learn about session timeouts and how to resolve logout issues by clearing your browser and DNS caches.
- [Active Directory and Organizations Sync](https://www.civicplus.help/municipal-websites-central/docs/active-directory-and-organizations-sync.md): Find resources for Active Directory and Organization syncs.
- [Alternatives to Google Images](https://www.civicplus.help/municipal-websites-central/docs/alternatives-to-google-images.md): Discover safe alternatives to using Google Images, including royalty-free sources and best practices for sourcing or creating legal images for your website.
- [Chrome HTTPS Message User Guide](https://www.civicplus.help/municipal-websites-central/docs/chrome-https-message-user-guide.md): Understand the importance of SSL certificates for secure connections and best practices for handling sensitive information with CivicPlus.
- [Chrome Will Not Update Favicon](https://www.civicplus.help/municipal-websites-central/docs/chrome-will-not-update-favicon.md): Troubleshoot and fix favicons that aren't updating on your Web Central site in Google Chrome.
- [Clear Local DNS Cache on Windows & Mac](https://www.civicplus.help/municipal-websites-central/docs/clear-local-dns-cache-on-windows-mac.md): Learn how to flush the DNS cache on Windows and Mac to resolve connectivity issues and improve network performance.
- [Clear the Google Chrome Cache](https://www.civicplus.help/municipal-websites-central/docs/clear-the-google-chrome-cache.md): Follow these steps to clear the cache in Google Chrome, ensuring a smoother browsing experience and resolving potential issues.
- [Delete My Account](https://www.civicplus.help/municipal-websites-central/docs/delete-my-account.md): Find out how to delete your account and whether to contact support or your local government.
- [Existing Account Login Troubleshooting](https://www.civicplus.help/municipal-websites-central/docs/existing-account-login-troubleshooting.md): Follow these troubleshooting steps to resolve account log-in errors for Identity Server 3 customers not using CivicPlus SSO.
- [Find Free and Safe Images on Google Images](https://www.civicplus.help/municipal-websites-central/docs/find-free-and-safe-images-on-google-images.md): Find free-to-use images with Creative Commons licenses on Google Image Search while avoiding legal issues. Always check usage rights and limitations.
- [Helpful Basic HTML](https://www.civicplus.help/municipal-websites-central/docs/helpful-basic-html.md): Learn basic HTML tags to effectively use CivicPlus products and enhance your website's content structure.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/municipal-websites-central/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Responsive Web Design](https://www.civicplus.help/municipal-websites-central/docs/responsive-web-design.md): Learn the principles of responsive web design to ensure your website adapts seamlessly across all devices for an optimal user experience.
- [Run a Broken Link Report](https://www.civicplus.help/municipal-websites-central/docs/run-a-broken-link-report.md): Learn how to run reports to help find and fix broken links on your CivicPlus website!
- [Site Requires Password Reset Every Login](https://www.civicplus.help/municipal-websites-central/docs/site-requires-password-reset-every-login.md): Learn how to resolve login issues caused by incorrect bookmarks and ensure a smooth sign-in experience on your site.
- [Stop Chrome From Automatically Opening PDF Documents](https://www.civicplus.help/municipal-websites-central/docs/stop-chrome-from-automatically-opening-pdf-documents.md): Learn how to configure Google Chrome to download PDF documents instead of opening them automatically, enhancing your browsing experience.
- [Supported Email Clients](https://www.civicplus.help/municipal-websites-central/docs/supported-email-clients.md): Discover the supported email clients for CivicPlus solutions to ensure seamless notifications and communication.
- [Supported File Types for Upload](https://www.civicplus.help/municipal-websites-central/docs/supported-file-types-for-upload.md): Explore the various file types supported for upload to your CivicPlus website solution, ensuring compatibility and functionality.
- [Supported File Types for Convert to PDF](https://www.civicplus.help/municipal-websites-central/docs/supported-file-types-for-convert-to-pdf.md): Learn more about which file types are supported for converting to PDF format.
- [Translation Tools](https://www.civicplus.help/municipal-websites-central/docs/translation-tools.md): Learn about translation tools you can use to assist in creating content for your CivicPlus website.
- [Troubleshoot Live Edit Toolbar Won't Open](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-live-edit-toolbar.md): Learn more about possible issues with Live Edit Toolbar visibility and solutions.
- [Troubleshoot ADFS Login and Group Sync Issues](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-adfs-login-and-group-sync-issues.md): Troubleshoot ADFS login and group sync issues with CivicPlus to ensure seamless user access and permissions management.
- [Troubleshoot Basic Conflict Errors](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-basic-conflict-errors.md): Learn how to troubleshoot common conflict errors in your web browser to ensure optimal website performance and user experience.
- [Troubleshoot LDAP Login and Group Syncing Issues](https://www.civicplus.help/municipal-websites-central/docs/troubleshoot-ldap-login-and-group-syncing-issues.md): Utilize these troubleshooting questions to resolve LDAP login and group syncing issues effectively with CivicPlus support.
- [Unlock or Retrieve a Password](https://www.civicplus.help/municipal-websites-central/docs/unlock-or-retrieve-a-password.md): Learn how to troubleshoot password retrieval and reset issues, including account lockouts and browser cache problems, for CivicPlus users.
- [Update Your Signature Verification Certificate](https://www.civicplus.help/municipal-websites-central/docs/update-your-signature-verification-certificate.md): Learn how to update your CivicPlus sites' Signature Verification.
- [Use befunky.com for Online Photo Editing](https://www.civicplus.help/municipal-websites-central/docs/use-befunkycom-for-online-photo-editing.md): Discover how to use BeFunky for free online photo editing, including resizing, cropping, and enhancing your images.
- [Use Live Chat](https://www.civicplus.help/municipal-websites-central/docs/use-live-chat.md): Learn how to use Live Chat to contact Support for questions and difficulties with your CivicPlus website!
- [View a Website's SSL Certificate](https://www.civicplus.help/municipal-websites-central/docs/view-a-websites-ssl-certificate.md): Learn how to view your Web Central site's SSL Certification.
- [Why Can't I See My Content?](https://www.civicplus.help/municipal-websites-central/docs/why-cant-i-see-my-content.md): Troubleshoot problems with viewing content on your CivicPlus website.
- [Using the Help Center](https://www.civicplus.help/municipal-websites-central/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/municipal-websites-central/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/municipal-websites-central/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/municipal-websites-central/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/municipal-websites-central/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/municipal-websites-central/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Municipal Websites Evolve

- [Get Started with Evolve](https://www.civicplus.help/municipal-websites-evolve/docs/getting-started.md)
- [Accessibility](https://www.civicplus.help/municipal-websites-evolve/docs/accessibility.md)
- [Accessibility](https://www.civicplus.help/municipal-websites-evolve/docs/accessibility-statements.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.2 Level AA through rigorous testing and ongoing improvements for all users.
- [Accessibility Best Practices for Content Authors](https://www.civicplus.help/municipal-websites-evolve/docs/accessibility-best-practices-for-content-authors.md): Learn best practices for creating accessible content that enhances usability, meets standards, and fosters inclusivity for all users.
- [Alternative (Alt) Text](https://www.civicplus.help/municipal-websites-evolve/docs/alternative-alt-text.md): Learn how to write effective alt text for images to ensure Americans with Disabilities Act compliance, improve accessibility, and support users with screen readers or image loading issues.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Compliance Tools and Resources](https://www.civicplus.help/municipal-websites-evolve/docs/compliance-tools-and-resources.md): Ensure your website meets ADA compliance and WCAG 2.1 standards with essential tools, tips, and resources for accessible content development.
- [Compliance Webinars](https://www.civicplus.help/municipal-websites-evolve/docs/compliance-webinars.md): Explore CivicPlus compliance webinars on web accessibility.
- [How to Make PDFs ADA Compliant](https://www.civicplus.help/municipal-websites-evolve/docs/how-to-make-pdfs-ada-compliant.md): Ensure your PDFs are ADA compliant to meet legal standards and enhance accessibility for individuals with disabilities. Learn how to make your documents compliant.
- [Mobile Responsive Tables](https://www.civicplus.help/municipal-websites-evolve/docs/mobile-responsive-tables.md): Discover how to make tables displayed on your web pages mobile responsive with an additional line of code.
- [Responsive Web Design](https://www.civicplus.help/municipal-websites-evolve/docs/responsive-web-design.md): Optimize your website for all devices with responsive design, ensuring consistent user experience across desktops, tablets, and mobiles.
- [Web Evolve Accessibility Conformance Report](https://www.civicplus.help/municipal-websites-evolve/docs/web-evolve-accessibility-conformance-report.md): CivicPlus® has completed an Accessibility Conformance Report for Municipal Websites Evolve, following VPAT® 2.5 standards to ensure Section 508 and WCAG accessibility compliance.
- [First Time Users](https://www.civicplus.help/municipal-websites-evolve/docs/general.md)
- [Absolute and Relative Links Compared](https://www.civicplus.help/municipal-websites-evolve/docs/absolute-and-relative-links-compared.md): Understand the difference between absolute and relative links, how each works, and when to use them for effective website navigation.
- [Add a Favicon to Your Site](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-favicon-to-your-site.md): Learn how to create a favicon for your website, its importance, and the requirements for optimal display in browsers and shortcuts.
- [Edit Your Profile](https://www.civicplus.help/municipal-websites-evolve/docs/edit-your-profile.md): Learn how to update your CivicPlus account settings, including changing your email, name, password, and enabling two-factor authentication.
- [Helpful Handouts](https://www.civicplus.help/municipal-websites-evolve/docs/helpful-handouts.md): Access a list of helpful CivicPlus handouts, including social media embeds, ADA PDF tips, user permissions, and online payment setup resources.
- [Pending and Submitted Status](https://www.civicplus.help/municipal-websites-evolve/docs/pending-and-submitted-status.md): Understand the difference between 'Pending' and 'Submitted' statuses, including what each status means for content publishing.
- [Toolbar Overview](https://www.civicplus.help/municipal-websites-evolve/docs/toolbar-overview.md): Learn about admin toolbar; featuring quick access to Homepage, Dashboard, Site Tools, User Settings, and Help resources to streamline website management.
- [Design Services](https://www.civicplus.help/municipal-websites-evolve/docs/design-services.md)
- [Online Presence Guide](https://www.civicplus.help/municipal-websites-evolve/docs/online-presence-guide.md): Explore the CivicPlus Online Presence Guide designed to help local governments enhance their digital identity before a website redesign.
- [DNS (Domain Name System)](https://www.civicplus.help/municipal-websites-evolve/docs/dns.md)
- [Acquire a New Domain Name](https://www.civicplus.help/municipal-websites-evolve/docs/acquire-a-new-domain-name.md): Choose the best method to acquire your CivicPlus domain name and manage DNS control effectively. Learn about your options and requirements here.
- [Add a New Domain to My Website](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-new-domain-to-my-website.md): Learn what it means to host your own DNS and how to manage domain additions.
- [CivicPlus 'Coming Soon' Page](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-coming-soon-page.md): Understand how Internet Information Services (IIS) bindings affect site access and why a 'Coming Soon' page may appear.
- [Contacts in Domain Registration](https://www.civicplus.help/municipal-websites-evolve/docs/contacts-in-domain-registration.md): Transfer domain control to CivicPlus with clear roles for Registrant, Administrative, Technical, and Billing Contacts, managed by GoDaddy.
- [Create a Google Webmaster Account](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-google-webmaster-account.md): Learn how to create and manage a Google Webmaster (Search Console) account to verify website ownership, submit sitemaps, and improve your site's SEO visibility.
- [DNS Overview](https://www.civicplus.help/municipal-websites-evolve/docs/dns-overview.md): Learn how DNS translates your domain name to an IP address, enabling web traffic routing, mail servers, and host aliases for your site.
- [DNS Information for Go-Live](https://www.civicplus.help/municipal-websites-evolve/docs/dns-information-for-go-live.md): Learn about domain names, DNS, and the process of transferring your CivicPlus site’s domain registration and DNS records for a seamless launch.
- [DNS Propagation](https://www.civicplus.help/municipal-websites-evolve/docs/dns-propagation.md): Learn how DNS propagation works, why it can take 24-48 hours to complete, and how changes to your domain's DNS records affect site visibility during this period.
- [DNS Zone Transfer](https://www.civicplus.help/municipal-websites-evolve/docs/dns-zone-transfer.md): Learn what a DNS zone transfer is, how it propagates DNS zone changes across servers, and why it matters for domain stability and redundancy.
- [Domain Registrar](https://www.civicplus.help/municipal-websites-evolve/docs/domain-registrar.md): Learn what a domain registrar is and why choosing the right registrar matters for domain management and control.
- [Find My DNS Provider](https://www.civicplus.help/municipal-websites-evolve/docs/find-my-dns-provider.md): Learn how to check your domain’s DNS records using MXToolbox. Follow simple steps to view and verify your domain name settings quickly.
- [Find My DNS Records](https://www.civicplus.help/municipal-websites-evolve/docs/find-my-dns-records.md): Discover the best way to retrieve your DNS records by contacting your provider directly, and learn why it's more reliable than using online tools.
- [Find My Registrar](https://www.civicplus.help/municipal-websites-evolve/docs/find-my-registrar.md): Learn how to identify your domain registrar using a WHOIS lookup and understand the impact of privacy protection on domain information visibility
- [GoDaddy to GoDaddy Account Transfer](https://www.civicplus.help/municipal-websites-evolve/docs/godaddy-to-godaddy-account-transfer.md): Follow step-by-step instructions to transfer your domain from GoDaddy to CivicPlus, including account details, contact info settings, and approval process.
- [Make Changes DNS Hosted by CivicPlus](https://www.civicplus.help/municipal-websites-evolve/docs/make-changes-dns-hosted-by-civicplus.md): CivicPlus customers must contact Support to request DNS record changes. Learn how to submit changes and what to expect from the process.
- [Request a DNS Change](https://www.civicplus.help/municipal-websites-evolve/docs/request-a-dns-change.md): Learn how to request DNS changes through CivicPlus, including turnaround times, user permissions, and support contact options.
- [SSL Certificates Overview](https://www.civicplus.help/municipal-websites-evolve/docs/ssl-certificates-overview.md): Learn about SSL certificates, HTTPS security, and the benefits of custom SSL for CivicPlus websites to enhance trust and improve SEO.
- [Take My Site Live](https://www.civicplus.help/municipal-websites-evolve/docs/take-my-site-live.md): Learn how to log into your DNS name servers, edit A records, and manage propagation delays for a smooth site launch. Changes may take up to 48 hours.
- [Transfer a .gov to CivicPlus](https://www.civicplus.help/municipal-websites-evolve/docs/transfer-a-gov-to-civicplus.md): Understand CivicPlus policies for .gov, .us, and subdomain registrations, including guidance on domain management, restrictions, and support options.
- [Transfer a Domain Name](https://www.civicplus.help/municipal-websites-evolve/docs/transfer-a-domain-name.md): Learn how to transfer your domain name to CivicPlus, including steps to unlock the domain, cancel private registration, and provide the authorization code.
- [Transfer Both DNS and Domain](https://www.civicplus.help/municipal-websites-evolve/docs/transfer-both-dns-and-domain.md): Follow this guide to prepare your website for launch, including exporting DNS records, updating name servers, and transferring your domain to CivicPlus
- [Verify Ownership of Your Site on Google Webmaster](https://www.civicplus.help/municipal-websites-evolve/docs/verify-ownership-of-your-site-on-google-webmaster.md): Learn how to set up and verify your Google Webmaster account to manage SEO, request re-indexing, and improve your website’s visibility in Google search results.
- [Integrations](https://www.civicplus.help/municipal-websites-evolve/docs/integrations.md)
- [AI Content Advisor](https://www.civicplus.help/municipal-websites-evolve/docs/ai-content-advisor.md)
- [AI Content Advisor Overview](https://www.civicplus.help/municipal-websites-evolve/docs/ai-content-advisor-overview.md): Optimize your local government content with AI Content Advisor, enhancing SEO and AEO for better visibility and trustworthiness in search results.
- [About the AI Content Advisor Stale Content Report](https://www.civicplus.help/municipal-websites-evolve/docs/about-the-ai-content-advisor-stale-content-report.md): Keep your website accurate and trustworthy with the Stale Content Report, ensuring timely reviews of outdated pages for optimal public information.
- [AI Content Advisor FAQs](https://www.civicplus.help/municipal-websites-evolve/docs/ai-content-advisor-faqs.md): Learn about AI Content Advisor, a tool for local governments that enhances website content, improves SEO, and identifies outdated information effortlessly.
- [Configure AI Content Advisor Permissions in Evolve](https://www.civicplus.help/municipal-websites-evolve/docs/configure-ai-content-advisor-permissions-in-evolve.md): Learn how to enable the Content Advisor site permissions in Web Evolve.
- [Review AI Content Advisor SEO and AEO Recommendations](https://www.civicplus.help/municipal-websites-evolve/docs/review-ai-content-advisor-seo-aeo-recommendations.md): Learn how to review AI Content Advisor’s SEO and AEO recommendations to improve your content’s visibility in search results and AI tools.
- [Review the AI Content Advisor Stale Content Report](https://www.civicplus.help/municipal-websites-evolve/docs/review-the-ai-content-advisor-stale-content-report.md): Optimize your content strategy with the AI Content Advisor's Stale Content Report, helping you identify and manage outdated pages effectively.
- [AudioEye ADA Partnership](https://www.civicplus.help/municipal-websites-evolve/docs/audioeye-ada-partnership.md)
- [Accessibility Scan Provider](https://www.civicplus.help/municipal-websites-evolve/docs/accessibility-scan-provider.md): CivicPlus partners exclusively with AudioEye to ensure ADA website accessibility and offers complimentary scans to support compliance for all customers.
- [ADA Compliance Overview](https://www.civicplus.help/municipal-websites-evolve/docs/ada-compliance-overview.md): Explore the Americans with Disabilities Act (ADA) and its impact on disability rights, including Title II, Title III, and the Rehabilitation Act of 1973.
- [AudioEye After Certification](https://www.civicplus.help/municipal-websites-evolve/docs/audioeye-after-certification.md): Maintain ADA compliance as your website evolves with AudioEye's ongoing accessibility monitoring and support tools for digital inclusion
- [AudioEye Community Marketing Materials](https://www.civicplus.help/municipal-websites-evolve/docs/audioeye-community-marketing-materials.md): View resident-facing marketing templates and resources for AudioEye.
- [AudioEye Partnership](https://www.civicplus.help/municipal-websites-evolve/docs/audioeye-partnership.md): AudioEye enhances digital accessibility with innovative tools, ensuring compliance and an inclusive experience for all users, including those with disabilities.
- [Common Misconceptions About Accessibility](https://www.civicplus.help/municipal-websites-evolve/docs/common-misconceptions-about-accessibility.md): Uncover common misconceptions about accessibility and technology, and learn how AudioEye enhances digital access for all, ensuring compliance and usability.
- [Digital Accessibility Compliance](https://www.civicplus.help/municipal-websites-evolve/docs/digital-accessibility-compliance.md): Learn about digital accessibility, compliance, and conformance under the ADA, ensuring equal access for individuals with disabilities online.
- [Digital Accessibility Definition and Importance](https://www.civicplus.help/municipal-websites-evolve/docs/digital-accessibility-definition-and-importance.md): Learn the importance of digital accessibility under ADA and how AudioEye helps provide equal access to online content for individuals with disabilities.
- [Disability Definition](https://www.civicplus.help/municipal-websites-evolve/docs/disability-definition.md): Learn what "disability" means, including how physical or mental conditions may limit daily activities and how the term applies to different situations.
- [CivicPlus Agent](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-agent.md)
- [Create & Manage a CivicPlus Agent](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-civicplus-agent.md): Learn how to create a resident agent for your site.
- [Configure the CivicPlus Agent Knowledge Base](https://www.civicplus.help/municipal-websites-evolve/docs/configure-the-civicplus-agent-knowledge-base.md): Learn how to customize the sources of knowledge for the CivicPlus Agent.
- [Embed CivicPlus Agent on Web Evolve](https://www.civicplus.help/municipal-websites-evolve/docs/embed-civicplus-agent-on-web-evolve.md): Learn how to generate embed codes for agents, configure display URLs, and ensure seamless integration on your website with our step-by-step guide.
- [Review Resident Conversations for an Agent](https://www.civicplus.help/municipal-websites-evolve/docs/review-resident-conversations-for-an-agent.md): View the converations resident users have had with your CivicPlus Agent.
- [Test Your CivicPlus Agent](https://www.civicplus.help/municipal-websites-evolve/docs/test-your-civicplus-agent.md): Learn how to test how your CivicPlus Agent is working.
- [CivicPlus Video](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-video.md)
- [CivicPlus Video Overview](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-video-overview.md)
- [Add & Manage Channels](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-channels.md)
- [Add & Manage Video Categories](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-video-categories.md)
- [Add & Manage Videos](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-videos.md)
- [Manage Captions](https://www.civicplus.help/municipal-websites-evolve/docs/manage-captions.md)
- [Manage CivicPlus Video Profile](https://www.civicplus.help/municipal-websites-evolve/docs/manage-civicplus-video-profile.md)
- [Search CivicPlus Video](https://www.civicplus.help/municipal-websites-evolve/docs/search-civicplus-video.md)
- [Share & Embed Videos](https://www.civicplus.help/municipal-websites-evolve/docs/share-embed-videos.md)
- [Stream Live with RTMP Broadcaster](https://www.civicplus.help/municipal-websites-evolve/docs/stream-live-with-rtmp-broadcaster.md): Learn how to set up a CivicPlus Video stream using the RTMP URL.
- [Stream Live from Browser with Go Live](https://www.civicplus.help/municipal-websites-evolve/docs/stream-live-from-browser-with-go-live.md)
- [View Storage Usage](https://www.civicplus.help/municipal-websites-evolve/docs/view-storage-usage.md)
- [View Video Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/view-video-analytics.md)
- [Zoom Go Live Integration](https://www.civicplus.help/municipal-websites-evolve/docs/zoom-go-live-integration.md)
- [HCMS APIs](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-apis.md)
- [HCMS API Guide](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-api-guide.md)
- [Access HCMS API Documentation](https://www.civicplus.help/municipal-websites-evolve/docs/access-hcms-api-documentation.md): This article will show you how to access the API documentation for your HCMS.
- [Connect to the HCMS Using Postman](https://www.civicplus.help/municipal-websites-evolve/docs/connect-to-the-hcms-using-postman.md): This is a quick overview of making initial API requests using Postman.
- [Integrate with the HCMS: Authenticate and Use Your Token in Subsequent Requests](https://www.civicplus.help/municipal-websites-evolve/docs/integrate-with-the-hcms-authenticate-and-use-your-token-in-subsequent-requests.md): Learn how to integrate HCMS by granting access, using tokens, and creating content items with our step-by-step guide and API documentation.
- [HCMS Clients](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-clients.md)
- [Add & Manage Clients](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-clients.md): Authenticate HCMS integrations securely with unique Client IDs and Secrets. Learn best practices for managing access and ensuring security.
- [Use a Client to Connect to the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/use-a-client-to-connect-to-the-hcms.md): Use a Client to connect to the HCMS.
- [Integration Hub](https://www.civicplus.help/municipal-websites-evolve/docs/integration-hub.md)
- [About the Integration Hub](https://www.civicplus.help/municipal-websites-evolve/docs/about-the-integration-hub.md): Learn about the Integration Hub.
- [Integration Hub Startup Process](https://www.civicplus.help/municipal-websites-evolve/docs/integration-hub-startup-process.md): Learn how to get started with the Integration Hub.
- [Add HCMS Application Credentials](https://www.civicplus.help/municipal-websites-evolve/docs/add-hcms-application-credentials.md): The Staff Portal service supports the storage and access of Application Credentials for the HCMS.
- [Create & Manage Simple Integrations](https://www.civicplus.help/municipal-websites-evolve/docs/create-manage-simple-integrations.md): Simple integrations have a single trigger and action and should be used when you want to sync data.
- [HCMS Integrations Guide](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-integrations-guide.md): Integrations can be set up between the HCMS and a supported CivicPlus product or third party in order to send data to the selected product.
- [Integration Hub Applications Credentials](https://www.civicplus.help/municipal-websites-evolve/docs/integration-hub-applications-credentials.md)
- [Integration Hub Event Log](https://www.civicplus.help/municipal-websites-evolve/docs/integration-hub-event-log.md): The Integration Event Log allows users to see the status and details for each run of their integration.
- [Integration Hub Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/integration-hub-permissions.md): Organization Owners have full access to the Integration Hub automatically and Groups from CivicPlus Organizations can also be assigned permissions.
- [Mass Notification Alerts to HCMS / Web Evolve Integration](https://www.civicplus.help/municipal-websites-evolve/docs/mass-notification-alerts-to-hcms-web-evolve-integration.md): This article walks through how to set up an integration between the Mass Notification System (formerly CivicReady) and the HCMS in Integration Hub.
- [Manual Import as a Trigger](https://www.civicplus.help/municipal-websites-evolve/docs/manual-import-as-a-trigger.md): Learn how to use the Manual Import trigger to import CSV, JSON, or ICS files into CivicPlus products.
- [Polling for CSV, ICS, JSON, and XML as a Trigger](https://www.civicplus.help/municipal-websites-evolve/docs/polling-for-csv-ics-json-and-xml-as-a-trigger.md): Integration Hub supports polling integrations for CSV, ICS, JSON, and XML.
- [Sync HCMS Files to Web Central Document Center Integration](https://www.civicplus.help/municipal-websites-evolve/docs/sync-hcms-files-to-web-central-document-center-integration.md): You can set up an integration to have a file created automatically in the Web Central Document Center when an asset is created or published in the HCMS / Web Evolve.
- [Troubleshoot an Integration in Integration Hub](https://www.civicplus.help/municipal-websites-evolve/docs/troubleshoot-an-integration-in-integration-hub.md): Learn how to troubleshoot issues with an integration.
- [Notifications Admin ](https://www.civicplus.help/municipal-websites-evolve/docs/notifications-admin.md)
- [Notifications Administration](https://www.civicplus.help/municipal-websites-evolve/docs/notifications-administration.md)
- [Notifications Admin Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/notifications-admin-permissions.md): Learn about the permissions levels in Notifications Admin.
- [Manage Notifications Templates](https://www.civicplus.help/municipal-websites-evolve/docs/manage-notifications-templates.md): Organization Owners can customize the Header and Footer that appears on email notifications.
- [Notifications Settings](https://www.civicplus.help/municipal-websites-evolve/docs/notifications-settings.md): Organization Owners can update the default settings for Sender Name, Reply Email Address, and Send Time.
- [View the Notifications History Log](https://www.civicplus.help/municipal-websites-evolve/docs/view-the-notifications-history-log.md): The History Log provides transparency on activities performed by administrative users.
- [Sent & Pending Messages](https://www.civicplus.help/municipal-websites-evolve/docs/sent-pending-messages.md)
- [Email Sending Timeframes](https://www.civicplus.help/municipal-websites-evolve/docs/email-sending-timeframes.md): Learn about the email sending timeframes for Notifications Admin.
- [Pending Messages](https://www.civicplus.help/municipal-websites-evolve/docs/pending-messages.md): Manage your notifications effectively by modifying or canceling pending messages in the Notifications Admin site.
- [Sending Notifications in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/sending-notifications-in-the-hcms.md): When content is added or modified in the HCMS or in Web Evolve, users will be able to configure the notifications sent.
- [View Bounced Emails](https://www.civicplus.help/municipal-websites-evolve/docs/view-bounced-emails.md): Learn how to manage bounced emails in Notifications Admin.
- [View Sent Messages & Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/view-sent-messages-analytics.md): Access the global Sent Messages listing to view email previews, statistics, and recipient activity for all messages sent in your organization.
- [Subscribers](https://www.civicplus.help/municipal-websites-evolve/docs/subscribers.md)
- [Subscribers Overview](https://www.civicplus.help/municipal-websites-evolve/docs/subscribers-overview.md): Learn how to manage the subscribers in your Notifications Admin application.
- [Suppressed Subscribers](https://www.civicplus.help/municipal-websites-evolve/docs/suppressed-subscribers.md): Typically, users will be added to this list when they have reported message(s) as Spam, but this can happen for other reasons such as an error message being returned or invalid recipient information.
- [View Subscriber Details](https://www.civicplus.help/municipal-websites-evolve/docs/view-subscriber-details.md): View contact information and other details for a subscriber.
- [Subscription Lists](https://www.civicplus.help/municipal-websites-evolve/docs/subscription-lists.md)
- [Subscription Lists Overview](https://www.civicplus.help/municipal-websites-evolve/docs/subscription-lists-overview.md): All users with permission to Notifications will be able to manage all lists and all subscribers to those lists.
- [Add a Subscriber to a List](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-subscriber-to-a-list.md): Learn how to add a subscriber to a list.
- [Create & Manage Subscription Lists](https://www.civicplus.help/municipal-websites-evolve/docs/create-manage-subscription-lists.md): Learn to create a Subscription List in Notifications Admin, including unique names, descriptions, and SMS options for effective user engagement.
- [Create an Internal-Only Subscription List](https://www.civicplus.help/municipal-websites-evolve/docs/create-an-internal-only-subscription-list.md): Learn to create an Internal-Only Subscription List in Notifications Admin, ensuring privacy for your organization while managing subscriptions effectively.
- [Import & Manage Subscribers](https://www.civicplus.help/municipal-websites-evolve/docs/import-manage-subscribers.md): Learn how to import, view, and remove subscribers in Notifications Admin with our step-by-step guide on managing your subscription lists effectively.
- [Modify Subscription List Header & Footer](https://www.civicplus.help/municipal-websites-evolve/docs/modify-subscription-list-header-footer.md): Learn how to modify the header and footer for subscription lists.
- [Welcome & Verification Emails for Subscription Lists](https://www.civicplus.help/municipal-websites-evolve/docs/welcome-verification-emails-for-subscription-lists.md): Users will receive a Welcome email the first time they subscribe to a Notification list for an Organization.
- [Online Code Hosting](https://www.civicplus.help/municipal-websites-evolve/docs/online-code-hosting.md)
- [Online Code Hosting & Web Evolve Search Integration](https://www.civicplus.help/municipal-websites-evolve/docs/online-code-hosting-web-evolve-search-integration.md): Learn how to use the Online Code Hosting to Municipal Websites Evolve Search Results Integration.
- [Process Automation and Digital Services](https://www.civicplus.help/municipal-websites-evolve/docs/civicoptimize-forms.md)
- [Edit a Form for Your Website](https://www.civicplus.help/municipal-websites-evolve/docs/edit-a-form-for-your-website.md): Learn how to edit web forms; design, add or modify fields, and manage submission settings for a better user experience and functionality.
- [Embed a Form on Your Website](https://www.civicplus.help/municipal-websites-evolve/docs/embed-a-form-on-your-website.md): Learn how to embed a form using a Custom HTML widget on your site to maintain a seamless and branded user experience.
- [HCMS + Process Automation Integration](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-process-automation-integration.md): Integrate your HCMS with Process Automation and Digital Services to manage CivicPlus content seamlessly. Learn setup, limitations, and best practices.
- [Link a Form to Your Website](https://www.civicplus.help/municipal-websites-evolve/docs/link-a-form-to-your-website.md): Learn how to link forms powered by Process Automation and Digital Services to content on your site for easy public access
- [Resident Portal](https://www.civicplus.help/municipal-websites-evolve/docs/resident-portal.md)
- [About the Resident Portal](https://www.civicplus.help/municipal-websites-evolve/docs/about-the-resident-portal.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [Create and Manage Resident Portal Links](https://www.civicplus.help/municipal-websites-evolve/docs/create-and-manage-resident-portal-links.md): Learn to manage links in your Resident Portal, directing residents to vital community resources with easy steps for adding, featuring, and removing links.
- [Directing Website Traffic to the Resident Portal](https://www.civicplus.help/municipal-websites-evolve/docs/directing-website-traffic-to-the-resident-portal.md): Learn how to direct traffic to your Resident Portal site. Save time by creating new (or redirecting existing) links to load specific pages within your Resident Portal.
- [Filter and Search Forms in the Resident Portal](https://www.civicplus.help/municipal-websites-evolve/docs/filter-and-search-forms-in-the-resident-portal.md): Learn how to view forms in the Resident Portal.
- [Manage Your Notifications in the Resident Portal](https://www.civicplus.help/municipal-websites-evolve/docs/manage-your-notifications-in-the-resident-portal.md): Manage your email and SMS notifications easily through the Resident Portal. Subscribe, unsubscribe, and customize your contact info with ease!
- [Resident Portal Forms Settings](https://www.civicplus.help/municipal-websites-evolve/docs/resident-portal-forms-settings.md): Manage your Resident Portal forms effortlessly with automatic syncing, visibility options, and third-party links. Streamline your form management today!
- [Resident Portal Navigation Settings](https://www.civicplus.help/municipal-websites-evolve/docs/resident-portal-navigation-settings.md): Customize your Resident Portal navigation with ease: manage visibility, edit icons, and add descriptions for a tailored user experience.
- [Resident Portal Notifications Settings](https://www.civicplus.help/municipal-websites-evolve/docs/resident-portal-notifications-settings.md): Manage your Resident Portal with ease! Customize notifications, add links, and feature lists to enhance user experience and engagement.
- [Resident Portal Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/resident-portal-permissions.md): Learn how to assign permission access to the Resident Portal.
- [Share a Link to a Filtered Notifications List](https://www.civicplus.help/municipal-websites-evolve/docs/share-a-link-to-a-filtered-notifications-list.md): Learn how to share a link to a Notifications list.
- [View & Manage Your Resident Portal Dashboard](https://www.civicplus.help/municipal-websites-evolve/docs/view-manage-your-resident-portal-dashboard.md): Find out more about how the Dashboard in the Resident Portal can be customized by favoriting links or forms for easy access to frequently used items as well as displaying Notification lists you are subscribed to.
- [SeeClickFix 311 CRM](https://www.civicplus.help/municipal-websites-evolve/docs/seeclickfix-integration.md)
- [Embed the SCF Reporting Portal on Your Evolve Site](https://www.civicplus.help/municipal-websites-evolve/docs/embed-the-scf-reporting-portal-on-your-evolve-site.md): Learn how to embed the SeeClickFix Reporting Portal on your website using a Custom HTML widget, and ensure SSL is enabled for proper display.
- [Marketing Material](https://www.civicplus.help/municipal-websites-evolve/docs/marketing-material.md)
- [Municipal Websites Community Marketing Materials](https://www.civicplus.help/municipal-websites-evolve/docs/municipal-websites-community-marketing-materials.md): Boost your online presence with website marketing materials designed to attract, engage, and convert visitors.
- [Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/permissions.md)
- [Permissions Levels Guide](https://www.civicplus.help/municipal-websites-evolve/docs/permissions-levels-guide.md): Learn how Web Evolve user permissions work, from Organization Owner to Reader, and understand roles in managing pages, widgets, and site tools.
- [5 Steps to Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/5-steps-to-permissions.md): Learn to set up organization permissions, HCMS groups, and front-end site access for effective content management in Web Evolve.
- [Manage Group Permissions in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/manage-group-permissions.md): Learn how to manage which features Groups have access to in your HCMS.
- [Permission Sets in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/permission-sets-in-the-hcms.md)
- [Add & Manage Permission Sets](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-permission-sets.md): This article will show you how to create and manage Permission Sets in the HCMS.
- [Assign Permission Sets to Groups and Clients](https://www.civicplus.help/municipal-websites-evolve/docs/assign-permission-sets-to-groups-and-clients.md): This article will show you how to assign roles to Groups and Clients within a Permission Set to define what access they should have to content or assets within the HCMS and Web Evolve.
- [Roles in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/roles-in-the-hcms.md)
- [HCMS Roles Overview](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-roles-overview.md): Roles add further specificity and customization options to permissions.
- [Create & Manage Custom Roles](https://www.civicplus.help/municipal-websites-evolve/docs/create-manage-custom-roles.md): This article will show you how to create a new custom Role.
- [Permissions for Roles](https://www.civicplus.help/municipal-websites-evolve/docs/permissions-for-roles.md): When you Create a Custom Role, you must add Permissions.
- [Roles Activity Log](https://www.civicplus.help/municipal-websites-evolve/docs/roles-activity-log.md): Roles have an Activity Log that shows actions, the user who performed the action, and when the action was performed.
- [Redesigns](https://www.civicplus.help/municipal-websites-evolve/docs/redesign.md)
- [Launch Preparation Checklist](https://www.civicplus.help/municipal-websites-evolve/docs/launch-preparation-checklist.md): Explore key resources to help you prepare for a website redesign, including best practices, planning tips, and helpful articles to guide your process.
- [Prepare Content for Migration](https://www.civicplus.help/municipal-websites-evolve/docs/prepare-content-for-migration.md): Learn what to review and update before migrating to your new site, including contact info, board members, policies, and outdated content.
- [Redesigns](https://www.civicplus.help/municipal-websites-evolve/docs/redesigns.md): Explore redesign options in Web Evolve; learn the process, design best practices, and how to plan site changes for improved aesthetics and usability.
- [Single Sign-On & Accounts](https://www.civicplus.help/municipal-websites-evolve/docs/single-sign-on-accounts.md)
- [Single Sign-On Guide](https://www.civicplus.help/municipal-websites-evolve/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Add and Manage Your Phone Number in the Platform](https://www.civicplus.help/municipal-websites-evolve/docs/add-and-manage-your-phone-number-in-the-platform.md): Add or edit the phone numbers for your account.
- [AI Policy Agreement](https://www.civicplus.help/municipal-websites-evolve/docs/ai-policy-agreement.md): CivicPlus ensures AI feature compliance with a one-time acknowledgement. Manage your agreement easily through the CivicPlus Account Service.
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/municipal-websites-evolve/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/municipal-websites-evolve/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/municipal-websites-evolve/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Create a Single Sign-On Account](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Expired Verification Email](https://www.civicplus.help/municipal-websites-evolve/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/municipal-websites-evolve/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/municipal-websites-evolve/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/municipal-websites-evolve/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Locked Out](https://www.civicplus.help/municipal-websites-evolve/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/municipal-websites-evolve/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/municipal-websites-evolve/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/municipal-websites-evolve/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Sign In to the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/sign-in-to-the-hcms.md): Learn how to sign in to the HCMS.
- [Sign In to Your Site](https://www.civicplus.help/municipal-websites-evolve/docs/sign-in-to-your-site.md): Learn how staff users can sign in to your site using CivicPlus SSO or a custom identity provider, with step-by-step login instructions.
- [Two-Factor Sign-In](https://www.civicplus.help/municipal-websites-evolve/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Social Media](https://www.civicplus.help/municipal-websites-evolve/docs/social-media.md)
- [Obtain YouTube Embed Code](https://www.civicplus.help/municipal-websites-evolve/docs/obtain-youtube-embed-code.md): Learn how to embed YouTube videos on your website using the Custom HTML Widget.
- [Retrieve the X (formerly Twitter) Feed Embed Code](https://www.civicplus.help/municipal-websites-evolve/docs/retrieve-the-x-formerly-twitter-feed-embed-code.md): Follow these steps to embed your X (formerly Twitter) feed into your website using the Custom HTML Widget.
- [Social Media Best Practices](https://www.civicplus.help/municipal-websites-evolve/docs/social-media-best-practices.md): Learn how local governments can effectively use social media to engage residents.
- [Pages](https://www.civicplus.help/municipal-websites-evolve/docs/pages.md)
- [Content Pages, Linked Pages, and Versions](https://www.civicplus.help/municipal-websites-evolve/docs/content-pages-linked-pages-and-versions.md): Learn how to manage page versions, link pages, and add widgets effectively for optimal content visibility and user navigation on your website.
- [Automatically Generated OpenGraph Tags](https://www.civicplus.help/municipal-websites-evolve/docs/automatically-generated-opengraph-tags.md): Learn more about using OpenGraph Tags on your Evolve site!
- [Best Practices](https://www.civicplus.help/municipal-websites-evolve/docs/best-practices.md)
- [Copyright Notices](https://www.civicplus.help/municipal-websites-evolve/docs/copyright-notices.md): Learn why displaying a copyright notice on your government website is important and how best to implement it following CivicPlus and industry best practices.
- [Editing and Formatting Best Practices](https://www.civicplus.help/municipal-websites-evolve/docs/editing-and-formatting-best-practices.md): Learn best practices for consistent website formatting, navigation, and accessibility to improve user experience and ensure residents find what they need quickly.
- [Entry Pages Best Practice](https://www.civicplus.help/municipal-websites-evolve/docs/entry-pages-best-practice.md): Ensure consistent department pages by including key info like contact details, hours, and FAQs—helping residents find answers easily and reducing support calls."
- [Image and Slideshow Best Practices](https://www.civicplus.help/municipal-websites-evolve/docs/image-and-slideshow-best-practices.md): Optimize your website's images for responsive design with best practices on size, alt text, and slideshow management to enhance usability across devices.
- [Keep Content Consistent](https://www.civicplus.help/municipal-websites-evolve/docs/keep-content-consistent.md): Discover web content best practices like repeating key tasks across pages and using internal links to reduce duplicate information for easier site maintenance
- [Naming Conventions Best Practices](https://www.civicplus.help/municipal-websites-evolve/docs/naming-conventions-best-practices.md): Learn best practices for file name conventions, ensuring intuitive, simple, and short names for easy navigation and optimal functionality.
- [Search Engine Optimization Tips](https://www.civicplus.help/municipal-websites-evolve/docs/search-engine-optimization-tips.md): Optimize your site with unique titles, accurate meta descriptions, and keyword-rich content to enhance SEO and improve search visibility.
- [When to Set Links to Open in the Same or a New Window](https://www.civicplus.help/municipal-websites-evolve/docs/when-to-set-links-to-open-in-the-same-or-a-new-window.md): Learn best practices for when website links should open in the same tab or a new window, improving user experience and navigation.
- [Page Scrolling](https://www.civicplus.help/municipal-websites-evolve/docs/page-scrolling.md): Discover best practices for using scrolling on web pages, including how to prioritize key content for users across all devices
- [Intranet](https://www.civicplus.help/municipal-websites-evolve/docs/intranet.md)
- [Build an Intranet Section on Your Site](https://www.civicplus.help/municipal-websites-evolve/docs/build-an-intranet-section-on-your-site.md): Learn how to create a secure intranet section on your CivicPlus site with password-protected pages accessible only to specific user groups.
- [Create an Intranet Homepage](https://www.civicplus.help/municipal-websites-evolve/docs/create-an-intranet-homepage.md): Learn how to set permissions for intranet subpages, ensuring proper access control without affecting homepage settings. Ideal for System Administrators.
- [Make Your Entire Site an Intranet](https://www.civicplus.help/municipal-websites-evolve/docs/make-your-entire-site-an-intranet.md): Learn how to convert your CivicPlus site into a secure intranet by enabling site-wide sign-in requirements for authorized users only.
- [Set Up Intranet Content Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/set-up-intranet-content-permissions.md): Set up intranet access in CivicPlus by creating user groups and permission sets in HCMS. Follow step-by-step guidance for secure, internal content management.
- [Layout](https://www.civicplus.help/municipal-websites-evolve/docs/layout.md)
- [Add Images to a Banner](https://www.civicplus.help/municipal-websites-evolve/docs/add-images-to-a-banner.md): Learn how to add images to your website banner using the Banner Options tool. Follow step-by-step instructions for selecting and linking image assets.
- [Edit Banners and Logos for a Theme](https://www.civicplus.help/municipal-websites-evolve/docs/edit-banners-and-logos-for-a-theme.md): Learn how to configure banners and logos for your theme, including options for static, refreshing, slideshow, and video modes.
- [Manage a Page's Layout and Theme](https://www.civicplus.help/municipal-websites-evolve/docs/manage-a-pages-layout-and-theme.md): Learn how to customize your page layout, theme, and banner settings using the Layout tab in your site's Page settings
- [Delete an Image from a Banner](https://www.civicplus.help/municipal-websites-evolve/docs/delete-an-image-from-a-banner.md): Step-by-step guide on how to remove an image from a banner using the Theme Manager in your site's Style tab.
- [Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/navigation.md)
- [Accordion Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/accordion-navigation.md): Discover Municipal Websites Evolve's vertical expansion navigation for Secondary Navigation menus. This user-friendly method expands subpage links vertically, enhancing accessibility. Contact your Client Success Manager to enable this premium feature.
- [Add a Mega Menu Item (Global Navigation)](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-global-navigation-item-mega-menu.md): Learn how to add a Mega Menu item to your site with step-by-step instructions for System Administrators and Owners. Enhance your navigation today!
- [Add a Pages Widget to a Mega Menu](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-pages-widget-to-a-mega-menu.md): Learn how to add a Pages widget to your mega menu to expand or restore site navigation using your site's sitemap structure.
- [Add a Subpage to a Page's Secondary Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-subpage-to-a-pages-secondary-navigation.md): Learn how to add a subpage to your existing page's secondary navigation with easy steps for System Administrators, Owners, and Publishers.
- [Create a Custom Left Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-custom-left-navigation.md): Learn to create a custom set of links in left-hand navigation, enhancing site navigation while managing ADA compliance risks.
- [Delete Items on the Secondary Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/delete-items-on-the-secondary-navigation.md): Learn how to manage your Secondary Navigation in CivicEngage Evolve. While individual links can't be removed directly, you can hide or unpublish pages, or create a custom set of links to control which subpages appear in the menu without affecting overall site visibility.
- [Edit Mega Menu Options](https://www.civicplus.help/municipal-websites-evolve/docs/edit-mega-menu-options.md): Learn how to edit Mega Menu Widget Options in CivicEngage Evolve. Customize appearance, format, columns, and depth settings to control layout and responsiveness. Follow step-by-step instructions to optimize your site's navigation experience.
- [Global Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/global-navigation.md): Explore best practices for organizing your CivicEngage Evolve website using Global navigation sections like Government, Business, Community, Services, and How Do I. Learn how to structure menus to improve user access and enhance navigation across deeper site tiers.
- [Insert an Image Widget into the Mega Menu](https://www.civicplus.help/municipal-websites-evolve/docs/insert-an-image-widget-into-the-mega-menu.md): Learn how to add images to your site's Mega Menu with step-by-step instructions for both old and new User Interfaces. Customize your content easily!
- [Mega Menus](https://www.civicplus.help/municipal-websites-evolve/docs/mega-menus.md): Enhance site navigation with mega menus! Discover how two-tiered structures improve user experience by showcasing relationships among items effectively.
- [Move a Page in the Left Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/move-a-page-in-the-left-navigation.md): Learn how to move pages within the left navigation menu.
- [Move Pages in a Mega Menu](https://www.civicplus.help/municipal-websites-evolve/docs/move-pages-in-a-mega-menu.md): Learn how to move pages within a Mega Menu to create an intuitive navigation experience.
- [Page Does Not Update Mega Menu Changes](https://www.civicplus.help/municipal-websites-evolve/docs/page-does-not-update-mega-menu-changes.md): If your Mega Menu changes aren't displaying, your browser may be caching an old version. Learn how to quickly refresh your page using CTRL + F5 to clear cached data and load the updated menu content.
- [Pages Widget (Mega Menu) Layout](https://www.civicplus.help/municipal-websites-evolve/docs/pages-widget-mega-menu-layout.md): Understand how the Pages Widget algorithm balances menu items into columns in Municipal Websites Evolve. Learn the key constraints affecting column layout, how the algorithm works, and tips for optimizing results by adjusting the number of columns.
- [Remove Mega Menu Items](https://www.civicplus.help/municipal-websites-evolve/docs/remove-mega-menu-items.md): Learn how to remove a page from public view in Municipal Websites Evolve by hiding or unpublishing it. To permanently delete a page, follow the steps to fully remove it from your site’s content management system.
- [Secondary Navigation Walkthrough](https://www.civicplus.help/municipal-websites-evolve/docs/secondary-navigation-walkthrough.md): Manage your site's Secondary Navigation with custom links, layouts, and easy editing options for a tailored user experience. Perfect for Administrators!
- [Set Up a Secondary Navigation with Links Associated with a Different Page](https://www.civicplus.help/municipal-websites-evolve/docs/setup-a-secondary-navigation-with-links-associated-with-a-different-page.md): Learn how to set up a Secondary Navigation menu using the "Links Associated with a Different Page" option.
- [Page Management](https://www.civicplus.help/municipal-websites-evolve/docs/page-management.md)
- [Add & Manage Pages](https://www.civicplus.help/municipal-websites-evolve/docs/manage-a-page.md): Learn how to add new pages and optimize them with keywords, tags, and images in your site’s user interface.
- [Add a Linked Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-linked-page.md): Learn how to add a linked page, manage permissions, and customize navigation for System Administrators, Owners, Publishers, and Authors.
- [Cannot Edit a Page](https://www.civicplus.help/municipal-websites-evolve/docs/cannot-edit-a-page.md): Experiencing issues viewing editing tools in Municipal Websites Evolve? Learn how to resolve access problems caused by absolute URLs by switching to relative links for internal pages, ensuring seamless login and editing functionality.
- [Change Page Menu Text](https://www.civicplus.help/municipal-websites-evolve/docs/change-page-menu-text.md): Learn how to change the Menu Text for a page.
- [Container Inheritance](https://www.civicplus.help/municipal-websites-evolve/docs/container-inheritance.md): Learn how to use Container Inheritance to apply consistent formatting across multiple pages.
- [Preview a Draft Page](https://www.civicplus.help/municipal-websites-evolve/docs/preview-a-draft-page.md): Learn how to preview a page without turning off Live Edit.
- [Update a Linked Page's Link](https://www.civicplus.help/municipal-websites-evolve/docs/update-a-linked-pages-link.md): Learn how to update the URL of a Linked Page.
- [Properties and Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/properties-and-permissions.md)
- [Assign Permissions for Pages](https://www.civicplus.help/municipal-websites-evolve/docs/assign-permissions-for-pages.md): Set page permissions easily, allowing control over access for readers, authors, and publishers. Manage rights for pages and subpages effectively.
- [Configure Page Properties](https://www.civicplus.help/municipal-websites-evolve/docs/configure-page-properties.md): Learn to configure Page Properties for better site management, including titles, descriptions, keywords, and more for optimal search results.
- [Designate Page Sections](https://www.civicplus.help/municipal-websites-evolve/docs/designate-page-sections.md): Learn how to create a section for a set of pages in Web Evolve.
- [Hide or Unhide a Page](https://www.civicplus.help/municipal-websites-evolve/docs/hide-or-unhide-a-page.md): Learn how to hide or show a page in your website menu. Perfect for System Administrators and Owners to manage visibility easily.
- [Require Sign In to View a Page](https://www.civicplus.help/municipal-websites-evolve/docs/require-sign-in-to-view-a-page.md): Learn how to require users to sign in to view specific pages and subpages.
- [Versions and Page Actions](https://www.civicplus.help/municipal-websites-evolve/docs/versions-and-page-actions.md)
- [Add a New Version of a Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-new-version-of-a-page.md): Learn how to create a new version of a page, including adding keywords, tags, and linking options for enhanced search functionality.
- [Add Miscellaneous Tags](https://www.civicplus.help/municipal-websites-evolve/docs/add-miscellaneous-tags.md): Learn how to add metadata, scripts, or custom styles to your page using the Miscellaneous Tags field.
- [Change a Content Page to a Linked Page](https://www.civicplus.help/municipal-websites-evolve/docs/change-a-content-page-to-a-linked-page.md): Learn how to convert a content page into a linked page.
- [Change a Linked Page to a Content Page](https://www.civicplus.help/municipal-websites-evolve/docs/change-a-linked-page-to-a-content-page.md): Learn how to convert a Linked Page into a Content Page with step-by-step instructions for System Administrators, Owners, and Authors.
- [Configure Page Version Options](https://www.civicplus.help/municipal-websites-evolve/docs/configure-page-version-options.md): Learn how to edit page version options, including titles, notes, and keywords, for system administrators, owners, and authors. Enhance your site's search functionality!
- [Delete a Version](https://www.civicplus.help/municipal-websites-evolve/docs/delete-a-version.md): Learn how to delete a page version permanently.
- [Duplicate a Page Version](https://www.civicplus.help/municipal-websites-evolve/docs/duplicate-a-page-version.md): Learn how to duplicate or copy an existing page version in CivicEngage Evolve. Follow step-by-step instructions to create a new version, make edits, and optionally publish the updated content for streamlined page management.
- [Set a Page to Automatically Publish](https://www.civicplus.help/municipal-websites-evolve/docs/set-a-page-to-automatically-publish.md): Learn how to schedule a page to automatically publish on a specific date in CivicEngage Evolve. Follow simple steps to set a start date for your content, streamlining your publishing workflow.
- [Set Page Content Rotation](https://www.civicplus.help/municipal-websites-evolve/docs/set-page-content-rotation.md): Learn to rotate page content using start and end dates, perfect for System Administrators, Owners, and Publishers to manage visibility effectively.
- [Unlock a Page Version for Editing](https://www.civicplus.help/municipal-websites-evolve/docs/unlock-a-page-version-for-editing.md): Learn how to manage and edit a locked page in CivicEngage Evolve. View another user’s in-progress changes, preview edits, or unlock the page to continue editing when a session is active. Ideal for collaborative content management.
- [Content](https://www.civicplus.help/municipal-websites-evolve/docs/content.md)
- [Assets](https://www.civicplus.help/municipal-websites-evolve/docs/assets.md)
- [Add a Single Image to Your Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-single-image-to-your-page.md): Learn how to use the new UI for image management, including drag-and-drop features, widget options, and customization for system administrators and authors.
- [Create a Link to an Asset](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-link-to-an-asset.md): Learn how to quickly copy a direct link to an asset in Web Evolve using the asset card's action menu.
- [Hyperlink an Image](https://www.civicplus.help/municipal-websites-evolve/docs/hyperlink-an-image.md): Learn how to turn an image into a hyperlink on your Municipal Websites Evolve page.
- [Supported File Types for Upload](https://www.civicplus.help/municipal-websites-evolve/docs/supported-file-types-for-upload.md): Explore various file formats including text, image, audio, video, and document types, along with their extensions for efficient data management.
- [Upload & Manage Images or Files](https://www.civicplus.help/municipal-websites-evolve/docs/upload-manage-images-or-files.md): Learn how to upload, modify, and manage image and file assets on your site, ensuring accessibility and effective content organization.
- [Manage Assets in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/manage-assets-in-the-hcms.md)
- [Add & Manage Assets](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-assets.md): Learn how to add, edit, and manage assets in your HCMS, including file size limits, image compression, and publishing options.
- [Find an Image on an Evolve Site in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/find-an-image-on-an-evolve-site-in-the-hcms.md): Search for an image in the HCMS.
- [Find Image Size and Dimensions](https://www.civicplus.help/municipal-websites-evolve/docs/find-image-size-and-dimensions.md): This article will tell you how to find the size and dimensions of an image on your site.
- [Image Compression](https://www.civicplus.help/municipal-websites-evolve/docs/image-compression.md): Learn about image compression.
- [Preview an Asset](https://www.civicplus.help/municipal-websites-evolve/docs/preview-an-asset.md): This article will show you how to view and download an Asset to your computer.
- [Content Management](https://www.civicplus.help/municipal-websites-evolve/docs/content-management.md)
- [Auto-Adjust Columns](https://www.civicplus.help/municipal-websites-evolve/docs/auto-adjust-columns.md): Learn how to enable Auto-Adjust Columns in a Stacked Widget on your site.
- [Auto-Populate Your Widget](https://www.civicplus.help/municipal-websites-evolve/docs/auto-populate-your-widget-1.md): Easily auto-populate your page with relevant content using widget options. Ideal for system administrators, owners, and authors to enhance user experience.
- [Content Items Display, Search, and Filters](https://www.civicplus.help/municipal-websites-evolve/docs/content-items-display-search-and-filters.md): Discover how to use the Content tab in Municipal Websites Evolve to quickly access recently edited content.
- [Create & Manage Content](https://www.civicplus.help/municipal-websites-evolve/docs/create-manage-content.md): Learn how to create, modify, and delete content on your Web Evolve site with our step-by-step guide for administrators, owners, and authors.
- [Create a Link List](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-link-list.md): Learn how to add and customize a Link List widget in CivicPlus' Municipal Websites Evolve solution.
- [Create a Link to a Content Item](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-link-to-a-content-item.md): Learn how to generate and copy direct or relative links to content items on your site.
- [Embed Videos on a Page](https://www.civicplus.help/municipal-websites-evolve/docs/embed-videos-on-a-page.md): Learn more about how to properly embed a video onto one of your web pages using the Custom HTML widget.
- [Find Content References](https://www.civicplus.help/municipal-websites-evolve/docs/find-content-references.md): Use the "Find References" feature in Evolve to locate where specific content is used across your website.
- [Insert a Facebook Plugin](https://www.civicplus.help/municipal-websites-evolve/docs/insert-a-facebook-plugin.md): Learn how to add the Facebook Plugin to your site using step-by-step instructions for system administrators and publishers.
- [Rich Text Editor Options](https://www.civicplus.help/municipal-websites-evolve/docs/rich-text-editor-options.md): Explore the rich text editor features like bold, italics, lists, and more to enhance your content with ease and improve accessibility.
- [Schedule Content & Send Notifications](https://www.civicplus.help/municipal-websites-evolve/docs/schedule-content-send-notifications.md): Learn how to schedule content publishing and send notifications in the Municipal Websites Evolve solution.
- [Set Behavior for See More Link](https://www.civicplus.help/municipal-websites-evolve/docs/set-behavior-for-see-more-link.md): Customize your See More link to reveal hidden content in a page, dialog, or widget, enhancing user experience and engagement.
- ['View All' Button](https://www.civicplus.help/municipal-websites-evolve/docs/view-all-button.md): Enhance your auto-populated widgets in Evolve by adding a View All button.
- [Content Elements in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/content-elements-in-the-hcms.md)
- [Content Elements Overview](https://www.civicplus.help/municipal-websites-evolve/docs/content-elements-overview.md): The Content tab is where you create the content items for your HCMS.
- [Add & Manage Content Elements](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-content-elements.md): Learn to create, manage, and delete Content Elements with ease. Perfect for Owners, Developers, Publishers, and Authors. Optimize your content workflow today!
- [Add Content to a Location Field](https://www.civicplus.help/municipal-websites-evolve/docs/add-content-to-a-location-field.md): Users can add a specific address for their content item if the Content Type has a Location field set up.
- [Archive a Content Element](https://www.civicplus.help/municipal-websites-evolve/docs/archive-a-content-element.md): This article will show you how to change the status of a Content Element to archived.
- [Decline a Submitted Content Element](https://www.civicplus.help/municipal-websites-evolve/docs/decline-a-submitted-content-element.md): Learn how to decline submitted content in the HCMS.
- [Preview Content URLs](https://www.civicplus.help/municipal-websites-evolve/docs/preview-content-urls.md): This article shows you how to view the URL that is linked to the content on your website.
- [Publish or Unpublish a Content Element](https://www.civicplus.help/municipal-websites-evolve/docs/publish-or-unpublish-a-content-element.md): Learn how to unpublish or publish content types.
- [View Archived Content Items](https://www.civicplus.help/municipal-websites-evolve/docs/view-archived-content-items.md): This article will show you how to view Archived items for a Content Type.
- [Content Types in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/content-types-in-the-hcms.md)
- [Content Types Overview](https://www.civicplus.help/municipal-websites-evolve/docs/content-types-overview.md): Learn about the Content Types in the HCMS.
- [Add & Manage Content Types](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-content-types.md): Learn how to create, edit, and delete Content Types in your HCMS, with guidelines for naming and managing up to 100 types effectively.
- [Add a Geolocation Field to a Content Type](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-geolocation-field-to-a-content-type.md): Learn how to add a Geolocation field to your HCMS Content Type with step-by-step instructions for owners, developers, and publishers.
- [Add a Pattern to a Field](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-pattern-to-a-field.md): This article will show you how to add a pattern to a field.
- [Add a Reference Field to a Content Type](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-reference-field-to-a-content-type.md): This article will show you how to add the Reference field to a Content Type.
- [Add a String Field to a Content Type](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-string-field-to-a-content-type.md): This article will show you how to add the String field to a Content Type.
- [Add & Manage Patterns](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-patterns.md): Patterns are a way to mandate a specific format for field responses in the HCMS.
- [Add Preview URLs to a Content Type](https://www.civicplus.help/municipal-websites-evolve/docs/add-preview-urls-to-a-content-type.md): This article will show you how to add Preview URLs for Content Types.
- [Add the Number Field to a Content Type](https://www.civicplus.help/municipal-websites-evolve/docs/add-the-number-field-to-a-content-type.md): This article will show you how to add the Number field to a Content Type in the HCMS.
- [Copy a Content Type](https://www.civicplus.help/municipal-websites-evolve/docs/copy-a-content-type.md): This article will show you how to clone a Content Type.
- [Content Type Fields](https://www.civicplus.help/municipal-websites-evolve/docs/content-type-fields.md): There are several kinds of Fields that can be added to Content Types.
- [Content Type Sections](https://www.civicplus.help/municipal-websites-evolve/docs/content-type-sections.md): Content Type sections allow you to group and organize your content types in the HCMS.
- [Default Content Types](https://www.civicplus.help/municipal-websites-evolve/docs/default-content-types.md): Learn about the default content types.
- [Pattern Defaults](https://www.civicplus.help/municipal-websites-evolve/docs/pattern-defaults.md): This article lists the available default Patterns for HCMS applications.
- [Tags & Categories in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/tags-categories-in-the-hcms.md)
- [Add & Manage Categories](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-categories.md): Learn how to add, edit, and remove categories in your HCMS.
- [Add & Manage Tags](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-tags.md): Tags are used for identifying the characteristics of a content item or asset.
- [Use Tags to Filter Content and Assets](https://www.civicplus.help/municipal-websites-evolve/docs/use-tags-to-filter-content-and-assets.md): Learn how to filter content by tags.
- [Workflows in the HCMS](https://www.civicplus.help/municipal-websites-evolve/docs/workflows-in-the-hcms.md)
- [Workflows Overview](https://www.civicplus.help/municipal-websites-evolve/docs/workflows-overview.md): In the HCMS you can build custom workflows for your content and assets.
- [Add Specific Content Types to a Workflow](https://www.civicplus.help/municipal-websites-evolve/docs/add-specific-content-types-to-a-workflow.md): Learn how to add content types to a workflow.
- [Create & Modify Workflows](https://www.civicplus.help/municipal-websites-evolve/docs/create-modify-workflows.md): This article will show you how to create and manage custom workflows for your content or assets.
- [Delete a Workflow Step](https://www.civicplus.help/municipal-websites-evolve/docs/delete-a-workflow-step.md): This article will show you how to remove a step from a workflow in the HCMS.
- [Expressions](https://www.civicplus.help/municipal-websites-evolve/docs/expressions.md): Expressions can be used on Workflow steps and transitions to provide additional filtering of content or assets in the HCMS.
- [Modify a Workflow Status Name or Color](https://www.civicplus.help/municipal-websites-evolve/docs/modify-a-workflow-status-name-or-color.md): Learn how to modify a workflow status name or color.
- [Prevent Updates on a Workflow Status](https://www.civicplus.help/municipal-websites-evolve/docs/prevent-updates-on-a-workflow-status.md): This article will show you how to prevent users from updating a status on your workflow in the HCMS.
- [Set a Default Workflow Status](https://www.civicplus.help/municipal-websites-evolve/docs/set-a-default-workflow-status.md): This article will show you how to set a status as the default for a workflow.
- [Workflow Transitions](https://www.civicplus.help/municipal-websites-evolve/docs/workflow-transitions.md): This article will show you how to add and manage transitions on a workflow step in the HCMS.
- [Widgets](https://www.civicplus.help/municipal-websites-evolve/docs/widgets.md)
- [Widget Guide](https://www.civicplus.help/municipal-websites-evolve/docs/widget-guide.md): Explore 7 customizable widgets for your Web Evolve site, including navigation buttons, video embeds, and search bars to enhance your page's functionality.
- [Create a New Widget Skin](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-new-widget-skin.md): Learn more about how to create a new widget skin with a helpful step-by-step guide.
- [Add a Pages Widget to Your Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-pages-widget-to-your-page.md): Explore the Pages Widget for easy navigation of subpages, with customizable formats and automatic updates for a seamless user experience.
- [Add and Manage the Search Widget on a Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-search-widget-to-your-page.md): Add a search bar to any page on your website using the Search widget. Follow easy steps to customize helper text, add header text, and enable department-only search. Ideal for improving site navigation and user experience.
- [Add a Spacer Widget to Your Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-spacer-widget-to-your-page.md): Learn how to add a Spacer Widget to your page using the New or Old UI. Create clean layouts and improve page structure by inserting empty space exactly where it's needed. Step-by-step instructions included.
- [Add an Esri Map to Your Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-an-esri-map-to-your-page.md): Easily embed a responsive Esri map on your website using the Esri widget. Follow step-by-step instructions to add the widget, customize its size, and enter your Esri Map ID. Supports search bar and legend options.
- [Add & Modify the Custom HTML Widget on Your Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-modify-the-custom-html-widget-on-your-page.md): Discover how to use the Custom HTML widget on your CivicPlus site to embed scripts, videos, iFrames, and more. Follow step-by-step instructions to add or modify custom code. Note: CivicPlus Support does not troubleshoot custom HTML or JavaScript.
- [Add and Manage Tabbed Widgets on Your Page](https://www.civicplus.help/municipal-websites-evolve/docs/add-and-manage-tabbed-widgets-on-your-page.md): Learn how to add and customize a Tabbed Widget on your Evolve website. Create organized, clickable tabs to display content by topic in one central area. Step-by-step instructions for adding, editing, and managing tabs included.
- [Configure Widget Option Sets](https://www.civicplus.help/municipal-websites-evolve/docs/configure-widget-option-sets.md): Easily create and manage Widget Option Sets to customize your site's widget preferences, enhancing content appearance and user experience.
- [Create a Department-Specific Alert Widget](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-department-specific-alert-widget.md): Create department-specific alerts on your website with our guide. Learn to configure the Alert Widget for Parks, Police, and more effectively.
- [Create a Slideshow Widget](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-slideshow-widget.md): Learn how to add and customize slideshows on your page with options for content types, navigation, and appearance settings for system administrators and authors.
- [Create a Stacked Widget](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-stacked-widget.md): Learn how to group content elements using the Stacked Widget format for better organization and presentation on your page. Perfect for admins and authors!
- [Create an Event Widget](https://www.civicplus.help/municipal-websites-evolve/docs/create-an-event-widget.md): Optimize your articles with the Event Widget Format! Perfect for System Administrators, Owners, and Authors to promote scheduled events effectively.
- [Create and Edit a Button Widget on a Page](https://www.civicplus.help/municipal-websites-evolve/docs/create-and-edit-a-button-widget-on-a-page.md): Learn how to create, edit, and remove buttons on your site with our guide for System Administrators, Owners, Publishers, and Authors.
- [Customize Button Design with Design Center Pro](https://www.civicplus.help/municipal-websites-evolve/docs/customize-button-design-with-design-center-pro.md): System Admins with Design Center Pro access can customize button styles using advanced design options. Learn how to apply themes, adjust spacing, add hover effects, and insert custom CSS for fully tailored button designs. Additional fees may apply.
- [Edit a Widget on the Homepage](https://www.civicplus.help/municipal-websites-evolve/docs/edit-a-widget-on-the-homepage.md): Discover how to edit widgets on your website's homepage with step-by-step instructions. Learn how to access widget options, adjust settings, and save changes effectively—plus tips for handling container inheritance.
- [Embed a PayPal Button Using a Custom HTML Widget](https://www.civicplus.help/municipal-websites-evolve/docs/embed-a-paypal-button-using-a-custom-html-widget.md): Learn how to add a PayPal button to your site using the Custom HTML widget. Follow PayPal’s developer instructions to generate the JavaScript code, then embed it on your page. Note: Support does not troubleshoot third-party or custom code.
- [Enable Lazy Loading for Custom HTML Widgets](https://www.civicplus.help/municipal-websites-evolve/docs/enable-lazy-loading-for-custom-html-widgets.md): Improve your website's performance by enabling Lazy Load on Custom HTML widgets. Follow step-by-step instructions for both the New and Old UI to delay widget rendering until visible, enhancing page speed and user experience.
- [Remove a Widget from your Page](https://www.civicplus.help/municipal-websites-evolve/docs/remove-a-widget-from-your-page.md): Learn how to quickly remove an entire widget from your Evolve Site page. Follow simple, step-by-step instructions to delete widgets with ease using the built-in editing tools.
- [Reorder Items in a Stacked Widget](https://www.civicplus.help/municipal-websites-evolve/docs/reorder-items-in-a-stacked-widget.md): Learn how System Administrators, Owners, Publishers, and Authors can easily reorder content within stacked widgets using both the New and Old UI. Follow step-by-step instructions to drag and drop widgets, save changes, and manage page edits effectively.
- [Auto-Populate Your Widget](https://www.civicplus.help/municipal-websites-evolve/docs/auto-populate-your-widget.md): Easily auto-populate your page with relevant content using widget options. Ideal for system administrators, owners, and authors to enhance user experience.
- [Add User Filters to a Widget](https://www.civicplus.help/municipal-websites-evolve/docs/add-user-filters-to-a-widget.md): Set User Filters on widgets for tailored content. Ideal for Administrators, Owners, and Authors to enhance user experience and engagement.
- [Site Tools](https://www.civicplus.help/municipal-websites-evolve/docs/site-tools.md)
- [Custom 404](https://www.civicplus.help/municipal-websites-evolve/docs/custom-404.md)
- [Edit Custom 404 Message](https://www.civicplus.help/municipal-websites-evolve/docs/edit-custom-404-message.md): Customize your 404 error page to improve user experience, reduce bounce rates, and support SEO performance.
- [Custom HTML](https://www.civicplus.help/municipal-websites-evolve/docs/custom-html.md)
- [Enable or Disable Custom HTML](https://www.civicplus.help/municipal-websites-evolve/docs/enable-or-disable-custom-html.md): Enable direct HTML editing by disabling the Custom widget, giving full control over custom code implementation.
- [Google Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/google-analytics.md)
- [Getting Started with Universal Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/getting-started-with-universal-analytics.md): Explore essential Google Analytics (Universal Analytics) tools and guides to better understand site traffic, user behavior, and reporting features for your CivicPlus website.
- [Getting Started with Google Analytics 4](https://www.civicplus.help/municipal-websites-evolve/docs/getting-started-with-google-analytics-4.md): Access up-to-date Google Analytics (UA and GA4) resources to analyze website traffic and performance—permissions may affect feature availability.
- [CivicPlus Support Statement](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-support-statement.md): Get help with Google Analytics login, access, and basic troubleshooting from CivicPlus Support—use official Help Centers for setup, reporting, and advanced configuration guidance.
- [Difference with CivicPlus Google Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/difference-with-civicplus-google-analytics.md): Gain advanced tracking with a CivicPlus Google Analytics account, including button clicks, internal/external links, search data, and custom dimensions like Department insights.
- [Embed Google Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/embed-google-analytics.md): Learn how to locate and send your Google Analytics tracking script for CivicPlus to install—essential for accurate website traffic tracking and setup.
- [Google Analytics 4 (GA4) FAQs](https://www.civicplus.help/municipal-websites-evolve/docs/google-analytics-4-ga4-faqs.md): Get detailed guidance on accessing, managing, and using CivicPlus Google Analytics accounts, including transitioning from Universal Analytics to GA4.
- [Import Custom Dashboards in Universal Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/import-custom-dashboards-in-universal-analytics.md): Jumpstart your Google Analytics reporting with customizable dashboards and reports—import CP Evolve templates for streamlined website data insights.
- [Import Custom Reports in Universal Analytics](https://www.civicplus.help/municipal-websites-evolve/docs/import-custom-reports-in-universal-analytics.md): Import and customize CP Evolve Google Analytics custom reports to efficiently track and analyze your website data with tailored insights.
- [Looker Studio Templates for Web Evolve](https://www.civicplus.help/municipal-websites-evolve/docs/looker-studio-templates-for-web-evolve.md): Utilize Looker Studio templates for Google Analytics 4 to visualize pageviews, departmental traffic, website performance, and link click data with customizable filters and dashboards.
- [Video Introduction to Looker Studio for Google Analytics 4](https://www.civicplus.help/municipal-websites-evolve/docs/video-introduction-to-looker-studio-for-google-analytics-4.md): Learn more by viewing a video introductino to Looker Studio for Google Analytics 4.
- [Video Introduction to Using Looker Studio Report Templates](https://www.civicplus.help/municipal-websites-evolve/docs/video-introduction-to-using-looker-studio-report-templates.md): Learn how to connect and customize CivicPlus Google Analytics reports to display accurate site data, including pageviews, downloads, clicks, and insights.
- [Page Tools](https://www.civicplus.help/municipal-websites-evolve/docs/page-tools.md)
- [Properties in the Pages Module](https://www.civicplus.help/municipal-websites-evolve/docs/properties-in-the-pages-module.md): Learn how to view and configure Properties in the Pages module.
- [Redirects](https://www.civicplus.help/municipal-websites-evolve/docs/redirects.md)
- [Redirects Overview](https://www.civicplus.help/municipal-websites-evolve/docs/redirects-overview.md): Simplify your website URLs and ensure smooth navigation by creating redirects that point users from old or complex links to updated or shorter URLs on CivicPlus sites.
- [Add a Redirect Domain](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-redirect-domain.md): Manage multiple domains by adding redirects to your CivicPlus site—ensure domains point correctly, include both www and non-www versions, and apply SSL certificates for .gov domains.
- [All Sites vs. Specific Domain Redirects](https://www.civicplus.help/municipal-websites-evolve/docs/all-sites-vs-specific-domain-redirects.md): Optimize your redirects by selecting All Sites for site-wide domain coverage or Specific Domain for targeted redirects; CivicPlus advises using All Sites for best results.
- [Cannot Add a Redirect](https://www.civicplus.help/municipal-websites-evolve/docs/cannot-add-a-redirect.md): Understand reserved URLs and redirect overwrite errors to avoid conflicts with existing site modules or redirects when managing CivicPlus domain redirects.
- [Create a Redirect](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-redirect.md): Learn best practices for setting up redirects, including options for retaining query strings and paths, to optimize your site's performance effectively.
- [Deactivate a Redirect](https://www.civicplus.help/municipal-websites-evolve/docs/deactivate-a-redirect.md): Learn how System Administrators and Owners can deactivate and delete redirects on CivicPlus sites, with options for site-wide or domain-specific redirect management.
- [Delete a Redirect](https://www.civicplus.help/municipal-websites-evolve/docs/delete-a-redirect.md): Easily delete redirects on CivicPlus sites after deactivation, with options for all domains or specific domains—perfect for System Administrators and Owners managing site redirects.
- [Delete a Redirect Domain](https://www.civicplus.help/municipal-websites-evolve/docs/delete-a-redirect-domain.md): Remove unused domains by contacting CivicPlus Support—primary domains cannot be deleted to ensure site stability.
- [Facebook Post Adds Characters into String Query](https://www.civicplus.help/municipal-websites-evolve/docs/facebook-post-adds-characters-into-string-query.md): Fix Facebook redirect issues by correctly configuring query string settings—disable Match Query String and selectively use Retain Query String for reliable URL redirects on CivicPlus sites.
- [Import and Export Redirects](https://www.civicplus.help/municipal-websites-evolve/docs/import-and-export-redirects.md): Learn best practices for redirect settings and how to import/export redirects in CivicPlus using CSV and Excel files for efficient website management.
- [Modify a Redirect](https://www.civicplus.help/municipal-websites-evolve/docs/modify-a-redirect.md): Learn how to set up redirects for your domains, including options for retaining URLs and query strings, with easy-to-follow instructions.
- [Retain a URL on a Redirect](https://www.civicplus.help/municipal-websites-evolve/docs/retain-a-url-on-a-redirect.md): Easily update CivicPlus redirects to retain or hide original URLs, with options for site-wide or domain-specific settings, helping manage user navigation and URL display.
- [Update Primary Domain](https://www.civicplus.help/municipal-websites-evolve/docs/update-primary-domain.md): Need to change your site’s Primary Domain? Contact CivicPlus Support for help with updating your domain settings.
- [Use Redirects to Circumvent the "Leaving Site" Pop-Up](https://www.civicplus.help/municipal-websites-evolve/docs/use-redirects-to-circumvent-the-leaving-site-pop-up.md): Eliminate the “Leaving Site” pop-up by using redirects on your primary domain to smoothly direct users to external websites from your CivicPlus site.
- [Use Wildcards in Redirects](https://www.civicplus.help/municipal-websites-evolve/docs/use-wildcards-in-redirects.md): Use wildcard redirects in CivicPlus to efficiently route multiple URL variations to a single destination, improving redirect management and user navigation.
- [Search](https://www.civicplus.help/municipal-websites-evolve/docs/search.md)
- [Search Prioritization](https://www.civicplus.help/municipal-websites-evolve/docs/search-prioritization.md): Discover how Elastic-search enhances site search by indexing content and boosting results based on term relevance in titles and tags for faster, more accurate user searches.
- [Site Search Overview](https://www.civicplus.help/municipal-websites-evolve/docs/site-search-overview.md): Learn how search results show content type, titles, and location, avoid duplicates, and update daily to provide accurate and streamlined website search experiences.
- [Site Map](https://www.civicplus.help/municipal-websites-evolve/docs/site-map.md)
- [Site Map Overview](https://www.civicplus.help/municipal-websites-evolve/docs/site-map-overview.md): Easily view and manage your website’s page hierarchy with the Site Map, enabling quick and simple page organization.
- [Add a Global Navigation Item](https://www.civicplus.help/municipal-websites-evolve/docs/add-a-global-navigation-item.md): Manage your website’s global navigation easily—limit to five items for clarity, then add and reorder pages through Site Tools for optimal user experience.
- [Move a Page with Site Map](https://www.civicplus.help/municipal-websites-evolve/docs/move-a-page-with-site-map.md): Effortlessly manage your website’s page hierarchy with drag-and-drop functionality in live edit mode. View, expand, and rearrange pages for seamless site organization.
- [Unpublish Pages with the Site Map](https://www.civicplus.help/municipal-websites-evolve/docs/unpublish-pages-with-the-site-map.md): Easily unpublish one or multiple pages by selecting them within the Site Tools and using the Bulk Actions menu to manage your site content efficiently.
- [Site Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/site-permissions.md)
- [Site Permissions Overview](https://www.civicplus.help/municipal-websites-evolve/docs/site-permissions-overview.md): Manage page and site tool access by assigning group permissions and user roles through the Site Permissions tool for System Administrators.
- [Add & Manage Organization Users](https://www.civicplus.help/municipal-websites-evolve/docs/add-manage-users-to-an-organization.md): Learn how to add or remove users from your Organization, including bulk user addition via .CSV, and manage user access effectively.
- [Back-End and Front-End User Definitions](https://www.civicplus.help/municipal-websites-evolve/docs/back-end-and-front-end-user-definitions.md): Understand user types: Back-End Users can edit website content, while Front-End Users have view-only access.
- [Import Users](https://www.civicplus.help/municipal-websites-evolve/docs/import-users.md): Import users to your organization.
- [Manage Groups](https://www.civicplus.help/municipal-websites-evolve/docs/manage-groups.md): Organization Owners can manage user groups by adding, modifying, or deleting them in Site Permissions via the Staff Portal.
- [Organization Owners](https://www.civicplus.help/municipal-websites-evolve/docs/organization-owners.md): Learn about the Organization Owner role in the Staff Portal, how to add an owner to an organization, and owner permissions.
- [Set a Group's Permissions](https://www.civicplus.help/municipal-websites-evolve/docs/set-a-groups-permissions.md): System Administrators can set or modify Group Permissions for Pages and Site Tools, assigning access levels like Reader, Author, Publisher, or Owner to control user rights across the site.
- [View the Groups a User Belongs To](https://www.civicplus.help/municipal-websites-evolve/docs/view-the-groups-a-user-belongs-to.md): Learn how System Administrators can view the groups a user belongs to in Site Permissions within your website’s admin tools.
- [View Users in a Group](https://www.civicplus.help/municipal-websites-evolve/docs/view-users-in-a-group.md): System Administrators can view, search, and sort users within a group using Site Permissions in the Site Tools.
- [Site Properties](https://www.civicplus.help/municipal-websites-evolve/docs/siteproperties.md)
- [Modify Site Properties](https://www.civicplus.help/municipal-websites-evolve/docs/modify-site-properties.md): System Admins can update site properties like link behaviors, sign-in requirements, favicon, and footer scripts via Site Tools > Site Properties.
- [Site Properties](https://www.civicplus.help/municipal-websites-evolve/docs/site-properties.md): Access and customize your community profile's Privacy Policy and Terms with the Site Properties Tool, designed for System Administrators.
- [URL Aliases](https://www.civicplus.help/municipal-websites-evolve/docs/url-aliases.md)
- [Introduction to URL Aliases](https://www.civicplus.help/municipal-websites-evolve/docs/introduction-to-url-aliases.md): Create clean, SEO-friendly URLs with Web Evolve's URL Aliases for better usability, site organization, and improved search engine visibility.
- [Assign Aliases Permissions to a Group](https://www.civicplus.help/municipal-websites-evolve/docs/assign-aliases-permissions-to-a-group.md): Learn how to give a group permissions to add URL Aliases to a page.
- [HCMS URL Patterns Overview](https://www.civicplus.help/municipal-websites-evolve/docs/configuring-hcms-url-patterns.md): HCMS Patterns in Web Evolve automate structured, SEO-friendly URLs for content, ensuring consistency and readability across your site.
- [Manage HCMS URL Aliases](https://www.civicplus.help/municipal-websites-evolve/docs/manage-hcms-url-aliases.md): Learn how to create, edit, and delete Content Type URL aliases.
- [Manage Page URL Aliases](https://www.civicplus.help/municipal-websites-evolve/docs/managing-page-url-aliases.md): Optimize your URLs with Web Evolve's Page Aliases for clean, readable links. Customize aliases for better sharing and branding while ensuring uniqueness.
- [URL Alias Best Practices](https://www.civicplus.help/municipal-websites-evolve/docs/url-alias-best-practices.md): Observe some useful best practices for URL aliases in pages, and in the Headless Content Management System (HCMS).
- [URL Aliases Transition](https://www.civicplus.help/municipal-websites-evolve/docs/url-aliases-transition.md): Web Evolve's new URL Aliases enhance SEO with cleaner, user-friendly URLs, improving navigation and reducing reliance on redirects.
- [URL Alias Troubleshooting](https://www.civicplus.help/municipal-websites-evolve/docs/url-alias-troubleshooting.md): Check out some helpful frequently asked questions regarding URL alias troubleshooting to resolve your issues.
- [Styles](https://www.civicplus.help/municipal-websites-evolve/docs/styles.md)
- [Design Center](https://www.civicplus.help/municipal-websites-evolve/docs/design-center.md)
- [Change Background Image](https://www.civicplus.help/municipal-websites-evolve/docs/change-background-image.md): Learn how to change your website's background image using the Theme Manager.
- [Create a New Banner](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-new-banner.md): Learn to create a homepage banner with options like Static, Refreshing, Slideshow, and Video. Customize images, alignment, and more for a stunning design!
- [Create and Configure a Video Banner](https://www.civicplus.help/municipal-websites-evolve/docs/create-and-configure-a-video-banner.md): Learn how to add OneDrive video links in Theme Manager, manage video banners, and understand potential costs with our detailed guide.
- [Product Updates](https://www.civicplus.help/municipal-websites-evolve/docs/product-updates.md)
- [Web Evolve Product Updates](https://www.civicplus.help/municipal-websites-evolve/docs/web-evolve-product-updates.md): View product updates for Web Evolve.
- [Submit Product Feedback](https://www.civicplus.help/municipal-websites-evolve/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Evolve & HCMS Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/release-notes.md)
- [June 26, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/june-26-2026-evolve-release-notes.md)
- [June 12, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/june-12-2026-evolve-release-notes.md)
- [May 29, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/may-29-2026-evolve-release-notes.md)
- [May 7, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/may-7-2026-evolve-release-notes.md)
- [April 29, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/april-29-2026-evolve-release-notes.md)
- [April 20, 2026 HCMS Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/april-20-2026-hcms-release-notes.md)
- [April 14, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/april-14-2026-evolve-release-notes.md)
- [April 6, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/april-6-2026-evolve-release-notes.md)
- [March 12, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/march-12-2026-evolve-release-notes.md)
- [March 9, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/march-9-2026-evolve-release-notes.md)
- [January 28, 2026 Evolve Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/january-28-2026-evolve-release-notes.md)
- [Enhanced Accessibility for Menu Navigation](https://www.civicplus.help/municipal-websites-evolve/docs/enhanced-accessibility-for-menu-navigation.md): Access improved website navigation with enhanced accessibility features, including revamped mobile menus and better support for assistive technology.
- [December 19, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/december-17-2025-release-notes.md)
- [November 12, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/november-12-2025-release-notes.md)
- [November 5, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/october-27-2025-evolve-release-notes.md)
- [October 15, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/october-15-2025-release-notes.md)
- [September 15, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/september-15-2025-release-notes.md)
- [September 9, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/september-9-2025-release-notes.md)
- [August 22, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/august-22-2025-release-notes.md)
- [August 20, 2025 Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/august-20-2025-release-notes.md): View Web Evolve enhancements released on August 20, 2025.
- [Search Enhancements](https://www.civicplus.help/municipal-websites-evolve/docs/search-enhancements.md): Experience our revamped search functionality with an improved interface and user experience, smarter relevancy matching, and advanced configuration.
- [July 24, 2025 Evolve Release Notes and Enhancements](https://www.civicplus.help/municipal-websites-evolve/docs/july-24-2025-evolve-release-notes-and-enhancements.md): View the July 24, 2025 Evolve Release Notes and Enhancements.
- [June 30, 2025 Enhancements](https://www.civicplus.help/municipal-websites-evolve/docs/june-30-2025-enhancements.md): View the June 30, 2025 Enhancements.
- [Site Tools Now Function as a Single Page Application (SPA)](https://www.civicplus.help/municipal-websites-evolve/docs/site-tools-now-function-as-a-single-page-application-spa.md): Updated Site Tools admin screens now use Single Page Application (SPA) architecture for faster performance, smoother navigation, and a more consistent user experience across the platform.
- [Support](https://www.civicplus.help/municipal-websites-evolve/docs/support.md)
- [Browser and Device Support](https://www.civicplus.help/municipal-websites-evolve/docs/brower-and-device-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Contact CivicPlus Support](https://www.civicplus.help/municipal-websites-evolve/docs/contact-civicplus-support.md)
- [Contact Your Customer Success Manager](https://www.civicplus.help/municipal-websites-evolve/docs/contact-your-customer-success-manager.md)
- [Information to Include in Your Ticket to Support](https://www.civicplus.help/municipal-websites-evolve/docs/information-to-include-in-your-ticket-to-support.md): Submit a CivicPlus support ticket with URLs, browser info, and screenshots to help diagnose issues quickly. Get fast, accurate assistance from our team
- [Status Page Overview](https://www.civicplus.help/municipal-websites-evolve/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/municipal-websites-evolve/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Site Speed](https://www.civicplus.help/municipal-websites-evolve/docs/site-speed.md)
- [Create a .HAR File](https://www.civicplus.help/municipal-websites-evolve/docs/create-a-har-file.md): Learn how to generate and save a .HAR file in Google Chrome to diagnose page load issues and analyze web performance using browser developer tools
- [Determine Your Site’s Production Domain](https://www.civicplus.help/municipal-websites-evolve/docs/determine-your-sites-production-domain.md): Learn how to identify your site's production domain, typically in the format ST-LOCALE.civicplus.com. Contact CivicPlus Support for help verifying your exact domain address.
- [Factors That Influence Site Speed](https://www.civicplus.help/municipal-websites-evolve/docs/factors-that-influence-site-speed.md): Learn how server-side execution, HTTP requests, and external factors affect your site's page load time and optimize for better performance.
- [Gather Relative Network Speed Information](https://www.civicplus.help/municipal-websites-evolve/docs/gather-relative-network-speed-information.md): Learn how to perform a bandwidth test using Speedtest.net to help diagnose network-related page load issues. Includes instructions for testing with a local and Kansas City server.
- [Network Testing](https://www.civicplus.help/municipal-websites-evolve/docs/network-testing.md): Diagnose network-related issues by using traceroute, pingpath, bandwidth tests, and .HAR files. Follow these advanced steps to analyze your site's performance and network path.
- [Slow Site Troubleshooting](https://www.civicplus.help/municipal-websites-evolve/docs/slow-site-troubleshooting.md): Troubleshoot slow site loading times with our step-by-step guide. Answer key questions and run tests to identify performance issues effectively.
- [Use Pathping on Windows](https://www.civicplus.help/municipal-websites-evolve/docs/use-pathping-on-windows.md): Learn how to use the Windows pathping command to analyze network paths and diagnose connectivity issues. Follow simple steps to collect and submit results for expert analysis.
- [Use the Performance Test File to Gather Information (Windows Only)](https://www.civicplus.help/municipal-websites-evolve/docs/use-the-performance-test-file-to-gather-information-windows-only.md): Learn how to run a network Performance Test using a .BAT file on Windows. Follow step-by-step instructions to generate a results.txt file for diagnosing connectivity issues.
- [Use Traceroute on Windows](https://www.civicplus.help/municipal-websites-evolve/docs/use-traceroute-on-windows.md): Learn how to run a traceroute on Windows using Command Prompt to diagnose network paths and latency issues. Step-by-step instructions included for submitting results
- [Use Traceroute on Mac](https://www.civicplus.help/municipal-websites-evolve/docs/use-traceroute-on-mac.md): Follow these simple steps to run a traceroute on macOS using Terminal to analyze network paths and performance issues. Ideal for troubleshooting connectivity problems.
- [Technical Assistance](https://www.civicplus.help/municipal-websites-evolve/docs/technical-assistance.md)
- [Alternatives to Google Images](https://www.civicplus.help/municipal-websites-evolve/docs/alternatives-to-google-images.md): Discover safe and legal alternatives to using Google Images on your CivicPlus site. Learn where to find royalty-free photos, buy stock images, or get local photographer permission.
- [Clear Local DNS Cache](https://www.civicplus.help/municipal-websites-evolve/docs/clear-local-dns-cache.md): Learn how to clear the local DNS cache on Windows and Mac to troubleshoot connectivity issues. Step-by-step instructions for both operating systems included.
- [Customize the Content Security Policy for Your Site](https://www.civicplus.help/municipal-websites-evolve/docs/customize-the-content-security-policy-for-your-site.md): Enhance your website's security with a customizable Content Security Policy to protect against cross-site scripting and clickjacking attacks.
- [Find Free and Safe Images on Google Images](https://www.civicplus.help/municipal-websites-evolve/docs/find-free-and-safe-images-on-google-images.md): Learn how to find free-to-use images using Google Image Search with Creative Commons filters. Follow best practices to avoid copyright issues and ensure safe image usage.
- [Clear Cache in Google Chrome](https://www.civicplus.help/municipal-websites-evolve/docs/google-chrome-clear-cache.md): Learn how to clear browsing data in Google Chrome, including history, cookies, cache, and more, to improve browser performance and maintain privacy.
- [Google Chrome HTTPS Message User Guide](https://www.civicplus.help/municipal-websites-evolve/docs/google-chrome-https-message-user-guide.md): Learn why Google Chrome displays "Not secure" for sites without SSL certificates, how CivicPlus ensures secure password collection, and best practices for handling sensitive information online.
- [Google Links and Going Live](https://www.civicplus.help/municipal-websites-evolve/docs/google-links-and-going-live.md): Learn how to fix and prevent Google indexing delays after changing website providers. Discover tips for reindexing, setting up redirects, and optimizing your site's transition for better SEO performance.
- [Browser and Device Support](https://www.civicplus.help/municipal-websites-evolve/docs/hcms-browser-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Run a Broken Link Report](https://www.civicplus.help/municipal-websites-evolve/docs/run-a-broken-link-report.md): Check your site for broken links using BrokenLinkCheck.com. Follow our easy steps to validate and report dead hyperlinks effectively.
- [Search Engine Optimization (SEO) Overview](https://www.civicplus.help/municipal-websites-evolve/docs/search-engine-optimization-seo-overview.md): Boost your website's visibility with effective SEO strategies, ensuring better rankings and increased traffic in search engine results.
- [Site Requires Password Reset Every Login](https://www.civicplus.help/municipal-websites-evolve/docs/site-requires-password-reset-every-login.md): Resolve repeated password reset issues on your CivicPlus login page by updating bookmarks to your homepage or admin page, avoiding outdated links with query strings.
- [Submit Major Updates to Major Search Engines After Launch](https://www.civicplus.help/municipal-websites-evolve/docs/submit-major-updates-to-major-search-engines-after-launch.md): Manually submit your CivicPlus website to Google for reindexing after launch using Google Search Console. Verify your site, submit a sitemap, fix 404 errors, and optimize visibility with crawl and keyword data.
- [Use BeFunky for Online Photo Editing](https://www.civicplus.help/municipal-websites-evolve/docs/use-befunky-for-online-photo-editing.md): Learn how to use BeFunky’s free online photo editor to resize and crop images for your website. Follow simple steps to adjust dimensions while maintaining image quality.
- [Unlock or Retrieve a Password](https://www.civicplus.help/municipal-websites-evolve/docs/unlock-or-retrieve-a-password.md): Reset your password if locked out due to failed attempts or inactivity. Troubleshoot browser cache issues for seamless access to your account.
- [Web Evolve Glossary](https://www.civicplus.help/municipal-websites-evolve/docs/web-evolve-glossary.md): Explore essential web terms from A to Z, including accessibility, navigation, content, and more, to enhance your website's user experience and SEO.
- [Troubleshooting](https://www.civicplus.help/municipal-websites-evolve/docs/troubleshooting.md)
- [Basic Conflict Troubleshooting](https://www.civicplus.help/municipal-websites-evolve/docs/basic-conflict-troubleshooting.md): Update your browser and manage add-ons to resolve display issues. Clear cache and cookies for optimal site functionality. Troubleshoot effectively!
- [External iFrames Disabled](https://www.civicplus.help/municipal-websites-evolve/docs/external-iframes-disabled.md): CivicPlus blocks iFraming of its sites to protect against security threats like Clickjacking and XSS. Learn why this policy enhances website security and protects users.
- [Google Chrome Will Not Update Favicon](https://www.civicplus.help/municipal-websites-evolve/docs/google-chrome-will-not-update-favicon.md): Favicon not updating in Chrome? Read this article to learn how!
- [iFrame Appears Empty](https://www.civicplus.help/municipal-websites-evolve/docs/iframe-appears-empty.md): iFrame content not displaying over HTTPS? Learn how to fix insecure iFrame URLs by updating the source to HTTPS and ensuring embedded content is securely hosted.
- [Working with JavaScript in Custom HTML](https://www.civicplus.help/municipal-websites-evolve/docs/working-with-javascript-in-custom-html.md): Gather information about custom HTML used on Municipal Websites Evolve web pages, including some recommendations for best results.
- [Using the Help Center](https://www.civicplus.help/municipal-websites-evolve/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/municipal-websites-evolve/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/municipal-websites-evolve/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/municipal-websites-evolve/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/municipal-websites-evolve/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/municipal-websites-evolve/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Municipal Websites Open

- [Get Started with Web Open](https://www.civicplus.help/municipal-websites-open/docs/getting-started.md)
- [Creating a New User Account in Web Open](https://www.civicplus.help/municipal-websites-open/docs/creating-a-new-user-account-in-web-open.md): Learn more about the steps required to create and set up a new user account in Municipal Websites Open.
- [Create and Manage Key Links](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-key-links.md): Manage Key Links efficiently with our guide: add, edit, enable, disable, or delete links on your dashboard for streamlined administration.
- [Create and Manage Mega Menus](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-mega-menus.md): Learn how to manage Mega Menus on your Web Open site. Add, Edit, Move, and Delete Sections or Links.
- [Create and Edit Microsites](https://www.civicplus.help/municipal-websites-open/docs/create-and-edit-microsites.md): Learn how to create and edit a microsite, manage group info, and customize menu settings for effective online presence.
- [Manage Contact Information on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-contact-information-on-a-page.md): Learn how to manage Contact Information in Web Open! Add, Edit, and Remove Contact Information on any page.
- [Manage Menu Links for a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-menu-links-for-a-page.md): Learn how to manage menu links for a page in Municipal Websites Open by adding, editing, reordering, or removing navigation links to improve site organization.
- [Accessibility](https://www.civicplus.help/municipal-websites-open/docs/accessibility.md)
- [Accessibility Best Practices for Content Authors](https://www.civicplus.help/municipal-websites-open/docs/accessibility-best-practices-for-content-authors.md): Learn best practices for creating accessible content that enhances usability, meets standards, and fosters inclusivity for all users.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/municipal-websites-open/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Web Open Accessibility Conformance Report](https://www.civicplus.help/municipal-websites-open/docs/web-open-accessibility-conformance-report.md): An explanation of CivicPlus' Accessibility Conformance Report for Web Open.
- [General Topics](https://www.civicplus.help/municipal-websites-open/docs/general-topics.md)
- [Web Open PII, Sensitive PII, and PHI](https://www.civicplus.help/municipal-websites-open/docs/web-open-pii-sensitive-pii-and-phi.md): Web Open webforms store data unencrypted. Avoid collecting sensitive information like Social Security numbers and financial details for security compliance.
- [Differences Between PII, Sensitive PII, and PHI](https://www.civicplus.help/municipal-websites-open/docs/differences-between-pii-sensitive-pii-and-phi-1.md): Learn about Personally Identifiable Information (PII), its types, protections, and the significance of safeguarding sensitive data in healthcare and beyond.
- [Single Sign-On & Passwords](https://www.civicplus.help/municipal-websites-open/docs/single-sign-on-passwords.md)
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/municipal-websites-open/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/municipal-websites-open/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Create a Single Sign-On Account](https://www.civicplus.help/municipal-websites-open/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Expired Verification Email](https://www.civicplus.help/municipal-websites-open/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/municipal-websites-open/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/municipal-websites-open/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/municipal-websites-open/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/municipal-websites-open/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/municipal-websites-open/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Sign In to Your Site](https://www.civicplus.help/municipal-websites-open/docs/sign-in-to-your-site.md): Learn how to sign in to your Municipal Websites Open account using CivicPlus Single Sign-On for a seamless user experience across products.
- [Two-Factor Sign-In](https://www.civicplus.help/municipal-websites-open/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Video Training Library](https://www.civicplus.help/municipal-websites-open/docs/recorded-training-sessions.md)
- [01 Basic | Title, Microsite, and Body Content](https://www.civicplus.help/municipal-websites-open/docs/01-basic-title-microsite-and-body-content.md): Watch this video to learn more about page titles, microsites, and body content in Web Open.
- [02 Basic | File Attachments](https://www.civicplus.help/municipal-websites-open/docs/02-basic-file-attachments.md): Watch this video to learn more about File Attachments in Web Open.
- [03 Basic | Image and Video](https://www.civicplus.help/municipal-websites-open/docs/03-basic-image-and-video.md): Watch this video to learn about managing and uploading Images and Videos in Web Open.
- [04 Basic | Menu Sidebar](https://www.civicplus.help/municipal-websites-open/docs/04-basic-menu-sidebar.md): Review a training video on the Municipal Websites Open Menu Sidebar and how it should be used.
- [05 Basic | Publishing](https://www.civicplus.help/municipal-websites-open/docs/05-basic-publishing.md): Watch this video to learn about publishing and unpublishing pages in Web Open.
- [06 Basic | News](https://www.civicplus.help/municipal-websites-open/docs/06-basic-news.md): Watch this video to learn more about creating and managing News pages in Web Open.
- [07 Basic | Sections](https://www.civicplus.help/municipal-websites-open/docs/07-basic-new-version-sections.md): Watch this video to learn more about Sections in Web Open.
- [08 Basic | Maps and Standard Location](https://www.civicplus.help/municipal-websites-open/docs/08-basic-maps-and-standard-location.md): Watch this video to learn more about Maps and Standard Locations in Web Open.
- [09 Basic | Page Redirect](https://www.civicplus.help/municipal-websites-open/docs/09-basic-page-redirect.md): Watch this video to learn about Page Redirects in Web Open.
- [10 Basic | Alternate Title and Image](https://www.civicplus.help/municipal-websites-open/docs/10-basic-alternate-title-and-image.md): Watch this video to learn how to utilize alternative titles and images on your Web Open pages.
- [11 Basic | Contact Information](https://www.civicplus.help/municipal-websites-open/docs/11-basic-contact-information.md): Watch this video to learn more about managing Contact Information on a Web Open page.
- [12 Basic | Frequently Asked Questions](https://www.civicplus.help/municipal-websites-open/docs/12-basic-frequently-asked-questions.md): Watch this video training to learn more about Frequently Asked Questions in Web Open.
- [13 Basic | Links](https://www.civicplus.help/municipal-websites-open/docs/13-basic-links.md): Watch this training video to learn about managing Links in Web Open.
- [14 Basic | Meetings and General Events](https://www.civicplus.help/municipal-websites-open/docs/14-basic-meetings-and-general-events.md): Watch this training video to learn about creating and editing pages for Meetings and Events in Web Open.
- [15 Advanced | Mega and Main Menus in the Header](https://www.civicplus.help/municipal-websites-open/docs/15-advanced-new-version-mega-and-main-menus-in-the-header.md): Watch this training video to learn more about creating and managing Menus on your Web Open site.
- [16 Advanced | Page Categories](https://www.civicplus.help/municipal-websites-open/docs/16-advanced-page-categories.md): Watch this training video to learn how to create and manage Page Categories on your Web Open site.
- [17 Advanced | Ordinances and Resolutions](https://www.civicplus.help/municipal-websites-open/docs/17-advanced-ordinances-and-resolutions.md): Watch this training video to learn how to use, create, and manage Ordinances and Resolutions on your Web Open site.
- [18 Advanced | Staff Directory](https://www.civicplus.help/municipal-websites-open/docs/18-advanced-staff-directory.md): Watch this training video to learn how to create and manage a Staff Directory page on your Web Open site.
- [19 Advanced | Quick Tip: Revision, Manage Content, My Changes](https://www.civicplus.help/municipal-websites-open/docs/19-advanced-quick-tip-revision-manage-content-my-changes.md): Watch this training video to learn tips for managing content, changes, and revisions on your Web Open site.
- [20 Advanced | Projects Directory](https://www.civicplus.help/municipal-websites-open/docs/20-advanced-projects-directory.md): Watch this training video to learn more about Projects on your Web Open site.
- [21 Advanced | Job Openings](https://www.civicplus.help/municipal-websites-open/docs/21-advanced-job-openings.md): Watch this training video to learn more about creating and managing job openings on your Web Open site.
- [22 Advanced | Bids and RFPs (Request for Proposal)](https://www.civicplus.help/municipal-websites-open/docs/22-advanced-bids-and-rfps-request-for-proposal.md): Watch this training video to learn how to create bids and manage requests for proposal on your Web Open site.
- [23 Advanced | Broken Links](https://www.civicplus.help/municipal-websites-open/docs/23-advanced-broken-links.md): Watch this training video to learn how to manage and fix Broken Links on your Web Open site.
- [24 Advanced | URL Redirects and Vanity URLs](https://www.civicplus.help/municipal-websites-open/docs/24-advanced-url-redirects-and-vanity-urls.md): Watch this training video to learn more about URL redirects and masking URLs on your Web Open site.
- [25 Advanced | Keyword Priority Search](https://www.civicplus.help/municipal-websites-open/docs/25-advanced-keyword-priority-search.md): Watch this training video to learn about managing Keyword Priority Search on your Web Open site.
- [26 | Your Municipal Website: Agenda and Meeting Management, and Online Code Hosting Solution](https://www.civicplus.help/municipal-websites-open/docs/26-your-municipal-website-agenda-and-meeting-management-and-online-code-hosting-solution.md): View a helpful video regarding the Agenda and Meeting Management and Online Code Hosting solutions as part of your municipal website.
- [27 Advanced | Key Link Buttons on the Home Page](https://www.civicplus.help/municipal-websites-open/docs/26-advanced-key-link-buttons-on-the-home-page.md): Watch this video to learn how to create and manage Key Link buttons on your Web Open site homepage.
- [28 Advanced | Emergency Alerts](https://www.civicplus.help/municipal-websites-open/docs/27-advanced-new-version-emergency-alerts.md): Watch this training video to learn how to manage Emergency Alerts on your Web Open site.
- [29 Advanced | Portal](https://www.civicplus.help/municipal-websites-open/docs/28-advanced-new-version-portal.md): Watch this training video to learn about the constituent portal for users of your Web Open website.
- [30 Advanced | Send Email and SMS Notifications](https://www.civicplus.help/municipal-websites-open/docs/29-advanced-new-version-send-email-and-sms-notifications.md): Watch this training video to learn how to create, send, and manage email and text notifications from your Web Open site.
- [31 Advanced | Webforms](https://www.civicplus.help/municipal-websites-open/docs/30-advanced-new-version-webforms.md): Watch this training video to learn how to create, edit, and manage Webforms on your Web Open site.
- [Administration and Settings](https://www.civicplus.help/municipal-websites-open/docs/administration.md)
- [Add and Manage Keyword Priority Search](https://www.civicplus.help/municipal-websites-open/docs/add-and-manage-keyword-priority-search.md): Manage your keywords effectively: add, edit, publish, or delete keywords in the Administration Tools for optimized search results.
- [Create and Manage Digest Emails](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-digest-emails.md): Create and manage Digest Emails for news updates and stale content notifications, ensuring timely information delivery to your subscription list.
- [Create and Manage Emergency Alerts](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-emergency-alerts.md): Learn to manage Emergency Alerts in Web Open: Create, Edit, and Turn Off Emergency Alerts using the Administration dashboard.
- [Create and Manage Terms](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-terms.md): Learn to create and manage Terms in Web Open: Create, Edit, and Delete Terms for use in Business Directories, Park and Property Listings, and Projects.
- [Create and Manage URL Redirects from the Dashboard](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-url-redirects-via-the-dashboard.md): Manage URL Redirects through the Administration dashboard: Add, Edit, and Delete Redirects on your Web Open site.
- [Create and Manage User Accounts](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-user-accounts.md): Manage user accounts efficiently: add, edit, block, or delete users while assigning roles and permissions in your administration panel.
- [Manage Broken Links](https://www.civicplus.help/municipal-websites-open/docs/manage-broken-links.md): Learn how to use the Broken Links tool to locate and fix broken links on any of the pages on you Web Open site.
- [Stale Content Overview](https://www.civicplus.help/municipal-websites-open/docs/stale-content-overview.md): Learn how to view, review, and update or unpublish outdated content on your site!
- [Webforms](https://www.civicplus.help/municipal-websites-open/docs/webforms.md)
- [Update the Contact Us Page Text](https://www.civicplus.help/municipal-websites-open/docs/update-the-contact-us-page-text.md): Learn how to update the Contact Us page text in Municipal Websites Open to provide accurate contact information and improve communication with your website visitors.
- [Webform Glossary](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary.md)
- [Webform Glossary: Layout Fields](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary-layout-fields.md): Read this article for definitions and explanations of Layout fields for Webforms in Web Open.
- [Webform Glossary: Page Fields](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary-page-fields.md): Read this article for definitions and explanations of Page fields for Webforms in Web Open.
- [Webform Glossary: General Fields](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary-general-fields.md): Learn about the general webform fields in this glossary article.
- [Webform Glossary: Confirmation Fields](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary-confirmation-fields.md): Learn more about the Confirmation Types and text fields for Webforms in this glossary article.
- [Webform Glossary: Element Types](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary-element-types.md): Read this glossary for definitions and explanations of the different Webform Elements for your Web Open site.
- [Webform Glossary: Element Type Fields](https://www.civicplus.help/municipal-websites-open/docs/webform-glossary-element-type-fields.md): Read this glossary article to learn more about Webfor Element Types on your Web Open site.
- [Webform Best Practices](https://www.civicplus.help/municipal-websites-open/docs/webform-best-practices.md): Optimize your web forms with clear labels, minimal fields, and security measures to enhance user experience while avoiding sensitive data collection.
- [Create a Webform](https://www.civicplus.help/municipal-websites-open/docs/create-a-webform.md): Learn to create and customize Webforms for your site, including adding elements, pages, layouts, and email notifications for effective submissions.
- [View and Download Webform Submissions](https://www.civicplus.help/municipal-websites-open/docs/view-and-download-webform-submissions.md): Learn how to view, manage, and download Webform submissions in Municipal Websites Open to access form responses and streamline data management.
- [Edit Webforms](https://www.civicplus.help/municipal-websites-open/docs/edit-webforms.md): Learn how to edit Webforms in Municipal Websites Open, including updating form settings, elements, layouts, email notifications, and confirmation messages.
- [Delete Webform Items](https://www.civicplus.help/municipal-websites-open/docs/delete-webform-items.md): Learn how to delete Webform pages, elements, and layouts in Municipal Websites Open to keep your forms organized and remove outdated content.
- [Pages](https://www.civicplus.help/municipal-websites-open/docs/creating-page-content.md)
- [Create and Manage Bids or Request For Proposal](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-bids-or-request-for-proposal.md): Learn how to create, edit, and manage Bids and RFPs effectively, including publishing, awarding, and deleting processes for optimal project management.
- [Create and Manage Directory Listings](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-directory-listings.md): Learn how to create, edit, publish, and manage directory listings effectively, including custom groups and revision tracking for optimal organization.
- [Create and Manage Events](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-events.md): Create, edit, and manage your event pages effortlessly. Learn how to publish, unpublish, and delete events with our comprehensive guide.
- [Create and Manage Frequently Asked Questions](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-frequestly-asked-questions.md): Learn how to create, edit, clone, and manage FAQs effectively, including publishing options and revision tracking for optimal user engagement.
- [Create and Manage Job Openings](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-job-openings.md): Create, edit, publish, or delete job openings easily with our comprehensive guide on managing job listings and their statuses effectively.
- [Create and Manage Links on a Page](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-links-on-a-page.md): Learn to create, edit, and delete links on your Web Open site.
- [Create and Manage Meetings](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-meetings.md): Learn how to create, edit, and manage meetings effectively, including adding agendas, minutes, and audio/video links for seamless organization.
- [Create and Manage Ordinances and Resolutions](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-ordinances-and-resolutions.md): Create, edit, and manage Ordinances or Resolutions with ease. Learn how to publish, unpublish, and revert changes effectively.
- [Create and Manage Parks](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-parks.md): Easily create, edit, and manage park pages with detailed information on amenities, hours, and regulations. Publish or delete parks effortlessly!
- [Create and Manage Redirects on a Page](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-redirects-on-a-page.md): Learn how to create, edit, and delete redirects on a page for your Web Open site!
- [Create and Manage Standard Locations](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-standard-locations.md): Learn how to create, edit, publish, and manage Standard Locations effectively with our comprehensive guide on location information fields and revisions.
- [Create a Repeating Meeting](https://www.civicplus.help/municipal-websites-open/docs/create-a-repeating-meeting.md): Learn more about the steps users should take to create a meeting that can be cloned, copied, and modified as necessary.
- [Manage Maps on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-maps-on-a-page.md): Learn how to add, edit, and remove maps on your page, including options for standard locations and drop pin maps for precise navigation.
- [Manage Page Categories on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-page-categories-on-a-page.md): Learn to manage Page Categories on your Web Open site: add, edit, and remove!
- [Manage Sections on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-sections-on-a-page.md): Learn how to add, edit, duplicate, and remove sections on a page, including image and text fields, for a seamless content management experience.
- [Manage a Webform on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-a-webform-on-a-page.md): Learn to add, edit, and remove Webforms on a page.
- [Publish or Unpublish a Page](https://www.civicplus.help/municipal-websites-open/docs/publish-or-unpublish-a-page.md): Have a look at a helpful step-by-step guide to publishing and unpublishing pages in Municipal Websites Open.
- [News](https://www.civicplus.help/municipal-websites-open/docs/news.md)
- [Create and Manage Announcements](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-announcements.md): Learn how to create and disable Announcements on your site for use in emergencies or to highlight need-to-know information!
- [Create and Manage News](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-news.md): Learn how to create, edit, publish, and manage news pages effectively, including cloning and reverting revisions for optimal site updates.
- [Multimedia Content](https://www.civicplus.help/municipal-websites-open/docs/manage-content-assets.md)
- [Content Overview](https://www.civicplus.help/municipal-websites-open/docs/content-overview.md): Manage all your site's content—files, images, and videos—efficiently with search filters for published and unpublished items on the Content page.
- [Manage Background Images](https://www.civicplus.help/municipal-websites-open/docs/manage-background-images.md): Manage and edit background images easily, set placements, and preview changes for all pages or specific seasons on your site.
- [Files](https://www.civicplus.help/municipal-websites-open/docs/files.md)
- [Manage Files on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-files-on-a-page.md): Learn how to upload, edit, and remove files on a page with our step-by-step guide, ensuring your content is always up-to-date and organized.
- [Manage Files in the Content Manager](https://www.civicplus.help/municipal-websites-open/docs/manage-files-in-the-content-manager.md): Manage files up to 128MB in CivicEngage Open. Upload, edit, publish, or delete various file types easily from the Content Manager.
- [Images](https://www.civicplus.help/municipal-websites-open/docs/images.md)
- [Manage Images in the Content Manager](https://www.civicplus.help/municipal-websites-open/docs/manage-images-in-the-content-manager.md): Manage images in Web Open: upload, edit, publish, or delete images up to 128MB. Learn how to optimize your content with effective image management.
- [Manage Images on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-images-on-a-page.md): Learn how to upload, edit, and remove images on your page, ensuring your content is visually engaging and accessible with alternative text.
- [Videos](https://www.civicplus.help/municipal-websites-open/docs/videos.md)
- [Manage Videos in the Content Manager](https://www.civicplus.help/municipal-websites-open/docs/manage-videos-in-the-content-manager.md): Manage videos in CivicEngage Open: upload, edit, publish, and delete with ease. Max file size 128 MB. Supported formats: .mp4, .mpg, .avi, .webm.
- [Manage Videos on a Page](https://www.civicplus.help/municipal-websites-open/docs/manage-videos-on-a-page.md): Learn how to uploade, edit, and remove videos on a page.
- [Integrations](https://www.civicplus.help/municipal-websites-open/docs/integrations-with-civicplus-products.md)
- [Add Web Open Credentials](https://www.civicplus.help/municipal-websites-open/docs/add-web-open-credentials.md): The Staff Portal supports the storage and access of Application Credentials for Web Open.
- [Agenda and Meeting Management Essential](https://www.civicplus.help/municipal-websites-open/docs/agenda-and-meeting-management-essential.md): Learn more about Agenda and Meeting Management Essential and how it integrates with your Web Open site!
- [Online Code Hosting and Web Open Search Integration](https://www.civicplus.help/municipal-websites-open/docs/online-code-hosting-web-open-search-integration.md): Learn how to use the Online Code Hosting to Municipal Websites Open Search Results Integration.
- [Staff Portal](https://www.civicplus.help/municipal-websites-open/docs/civicplus-organizations.md): Learn more about CivicPlus Organizations and how it integrates with your Web Open site!
- [Notifications Admin](https://www.civicplus.help/municipal-websites-open/docs/notifications-admin.md): Learn about Notifications Admin in Municipal Websites Open: residents subscribe to email/SMS alerts, and admins manage lists and prevent duplicate messages.
- [Email Sending Timeframes](https://www.civicplus.help/municipal-websites-open/docs/email-sending-timeframes.md): Learn about the email sending timeframes for Notifications Admin.
- [Manage Subscription Lists in Web Open](https://www.civicplus.help/municipal-websites-open/docs/manage-subscription-lists-in-web-open.md): Learn how to manage Subscription Lists in CivicPlus Notifications for your Web Open site.
- [Notifications Admin Overview](https://www.civicplus.help/municipal-websites-open/docs/notifications-admin-overview.md): Learn about email and SMS notifications sent through Notifications Admin.
- [Notifications Admin Permissions](https://www.civicplus.help/municipal-websites-open/docs/notifications-admin-permissions.md): Learn about the permissions levels in Notifications Admin.
- [Pending Messages](https://www.civicplus.help/municipal-websites-open/docs/pending-messages.md): Manage your notifications effectively by modifying or canceling pending messages in the Notifications Admin site.
- [Send Email and SMS Notifications](https://www.civicplus.help/municipal-websites-open/docs/send-email-and-sms-notifications.md): Learn effective bulk text messaging strategies for city governments, including best practices, frequency, and what to communicate to residents.
- [Sign Up for Email and SMS Notifications](https://www.civicplus.help/municipal-websites-open/docs/sign-up-for-email-and-sms-notifications.md): Learn how to sign up for Email and SMS Messages on your Web Open site using the Resident Portal!
- [Subscribers Overview](https://www.civicplus.help/municipal-websites-open/docs/subscribers-overview.md): Learn how to manage the subscribers in your Notifications Admin application.
- [Subscription Lists Overview](https://www.civicplus.help/municipal-websites-open/docs/subscription-lists-overview.md): All users with permission to Notifications will be able to manage all lists and all subscribers to those lists.
- [View Sent Messages & Analytics](https://www.civicplus.help/municipal-websites-open/docs/view-sent-messages-analytics.md): Access the global Sent Messages listing to view email previews, statistics, and recipient activity for all messages sent in your organization.
- [View Bounced Emails](https://www.civicplus.help/municipal-websites-open/docs/view-bounced-emails.md): Learn how to manage bounced emails in Notifications Admin.
- [Welcome & Verification Emails for Subscription Lists](https://www.civicplus.help/municipal-websites-open/docs/welcome-verification-emails-for-subscription-lists.md): Users will receive a Welcome email the first time they subscribe to a Notification list for an Organization.
- [Payments](https://www.civicplus.help/municipal-websites-open/docs/payments.md): Learn about how Web Open integrates with CivicPlus Payments.
- [About Payments](https://www.civicplus.help/municipal-websites-open/docs/about-payments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/municipal-websites-open/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [Convenience Fees](https://www.civicplus.help/municipal-websites-open/docs/convenience-fees.md)
- [Credentials Needed for Each External Processor](https://www.civicplus.help/municipal-websites-open/docs/credentials-needed-for-each-external-processor.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [External Processor Payment Devices Overview](https://www.civicplus.help/municipal-websites-open/docs/external-processor-payment-devices-overview.md): CivicPlus requires chip and magnetic stripe readers from payment gateways, offering support for configuration but not for terminal errors.
- [Hosted Payment Form Best Practices](https://www.civicplus.help/municipal-websites-open/docs/hosted-payment-form-best-practices.md): View best practices for hosted payment forms.
- [Payments Glossary](https://www.civicplus.help/municipal-websites-open/docs/payments-glossary.md): View definitions for common payments terms.
- [PCI Compliance](https://www.civicplus.help/municipal-websites-open/docs/pci-compliance.md): Find out more about how a combination of CivicPlus, the Payment Provider, and you the customer, share responsibilities for maintaining PCI compliance.
- [Set Up Payments with External Processors](https://www.civicplus.help/municipal-websites-open/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Resident Portal](https://www.civicplus.help/municipal-websites-open/docs/resident-portal.md): The Resident Portal streamlines the resident user experience as they interact with the CivicPlus products leveraged by a local government customer.
- [About the Resident Portal](https://www.civicplus.help/municipal-websites-open/docs/about-the-resident-portal.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [Create and Manage Resident Portal Links](https://www.civicplus.help/municipal-websites-open/docs/create-and-manage-resident-portal-links.md): Learn to manage links in your Resident Portal, directing residents to vital community resources with easy steps for adding, featuring, and removing links.
- [Directing Website Traffic to the Resident Portal](https://www.civicplus.help/municipal-websites-open/docs/directing-website-traffic-to-the-resident-portal.md): Learn how to direct traffic to your Resident Portal site. Save time by creating new (or redirecting existing) links to load specific pages within your Resident Portal.
- [Filter and Search Forms in the Resident Portal](https://www.civicplus.help/municipal-websites-open/docs/filter-and-search-forms-in-the-resident-portal.md): Learn how to view forms in the Resident Portal.
- [Manage Your Notifications in the Resident Portal](https://www.civicplus.help/municipal-websites-open/docs/manage-your-notifications-in-the-resident-portal.md): Manage your email and SMS notifications easily through the Resident Portal. Subscribe, unsubscribe, and customize your contact info with ease!
- [Resident Portal Forms Settings](https://www.civicplus.help/municipal-websites-open/docs/resident-portal-forms-settings.md): Manage your Resident Portal forms effortlessly with automatic syncing, visibility options, and third-party links. Streamline your form management today!
- [Resident Portal Navigation Settings](https://www.civicplus.help/municipal-websites-open/docs/resident-portal-navigation-settings.md): Customize your Resident Portal navigation with ease: manage visibility, edit icons, and add descriptions for a tailored user experience.
- [Resident Portal Notifications Settings](https://www.civicplus.help/municipal-websites-open/docs/resident-portal-notifications-settings.md): Manage your Resident Portal with ease! Customize notifications, add links, and feature lists to enhance user experience and engagement.
- [Resident Portal Permissions](https://www.civicplus.help/municipal-websites-open/docs/resident-portal-permissions.md): Learn how to assign permission access to the Resident Portal.
- [Share a Link to a Filtered Notifications List](https://www.civicplus.help/municipal-websites-open/docs/share-a-link-to-a-filtered-notifications-list.md): Learn how to share a link to a Notifications list.
- [View & Manage Your Resident Portal Dashboard](https://www.civicplus.help/municipal-websites-open/docs/view-manage-your-resident-portal-dashboard.md): Find out more about how the Dashboard in the Resident Portal can be customized by favoriting links or forms for easy access to frequently used items as well as displaying Notification lists you are subscribed to.
- [Product Updates](https://www.civicplus.help/municipal-websites-open/docs/product-updates.md)
- [Web Open Product Updates](https://www.civicplus.help/municipal-websites-open/docs/web-open-product-updates.md): View product updates for Web Open.
- [Submit Product Feedback](https://www.civicplus.help/municipal-websites-open/docs/submit-product-feedback.md): Submit feedback to the Web Open product team.
- [Web Open Release Notes](https://www.civicplus.help/municipal-websites-open/docs/release-notes.md)
- [June 4, 2026 Web Open Release Notes](https://www.civicplus.help/municipal-websites-open/docs/june-4-2026-web-open-release-notes.md)
- [May 7, 2026 Web Open Release Notes](https://www.civicplus.help/municipal-websites-open/docs/may-7-2026-open-release-notes.md)
- [April 23, 2026 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/april-23-2026-release-notes.md)
- [April 13, 2026 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/april-13-2026-release-notes.md)
- [April 9, 2026 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/april-9-2026-release-notes.md)
- [November 6, 2025 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/november-6-2025-release-notes.md)
- [October 23, 2025 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/october-23-2025-release-notes.md)
- [October 1, 2025 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/october-1-2025-release-notes.md)
- [September 10, 2025 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/september-10-2025-release-notes.md)
- [August 20, 2025 Release Notes](https://www.civicplus.help/municipal-websites-open/docs/august-20-2025-release-notes.md)
- [July 31, 2025 Enhancement](https://www.civicplus.help/municipal-websites-open/docs/july-31-2025-enhancement.md)
- [July 9, 2025 Enhancements](https://www.civicplus.help/municipal-websites-open/docs/july-9-2025-enhancements.md): Read more about updates to Payment and Background Images in this Web Open enhancement released on July 9, 2025.
- [June 18, 2025 Enhancements](https://www.civicplus.help/municipal-websites-open/docs/june-18-2025-enhancements.md): Learn more about Web Open Payment and Section-Image enhancements, released on June 18th, 2025.
- [Support](https://www.civicplus.help/municipal-websites-open/docs/technical-assistance.md)
- [Browser and Device Support](https://www.civicplus.help/municipal-websites-open/docs/brower-and-device-support.md): CivicPlus officially cites Google Chrome as the recommended browser that works most effectively with your  product.
- [Contact CivicPlus Support](https://www.civicplus.help/municipal-websites-open/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/municipal-websites-open/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/municipal-websites-open/docs/view-your-support-tickets.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Drupal 7 Resources](https://www.civicplus.help/municipal-websites-open/docs/drupal-7-resources.md)
- [MunicodeWeb Drupal 7 Content Management Process](https://www.civicplus.help/municipal-websites-open/docs/drupal-7-content-management-process.md): Find out more about the Municipal Websites Open Drupal 7 Content Process with a helpful step-by-step guide.
- [CivicEngage Open Drupal 7 Content Management Process](https://www.civicplus.help/municipal-websites-open/docs/civicengage-open-drupal-7-management-process.md): Find out more about the Municipal Websites Open Drupal 7 Content Management process with a helpful step-by-step guide.
- [For Municipal Government](https://www.civicplus.help/municipal-websites-open/docs/for-municipal-government.md)
- [Broken Links Report](https://www.civicplus.help/municipal-websites-open/docs/broken-links-report.md): Learn how to manage broken links and find the definitions for respond codes for you Drupal 7 site.
- [Embedding Video](https://www.civicplus.help/municipal-websites-open/docs/embedding-video.md): Learn how to embed video on a Drupal 7 Web Open site.
- [Review On Date](https://www.civicplus.help/municipal-websites-open/docs/review-on-date.md): Learn how to set and manage Review On dates on your Web Open site.
- [Scheduling Options](https://www.civicplus.help/municipal-websites-open/docs/scheduling-options.md): Leanr how to manage scheduling options to automatically publish and unpublish articles on your Web Open site.
- [Webpage Revisions](https://www.civicplus.help/municipal-websites-open/docs/webpage-revisions.md): Learn more about making webpage revisions on your Drupal 7 Web Open site.
- [Website Statistics](https://www.civicplus.help/municipal-websites-open/docs/website-statistics.md): Learn more about Web Statistics for your Drupal 7 site.
- [Bulletin Item](https://www.civicplus.help/municipal-websites-open/docs/bulletin-item.md): Learn to manage Bulletin Items on your Drupal 7 site.
- [Editing Department, Board, or Committee Home Page](https://www.civicplus.help/municipal-websites-open/docs/editing-department-board-or-committee-home-page.md): Edit your Department or Board homepage with essential tabs for titles, contact info, images, and meeting details to enhance visibility and engagement.
- [Event](https://www.civicplus.help/municipal-websites-open/docs/event.md): Learn to manage Events on your Drupal 7 site.
- [FAQ (Frequently Asked Questions)](https://www.civicplus.help/municipal-websites-open/docs/faq-frequently-asked-questions.md): Learn to manage Frequently Asked Questions on your Drupal 7 site.
- [Free-Form Document](https://www.civicplus.help/municipal-websites-open/docs/free-form-document.md): Learn about Free-Form Documents on your Drupal 7 site.
- [Link](https://www.civicplus.help/municipal-websites-open/docs/link.md): Learn about Links on your Drupal 7 site.
- [News or Announcement](https://www.civicplus.help/municipal-websites-open/docs/news-or-announcement.md): Learn about News and Announcements on your Drupal 7 site.
- [Person Profile](https://www.civicplus.help/municipal-websites-open/docs/person-profile.md): Learn how to add or remove names from department, board, or committee webpages, including creating profiles and setting up email accounts.
- [Private File](https://www.civicplus.help/municipal-websites-open/docs/private-file.md): Upload files securely to Private Department pages with the Private File command. Ensure your documents remain confidential and accessible only to authorized users.
- [Slideshow / Gallery](https://www.civicplus.help/municipal-websites-open/docs/slideshow-gallery.md): Upload and manage slideshow images with titles and alt text. Customize display options for a seamless viewing experience on your site.
- [Upload File](https://www.civicplus.help/municipal-websites-open/docs/upload-file.md): Easily upload files like .pdf, .doc, and .jpg under 50 MB, and manage display options for downloadable forms on your website.
- [Urgent Alert](https://www.civicplus.help/municipal-websites-open/docs/urgent-alert.md): Learn to manage Urgent Alerts on your Drupal 7 site.
- [Introduction to Online Tutorials by CivicEngage Open](https://www.civicplus.help/municipal-websites-open/docs/introduction-to-online-tutorials-by-civicengage-open.md): Read this article to begin learning about only training refreshers for your Drupal 7 site.
- [Self-Help Videos](https://www.civicplus.help/municipal-websites-open/docs/self-help-videos.md): Watch self-help videos for your Drual 7 site that are always available!
- [Basic Training Video | Site Admin User](https://www.civicplus.help/municipal-websites-open/docs/basic-training-video-site-admin-user.md): Learn the ins and outs Site Administration in this training video for Drupal 7.
- [Basic Training Videos | User](https://www.civicplus.help/municipal-websites-open/docs/basic-training-videos-user.md): Watch basic training videos that are always available to learn more about your Drupal 7 site.
- [Responsive Website Upgrade Video](https://www.civicplus.help/municipal-websites-open/docs/responsive-website-upgrade-video.md): Watch this video to learn about the Responsive Website Upgrade for Drupal 7 sites.
- [Useful Tips and Helpful Hints](https://www.civicplus.help/municipal-websites-open/docs/useful-tips-and-helpful-hints.md): Learn how to manage files, schedule content, and edit revisions effectively for your website. Optimize your site with helpful tips and tricks!
- [Image Size Requirements](https://www.civicplus.help/municipal-websites-open/docs/image-size-requirements.md): Learn about image size requirements and restrictions for various content types on your Drupal 7 site.
- [Replace Existing PDF](https://www.civicplus.help/municipal-websites-open/docs/replace-existing-pdf.md): Learn how to replace an existing PDF with a new one on your Drupal 7 site.
- [Link to a File or Webpage in a Free-Form Section](https://www.civicplus.help/municipal-websites-open/docs/link-to-a-file-or-webpage-in-a-free-form-section.md): Learn how to link a file or webpage on your Drupal 7 site.
- [Using Anchors](https://www.civicplus.help/municipal-websites-open/docs/using-anchors.md): Learn how to use Anchors on your Drupal 7 site.
- [Introductions | Getting Started with the Basics Video](https://www.civicplus.help/municipal-websites-open/docs/introductions-getting-started-with-the-basics-video.md): Learn about basic features and functions of your Drupal 7 site.
- [Bulletin Item Video](https://www.civicplus.help/municipal-websites-open/docs/bulletin-item-video.md): Learn how to create and maintain Bulletin Items on your Drupal 7 site.
- [Calendar Event Video](https://www.civicplus.help/municipal-websites-open/docs/calendar-event-video.md): Learn how to create Calendar Events on your Drupal 7 site.
- [Free-Form Document Video](https://www.civicplus.help/municipal-websites-open/docs/free-form-document-video.md): Learn how to use Free-Form Documents on your Drupal 7 site in this video.
- [Frequently Asked Questions Video](https://www.civicplus.help/municipal-websites-open/docs/frequently-asked-questions-video.md): Watch this video to learn more about creating and using Frequently Asked Questions on your Drupal 7 site.
- [How to Edit a Department Webpage Video](https://www.civicplus.help/municipal-websites-open/docs/how-to-edit-a-department-webpage-video.md): Watch this video to learn how to manage a Department Webpage on your Drupal 7 site!
- [Link Video](https://www.civicplus.help/municipal-websites-open/docs/link-video.md): Watch this video to learn more about creating and managing links on your Drupal 7 site.
- [Meeting Agenda Video](https://www.civicplus.help/municipal-websites-open/docs/meeting-agenda-video.md): Watch this vide to learn how to use Meeting Agendas on your Drupal 7 site.
- [Meeting Minutes Video](https://www.civicplus.help/municipal-websites-open/docs/meeting-minutes-video.md): Watch this video to learn more about managing Meeting Minutes on your Drupal 7 site.
- [News and Announcement Video](https://www.civicplus.help/municipal-websites-open/docs/news-and-announcement-video.md): Watch this video to learn more about creating and editing News and Announcements posts on your Drupal 7 site.
- [Person Profile Video](https://www.civicplus.help/municipal-websites-open/docs/person-profile-video.md): Watch this video to learn about Person Profiles on your Drupal 7 site.
- [Upload File Video](https://www.civicplus.help/municipal-websites-open/docs/upload-file-video.md): Watch this video to learn how to manage files on your Drupal 7 site.
- [Urgent Alert Video](https://www.civicplus.help/municipal-websites-open/docs/urgent-alert-video.md): Watch this video to learn how to manage Urgent Alerts on your Drupal 7 site.
- [Resetting Your Password and Password Requirements](https://www.civicplus.help/municipal-websites-open/docs/resetting-your-password-and-password-requirements.md): Learn how to reset your password and password requirements for your Drupal 7 site.
- [Upload a PDF and Create a Link In a Free-Form Section](https://www.civicplus.help/municipal-websites-open/docs/upload-a-pdf-and-create-link-in-free-form-section.md): Learn how to upload files and link PDFs on your department's website with this step-by-step guide for seamless content management.
- [Upload File but Do Not List in Persistent Links](https://www.civicplus.help/municipal-websites-open/docs/upload-file-but-do-not-list-in-persistent-links.md): Learn how to upload a file without a persistent link on your Drupal 7 site.
- [Resizing Images](https://www.civicplus.help/municipal-websites-open/docs/resizing-images.md): Learn how to resize images for use on your Drupal 7 site.
- [Inserting Images Into Free-Form Section](https://www.civicplus.help/municipal-websites-open/docs/inserting-images-into-free-form-section.md): Learn how to insert images into free-form documents on your Drupal 7 site.
- [Linking Agendas to Meeting Calendar Event](https://www.civicplus.help/municipal-websites-open/docs/linking-agendas-to-meeting-calendar-event.md): Learn how to link agendas to meetings on your Drupal 7 site.
- [Display YouTube or Vimeo Video on Webpage](https://www.civicplus.help/municipal-websites-open/docs/display-youtube-or-vimeo-video-on-webpage.md): Learn to embed YouTube or Vimeo videos on your Drupal 7 site.
- [Send Email to Subscriber Sign-Up List](https://www.civicplus.help/municipal-websites-open/docs/send-email-to-subscriber-sign-up-list.md): Learn how to send emails to subscribers.
- [For School Disctricts](https://www.civicplus.help/municipal-websites-open/docs/for-school-disctricts.md)
- [Bulletin Item | Schools](https://www.civicplus.help/municipal-websites-open/docs/bulletin-item-schools.md): Create engaging bulletins with images, captions, and scheduling options. Learn to upload, link, and manage your content effectively.
- [Group Home Page](https://www.civicplus.help/municipal-websites-open/docs/group-home-page.md): Edit your Group home page with essential tabs for title, images, contact info, and meeting details to enhance user engagement and communication.
- [Event | Schools](https://www.civicplus.help/municipal-websites-open/docs/event-schools.md): Find definitions for text fields required to create an school event on your Drupal 7 site.
- [Frequently Asked Questions | Schools](https://www.civicplus.help/municipal-websites-open/docs/frequently-asked-questions-schools.md): Learn about Frequently Asked Questions for your school's Drupal 7 site.
- [Free-Form Document | Schools](https://www.civicplus.help/municipal-websites-open/docs/free-form-document-schools.md): Learn about Free-Form Documents for your School's Drupal 7 site.
- [Link | Schools](https://www.civicplus.help/municipal-websites-open/docs/link-schools.md): Learn how to create links on your school's Drupal 7 site.
- [News of Announcement | School](https://www.civicplus.help/municipal-websites-open/docs/news-of-announcement-school.md): Learn how to create announcements and send out subscriber notifications for your school's Drupal 7 site.
- [Person Profile | Schools](https://www.civicplus.help/municipal-websites-open/docs/person-profile-schools.md): Learn how to add, edit, or remove names from department or board webpages and set up user accounts for email notifications effectively.
- [Private File | Schools](https://www.civicplus.help/municipal-websites-open/docs/private-file-schools.md): Learn how to create and manage private files for your school's Drupal 7 site.
- [Slideshow / Gallery | Schools](https://www.civicplus.help/municipal-websites-open/docs/slideshow-gallery-schools.md): Learn more about the Slideshow and Gallery features for your school's Drupal 7 site.
- [Upload File | Schools](https://www.civicplus.help/municipal-websites-open/docs/upload-file-schools.md): Learn about file uploads for your school's Drupal 7 site.
- [Urgent Alert | Schools](https://www.civicplus.help/municipal-websites-open/docs/urgent-alert-schools.md): Learn about Urgent Alerts and how to send email alerts to subscribers for your school's Drupal 7 site.
- [Website Documentation for Schools](https://www.civicplus.help/municipal-websites-open/docs/website-documentation-for-schools.md): View these PDF files for information and samples of Google Analytics documentation for your Drupal 7 site.
- [Using the Help Center](https://www.civicplus.help/municipal-websites-open/docs/get-started-with-the-help-center.md)
- [Follow a Help Center Section](https://www.civicplus.help/municipal-websites-open/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/municipal-websites-open/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/municipal-websites-open/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/municipal-websites-open/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [CivicPlus Help Center Overview](https://www.civicplus.help/municipal-websites-open/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [End of Life | Web Open - Drupal 7 and Drupal 10](https://www.civicplus.help/municipal-websites-open/docs/end-of-life-web-open-drupal-7-and-drupal-10.md): Review an update regarding Municipal Websites Open and its end of life announcement.
- [Webinar Recordings | Web Open to Central Starter Migration](https://www.civicplus.help/municipal-websites-open/docs/webinar-recordings-web-open-to-central-starter-migration.md): Access recorded webinars related to your move from Municipal Websites Open to Central Starter, today!
- [End of Life | Web Open - Drupal 7](https://www.civicplus.help/municipal-websites-open/docs/end-of-life-web-open-drupal-7.md)
- [Drupal 7 Migration Frequently Asked Questions](https://www.civicplus.help/municipal-websites-open/docs/drupal-7-migration-frequently-asked-questions.md): CivicPlus is migrating customers to Central Starter, a tailored Drupal 10 solution, ensuring a smooth transition and operational continuity for your website.
- [Drupal Resources | Agenda and Meeting Management Essential](https://www.civicplus.help/municipal-websites-open/docs/drupal-resources-agenda-and-meeting-management-essential.md)
- [Drupal 7 Customer Communications](https://www.civicplus.help/municipal-websites-open/docs/customer-communications.md)
- [Past Drupal 7 Communications](https://www.civicplus.help/municipal-websites-open/docs/past-communications.md)
- [Preparing Your Website for Migration](https://www.civicplus.help/municipal-websites-open/docs/preparing-your-website-for-migration.md): Follow these tips and instructions to best prepare your Web Open site and team for migration to the latest version of Drupal!
- [Email | November 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-november-2025-drupal-migration-update.md): View the November 2025 Drupal Migration Update email to learn more about locking in pricing and planning your migration now.
- [Email | October 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-october-2025-drupal-migration-update.md): Check out the October 2025 Drupal Migration Update email and learn more about how Central Starter will improve website maintenance.
- [Email | September 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-september-2025-drupal-migration-update.md): Peruse an email update from September 2025 regarding the Drupal Migration and how the Central Starter will make managing your website easier.
- [Email | August 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-august-2025-drupal-migration-update.md): Check out the August 2025 Drupal Migration Update email with more information about how Central Starter supports streamlined communication.
- [Email | July 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-july-2025-drupal-migration-update.md): Review the July 2025 Drupal Migration Update email, discussing how the Central Starter tools will help improve user experience.
- [Email | June 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-june-2025-drupal-migration-update.md): Join our live webinar to explore Central Starter, designed for smaller governments to enhance website management and keep residents informed.
- [Email | May 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-may-2025-drupal-migration-update.md): Learn about our follow-up Webinar and introduction to Web Central Starter.
- [Email | April 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-april-2025-drupal-migration-update.md): Learn more about the exciting features and modules included in Web Central Starter.
- [Email | March 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-march-2025-drupal-migration-update.md): Transition to Central Starter for enhanced design, built-in tools, unified communication, and proven security—your trusted solution for community engagement.
- [Email | February 2025 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-february-2025-drupal-migration-update.md): Transition to Central Starter for enhanced design flexibility and ease of use. Join our webinar on March 5 to learn more about the top 12 modules!
- [Email | February 2025 Drupal Migration](https://www.civicplus.help/municipal-websites-open/docs/email-february-2025-drupal-migration.md): Transition from Drupal 7 to Central Starter for a stable, secure website solution with enhanced design capabilities and proven satisfaction. Join our webinar!
- [Email | October 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-october-2024-drupal-migration-update.md): Prepare for the Drupal 7 sunset in 2025 with our long-term support and seamless migration options to ensure your website remains secure and functional.
- [Email | July 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-july-2024-drupal-migration-update.md): Prepare for the Drupal 7 sunset with our migration updates, training webinars, and resources to ensure a smooth transition to Drupal 10.
- [Email | June 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-june-2024-drupal-migration-update.md): Learn more about your Drupal Migration by signing up for the Drupal Migration Seminar!
- [Email | May 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-may-2024-drupal-migration-update.md): Prepare for the Drupal 7 to 10 migration with our June 11 webinar, training tips, and resources to ensure a smooth transition for your website.
- [Email | April 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-april-2024-drupal-migration-update.md): Prepare for the Drupal 7 sunset in 2025! Join our webinar for migration tips and ensure a smooth transition to Drupal 10. Stay informed and ready!
- [Email | March 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-march-2024-drupal-migration-update.md): Stay informed on the Drupal Migration with updates, training resources, and tips for a smooth transition before the 2025 deadline.
- [Email | February 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-february-2024-drupal-migration-update.md): Stay updated on the Drupal Migration progress, training resources, and key changes as we prepare for a seamless transition to Drupal 10.
- [Email | January 2024 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-january-2024-drupal-migration-update.md): Stay updated on the CivicPlus Drupal Migration as we transition over 1,500 municipalities from Drupal 7 to Drupal 10 for a seamless website upgrade.
- [Email | December 2023 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-december-2023-drupal-migration-update.md): CivicPlus initiates Drupal migration for 1,500 customers, ensuring a smooth transition to Drupal 10 with ongoing updates and support. Stay informed!
- [Email | November 2023 Drupal Migration Update](https://www.civicplus.help/municipal-websites-open/docs/email-november-2023-drupal-migration-update.md): CivicPlus is migrating your website from Drupal 7 to Drupal 10, ensuring a smooth transition with regular updates and support throughout the process.
- [Email | Important Product Update from CivicPlus](https://www.civicplus.help/municipal-websites-open/docs/email-important-product-update-from-civicplus.md): View a March 2026 update regarding next steps in the migration journey from Municipal Websites Open.
- [Drupal 7 Migration Updates](https://www.civicplus.help/municipal-websites-open/docs/drupal-7-migration-updates.md)
- [Web Open Updates](https://www.civicplus.help/municipal-websites-open/docs/web-open-updates.md): Read this article for Web Open Migration updates. Get Key Dates, information about Drupal 7, and more.
- [End of Life | Web Open - Drupal 10](https://www.civicplus.help/municipal-websites-open/docs/end-of-life-web-open-drupal-10.md)
- [Drupal 10 Customer Communications](https://www.civicplus.help/municipal-websites-open/docs/drupal-10-customer-communications.md)
- [Email | Important Website Update from your CivicPlus Team](https://www.civicplus.help/municipal-websites-open/docs/email-important-website-update-from-your-civicplus-team.md): Check out a June 2026 update email regarding the migration from Municipal Websites Open to our Central Starter.

## NextRequest

- [Getting Started with NextRequest](https://www.civicplus.help/nextrequest/docs/getting-started.md)
- [Accessibility](https://www.civicplus.help/nextrequest/docs/accessibility.md)
- [Accessibility Features](https://www.civicplus.help/nextrequest/docs/accessibility-features.md): NextRequest is committed to accessibility and has designed and developed the NextRequest  application so that individuals with disabilities (such as restricted mobility or limited vision) can make use of the application.
- [CivicPlus Accessibility Statement](https://www.civicplus.help/nextrequest/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [NextRequest Accessibility Conformance Report](https://www.civicplus.help/nextrequest/docs/nextrequest-accessibility-conformance-report.md): View the NextRequest Accessibility Conformance Report.
- [Portal Set Up](https://www.civicplus.help/nextrequest/docs/portal-set-up.md)
- [Anticipated Fulfillment Date](https://www.civicplus.help/nextrequest/docs/anticipated-fulfillment-date.md): Agencies now have the option to track an Anticipated Fulfillment Date for each request.
- [Automatically Assign Users to Requests](https://www.civicplus.help/nextrequest/docs/automatically-assign-users-to-requests.md): Learn how to assign Points of Contact and Support Staff for requests, ensuring efficient processing and communication within your organization.
- [Closure Response Templates](https://www.civicplus.help/nextrequest/docs/closure-response-templates.md): Create and manage closure response templates to streamline communication and track request closures effectively in your portal.
- [Configure the FAQ Page](https://www.civicplus.help/nextrequest/docs/configure-the-faq-page.md): Customize your FAQ page for requesters with essential information on public records requests, exemptions, and agency contacts. Enhance user experience today!
- [Create and Manage Alerts](https://www.civicplus.help/nextrequest/docs/create-and-manage-alerts.md): Set up alerts for keywords like "birth certificate" to guide requesters efficiently, saving time and improving information access.
- [Create and Manage Departments](https://www.civicplus.help/nextrequest/docs/create-and-manage-departments.md): Organize requests efficiently by creating departments, assigning Points of Contact, and managing visibility settings for streamlined communication.
- [Create and Manage Tags](https://www.civicplus.help/nextrequest/docs/create-and-manage-tags.md): Learn how to create and manage tags to categorize requests by complexity, payment status, and more for efficient tracking and organization.
- [Custom Fields](https://www.civicplus.help/nextrequest/docs/custom-fields.md): Create custom fields on the request page to standardize data capture, including incident numbers and email keywords. Manage easily in draft mode!
- [Custom Holiday Calendar](https://www.civicplus.help/nextrequest/docs/custom-holiday-calendar.md): Learn to add office closures and notify requesters in NextRequest, ensuring due dates adjust automatically for holidays and closures.
- [Customize Portal Images & Text](https://www.civicplus.help/nextrequest/docs/customize-portal-images-text.md): Customize your portal's logo, background, and text to enhance user experience. Admins can easily update settings anytime before or after going live.
- [Due Date and Reminders](https://www.civicplus.help/nextrequest/docs/due-date-and-reminders.md): Set default Response Time Limits and Due Soon Reminders for your organization to manage requests effectively and avoid overdue tasks.
- [Link the Portal to Your Website](https://www.civicplus.help/nextrequest/docs/link-the-portal-to-your-website.md): Link your NextRequest portal on your website for easy public records requests. Learn how to create department-specific links for better access.
- [Message Templates](https://www.civicplus.help/nextrequest/docs/message-templates.md): Create and manage message response templates to streamline communication and improve request handling in your portal. Save time with customizable templates!
- [Notification Configuration for Requesters](https://www.civicplus.help/nextrequest/docs/notification-configuration-for-requesters.md): Enable document links for easy access to released documents without login. Links expire after one month. Learn more about portal settings now!
- [Press Release Template](https://www.civicplus.help/nextrequest/docs/press-release-template.md): Peruse a press release Template that you can use to inform residents about the launch of your NextRequest Portal.
- [Set Request Numbering](https://www.civicplus.help/nextrequest/docs/set-request-numbering.md): Learn how to set request numbering.
- [Set Up a Custom Email Sender Domain](https://www.civicplus.help/nextrequest/docs/set-up-a-custom-email-sender-domain.md): Enhance your NextRequest portal by setting up a custom email domain to build trust, improve engagement, and ensure reliable email delivery.
- [Soft Launch Checklist](https://www.civicplus.help/nextrequest/docs/soft-launch-checklist.md): Prepare for your Soft Launch with essential checks: testing, user invites, customization, and request management for a successful NextRequest rollout.
- [Your NextRequest Portal Set Up and Go-Live Checklist](https://www.civicplus.help/nextrequest/docs/your-nextrequest-portal-set-up-and-go-live-checklist.md): Prepare your agency for success with our records request management tool! Follow our checklist to configure your portal before going live.
- [User Management](https://www.civicplus.help/nextrequest/docs/user-management.md)
- [Create and Manage Users](https://www.civicplus.help/nextrequest/docs/create-and-manage-users.md): Learn how to add users in NextRequest, manage roles, and invite staff efficiently to streamline your request management process.
- [Recommended Notification Settings for Staff Users](https://www.civicplus.help/nextrequest/docs/recommended-notification-settings-for-staff-users.md): Manage your NextRequest notifications effectively. Stay updated on key events while minimizing distractions with our recommended settings for Staff users.
- [Set Up or Reset a Password](https://www.civicplus.help/nextrequest/docs/set-up-or-reset-a-password.md): Reset your password to access your account easily. Follow our step-by-step guide for organizations not using CivicPlus Single Sign-On.
- [User Roles and Access](https://www.civicplus.help/nextrequest/docs/user-roles-and-access.md): Explore user roles in the application: Administrator, Department Admin, Publisher, Staff, and Guest, each with unique access and privileges.
- [User Settings and Notifications](https://www.civicplus.help/nextrequest/docs/user-settings-and-notifications.md): Manage your NextRequest notifications effectively. Customize email settings, view daily digests, and set backup users for seamless request tracking.
- [Integrations](https://www.civicplus.help/nextrequest/docs/integrations.md)
- [Select and NextRequest Search Integration](https://www.civicplus.help/nextrequest/docs/select-and-nextrequest-search-integration.md): Learn how the Agenda and Meeting Management Select and NextRequest Search integration delivers consistent search results across both platforms.
- [Web Central and NextRequest Integration](https://www.civicplus.help/nextrequest/docs/web-central-and-nextrequest-integration.md): Easily search and access your NextRequest public records requests directly within your Web Central site using the seamless integration with NextRequest.
- [Marketing Material](https://www.civicplus.help/nextrequest/docs/marketing-material.md)
- [NextRequest Community Marketing Materials](https://www.civicplus.help/nextrequest/docs/nextrequest-community-marketing-materials.md): Check out marketing templates you can share with residents. It also offers tips to help raise awareness and encourage engagement in your community.
- [NextRequest Marketing Materials for Higher Education Institutions](https://www.civicplus.help/nextrequest/docs/nextrequest-marketing-materials-for-higher-education.md): Review a suite of community-facing marketing templates, along with tips and best practices to help you boost awareness and engagement.
- [NextRequest Marketing Materials for K-12](https://www.civicplus.help/nextrequest/docs/nextrequest-marketing-materials-for-k-12-education.md): Discover a suite of community-facing marketing templates, along with tips and best practices to help you boost awareness and engagement.
- [Payments](https://www.civicplus.help/nextrequest/docs/payments.md)
- [NextRequest + CivicPlus Payments](https://www.civicplus.help/nextrequest/docs/nextrequest-payments.md): NextRequest uses our CivicPlus Payments solution.
- [Invoice Templates](https://www.civicplus.help/nextrequest/docs/invoice-templates.md): Learn more about creating templates to use when invoicing users, including information for both the requester and fields for staff to complete.
- [Payments Basics](https://www.civicplus.help/nextrequest/docs/payments-basics.md)
- [About Payments](https://www.civicplus.help/nextrequest/docs/about-payments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/nextrequest/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [How to Choose Between CivicPlus Payments and External Processors](https://www.civicplus.help/nextrequest/docs/how-to-choose-between-civicplus-payments-and-external-processors.md): Explore CivicPlus Payments and external processing partners to find the best payment solution for your organization’s needs and support expectations.
- [Payments Glossary](https://www.civicplus.help/nextrequest/docs/payments-glossary.md): View definitions for common payments terms.
- [Payments Privacy Policy](https://www.civicplus.help/nextrequest/docs/payments-privacy-policy.md): CivicPlus' Privacy Policy details how we collect, use, and protect your personal data while ensuring transparency and user control over their information.
- [CivicPlus Payments](https://www.civicplus.help/nextrequest/docs/civicplus-payments.md)
- [How CivicPlus Payments Works](https://www.civicplus.help/nextrequest/docs/how-civicplus-payments-works.md): Our in-house payments solution, CivicPlus Payments, is designed to simplify and streamline the way you collect and manage payments within our platform.
- [Setting Up CivicPlus Payments](https://www.civicplus.help/nextrequest/docs/setting-up-civicplus-payments.md): If you’re ready to start accepting payments through our platform, we’ve made the setup process simple and guided.
- [Supported Payment Methods](https://www.civicplus.help/nextrequest/docs/supported-payment-methods.md)
- [Fees and Pricing](https://www.civicplus.help/nextrequest/docs/fees-and-pricing.md)
- [Switching to CivicPlus Payments](https://www.civicplus.help/nextrequest/docs/switching-to-civicplus-payments.md): Switch to CivicPlus Payments for a secure, integrated payment solution designed for government needs. Enjoy simplified reporting and streamlined support.
- [Accepting Payments](https://www.civicplus.help/nextrequest/docs/accepting-payments.md)
- [Accepting Credit and Debit Cards](https://www.civicplus.help/nextrequest/docs/accepting-credit-and-debit-cards.md): Find out how card payments work with CivicPlus Payments, how you can accept them online or in person, and tips for ensuring secure, successful transactions.
- [International Payments and ZIP Code Handling](https://www.civicplus.help/nextrequest/docs/international-payments-and-zip-code-handling.md): Learn more about how international transactions are handled by our system and what to expect when ZIP code verification (AVS) is involved.
- [Failed Transactions and How to Handle Them](https://www.civicplus.help/nextrequest/docs/failed-transactions-and-how-to-handle-them.md): Discover the most common reasons payments fail, and how you or your residents can respond when they do.
- [How Payments Appear on Resident Bank Statements](https://www.civicplus.help/nextrequest/docs/how-payments-appear-on-resident-bank-statements.md): Find out more about what a payment descriptor is, how it’s set, and what your residents can expect to see.
- [Deposits, Fees, & Refunds](https://www.civicplus.help/nextrequest/docs/deposits-fees-refunds.md)
- [Deposit Overview](https://www.civicplus.help/nextrequest/docs/deposit-overview.md): Learn more about what a deposit is, who sends deposits to your bank account, how often deposits are made, and how deposits typically appear on your organization’s bank statements.
- [Deposit Schedules and Tracking](https://www.civicplus.help/nextrequest/docs/deposit-schedules-and-tracking.md): Find out how deposits work, how to track them, and what might cause delays for our payments system.
- [Understanding Payment Processing Fees](https://www.civicplus.help/nextrequest/docs/understanding-payment-processing-fees.md): Learn more about how processing fees work with our payments system, when they’re deducted, and how to review them.
- [Issuing Refunds](https://www.civicplus.help/nextrequest/docs/issuing-refunds.md): Learn how to issue refunds with CivicPlus Payments, including timelines, fees, and essential steps for account owners and residents.
- [Payments Reporting & Reconciliation](https://www.civicplus.help/nextrequest/docs/reporting-reconciliation.md)
- [Payments Portal Overview](https://www.civicplus.help/nextrequest/docs/payments-portal-overview.md): Learn more about the Payments Portal, a secure, web-based dashboard that provides real-time visibility into your payment activity when you’re using our payments system.
- [Navigating Payments Portal](https://www.civicplus.help/nextrequest/docs/navigating-payments-portal.md): Gather information about navigating the Payments Portal, such as the functions of the Activity Log and Gateway Configurations tabs and more.
- [Available Reports in Payments Portal](https://www.civicplus.help/nextrequest/docs/available-reports-in-payments-portal.md): Find out how to access, export, and understand the available reports in the Payments Portal.
- [Using the Activity Log](https://www.civicplus.help/nextrequest/docs/using-the-activity-log.md): Explore the Payments Portal's activity details, transaction history, and raw data insights for effective troubleshooting and payment processing.
- [Disputes, Compliance, & Taxes](https://www.civicplus.help/nextrequest/docs/disputes-compliance-taxes.md)
- [Disputes & Chargebacks Overview](https://www.civicplus.help/nextrequest/docs/disputes-and-chargebacks-and-how-to-respond.md): Learn how to effectively dispute a chargeback by gathering compelling evidence and understanding the process to increase your chances of success.
- [PCI Compliance](https://www.civicplus.help/nextrequest/docs/pci-compliance.md): Find out more about how a combination of CivicPlus, the Payment Provider, and you the customer, share responsibilities for maintaining PCI compliance.
- [Understanding Chargeback Reason Codes and Fees](https://www.civicplus.help/nextrequest/docs/understanding-chargeback-reason-codes-and-fees.md): Gather information about why chargebacks happen, how to prevent them, and how to fight them.
- [1099-K and Tax Reporting](https://www.civicplus.help/nextrequest/docs/1099-k-and-tax-reporting.md): Learn about Form 1099-K, its reporting requirements, and tax guidance for merchants to ensure accurate income reporting for your business.
- [CivicPlus Payments FAQs](https://www.civicplus.help/nextrequest/docs/civicplus-payments-faqs.md)
- [Changing Payment Solutions FAQ](https://www.civicplus.help/nextrequest/docs/changing-payment-solutions-faq.md): Learn about switching payment processors, costs, integration, and how CivicPlus supports your transition for seamless financial management.
- [Enabling Payments FAQs](https://www.civicplus.help/nextrequest/docs/enabling-payments-faqs.md): Check out the answers to some of the commonly asked questions about the process of enabling payments.
- [Payment Processing FAQs](https://www.civicplus.help/nextrequest/docs/payment-processing-faqs.md): Discover the answers to frequently asked questions about payment processing through our payments solution.
- [Payments Reporting and Tools FAQs](https://www.civicplus.help/nextrequest/docs/payments-reporting-and-tools-faqs.md): View answers to frequently asked questions regarding Payments reporting.
- [External Processors](https://www.civicplus.help/nextrequest/docs/external-processors.md)
- [Convenience Fees](https://www.civicplus.help/nextrequest/docs/convenience-fees.md)
- [Credentials Needed for Each External Processor](https://www.civicplus.help/nextrequest/docs/credentials-needed-for-each-external-processor.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [Set Up Payments with External Processors](https://www.civicplus.help/nextrequest/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Retention](https://www.civicplus.help/nextrequest/docs/retentions.md)
- [Retention](https://www.civicplus.help/nextrequest/docs/retention.md): Learn how to set up and manage the Retention feature, ensuring requests and documents are deleted securely and efficiently after their retention period.
- [Single Sign-On and Two-Factor Authentication](https://www.civicplus.help/nextrequest/docs/single-sign-ontwo-factor-authentication.md)
- [Create a Single Sign-On Account](https://www.civicplus.help/nextrequest/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/nextrequest/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [External Sign-In](https://www.civicplus.help/nextrequest/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/nextrequest/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/nextrequest/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Locked Out](https://www.civicplus.help/nextrequest/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/nextrequest/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/nextrequest/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Sign in to NextRequest](https://www.civicplus.help/nextrequest/docs/sign-in-to-nextrequest.md): This article shows you how to log in to your NextRequest site using CivicPlus Single Sign-On.
- [Two-Factor Sign-In](https://www.civicplus.help/nextrequest/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/nextrequest/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [NextRequest SSO & 2FA](https://www.civicplus.help/nextrequest/docs/nextrequest-sso-2fa.md)
- [Single Sign On (SSO) in NextRequest](https://www.civicplus.help/nextrequest/docs/single-sign-on-sso.md): NextRequest offers SAML 2-based Single Sign-On for easy user authentication across applications. Contact your Account Manager to add this feature.
- [Two-Factor Authentication (2FA) in NextRequest](https://www.civicplus.help/nextrequest/docs/two-factor-authentication-2fa.md): Enable two-factor authentication in your NextRequest portal for enhanced security. Follow our guide to set it up and protect your account effectively.
- [Webinars](https://www.civicplus.help/nextrequest/docs/webinars.md)
- [NextRequest Webinars](https://www.civicplus.help/nextrequest/docs/nextrequest-webinars.md): Join our webinars for insights on records management, portal setup, and features like RapidReview and Risk Module to enhance your agency's efficiency.
- [Request Management](https://www.civicplus.help/nextrequest/docs/request-management.md)
- [Add and Manage Tasks](https://www.civicplus.help/nextrequest/docs/add-and-manage-tasks.md): Manage tasks efficiently by tracking actions on requests, assigning due dates, and marking completion to streamline your organization's workflow.
- [Add and Pin Notes on a Request](https://www.civicplus.help/nextrequest/docs/add-and-pin-notes-on-a-request.md): Agency users can post and pin notes for staff updates, enhancing visibility and communication on requests. Get notified on note activities easily!
- [Assign Requests](https://www.civicplus.help/nextrequest/docs/assign-requests.md): Manage requests efficiently with designated Points of Contact and Support Staff, ensuring smooth coordination across departments for timely fulfillment.
- [Change the Due Date for a Request](https://www.civicplus.help/nextrequest/docs/change-the-due-date-for-a-request.md): Changing the due date is a last resort option that must be used responsibly.
- [Close, Reopen, or Pause a Request](https://www.civicplus.help/nextrequest/docs/close-reopen-or-pause-a-request.md): Learn how to pause, close, and reopen requests effectively. This guide is essential for Admins, Department Admins, and Publishers managing requests.
- [Internal and External Request Messaging](https://www.civicplus.help/nextrequest/docs/internal-and-external-request-messaging.md): Communicate effectively with requesters and staff using internal and external messages, templates, and visibility options for seamless request management.
- [Invoicing](https://www.civicplus.help/nextrequest/docs/invoicing.md): Charge requesters for fulfilling requests with NextRequest's Payments Module. Easily manage invoices, fees, and discounts while ensuring secure transactions.
- [Log Hours Spent on a Request](https://www.civicplus.help/nextrequest/docs/log-hours-spent-on-a-request.md): Track staff hours and costs for document requests easily. Learn how to log, edit, and delete hours to ensure accurate payments.
- [Manage the Requester on a Request](https://www.civicplus.help/nextrequest/docs/manage-the-requester-on-a-request.md): Learn how to edit requester account details and change requesters efficiently with our step-by-step guide for admins and department admins.
- [Permission Preview](https://www.civicplus.help/nextrequest/docs/permission-preview.md): Explore the Permission Preview feature to understand user visibility and actions in requests, while ensuring actions are linked to your account.
- [Request Management Guide](https://www.civicplus.help/nextrequest/docs/request-management-guide.md): Master NextRequest with this guide on managing requests, editing text, assigning staff, and ensuring proper visibility for public access.
- [Requests Page Overview](https://www.civicplus.help/nextrequest/docs/requests-page-overview.md): Learn how to manage requests effectively with features like messaging, adding notes, and tracking status in our comprehensive guide.
- [Request Visibility](https://www.civicplus.help/nextrequest/docs/request-visibility.md): Control request visibility with various settings, from public access to restricted views, ensuring privacy and compliance for your organization.
- [Search & Filter Requests](https://www.civicplus.help/nextrequest/docs/search-filter-requests.md): Learn to locate requests on the NextRequest portal using the All Requests Page, search bar, and filters for efficient management of public records.
- [View Email Status](https://www.civicplus.help/nextrequest/docs/view-email-status.md): Learn how to view outbound email status in NextRequest, including sent, delivered, and opened messages, to confirm whether requesters received your emails.
- [Documents](https://www.civicplus.help/nextrequest/docs/documents.md)
- [Document Management](https://www.civicplus.help/nextrequest/docs/document-management.md)
- [Add & Manage Documents](https://www.civicplus.help/nextrequest/docs/add-manage-documents.md): Upload and manage documents in NextRequest easily, ensuring they meet size limits and visibility settings for efficient public access and organization.
- [Document Access Logs](https://www.civicplus.help/nextrequest/docs/document-access-logs.md): Detailed logging and metrics are available on the document view page, allowing agency and guest users to track document access.
- [Document Redaction](https://www.civicplus.help/nextrequest/docs/document-redaction.md): Learn how to redact sensitive information in documents using NextRequest, ensuring privacy while sharing with the public. Redact easily and securely!
- [Manage Document Visibility](https://www.civicplus.help/nextrequest/docs/manage-document-visibility.md): Control document visibility with options for public, requester + staff, or staff only. Learn how to manage access effectively in your system.
- [PDF Portfolio Files](https://www.civicplus.help/nextrequest/docs/pdf-portfolio-files.md): Learn how to manage PDF portfolio files in NextRequest, including extraction and redaction tips for optimal document handling.
- [View and Search Within a Document](https://www.civicplus.help/nextrequest/docs/view-and-search-within-a-document.md): Manage and search documents seamlessly in NextRequest. Edit, download, and navigate with ease while ensuring document visibility and organization.
- [RapidReview / Redaction](https://www.civicplus.help/nextrequest/docs/rapidreview-redaction.md)
- [RapidReview Overview](https://www.civicplus.help/nextrequest/docs/rapidreview-overview.md): Organize, collaborate, and redact documents efficiently with NextRequest's RapidReview module, perfect for handling large email requests.
- [Create and Use a Custom Redaction Pattern](https://www.civicplus.help/nextrequest/docs/create-a-custom-redaction-pattern.md): Create custom redaction patterns in NextRequest to efficiently search and redact sensitive data like emails, phone numbers, and Social Security Numbers.
- [Extract Compressed Files in RapidReview](https://www.civicplus.help/nextrequest/docs/extract-compressed-files-in-rapidreview.md): Easily extract and manage compressed files in RapidReview, including MSG, EML, ZIP, and PST formats, with automatic deduplication for efficient organization.
- [Optical Character Recognition (OCR) in RapidReview](https://www.civicplus.help/nextrequest/docs/optical-character-recognition-ocr-in-rapidreview.md): Learn how to convert an image-only PDF to a PDF with machine-encoded (searchable) text in RapidReview.
- [RapidReview Document Stages](https://www.civicplus.help/nextrequest/docs/rapidreview-document-stages.md): Manage your documents efficiently with RapidReview's stages: Unprocessed, Non-Responsive, Needs Redaction, Redacted, Ready for Release, and Originals.
- [RapidReview Folders](https://www.civicplus.help/nextrequest/docs/rapidreview-folders.md): Manage your documents efficiently in RapidReview by creating folders, moving files, and viewing email threads with attachments seamlessly.
- [Redact Documents in RapidReview](https://www.civicplus.help/nextrequest/docs/redact-documents-in-rapidreview.md): Redact documents efficiently in RapidReview with batch options, comments, and easy finalization. Ensure compliance and streamline your workflow today!
- [Release Documents in RapidReview](https://www.civicplus.help/nextrequest/docs/release-documents-in-rapidreview.md): Learn how to release documents in RapidReview, manage visibility settings, and ensure draft redactions are finalized before sharing.
- [Zip Files in RapidReview](https://www.civicplus.help/nextrequest/docs/zip-files-in-rapidreview.md): Find out more about releasing a large number of documents and how to place them in a ZIP format file to make it more manageable for all.
- [Document Dashboard (Risk Module)](https://www.civicplus.help/nextrequest/docs/document-dashboard-risk-module.md)
- [Risk Module Overview](https://www.civicplus.help/nextrequest/docs/risk-module-overview.md): The NextRequest Risk Module scans documents for sensitive information, enhancing your review process and mitigating risks of unintentional data release.
- [Reports](https://www.civicplus.help/nextrequest/docs/reports.md)
- [General Report](https://www.civicplus.help/nextrequest/docs/general-report.md): Get a quick overview of portal performance with the General Report, detailing requests, response times, and staff costs for efficient management.
- [House Bill 1594 for Washington Agencies](https://www.civicplus.help/nextrequest/docs/house-bill-1594-for-washington-agencies.md): Learn about Washington's HB1594, which mandates annual reporting on public records request metrics, ensuring transparency and efficiency in agency responses.
- [Invoicing and Payments Report](https://www.civicplus.help/nextrequest/docs/invoicing-and-payments-report.md): You may need invoice/payment reports to cross reference with Finance departments.
- [Requests Report](https://www.civicplus.help/nextrequest/docs/requests-report.md): Learn how to create, save, and run requests reports with customizable filters and fields for efficient data management in CSV or XLSX formats.
- [Template Use Report](https://www.civicplus.help/nextrequest/docs/template-use-report.md): Get a better picture of which types of responses are sent to requesters most often with the Template Use Report!
- [Time Tracking Report](https://www.civicplus.help/nextrequest/docs/time-tracking-report.md): Run a Time Tracking Report to see total staff time on user requests by department, staff, or request
- [Users List Report](https://www.civicplus.help/nextrequest/docs/users-list-report.md): Find out more about the Users List Report, containing information about all of your users, which exports as a spreadsheet.
- [Requesters](https://www.civicplus.help/nextrequest/docs/requesters.md)
- [Submit and Manage Your Requests](https://www.civicplus.help/nextrequest/docs/submit-manage-your-requests.md)
- [Access and Request Updates on Your Public Record Request](https://www.civicplus.help/nextrequest/docs/access-request-updates-on-your-public-record-request.md): Stay updated on your public records request by replying to notification emails or using the portal. Get the latest information easily!
- [Download Your Records](https://www.civicplus.help/nextrequest/docs/download-your-records.md): Learn how to download your documents easily from email notifications or the portal, even after your request is closed. Access your records anytime!
- [Pay an Invoice](https://www.civicplus.help/nextrequest/docs/pay-an-invoice.md): Learn how to pay an invoice in NextRequest.
- [Submit a Request and Create a Public Account](https://www.civicplus.help/nextrequest/docs/submit-a-request-and-create-a-public-account.md): Create a requester account to submit public records requests easily. Access your records via email or log in to the agency portal for more details.
- [Upload a Document to Your Public Request](https://www.civicplus.help/nextrequest/docs/upload-a-document-to-your-public-request.md): Learn how to upload documents for your public requests, ensuring your agency can fulfill them efficiently while keeping your files private.
- [Requester Account Settings](https://www.civicplus.help/nextrequest/docs/requester-account-settings.md)
- [Requester Email Communications](https://www.civicplus.help/nextrequest/docs/requester-email-communications.md): Stay updated on your requests with NextRequest email notifications. Customize your Email Preferences for timely updates on request status and changes.
- [Product Updates](https://www.civicplus.help/nextrequest/docs/product-updates.md)
- [NextRequest Product Updates](https://www.civicplus.help/nextrequest/docs/nextrequest-product-updates.md): View product updates for NextRequest.
- [Submit Product Feedback](https://www.civicplus.help/nextrequest/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [NextRequest Release Notes](https://www.civicplus.help/nextrequest/docs/release-notes.md)
- [May 21, 2026 NextRequest Release Notes](https://www.civicplus.help/nextrequest/docs/may-21-2026-nextrequest-release-notes.md)
- [April 23, 2026 Release Notes](https://www.civicplus.help/nextrequest/docs/april-23-2026-release-notes.md)
- [April 2, 2026 Release Notes](https://www.civicplus.help/nextrequest/docs/april-2-2026-release-notes.md)
- [March 19, 2026 Release Notes](https://www.civicplus.help/nextrequest/docs/march-19-2026-release-notes.md)
- [March 5, 2026 Release Notes](https://www.civicplus.help/nextrequest/docs/march-5-2026-nextrequest-release-notes.md)
- [February 19, 2026 Release Notes](https://www.civicplus.help/nextrequest/docs/february-19-2026-release-notes.md)
- [February 5, 2026 Release Notes](https://www.civicplus.help/nextrequest/docs/february-5-2026-release-notes.md)
- [NextRequest Quarter 4, 2025 Release Notes](https://www.civicplus.help/nextrequest/docs/nextrequest-quarter-4-2025-release-notes.md)
- [NextRequest Launches AI-Powered Virtual Assistant](https://www.civicplus.help/nextrequest/docs/nextrequest-launches-ai-powered-virtual-assistant.md): We’re excited to announce the rollout of our new CivicPlus Virtual Assistant designed to elevate your support experience within NextRequest.
- [September 26, 2025 Release Notes](https://www.civicplus.help/nextrequest/docs/september-26-2025-release-notes.md)
- [Support](https://www.civicplus.help/nextrequest/docs/support.md)
- [API Resources](https://www.civicplus.help/nextrequest/docs/api-resources.md): Access custom reports via the NextRequest API with an Admin role. Learn to make requests using Postman, cURL, and your custom app.
- [Contact CivicPlus Support](https://www.civicplus.help/nextrequest/docs/contact-civicplus-support.md)
- [NextRequest Browser Support](https://www.civicplus.help/nextrequest/docs/nextrequest-browser-support.md): Our NextRequest solution is designed to work on the Chrome, Edge, Safari, and Firefox browsers.
- [Status Page Overview](https://www.civicplus.help/nextrequest/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/nextrequest/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Using the Help Center](https://www.civicplus.help/nextrequest/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/nextrequest/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/nextrequest/docs/follow-a-help-center-section-1.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/nextrequest/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/nextrequest/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/nextrequest/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Process Automation

- [Get Started](https://www.civicplus.help/process-automation/docs/get-started.md)
- [Accessibility](https://www.civicplus.help/process-automation/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/process-automation/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Process Automation Accessibility Conformance Report](https://www.civicplus.help/process-automation/docs/process-automation-conformance-report.md): Review the Accessibility Conformance Report (ACR) for our Process Automation and Digital Services solution document to learn more.
- [Best Practices](https://www.civicplus.help/process-automation/docs/best-practices.md)
- [Acceptable Use Policy](https://www.civicplus.help/process-automation/docs/acceptable-use-policy.md): View the Acceptable Use Policy.
- [File Upload Size Restrictions](https://www.civicplus.help/process-automation/docs/file-upload-size-restrictions.md): Learn about the file size restrictions for file uploads.
- [Form Element Best Practices](https://www.civicplus.help/process-automation/docs/form-element-best-practices.md): Learn more about the best practices that should be applied when adding elements to a form.
- [Forms Layout](https://www.civicplus.help/process-automation/docs/forms-layout.md): Learn how to structure forms effectively with essential elements, sections, and signature agreements for a seamless submission process.
- [PII, Sensitive PII, and PHI Compliance](https://www.civicplus.help/process-automation/docs/pii-sensitive-pii-and-phi-compliance.md): Learn about secure data collection with forms, including what information to avoid and the importance of PII and PHI.
- [Styling Guide](https://www.civicplus.help/process-automation/docs/styling-guide.md): Enhance your app's design with custom styling, high contrast colors, and mobile-friendly layouts while ensuring accessibility and readability.
- [First-Time Users](https://www.civicplus.help/process-automation/docs/first-time-users.md)
- [Get Started Guide](https://www.civicplus.help/process-automation/docs/get-started-guide.md): View a helpful guide that links to articles that will walk you through step-by-step instructions on how to manage your instance.
- [Edit Your Profile](https://www.civicplus.help/process-automation/docs/edit-your-profile.md): Find out how to view and update your profile.
- [Offline Mode and Pending Queue](https://www.civicplus.help/process-automation/docs/offline-mode-and-pending-queue.md): Access all app features offline with a pending queue for form submissions. Notifications keep you updated when connectivity returns.
- [Process Automation and Digital Services Overview](https://www.civicplus.help/process-automation/docs/process-automation-and-digital-services-overview.md): Log in to access your organization dashboard, manage forms, submissions, and approvals, and utilize advanced tools for seamless process automation.
- [Board Applications Solution](https://www.civicplus.help/process-automation/docs/board-applications-solution.md)
- [Board Applications Overview](https://www.civicplus.help/process-automation/docs/board-applications-overview.md): Streamline board applications with our public portal, showcasing positions, descriptions, and member information.
- [Board Applications Guide](https://www.civicplus.help/process-automation/docs/board-applications-guide.md): This guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your Board Applications solution.
- [Configure a Board Information Page](https://www.civicplus.help/process-automation/docs/configure-a-board-information-page.md): Find out how to add a Board page to your site.
- [View Submission Data for Board Applications / Exit Forms](https://www.civicplus.help/process-automation/docs/view-submission-data-for-board-applications-exit-forms.md): Learn more about the two main ways to view submission data for a board application or exit form: on the Submissions tab or using Data Viewer.
- [Implementation](https://www.civicplus.help/process-automation/docs/about-process-automation-and-digital-services.md)
- [Customer Work Expectations](https://www.civicplus.help/process-automation/docs/customer-work-expectations.md): Streamline your Process Automation and Digital Services implementation with our detailed phase checklists and time commitments for a successful launch.
- [Process Automation and Digital Services Implementation](https://www.civicplus.help/process-automation/docs/process-automation-and-digital-services-implementation.md): Learn what to expect during your Process Automation and Digital Services implementation, including training, deliverables, and payment setup.
- [Marketing Materials](https://www.civicplus.help/process-automation/docs/marketing-materials.md)
- [Process Automation and Digital Services Community Marketing Materials](https://www.civicplus.help/process-automation/docs/process-automation-and-digital-services-community-marketing-materials.md): Access Process Automation and Digital Services community marketing materials, including customizable resources to help promote digital services and engage your community effectively.
- [Payments](https://www.civicplus.help/process-automation/docs/payments.md)
- [Payments Integration](https://www.civicplus.help/process-automation/docs/payments-integration.md): Integrate Payments seamlessly with CivicPlus using built-in tools. Set up your merchant account and connect to your preferred payment gateway today!
- [Add a Payment Event to a Form](https://www.civicplus.help/process-automation/docs/add-a-payment-event-to-a-form-1.md): Learn how to add Payment Events to forms, enabling seamless transactions and conditional logic for a smooth user experience.
- [Build a Form that Accepts Payments](https://www.civicplus.help/process-automation/docs/build-a-form-that-accepts-payments-1.md): Learn how to set up a payment form with calculation elements, taxes, and multiple payment methods for user-friendly transactions.
- [Payments Basics](https://www.civicplus.help/process-automation/docs/payments-basics.md)
- [About Payments](https://www.civicplus.help/process-automation/docs/about-payments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/process-automation/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [Credit Card Test Transaction](https://www.civicplus.help/process-automation/docs/credit-card-test-transaction.md): Learn how to complete a test transaction for a form in Process Automation and Digital Services.
- [Payments Glossary](https://www.civicplus.help/process-automation/docs/payments-glossary.md): View definitions for common payments terms.
- [CivicPlus Payments](https://www.civicplus.help/process-automation/docs/civicplus-payments.md)
- [How CivicPlus Payments Works](https://www.civicplus.help/process-automation/docs/how-civicplus-payments-works.md): Our in-house payments solution, CivicPlus Payments, is designed to simplify and streamline the way you collect and manage payments within our platform.
- [Setting Up CivicPlus Payments](https://www.civicplus.help/process-automation/docs/setting-up-civicplus-payments.md): If you’re ready to start accepting payments through our platform, we’ve made the setup process simple and guided.
- [CivicPlus Payments Terminals & Devices](https://www.civicplus.help/process-automation/docs/civicplus-payments-terminals-devices.md): CivicPlus Payments supports select devices to enable in-person payments.
- [Set Up and Register Your Terminals and Devices](https://www.civicplus.help/process-automation/docs/set-up-and-register-your-terminals-and-devices.md): Register your payment device with ease! Follow our step-by-step guide to ensure proper installation, connection, and configuration for seamless transactions.
- [Perform a Test Transaction on EMV/Card Reader/Terminal](https://www.civicplus.help/process-automation/docs/perform-a-test-transaction-on-emv-card-reader-terminal.md): Follow these steps to register your device, process payments, and handle transaction reversals in CivicPlus Payments efficiently.
- [De-Registering Your Terminals and Devices](https://www.civicplus.help/process-automation/docs/de-registering-your-terminals-and-devices.md)
- [Supported Payment Methods](https://www.civicplus.help/process-automation/docs/supported-payment-methods.md)
- [Fees and Pricing](https://www.civicplus.help/process-automation/docs/fees-and-pricing.md)
- [Switching to CivicPlus Payments](https://www.civicplus.help/process-automation/docs/switching-to-civicplus-payments.md): Switch to CivicPlus Payments for a secure, integrated payment solution designed for government needs. Enjoy simplified reporting and streamlined support.
- [Accepting Payments](https://www.civicplus.help/process-automation/docs/accepting-payments.md)
- [Accepting Credit and Debit Cards](https://www.civicplus.help/process-automation/docs/accepting-credit-and-debit-cards.md): Find out how card payments work with CivicPlus Payments, how you can accept them online or in person, and tips for ensuring secure, successful transactions.
- [Accepting ACH or Bank Transfers](https://www.civicplus.help/process-automation/docs/accepting-ach-or-bank-transfers.md): Find out more about how ACH works with our payments system, how to get started, and what to expect.
- [International Payments and ZIP Code Handling](https://www.civicplus.help/process-automation/docs/international-payments-and-zip-code-handling.md): Learn more about how international transactions are handled by our system and what to expect when ZIP code verification (AVS) is involved.
- [Failed Transactions and How to Handle Them](https://www.civicplus.help/process-automation/docs/failed-transactions-and-how-to-handle-them.md): Discover the most common reasons payments fail, and how you or your residents can respond when they do.
- [How Payments Appear on Resident Bank Statements](https://www.civicplus.help/process-automation/docs/how-payments-appear-on-resident-bank-statements.md): Find out more about what a payment descriptor is, how it’s set, and what your residents can expect to see.
- [Deposits, Fees, & Refunds](https://www.civicplus.help/process-automation/docs/deposits-fees-refunds.md)
- [Deposit Overview](https://www.civicplus.help/process-automation/docs/deposit-overview.md): Learn more about what a deposit is, who sends deposits to your bank account, how often deposits are made, and how deposits typically appear on your organization’s bank statements.
- [Deposit Schedules and Tracking](https://www.civicplus.help/process-automation/docs/deposit-schedules-and-tracking.md): Find out how deposits work, how to track them, and what might cause delays for our payments system.
- [Understanding Payment Processing Fees](https://www.civicplus.help/process-automation/docs/understanding-payment-processing-fees.md): Learn more about how processing fees work with our payments system, when they’re deducted, and how to review them.
- [Issuing Refunds](https://www.civicplus.help/process-automation/docs/issuing-refunds.md): Learn how to issue refunds with CivicPlus Payments, including timelines, fees, and essential steps for account owners and residents.
- [Payments Reporting & Reconciliation](https://www.civicplus.help/process-automation/docs/reporting-reconciliation.md)
- [Payments Portal Overview](https://www.civicplus.help/process-automation/docs/payments-portal-overview.md): Learn more about the Payments Portal, a secure, web-based dashboard that provides real-time visibility into your payment activity when you’re using our payments system.
- [Navigating Payments Portal](https://www.civicplus.help/process-automation/docs/navigating-payments-portal.md): Gather information about navigating the Payments Portal, such as the functions of the Activity Log and Gateway Configurations tabs and more.
- [Available Reports in Payments Portal](https://www.civicplus.help/process-automation/docs/available-reports-in-payments-portal.md): Find out how to access, export, and understand the available reports in the Payments Portal.
- [Using the Activity Log](https://www.civicplus.help/process-automation/docs/using-the-activity-log.md): Explore the Payments Portal's activity details, transaction history, and raw data insights for effective troubleshooting and payment processing.
- [Disputes, Compliance, & Taxes](https://www.civicplus.help/process-automation/docs/disputes-compliance-taxes.md)
- [Disputes & Chargebacks Overview](https://www.civicplus.help/process-automation/docs/disputes-and-chargebacks-and-how-to-respond.md): Learn how to effectively dispute a chargeback by gathering compelling evidence and understanding the process to increase your chances of success.
- [Understanding Chargeback Reason Codes and Fees](https://www.civicplus.help/process-automation/docs/understanding-chargeback-reason-codes-and-fees.md): Gather information about why chargebacks happen, how to prevent them, and how to fight them.
- [PCI Compliance](https://www.civicplus.help/process-automation/docs/pci-compliance.md): Find out more about how a combination of CivicPlus, the Payment Provider, and you the customer, share responsibilities for maintaining PCI compliance.
- [1099-K and Tax Reporting](https://www.civicplus.help/process-automation/docs/1099-k-and-tax-reporting.md): Learn about Form 1099-K, its reporting requirements, and tax guidance for merchants to ensure accurate income reporting for your business.
- [CivicPlus Payments FAQs](https://www.civicplus.help/process-automation/docs/civicplus-payments-faqs.md)
- [Changing Payment Solutions FAQ](https://www.civicplus.help/process-automation/docs/changing-payment-solutions-faqs.md): Learn about switching payment processors, costs, integration, and how CivicPlus supports your transition for seamless financial management.
- [Enabling Payments FAQs](https://www.civicplus.help/process-automation/docs/enabling-payments-faqs.md): Check out the answers to some of the commonly asked questions about the process of enabling payments.
- [Payment Processing FAQs](https://www.civicplus.help/process-automation/docs/payment-processing-faqs.md): Discover the answers to frequently asked questions about payment processing through our payments solution.
- [Payments Reporting and Tools FAQs](https://www.civicplus.help/process-automation/docs/payments-reporting-and-tools-faqs.md): View answers to frequently asked questions regarding Payments reporting.
- [External Processors](https://www.civicplus.help/process-automation/docs/external-processors.md)
- [Convenience Fees](https://www.civicplus.help/process-automation/docs/convenience-fees.md)
- [Credentials Needed for Each External Processor](https://www.civicplus.help/process-automation/docs/credentials-needed-for-each-external-processor.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [External Processor Payment Devices Overview](https://www.civicplus.help/process-automation/docs/external-processor-payment-devices-overview.md): CivicPlus requires chip and magnetic stripe readers from payment gateways, offering support for configuration but not for terminal errors.
- [Set Up Payments with External Processors](https://www.civicplus.help/process-automation/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Single Sign-On & Passwords](https://www.civicplus.help/process-automation/docs/sign-in-passwords.md)
- [Sign In to Your Site](https://www.civicplus.help/process-automation/docs/sign-in-to-your-site.md): Find out more about how to sign in to your site.
- [Single Sign-On Guide](https://www.civicplus.help/process-automation/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Change Your Email Address on the Platform](https://www.civicplus.help/process-automation/docs/change-your-email-address.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/process-automation/docs/change-your-password.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Create a Single Sign-On Account](https://www.civicplus.help/process-automation/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Expired Verification Email](https://www.civicplus.help/process-automation/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/process-automation/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Forgot / Reset a Password](https://www.civicplus.help/process-automation/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Locked Out](https://www.civicplus.help/process-automation/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/process-automation/docs/about-platform-idp-identity-provider-integrations.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/process-automation/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/process-automation/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Two-Factor Sign-In](https://www.civicplus.help/process-automation/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/process-automation/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Training Videos](https://www.civicplus.help/process-automation/docs/training-videos.md)
- [Approvals Training](https://www.civicplus.help/process-automation/docs/approvals-training.md): View a video that walks through how to use Approvals.
- [Boards Application Administrator Training](https://www.civicplus.help/process-automation/docs/boards-application-administrator-training.md): Check out a training video that walks through an overview of the system for Boards Application Administrators.
- [Dynamic Look-Up Training](https://www.civicplus.help/process-automation/docs/dynamic-look-up-training.md): Review a video that walks through how to use Dynamic Lookups.
- [Forms Training](https://www.civicplus.help/process-automation/docs/forms-training.md): Check out a video that walks through how to create and manage forms.
- [Legal Notices Training](https://www.civicplus.help/process-automation/docs/legal-notices-training.md): View videos walk that through how to access your Legal Notices application and complete your Legal Notices form.
- [Payment Integration Training](https://www.civicplus.help/process-automation/docs/payment-integration-training.md): View a video that goes over how to set up a form that takes payments.
- [Progressive Web Apps Training](https://www.civicplus.help/process-automation/docs/progressive-web-apps-training.md): Peruse a video that walks through how to use Progressive Web Apps.
- [Settings](https://www.civicplus.help/process-automation/docs/settings.md)
- [Account](https://www.civicplus.help/process-automation/docs/accounts.md)
- [Account Overview](https://www.civicplus.help/process-automation/docs/account-overview.md): Manage your account with ease: set Retention Policies, track usage, and configure timezones for optimal data management and workflow efficiency.
- [Change the Account Timezone](https://www.civicplus.help/process-automation/docs/change-the-account-timezone.md): The Timezone setting on the Account screen defaults to Eastern time but can be configured for any global timezone.
- [Configure Draft Data Retention Policy](https://www.civicplus.help/process-automation/docs/configure-draft-data-retention-policy.md): Find out how to set up a Draft Data Retention policy for your account.
- [Configure Prefill Data Retention Policy](https://www.civicplus.help/process-automation/docs/configure-prefill-data-retention-policy.md): Prefill data is used for approvals, jobs, and any custom prefilled data.
- [Configure Submission Data Retention Policy](https://www.civicplus.help/process-automation/docs/configure-submission-data-retention-policy.md): Learn to configure Submission Data Retention Policies for forms, ensuring compliance with data storage while managing how long data is kept.
- [Auditing](https://www.civicplus.help/process-automation/docs/auditing.md)
- [Auditing Overview](https://www.civicplus.help/process-automation/docs/auditing-overview.md): Access the Auditing tab to view and filter logs of user actions, including updates and integrations, for enhanced platform management.
- [Calendar Bookings](https://www.civicplus.help/process-automation/docs/calendar-bookings.md)
- [Add a Calendar Booking Event to a Form](https://www.civicplus.help/process-automation/docs/add-a-calendar-booking-event-to-a-form.md): Learn more about how you can add an event to a form to ensure that the person filling out the form will be able to choose an appropriate date and time upon submission of the form.
- [Add a Calendar Provider](https://www.civicplus.help/process-automation/docs/add-a-calendar-provider.md): The Calendar Booking feature allows people to book time on calendars using a form submission. Learn how users can book appointments with internal staff, or even book time with equipment or locations.
- [Create a Scheduling Page](https://www.civicplus.help/process-automation/docs/create-a-scheduling-page.md): Create customized scheduling pages for providers with standard, round-robin fairness, or availability methods to streamline event bookings efficiently.
- [Embedded Forms with Calendar Bookings](https://www.civicplus.help/process-automation/docs/embedded-forms-with-calendar-bookings.md): Learn how to embed a Calendar Booking form on your website, including scripts for booking, rescheduling, and canceling events seamlessly.
- [Manage Calendar Bookings](https://www.civicplus.help/process-automation/docs/manage-calendar-bookings.md): Book appointments easily with our Calendar Bookings feature. Manage bookings, reschedule, or cancel with confirmation emails for seamless scheduling.
- [Developer Tools Settings](https://www.civicplus.help/process-automation/docs/developer-tools-1.md)
- [Developer Keys](https://www.civicplus.help/process-automation/docs/developer-keys.md): Learn how to create, manage, and delete Developer Keys for team members, ensuring secure access to APIs and submission data.
- [Create & Manage Secrets](https://www.civicplus.help/process-automation/docs/create-manage-secrets.md): Learn how to create, edit, and delete API secrets in Developer Tools to ensure secure and legitimate API calls with best practices for secret management.
- [Hosting](https://www.civicplus.help/process-automation/docs/hosting.md)
- [API Hosting](https://www.civicplus.help/process-automation/docs/api-hosting.md): Once added, Hosted APIs can be used when setting up Option Sets, Lookups, form Validation, or Personalization & Receipt Generation.
- [Web/CDN Hosting](https://www.civicplus.help/process-automation/docs/webcdn-hosting.md): Learn how to create a Web/CDN (Content Delivery Network) Hosting instance or remove an existing one.
- [Integrations](https://www.civicplus.help/process-automation/docs/integrations.md)
- [Auth0 Integration](https://www.civicplus.help/process-automation/docs/auth0-integration.md): Learn more about the Auth0 integration which allows app users to log in with an existing Auth0 user pool.
- [ESRI ArcGIS Web Map Integration](https://www.civicplus.help/process-automation/docs/esri-arcgis-web-map-integration.md): Integrate ESRI ArcGIS Web Maps into your forms effortlessly. Add map elements, customize tools, and enhance user experience without setup hassle.
- [Excel Integration](https://www.civicplus.help/process-automation/docs/excel-integration.md): Learn how to set up and use the Excel integration in Process Automation and Digital Services.
- [Freshdesk: Add Note to Ticket Integration](https://www.civicplus.help/process-automation/docs/freshdesk-add-note-to-ticket-integration.md): Integrate Freshdesk with your forms to easily add notes to tickets. Set up workflows and canned responses for efficient ticket management.
- [Freshdesk: Create a Ticket Integration](https://www.civicplus.help/process-automation/docs/freshdesk-create-a-ticket-integration.md): Seamlessly integrate your forms with Freshdesk to create tickets effortlessly, ensuring all data and attachments are captured in your support system.
- [Google Maps Integration](https://www.civicplus.help/process-automation/docs/google-maps-integration.md): Integrate Google Maps with ease using the Google Address Element. Follow our guide to create and configure your Google Maps API Key today!
- [HCMS + Process Automation Integration](https://www.civicplus.help/process-automation/docs/hcms-integration.md): Integrate your HCMS with Process Automation and Digital Services to manage CivicPlus content seamlessly. Learn setup, limitations, and best practices.
- [Mailgun Integration](https://www.civicplus.help/process-automation/docs/mailgun-integration.md): Learn more about Mailgun, an email delivery service for sending, receiving, and tracking emails.
- [Micro Focus Content Manager Integration](https://www.civicplus.help/process-automation/docs/micro-focus-content-manager-integration.md): Integrate Micro Focus Content Manager with local councils' HP TRIM systems. Set up submission events and customize record titles for efficient management.
- [Microsoft Entra ID (Active Directory) Integration](https://www.civicplus.help/process-automation/docs/microsoft-entra-id-active-directory-integration.md): Integrate Microsoft Entra ID for seamless user authentication with SAML SSO. Configure your app and manage user approvals effortlessly.
- [Payments Integration](https://www.civicplus.help/process-automation/docs/payments-integration-1.md): Integrate Payments seamlessly with CivicPlus using built-in tools. Set up your merchant account and connect to your preferred payment gateway today!
- [Power Automate Integration (Microsoft Flow)](https://www.civicplus.help/process-automation/docs/power-automate-integration-microsoft-flow.md): Connect your forms with Power Automate to create multi-stage workflows, integrate with Salesforce, and manage submissions effortlessly.
- [Power Automate Tutorial: SharePoint](https://www.civicplus.help/process-automation/docs/power-automate-tutorial-sharepoint.md): Learn to integrate form data into SharePoint using the Create Item connector, capturing Vehicle Inspection reports in your SharePoint list seamlessly.
- [reCAPTCHA Integration](https://www.civicplus.help/process-automation/docs/recaptcha-integration.md): Set up custom Google reCAPTCHA keys for enhanced security on your forms. Learn how to integrate and configure reCAPTCHA for your domains effectively.
- [Recreation Management + Process Automation Integration](https://www.civicplus.help/process-automation/docs/recreation-management-integration.md): Find out more about the Advanced Fillable Forms integration that allows you to add forms to the checkout process for facilities and activities.
- [Salesforce Integration](https://www.civicplus.help/process-automation/docs/salesforce-integration.md): Capture form submissions in Salesforce with seamless integration. Map fields, create object records, and streamline your data management effortlessly.
- [SharePoint Integration](https://www.civicplus.help/process-automation/docs/sharepoint-integration.md): Set up SharePoint integration with Entra ID to capture submissions, manage lists, and automate workflows seamlessly. Enhance your data management today!
- [View Form Submission Schema](https://www.civicplus.help/process-automation/docs/view-form-submission-schema.md): Learn more about the ability to access your form submission schema from the Forms menu.
- [View Integration Usage](https://www.civicplus.help/process-automation/docs/view-integration-usage.md): This article shows how to view the forms and apps that are using a specific integration.
- [Integration Hub](https://www.civicplus.help/process-automation/docs/civicplus-integration-hub.md)
- [About the Integration Hub](https://www.civicplus.help/process-automation/docs/about-the-integration-hub.md): Learn about the Integration Hub.
- [Add Process Automation Application Credentials](https://www.civicplus.help/process-automation/docs/add-process-automation-application-credentials.md): Configure credentials for Process Automation and Digital Services.
- [Create & Manage Simple Integrations](https://www.civicplus.help/process-automation/docs/create-manage-simple-integrations.md): Simple integrations have a single trigger and action and should be used when you want to sync data.
- [Integration Hub Startup Process](https://www.civicplus.help/process-automation/docs/integration-hub-startup-process.md): Learn how to get started with the Integration Hub.
- [Integration Hub Applications Credentials](https://www.civicplus.help/process-automation/docs/integration-hub-applications-credentials.md)
- [Integration Hub Permissions](https://www.civicplus.help/process-automation/docs/integration-hub-permissions.md): Organization Owners have full access to the Integration Hub automatically and Groups from CivicPlus Organizations can also be assigned permissions.
- [Integrations Overview](https://www.civicplus.help/process-automation/docs/integrations-overview.md): The Integrations tab allows users with permissions to the Integration Hub to view and add integrations.
- [Integration Hub Event Log](https://www.civicplus.help/process-automation/docs/integration-event-log.md): The Integration Event Log allows users to see the status and details for each run of their integration.
- [Process Automation & Digital Services Integration Hub Guide](https://www.civicplus.help/process-automation/docs/process-automation-digital-services-integration-hub-guide.md)
- [Process Automation & Digital Services and Web Central Document Center Integration](https://www.civicplus.help/process-automation/docs/process-automation-digital-services-and-web-central-document-center-integration.md): This article will show you how to set up an integration between your Process Automation and Digital Services (formerly CivicOptimize) and Web Central products.
- [Troubleshoot an Integration in Integration Hub](https://www.civicplus.help/process-automation/docs/troubleshoot-an-integration.md): Learn how to troubleshoot issues with an integration.
- [Resident Portal](https://www.civicplus.help/process-automation/docs/civicplus-resident-portal.md)
- [About the Resident Portal](https://www.civicplus.help/process-automation/docs/about-the-resident-portal.md): Streamline your civic experience with the Resident Portal - pay utilities, access forms, and connect with community services all in one place.
- [Filter and Search Forms in the Resident Portal](https://www.civicplus.help/process-automation/docs/filter-search-forms-in-the-resident-portal.md): Learn how to view forms in the Resident Portal.
- [Resident Portal Forms Settings](https://www.civicplus.help/process-automation/docs/resident-portal-forms-settings.md): Manage your Resident Portal forms effortlessly with automatic syncing, visibility options, and third-party links. Streamline your form management today!
- [Roles](https://www.civicplus.help/process-automation/docs/roles.md)
- [Roles Overview](https://www.civicplus.help/process-automation/docs/roles-overview.md): The system includes five default Team Member Roles. These Roles and their corresponding permissions can be found in the Roles menu.
- [Assign Role to Team Member](https://www.civicplus.help/process-automation/docs/assign-role-to-team-member.md): A staff member that has Manager permissions for Roles will be able to modify and assign roles to other team members.
- [Create and Manage Roles](https://www.civicplus.help/process-automation/docs/create-and-manage-roles.md): Find out more about how Roles can be assigned to Team Members to specify the permissions that are available for that group.
- [Create an Owner Role](https://www.civicplus.help/process-automation/docs/create-an-owner-role.md): Learn how to assign the Owner role in Process Automation and manage Retention Policies and permissions effectively for your digital services account.
- [Role Permissions](https://www.civicplus.help/process-automation/docs/role-permissions.md): Explore access levels for permissions: Manager, Developer, and Read Only. Learn about app customization, data management, and scheduled tasks.
- [Team Members](https://www.civicplus.help/process-automation/docs/team-members.md)
- [Add & Manage Team Members](https://www.civicplus.help/process-automation/docs/add-manage-team-members.md): Manage team roles and permissions effectively. Learn how to add, edit, and delete team members in your console with ease.
- [Users](https://www.civicplus.help/process-automation/docs/users.md): You are able to invite your colleagues into your organization as Team Members, giving them access to the Console.
- [Workspaces](https://www.civicplus.help/process-automation/docs/workspaces.md)
- [Manage Workspaces](https://www.civicplus.help/process-automation/docs/create-manage-workspaces.md): Organize your accounts with workspaces. Control user access and manage environments efficiently.
- [Apps](https://www.civicplus.help/process-automation/docs/apps-solutions.md)
- [Create and Manage Apps](https://www.civicplus.help/process-automation/docs/create-and-manage-apps.md): Manage, create, and delete apps easily. Customize layouts, notifications, and settings for a seamless user experience with forms and tiles.
- [Add a Form to an App](https://www.civicplus.help/process-automation/docs/add-a-form-to-an-app.md): Find out how to add a form to an app that uses the Forms List app type.
- [Add a Submissions Menu to an App](https://www.civicplus.help/process-automation/docs/add-a-submissions-menu-to-an-app.md): Find out how to add a form to an app that uses the Forms List app type.
- [Add and Manage HCMS Content in an App](https://www.civicplus.help/process-automation/docs/add-and-manage-hcms-content-in-an-app.md): Enable app users to view and update HCMS content easily, managing items like Legal Notices and equipment rentals with customizable forms.
- [Add Google Analytics to an App](https://www.civicplus.help/process-automation/docs/add-google-analytics-to-an-app.md): A Google Analytics Measurement can be added to an app under Developer Tools. This allows form builders to capture form abandons, submissions, and views using the Google Analytics integration.
- [Add Scheduled Tasks to an App](https://www.civicplus.help/process-automation/docs/add-scheduled-tasks-to-an-app-1.md): Once created, Scheduled Tasks must be added to an app so users can view and check off tasks. Learn more about selecting individual tasks or task groups.
- [App Users](https://www.civicplus.help/process-automation/docs/app-users.md): Learn how to add, manage, and remove app users, configure session settings, and ensure security with our comprehensive guide.
- [Build a Special Events Web App](https://www.civicplus.help/process-automation/docs/build-a-special-events-web-app.md): Create a Special Events Web App to streamline event applications and forms, making it easy for residents to find and submit necessary information.
- [Build an App Landing Page](https://www.civicplus.help/process-automation/docs/build-an-app-landing-page.md): Create an engaging app landing page for your community, linking to essential forms like permits and events. Customize tiles for easy navigation!
- [Cache Settings](https://www.civicplus.help/process-automation/docs/cache-settings.md): Optimize app performance with Cache First, allowing background updates for seamless user experience even on poor networks. Enjoy faster load times and offline access!
- [Change the Sending Email for an App](https://www.civicplus.help/process-automation/docs/change-the-sending-email-for-an-app.md): Learn how to change the default sending email for your app.
- [Custom Domains for Apps](https://www.civicplus.help/process-automation/docs/custom-domains-for-apps.md): Learn how to set and remove custom domains for your app, enhancing accessibility and branding without referencing the account or environment.
- [Download an App to Your Mobile Device](https://www.civicplus.help/process-automation/docs/download-an-app-to-your-mobile-device.md): Find out how to download the app to a device so it shows on the user's app screen.
- [My Apps Overview](https://www.civicplus.help/process-automation/docs/my-apps-overview.md): Learn more about the Apps menu, which is used to add, remove, and manage your apps.
- [Progressive Web Apps (PWA)](https://www.civicplus.help/process-automation/docs/progressive-web-apps-pwa.md): Progressive Web Apps combine web and mobile app features, offering fast downloads, offline use, and easy updates across platforms without app store hassles.
- [Share an App](https://www.civicplus.help/process-automation/docs/share-an-app.md): The Share feature allows you to send a link and  code for an application to a user's email address. This provides an easy way to share apps with users.
- [App Styling](https://www.civicplus.help/process-automation/docs/apps.md)
- [Add Advanced Styling to an App](https://www.civicplus.help/process-automation/docs/add-advanced-styling-to-an-app.md): This article will show you how to add Advanced Styling options using custom CSS for your Apps and Forms.
- [Add a Banner Image to an App](https://www.civicplus.help/process-automation/docs/add-a-banner-image-to-an-app.md): This article will show you how to add a custom banner image to your app.
- [Add a Custom Link to an App Menu](https://www.civicplus.help/process-automation/docs/add-a-custom-link-to-an-app-menu.md): Learn how to add a custom link to your app.
- [Customize App Menu Items](https://www.civicplus.help/process-automation/docs/customize-app-menu-items.md): This article will show you how to customize the menu/navigation items and screens on your app. You are able to reorder the list, hide items, change icons, and add custom links.
- [Forms](https://www.civicplus.help/process-automation/docs/forms.md)
- [Data Viewer](https://www.civicplus.help/process-automation/docs/data-viewer.md): Easily download and customize your submission data as a CSV file using Data Viewer. Filter, sort, and manage your data efficiently!
- [Create and Manage Forms](https://www.civicplus.help/process-automation/docs/create-manage-form.md)
- [Forms Guide](https://www.civicplus.help/process-automation/docs/forms-guide.md): Learn how to create and manage forms, configure workflows, and utilize environments and apps for efficient form organization and submission.
- [Create and Manage Forms](https://www.civicplus.help/process-automation/docs/create-and-manage-forms.md): Learn how to create, customize, and delete forms easily, including settings for public/private access and workflow configurations.
- [Add Conditions to a Form](https://www.civicplus.help/process-automation/docs/add-conditions-to-a-form.md): Learn how to add and remove conditions on a form to hide elements until specific criteria are met. Enhance your forms with conditional logic today!
- [Add Form Pages](https://www.civicplus.help/process-automation/docs/add-form-pages.md): Learn how to add pages to a form, streamline user experience, and track progress with our step-by-step guide on form organization.
- [AI Form Composer](https://www.civicplus.help/process-automation/docs/form-composer.md): Build and modify forms effortlessly with Form Composer's AI-powered features. Join the closed beta to enhance your form creation experience today!
- [Build a Form that Accepts Payments](https://www.civicplus.help/process-automation/docs/build-a-form-that-accepts-payments.md): Learn how to set up a payment form with calculation elements, taxes, and multiple payment methods for user-friendly transactions.
- [Bulk Upload Submissions](https://www.civicplus.help/process-automation/docs/bulk-upload-submissions.md): Learn more about the Bulk Upload feature, which allows you to make multiple submissions of a form by uploading a CSV of data instead of submitting the form manually.
- [Convert a PDF to a Form](https://www.civicplus.help/process-automation/docs/convert-a-pdf-to-a-form.md): Learn more about how you can upload an existing PDF to generate elements from while building a form.
- [Copy a Form](https://www.civicplus.help/process-automation/docs/copy-a-form.md): Find out more about how to make a copy of a form.
- [Create a Form Without Fillable Fields](https://www.civicplus.help/process-automation/docs/create-a-form-without-fillable-fields.md): Find out how to create a form with only informational elements (Headings, Images, Information, and Sections).
- [Create a Survey Form](https://www.civicplus.help/process-automation/docs/create-a-survey-form.md): Learn how to build a survey form to capture user data, including options for anonymous submissions and customizable questions for effective feedback.
- [Custom PDFs](https://www.civicplus.help/process-automation/docs/custom-pdfs.md): Create custom PDFs for form submissions, mapping fields to Process Automation and Digital Services for tailored workflows and enhanced user experience.
- [Customize the Form Success Message](https://www.civicplus.help/process-automation/docs/customize-the-form-success-message.md): Customize your form's success message, add download options, and configure PDF settings for a seamless user experience after submission.
- [Form Personalization](https://www.civicplus.help/process-automation/docs/form-personalization.md): Personalize forms for logged-in users by prepopulating data, saving time and enhancing user experience with Custom URL and Hosted API options.
- [Form Submission Titles](https://www.civicplus.help/process-automation/docs/form-submission-titles.md): The submission title will be used as the title for any approvals created as part of the form submission.
- [Preview a Form](https://www.civicplus.help/process-automation/docs/preview-a-form.md): Find out how to preview a form. The preview is entirely interactable, however, you are not able to submit the form from the preview.
- [Preview, Restore and Manage Form Versions](https://www.civicplus.help/process-automation/docs/preview-restore-and-manage-form-versions.md): Manage your form's version history effortlessly: view, name, restore, and delete versions to keep your forms organized and up-to-date.
- [Receipt Generation](https://www.civicplus.help/process-automation/docs/receipt-generation.md): Create unique Receipt IDs for form submissions with customizable components like Text, Date, and Sequential Numbers for easy user reference.
- [Reorder Elements and Pages](https://www.civicplus.help/process-automation/docs/reorder-elements-and-pages.md): In the Builder tab of a form, you are able to reorder elements and pages as well as move elements between pages.
- [Require Email Confirmation on a Form](https://www.civicplus.help/process-automation/docs/require-email-confirmation-on-a-form.md): Form builders can add a confirmation email input to an Email element. This requires form submitters to validate that their email address matches their original entry.
- [Send an HCMS Notification](https://www.civicplus.help/process-automation/docs/send-an-hcms-notification.md): Users creating and updating HCMS content can send notifications to users who have subscribed to the relevant categories.
- [Server Side Validation](https://www.civicplus.help/process-automation/docs/server-side-validation.md): Learn to implement server-side validation for form fields, ensuring accurate submissions with custom or hosted API endpoints. Validate addresses effectively!
- [Use Form Templates](https://www.civicplus.help/process-automation/docs/use-form-templates.md): Learn how to use the Forms Library to create a form from a template.
- [Form Elements](https://www.civicplus.help/process-automation/docs/form-elements.md)
- [Add Images to Checkbox/Radio Button Elements](https://www.civicplus.help/process-automation/docs/add-images-to-checkbox-radio-button-elements.md): Find out more about how checkboxes and radio button elements can include images to help users pick the correct options.
- [Calculation Element](https://www.civicplus.help/process-automation/docs/calculation-element.md): Create dynamic calculations in forms using Number, Radio Buttons, Checkboxes, and more. Learn to handle inputs, rounding, and null values effectively.
- [Camera Element | Developer Resource](https://www.civicplus.help/process-automation/docs/camera-element.md): Learn more about the Camera element, which allows the user to take a photo using native camera functionality (or select an existing image) if the device is supported.
- [Checklist Element | Developer Resource](https://www.civicplus.help/process-automation/docs/checklist-element.md): The Checklist element allows the user to select a single option from a list displayed as buttons and also optionally enter notes and add attachments.
- [Conditional Logic](https://www.civicplus.help/process-automation/docs/conditional-logic.md): Learn how to use conditional logic to control form elements based on user selections, ensuring a dynamic and tailored user experience.
- [Files Element | Developer Resource](https://www.civicplus.help/process-automation/docs/files-element.md): Learn more about the Files element, which allows the user to upload an array of files from their device.
- [Form Element Types](https://www.civicplus.help/process-automation/docs/form-element-types.md): Explore various form elements like text inputs, checkboxes, and date pickers to enhance user experience and streamline data collection effectively.
- [Perform Calculations on Date / Time Fields](https://www.civicplus.help/process-automation/docs/perform-calculations-on-date-time-fields.md): Learn to calculate time using Date and Time elements with Epoch Unix timestamps for reservations, age, and more. Simplify your calculations today!
- [Public and Private Storage Types Compared](https://www.civicplus.help/process-automation/docs/public-and-private-storage-types-compared.md): Learn about public and private storage types for file uploads, access permissions, and submission events to manage your attachments securely.
- [Signature Element | Developer Resource](https://www.civicplus.help/process-automation/docs/signature-element.md): Learn more about the Signature element which allows the user to sign the form using the touch screen or mouse of their device.
- [Share and Embed Forms](https://www.civicplus.help/process-automation/docs/share-embed-forms.md)
- [Copy a Link to a Form](https://www.civicplus.help/process-automation/docs/copy-a-link-to-a-form.md): Find out more about how to copy a form's link.
- [Embed a Form on Your Webpage](https://www.civicplus.help/process-automation/docs/embed-a-form-on-your-webpage.md): Easily embed forms on your website with our guide. Learn to generate scripts, configure settings, and handle payment events effectively.
- [Embedded Forms with Payments](https://www.civicplus.help/process-automation/docs/embedded-forms-with-payments.md): Learn how to embed a payment form on your website and create a payment receipt page for seamless user transactions and redirection.
- [Link a Form to Your Website](https://www.civicplus.help/process-automation/docs/link-a-form-to-your-website.md): Find out more about how to link a form with Web Evolve content.
- [Share a Form](https://www.civicplus.help/process-automation/docs/share-a-form.md): The Share feature allows you to send a link and  code for a form to a user's email address. This provides an easy way to share a form with users.
- [Workflow](https://www.civicplus.help/process-automation/docs/workflow.md)
- [Workflow Guide](https://www.civicplus.help/process-automation/docs/workflow-guide.md): Configure workflows for forms with events like email notifications, ticket creation, and conditional logic to enhance submission processes effectively.
- [Add a Payment Event to a Form](https://www.civicplus.help/process-automation/docs/add-a-payment-event-to-a-form.md): Learn how to add Payment Events to forms, enabling seamless transactions and conditional logic for a smooth user experience.
- [Add a Recreation Management Event to a Form](https://www.civicplus.help/process-automation/docs/add-a-recreation-management-event-to-a-form.md): Learn how to set up the Recreation Management workflow event.
- [Add an Approval Event to a Form](https://www.civicplus.help/process-automation/docs/add-an-approval-event-to-a-form.md): Learn how to configure approval events in forms, including email settings, PDF options, and custom attachments for streamlined approval workflows.
- [Add an Approval Flow to a Form](https://www.civicplus.help/process-automation/docs/add-an-approval-flow-to-a-form.md): Streamline your approval workflows with conditional logic, email notifications, and automated denial features for efficient form submission management.
- [Add an Email Submission Event to a Form](https://www.civicplus.help/process-automation/docs/add-an-email-submission-event-to-a-form.md): Learn how to add submission events to forms using Email + PDF or Email types, including email configurations and PDF settings for effective communication.
- [Custom Email Attachments](https://www.civicplus.help/process-automation/docs/custom-email-attachments.md): Enhance your email workflows with custom attachments for PDFs and user-uploaded files, requiring developer setup for seamless integration.
- [Send a Confirmation Email to the Submitter of a Form](https://www.civicplus.help/process-automation/docs/send-a-confirmation-email-to-the-submitter-of-a-form.md): Find out how to set up a submission event to send an email to the submitter of a form.
- [Webhooks](https://www.civicplus.help/process-automation/docs/webhooks.md): Learn how webhooks enable flexible form submission notifications, allowing seamless integration with backend systems for efficient data handling.
- [Submissions](https://www.civicplus.help/process-automation/docs/submissions.md)
- [Attach PDFs of Submissions to Email Notifications](https://www.civicplus.help/process-automation/docs/attach-pdfs-of-submissions-to-email-notifications.md): Learn how to attach PDFs of submissions made to email notifications!
- [View and Extract Form Submission History](https://www.civicplus.help/process-automation/docs/view-and-extract-form-submission-history.md): Learn how to view and extract form submission history, filter by apps, and manage data retention policies effectively.
- [Data Manager](https://www.civicplus.help/process-automation/docs/data-manager.md)
- [Enable Data Manager on Forms](https://www.civicplus.help/process-automation/docs/enable-data-manager-on-forms.md): If you have Data Manager enabled for your account, then you will first need to choose what forms you want to use.
- [Launch the Data Manager Applet](https://www.civicplus.help/process-automation/docs/launch-the-data-manager-applet.md): Learn more about how to launch the Data Manager solution and manage submission data.
- [Set Up Data Manager](https://www.civicplus.help/process-automation/docs/set-up-data-manager.md): Learn to configure and use Data Manager for viewing, filtering, and downloading form submission data, and manage user access effectively.
- [Approvals](https://www.civicplus.help/process-automation/docs/approvals.md)
- [Approvals Guide](https://www.civicplus.help/process-automation/docs/approvals-guide.md): Find out more about how to set up and use the Approvals feature. Approval workflows allow form submissions to be reviewed by a specified approver group.
- [Add an Approval Flow to a Form](https://www.civicplus.help/process-automation/docs/add-an-approval-flow-to-a-form-1.md): Streamline your approval workflows with conditional logic, email notifications, and automated denial features for efficient form submission management.
- [Administration Approvals](https://www.civicplus.help/process-automation/docs/administration-approvals.md): Administrators can manage all approvals, while Group Managers handle their groups. Approvers view assigned approvals only. Learn more about the roles!
- [Configure Approvals Solution](https://www.civicplus.help/process-automation/docs/configure-approvals-solution.md): Learn to configure your Approvals solution, manage approvers, and set up workflows for efficient form submissions and notifications.
- [View and Manage Assigned Approvals](https://www.civicplus.help/process-automation/docs/view-and-manage-assigned-approvals.md): Manage your approvals efficiently! View pending approvals, request clarifications, and track statuses all in one place. Streamline your workflow today!
- [Scheduled Tasks](https://www.civicplus.help/process-automation/docs/task-management.md)
- [Add Scheduled Tasks to an App](https://www.civicplus.help/process-automation/docs/add-scheduled-tasks-to-an-app.md): Once created, Scheduled Tasks must be added to an app so users can view and check off tasks. Learn more about selecting individual tasks or task groups.
- [Create a Scheduled Task](https://www.civicplus.help/process-automation/docs/create-a-scheduled-task.md): Learn how to create daily, weekly, or custom scheduled tasks with detailed instructions for setting up actions and managing task recurrence effectively.
- [Create and Manage Actions](https://www.civicplus.help/process-automation/docs/create-and-manage-actions.md): Learn about Action Types in task management: Complete for quick checks and Form for submissions. Manage your tasks efficiently with our guide.
- [Create and Manage Task Groups](https://www.civicplus.help/process-automation/docs/create-and-manage-task-groups.md): Gather more information about Task Groups, which allow you to assign multiple tasks to a specific group of app users.
- [Create Ad Hoc Tasks](https://www.civicplus.help/process-automation/docs/create-ad-hoc-tasks.md): Learn how to create ad hoc tasks in CivicPlus’ Process Automation and Digital Services software to assign and track work outside automated workflows.
- [Share a Task Group Instance](https://www.civicplus.help/process-automation/docs/share-a-task-group-instance.md): Find out how tasks that have been added to an app can also be shared directly using a QR code from the Groups page.
- [View and Complete Assigned Tasks](https://www.civicplus.help/process-automation/docs/view-and-complete-assigned-tasks.md): Find out how app users can view and complete their assigned tasks.
- [Advanced Tools](https://www.civicplus.help/process-automation/docs/advanced-tools.md)
- [Email Templates](https://www.civicplus.help/process-automation/docs/email-templates.md)
- [Create an App User Welcome Email Template](https://www.civicplus.help/process-automation/docs/create-an-app-user-welcome-email-template.md): Customize your welcome email for app users by creating an email template.
- [Create an Email Approval Flow Template](https://www.civicplus.help/process-automation/docs/create-an-email-approval-flow-template.md): Customize your email templates for approval processes, adding unique content and parameters to enhance communication and streamline notifications.
- [Create an Email Workflow Template](https://www.civicplus.help/process-automation/docs/create-an-email-workflow-template.md): Customize your email templates with unique content, parameters, and workflows to enhance your communication and streamline form submissions effectively.
- [Environments](https://www.civicplus.help/process-automation/docs/environments.md)
- [Environments Overview](https://www.civicplus.help/process-automation/docs/environments-overview.md): Environments are set up in a way that contains your apps, forms, and info pages.
- [Create and Manage Environments](https://www.civicplus.help/process-automation/docs/create-and-manage-environments.md): Learn how to create, clone, edit, and delete environments in your account's Production environment with this comprehensive guide.
- [Customize App and Form Styles for an Environment](https://www.civicplus.help/process-automation/docs/customize-app-and-form-styles-for-an-environment.md): Learn how to customize the app and form styles for an environment.
- [Migrate Forms Between Environments](https://www.civicplus.help/process-automation/docs/migrate-forms-between-environments.md): Find out more about how to move individual forms to another environment.
- [Move Between Environments](https://www.civicplus.help/process-automation/docs/move-between-environments.md): After creating a second environment, a menu will appear in the side navigation. This will tell you what environment you are currently in and will also let you move between environments.
- [Reorder Environments](https://www.civicplus.help/process-automation/docs/reorder-environments.md): Learn more about how team members with the Environment Manager permission can order the environments list.
- [Lists](https://www.civicplus.help/process-automation/docs/lists.md)
- [Create a List](https://www.civicplus.help/process-automation/docs/create-a-list.md): Create custom lists, HCMS categories, Salesforce picklists, and SharePoint list columns to enhance forms. Update options easily and improve user experience with dynamic lists.
- [Lookups](https://www.civicplus.help/process-automation/docs/lookups.md)
- [Add a Lookup to a Form](https://www.civicplus.help/process-automation/docs/add-a-lookup-to-a-form.md): Once you have created a Lookup, you can then add it to a form.
- [Create and Manage Lookups](https://www.civicplus.help/process-automation/docs/create-and-manage-lookups.md): Create and manage Lookups in Process Automation to efficiently populate text and numeric elements across forms without coding. Enhance your data management today!
- [Developer Tools](https://www.civicplus.help/process-automation/docs/developer-tools.md)
- [Dynamic Lists](https://www.civicplus.help/process-automation/docs/dynamic-lists.md)
- [Dynamic Lists Overview](https://www.civicplus.help/process-automation/docs/dynamic-lists-overview.md): Utilize Dynamic Lists to enhance forms with real-time data, ensuring accurate submissions and efficient filtering for user selections.
- [Create a Dynamic List](https://www.civicplus.help/process-automation/docs/create-a-dynamic-list.md): Learn how to use Dynamic Lists to populate form elements with external services, enhancing user experience with autocomplete and reusable fields.
- [Dynamic Lookups](https://www.civicplus.help/process-automation/docs/dynamic-lookups.md)
- [Dynamic Lookups Overview](https://www.civicplus.help/process-automation/docs/dynamic-lookups-overview.md): Explore Dynamic Lookups: Data and Element Lookups for dynamic form population, enhancing version control and user experience across your applications.
- [Create and Manage Dynamic Lookups](https://www.civicplus.help/process-automation/docs/create-and-manage-dynamic-lookups.md): Learn to create Dynamic Lookups in CivicOptimize, including Data and Element Lookups, to enhance form functionality with external content.
- [Enable a Dynamic Lookup on a Form](https://www.civicplus.help/process-automation/docs/enable-a-dynamic-lookup-on-a-form.md): This article will show you how to enable a dynamic lookup on a form.
- [Product Updates](https://www.civicplus.help/process-automation/docs/product-updates.md)
- [Process Automation & Digital Services Product Updates](https://www.civicplus.help/process-automation/docs/process-automation-digital-services-product-updates.md): View product updates for Process Automation and Digital Services.
- [Submit Product Feedback](https://www.civicplus.help/process-automation/docs/submit-product-feedback.md): Submit feedback to the Process Automation and Digital Services team.
- [Automation Release Notes](https://www.civicplus.help/process-automation/docs/release-notes.md)
- [July 9, 2026 Process Automation Release Notes](https://www.civicplus.help/process-automation/docs/july-9-2026-process-automation-release-notes.md)
- [June 18, 2026 Process Automation Release Notes](https://www.civicplus.help/process-automation/docs/june-18-2026-process-automation-release-notes.md)
- [May 25, 2026 Process Automation Release Notes](https://www.civicplus.help/process-automation/docs/may-25-2026-process-automation-release-notes.md)
- [May 13, 2026 Process Automation Release Notes](https://www.civicplus.help/process-automation/docs/may-13-2026-process-automation-release-notes.md)
- [May 11, 2026 Process Automation Release Notes](https://www.civicplus.help/process-automation/docs/may-11-2026-process-automation-release-notes.md)
- [April 23, 2026 Release Notes](https://www.civicplus.help/process-automation/docs/april-23-2026-release-notes.md)
- [March 31, 2026 Release Notes](https://www.civicplus.help/process-automation/docs/march-31-2026-release-notes.md)
- [February 23, 2026 Release Notes](https://www.civicplus.help/process-automation/docs/february-23-2026-release-notes.md)
- [December 18, 2025 Automation Release Notes](https://www.civicplus.help/process-automation/docs/december-18-2025-automation-release-notes.md)
- [December 4, 2025 Automation Release Notes](https://www.civicplus.help/process-automation/docs/december-4-2025-automation-release-notes.md)
- [November 19, 2025 Automation Release Notes](https://www.civicplus.help/process-automation/docs/november-19-2025-automation-release-notes.md)
- [November 10, 2025 Automation Release Notes](https://www.civicplus.help/process-automation/docs/november-10-2025-automation-release-notes.md): Release notes for November 10, 2025.
- [October 27, 2025 Automation Release Notes](https://www.civicplus.help/process-automation/docs/october-27-2025-automation-release-notes.md)
- [October 14, 2025 Release Notes](https://www.civicplus.help/process-automation/docs/october-14-2025-release-notes.md)
- [September 16, 2025 Release Notes](https://www.civicplus.help/process-automation/docs/september-16-2025-release-notes.md)
- [September 1, 2025 Release Notes](https://www.civicplus.help/process-automation/docs/september-1-2025-release-notes.md)
- [August 12, 2025 Release Notes and Enhancements](https://www.civicplus.help/process-automation/docs/august-12-2025-release-notes-and-enhancements.md): View the August 12, 2025 Release Notes and Enhancements.
- [July 29, 2025 Release Notes and Enhancements](https://www.civicplus.help/process-automation/docs/july-29-2025-release-notes-and-enhancements.md): View the July 29, 2025 Release Notes and Enhancements.
- [July 10, 2025 Release Notes and Enhancements](https://www.civicplus.help/process-automation/docs/july-10-2025-release-notes-and-enhancements.md): View the July 10, 2025 Release Notes and Enhancements.
- [July 1, 2025 Release Notes and Enhancements](https://www.civicplus.help/process-automation/docs/july-1-2025-release-notes-and-enhancements.md): Enhancements include mapping option values, viewing external IDs, and improved form memory. Discover bug fixes for better app performance and styling.
- [June 16, 2025 Release Notes and Enhancements](https://www.civicplus.help/process-automation/docs/june-16-2025-release-notes-and-enhancements.md): Explore the latest ESRI enhancements, including improved graphic attributes, approval workflows, and custom domain configurations for seamless map navigation.
- [June 3, 2025 Release Notes and Enhancements](https://www.civicplus.help/process-automation/docs/june-3-2025-release-notes-and-enhancements.md): View the June 3, 2025 Release Notes and Enhancements.
- [Support](https://www.civicplus.help/process-automation/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/process-automation/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/process-automation/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/process-automation/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Using the Help Center](https://www.civicplus.help/process-automation/docs/get-started-with-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/process-automation/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/process-automation/docs/follow-a-help-center-section-1.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/process-automation/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/process-automation/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/process-automation/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Recreation Management

- [Get Started with Rec](https://www.civicplus.help/recreation-management/docs/getting-started.md)
- [First-Time Users](https://www.civicplus.help/recreation-management/docs/client-work-resources.md)
- [Get Started Guide](https://www.civicplus.help/recreation-management/docs/get-started-guide.md): Implement your Recreation Management website successfully with key steps on deliverables, payment gateways, and project team organization for a seamless launch.
- [Rec Functionality Classifications and Processes](https://www.civicplus.help/recreation-management/docs/civicrec-functionality-classifications-and-processes.md): Understand the classifications for functionality in CivicRec: out-of-the-box features, roadmap enhancements, and Escalated Priority Development. Learn how CivicPlus handles feature requests and custom development.
- [Recreation Management Sandbox](https://www.civicplus.help/recreation-management/docs/recreationmanagement-sandbox.md): Learn how to access and use the CivicRec Sandbox—an environment for testing, training, and exploring new configurations. Discover login tips, refresh schedules, and sandbox best practices.
- [Data Transfer Guide](https://www.civicplus.help/recreation-management/docs/data-transfer-guide.md): Learn how to move data into CivicRec’s Recreation Management system before going live, including account imports, reservations, registrations, and memberships. Coordinate with your Implementation Team for a seamless transition.
- [PII, Sensitive PII, and PHI](https://www.civicplus.help/recreation-management/docs/pii-sensitive-pii-and-phi.md): Learn about personally identifiable information, sensitive PII, and protected health information, including definitions and examples for better privacy protection.
- [Privacy Impact Assessments](https://www.civicplus.help/recreation-management/docs/privacy-impact-assessments.md): Ensure sensitive data safety with robust operational, technical, and privacy safeguards. Learn about effective encryption and risk assessment strategies.
- [PCS Public Page Edit and Redesign Process](https://www.civicplus.help/recreation-management/docs/rec-pcs-public-page-edit-and-redesign-process.md): Get expert design support for Recreation Management catalogs. Learn about costs, no-cost edits, and the design request process for optimal results.
- [Recreation Management Customer Resource Guide](https://www.civicplus.help/recreation-management/docs/recreation-management-customer-resource-guide.md): Access essential resources for CivicPlus Recreation Management, including support, training, and feature request tools. Stay informed and make the most of your recreation software.
- [Recreation Management Customer Work - Project Deliverables](https://www.civicplus.help/recreation-management/docs/civicrec-customer-work-project-deliverables.md): Prepare for your software launch with our detailed implementation guide, covering phases, training, and essential tasks for success.
- [Recreation Management Marketing Recommendations Checklist](https://www.civicplus.help/recreation-management/docs/recreation-management-marketing-recommendations-checklist.md): Promote your new CivicPlus® Recreation Management website with effective marketing strategies, templates, and tips to engage residents and boost registrations.
- [Sign In to Rec Using CivicPlus Single Sign-On](https://www.civicplus.help/recreation-management/docs/sign-in-to-rec-using-civicplus-single-sign-on-1.md): Learn how staff users can sign in with CivicPlus Single Sign-On. Ensure your account is linked for seamless access.
- [Submit Upcoming Registration Information](https://www.civicplus.help/recreation-management/docs/submit-upcoming-registration-information.md): Learn how to submit registration info to Support for high-volume events, ensuring smooth user traffic management and timely assistance.
- [Document Management ](https://www.civicplus.help/recreation-management/docs/document-management.md)
- [Rec Document Management Guide](https://www.civicplus.help/recreation-management/docs/rec-document-management-guide.md): Explore CivicPlus Recreation Management's Document Management Guide. Learn how to create, manage, and report on secure documents for activities and facilities. Includes details on permissions, mobile access, and reporting features.
- [Document Security Levels](https://www.civicplus.help/recreation-management/docs/document-security-levels.md): Secure Document Management ensures encrypted file handling, safeguarding sensitive information while adhering to strict security guidelines.
- [Manage Documents for a Public Account on Mobile](https://www.civicplus.help/recreation-management/docs/manage-documents-for-a-public-account-on-mobile.md): Upload and manage documents securely from your mobile dashboard. Note: This is a paid feature. Learn more about document submission limits and deadlines.
- [View Document Status on the Account Level](https://www.civicplus.help/recreation-management/docs/view-document-status-on-the-account-level.md): Manage your documents effortlessly: view status, upload, and delete files with our Document Management feature in Recreation Management.
- [Feature Comparison Chart for Fillable Forms and Document Management](https://www.civicplus.help/recreation-management/docs/feature-comparison-chart-for-fillable-forms-and-document-management.md): Review a helpful chart to compare Advanced Fillable Forms, Document Management, and Prompts and learn more about which features are included.
- [Advanced Fillable Forms powered by Process Automation and Digital Services](https://www.civicplus.help/recreation-management/docs/advanced-fillable-forms-powered-by-pads.md)
- [Advanced Fillable Forms Overview](https://www.civicplus.help/recreation-management/docs/advanced-fillable-forms-overview.md): Streamline your Parks and Recreation department with Advanced Fillable Forms, eliminating paper and enhancing workflows for efficient data collection.
- [Linking your Fillable Forms to Recreation Management](https://www.civicplus.help/recreation-management/docs/linking-your-fillable-forms-to-recreation-management.md): Learn how to link Fillable Forms in Process Automation to sessions in Recreation Management, enhancing the checkout experience for users.
- [Add a Recreation Management Event to a Form](https://www.civicplus.help/recreation-management/docs/add-a-recreation-management-event-to-a-form.md): Learn how to set up the Recreation Management workflow event.
- [View Advanced Fillable Forms Submissions](https://www.civicplus.help/recreation-management/docs/view-forms-submissions-in-rec.md): Learn how to view Advanced Fillable Forms submissions in Recreation Management and Process Automation for efficient tracking and management.
- [Create and Manage Fillable Forms for Recreation Management](https://www.civicplus.help/recreation-management/docs/create-and-manage-fillable-forms-for-rec.md): Learn to create and delete integrated forms for Recreation Management using Process Automation and Digital Services. Get started today!
- [Mappable Data Fields for Advanced Fillable Forms](https://www.civicplus.help/recreation-management/docs/mappable-data-fields.md): Mappable Data Fields allow the Fillable Form to prefill the data from Recreation Management for users, reducing the need to manually enter any.
- [Skip and Complete Fillable Forms After Checkout](https://www.civicplus.help/recreation-management/docs/skip-and-complete-form-later.md): Learn how to set Fillable Forms as required or optional at checkout, and manage skipped forms effectively in Recreation Management.
- [View and Extract Form Submission History](https://www.civicplus.help/recreation-management/docs/view-and-extract-form-submission-history.md): Learn how to view and extract form submission history, filter by apps, and manage data retention policies effectively.
- [Form Element Best Practices](https://www.civicplus.help/recreation-management/docs/form-element-best-practices.md): Learn more about the best practices that should be applied when adding elements to a form.
- [Forms Guide](https://www.civicplus.help/recreation-management/docs/forms-guide.md): Learn how to create and manage forms, configure workflows, and utilize environments and apps for efficient form organization and submission.
- [Recreation Management + Process Automation Integration](https://www.civicplus.help/recreation-management/docs/recreation-management-process-automation-integration.md)
- [Feature Comparison Chart for Fillable Forms and Document Management](https://www.civicplus.help/recreation-management/docs/feature-comparison-chart-for-fillable-forms-and-document-management-1.md)
- [Account Management](https://www.civicplus.help/recreation-management/docs/account-management.md)
- [Account Actions Overview](https://www.civicplus.help/recreation-management/docs/account-actions-overview.md): Manage your account effortlessly with tools for transactions, statements, and member actions. Access balances, adjust settings, and more in one place.
- [Switch Between Internal and Public View](https://www.civicplus.help/recreation-management/docs/switch-between-internal-and-public-view.md): Learn how to easily switch between Internal and Public View in CivicRec to access the public-facing catalog or return to the staff dashboard.
- [Create & Manage Accounts](https://www.civicplus.help/recreation-management/docs/create-manage-accounts.md)
- [Account Holders and Account Members](https://www.civicplus.help/recreation-management/docs/account-holders-and-account-members.md): Explore the differences in abilities between Primary Account Holders and Account Members in Rec, from managing information to program registrations.
- [Add an Avatar to your Account](https://www.civicplus.help/recreation-management/docs/add-an-avatar-to-your-account.md): Learn how to add or update a profile picture (avatar) for a user account in Rec Management, including options for webcam or file upload.
- [Add Associated Users to an Organizational Account](https://www.civicplus.help/recreation-management/docs/add-associated-users-to-an-organizational-account.md): Learn how to add users to an existing organizational account in Rec, including step-by-step instructions and helpful resources.
- [Add Existing Rec Member to an Account](https://www.civicplus.help/recreation-management/docs/add-existing-civicrec-member-to-an-account.md): Learn how to add existing Rec users to an account. Follow simple steps to link users and manage account members effectively.
- [Add New Account Member to Existing Account](https://www.civicplus.help/recreation-management/docs/add-new-account-member-to-existing-account.md): Learn how to add an account member, like a spouse or child, to an existing user account with step-by-step instructions and essential details.
- [Blank Login Screen for Instructors/Coaches](https://www.civicplus.help/recreation-management/docs/blank-login-screen-for-instructorscoaches.md): Guide coaches and instructors on how to log in through the public page and access the Coaching tab from their account dashboard.
- [Change Password for Your Account](https://www.civicplus.help/recreation-management/docs/change-password-for-your-account.md): Learn how to change your password easily, whether you can access your account or need a reset. Follow our step-by-step guide now!
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/recreation-management/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/recreation-management/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/recreation-management/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Connect Your Facebook or Google Account](https://www.civicplus.help/recreation-management/docs/connect-your-facebook-or-google-account.md): Learn how to link your Google or Facebook account to your existing Recreation Management account for faster and easier logins.
- [Convert a Child Account to Full Account](https://www.civicplus.help/recreation-management/docs/convert-a-child-account-to-full-account.md): Manage your account effectively by splitting off users for independent access, especially for children turning 18 or during household changes.
- [Create a Public Account](https://www.civicplus.help/recreation-management/docs/create-a-public-account.md): Learn how to create an account, including setting up a family account and adding users with essential information and preferences.
- [Create a Public Account on Mobile](https://www.civicplus.help/recreation-management/docs/create-a-public-account-on-mobile.md): Learn how to create a mobile account with step-by-step instructions on filling out user fields, setting passwords, and managing emergency contacts.
- [Create a Single Sign-On Account](https://www.civicplus.help/recreation-management/docs/create-a-single-sign-on-account.md): Create a CivicPlus Single Sign-On account.
- [Create a Staff User](https://www.civicplus.help/recreation-management/docs/create-a-staff-user.md): Learn how to create and validate a new staff user in Rec, including Single Sign-On (SSO) setup, password requirements, and login instructions.
- [Create an Organizational Account](https://www.civicplus.help/recreation-management/docs/create-an-organizational-account.md): Learn how to create an organizational account for internal staff purchases, ensuring secure access and proper contact information management.
- [Create and Edit an Account](https://www.civicplus.help/recreation-management/docs/create-and-edit-an-account.md): Learn how to set up and edit your account, including adding members, contact information, and managing user settings for a seamless experience.
- [Deactivate a User](https://www.civicplus.help/recreation-management/docs/deactivate-a-user.md): Find out more about how to deactivate users for data retention; they can't register or make purchases, but can be reactivated anytime by staff.
- [Delete a User](https://www.civicplus.help/recreation-management/docs/delete-a-user.md): Learn how to delete or deactivate a user. Follow step-by-step instructions to manage account members while preserving important data
- [Designate Account Holder](https://www.civicplus.help/recreation-management/docs/designate-account-holder.md): Learn how to change the primary account holder. Follow these steps to designate the correct adult as the main contact for the account.
- [Edit an Existing User](https://www.civicplus.help/recreation-management/docs/edit-an-existing-user.md): Learn how to edit user information including account settings, contact info, and emergency contacts, for efficient management.
- [Expired Verification Email](https://www.civicplus.help/recreation-management/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/recreation-management/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/recreation-management/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/recreation-management/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Limited Public User](https://www.civicplus.help/recreation-management/docs/limited-public-user.md): Learn about Limited Public User accounts, their settings, and how to upgrade to regular accounts for better access and management.
- [Locked Out](https://www.civicplus.help/recreation-management/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Log in to Rec with Facebook or Google (New Users)](https://www.civicplus.help/recreation-management/docs/log-in-with-facebook-or-google-new-users.md): Learn how new users can log into Rec using Google or Facebook, including setup steps and account creation instructions
- [Merge Duplicate Accounts](https://www.civicplus.help/recreation-management/docs/merge-duplicate-accounts.md): Learn how to merge duplicate accounts and manage user information effectively while retaining important documents. Follow our step-by-step guide!
- [Migrating to CivicPlus Single Sign-On](https://www.civicplus.help/recreation-management/docs/migrating-to-civicplus-single-sign-on.md): Streamline logins and enhance password security in Recreation Management. Learn the migration process for staff users and best practices for account setup.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/recreation-management/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/recreation-management/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/recreation-management/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Sign In to Rec Using CivicPlus Single Sign-On](https://www.civicplus.help/recreation-management/docs/sign-in-to-rec-using-civicplus-single-sign-on.md): Learn how staff users can sign in with CivicPlus Single Sign-On. Ensure your account is linked for seamless access.
- [Single Sign-On Guide](https://www.civicplus.help/recreation-management/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Staff Override Code for Passwords](https://www.civicplus.help/recreation-management/docs/staff-override-code-for-passwords.md): Override Codes empower staff to bypass catalog errors for transactions like eligibility and pricing, enhancing workflow efficiency without admin restrictions.
- [Migrating a User Credit](https://www.civicplus.help/recreation-management/docs/transferring-a-user-credit.md): Learn how to transfer user account credit from a previous system into Recreation Management using a custom payment type and POS item, with step-by-step instructions to ensure accurate setup.
- [Two-Factor Sign-In](https://www.civicplus.help/recreation-management/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Account Balance](https://www.civicplus.help/recreation-management/docs/account-balance.md)
- [Adjust Account Balance](https://www.civicplus.help/recreation-management/docs/adjust-account-balance.md): Learn how to manually adjust a user's account balance, including updating due amounts, setting due dates, and adding comments for accurate financial tracking.
- [Make Partial Payments](https://www.civicplus.help/recreation-management/docs/make-partial-payments.md): Learn how to make a partial payment on a due balance with step-by-step instructions for internal staff. Manage your account efficiently today!
- [Pay Account Balances](https://www.civicplus.help/recreation-management/docs/pay-account-balances.md): Learn how to view and pay account balances in CivicRec, including applying filters, selecting balances, using cards on file, and completing transactions efficiently.
- [Pay Future Balances](https://www.civicplus.help/recreation-management/docs/pay-future-balances.md): Learn how to pay future balances in CivicRec by adjusting date filters, selecting upcoming items, and completing payments with ease.
- [Pay Future Balances on the Public View](https://www.civicplus.help/recreation-management/docs/pay-future-balances-on-the-public-view.md): Guide for public users to pay balances due soon in CivicRec via the Catalog or Account tabs, with step-by-step payment instructions.
- [Pay Past Due Payments](https://www.civicplus.help/recreation-management/docs/pay-past-due-payments.md): Learn how to view and pay past due balances in CivicRec by adjusting filters, selecting overdue items, and completing payment transactions.
- [Account Statements & Logs](https://www.civicplus.help/recreation-management/docs/account-statements-logs.md)
- [Declined Payment on Auto-Billing](https://www.civicplus.help/recreation-management/docs/declined-payment-on-auto-billing.md): Understand how CivicRec handles declined automatic payments and explore member options for updating payment methods or ending memberships.
- [View an Account's Action Log](https://www.civicplus.help/recreation-management/docs/view-an-accounts-action-log.md): Learn how to access and review the Account Action Log in CivicRec to track user account edits, including timestamps, changes made, user actions, and tools use.
- [View an Account's Email Log](https://www.civicplus.help/recreation-management/docs/view-an-accounts-email-log.md): Learn how to access and use the Email Log in CivicRec to view email history, including subject, recipient, and send date for user accounts.
- [View an Account's Merchant Log History](https://www.civicplus.help/recreation-management/docs/view-an-accounts-merchant-log-history.md): Learn how to access and review an account's Merchant Log History in CivicRec to view credit card payment activity, including pre-authorizations, captures, voids, and refunds.
- [View Account Statements](https://www.civicplus.help/recreation-management/docs/view-account-statements.md): Learn how to view, download, and print monthly account statements in CivicRec for recordkeeping or tax purposes.
- [Cards on File](https://www.civicplus.help/recreation-management/docs/cards-on-file.md)
- [Add a Card on File](https://www.civicplus.help/recreation-management/docs/add-a-card-on-file.md): Learn how to securely add a credit card on file to a user's account in CivicRec using supported payment gateways like Authorize.net, Converge, or Forte.
- [Delete a Card on File](https://www.civicplus.help/recreation-management/docs/delete-a-card-on-file.md): Learn how to remove a saved card on file for a user in CivicRec by accessing their account and deleting the payment method
- [Manage Cards on File in Public View](https://www.civicplus.help/recreation-management/docs/manage-cards-on-file-in-public-view.md): Learn how public users can securely add or remove credit cards on file in CivicRec through the Account dashboard, using supported payment gateways.
- [Contact Preferences](https://www.civicplus.help/recreation-management/docs/contact-preferences.md)
- [Add a Contact Method for an Account](https://www.civicplus.help/recreation-management/docs/add-a-contact-method-for-an-account.md): Learn how to set up and manage email or phone contact methods in CivicRec, including notification preferences for account holders.
- [Configure a User's Phone Details](https://www.civicplus.help/recreation-management/docs/configure-a-users-phone-details.md): Learn how to add or update a user's phone number in CivicRec, including SMS text message preferences for activity and facility notifications.
- [Contact Account Holder](https://www.civicplus.help/recreation-management/docs/contact-account-holder.md): Learn how to contact an account holder in CivicRec by sending messages, files, or receipts directly to their email address.
- [Delete a Contact Method](https://www.civicplus.help/recreation-management/docs/delete-a-contact-method.md): Learn how to remove a contact method from a CivicRec user account, including step-by-step instructions for email and phone removal.
- [Edit Contact Preferences](https://www.civicplus.help/recreation-management/docs/edit-contact-preferences.md): Learn how to edit email and phone contact information, manage preferences, and receive important notifications for your account easily.
- [Edit Email Address on the Platform](https://www.civicplus.help/recreation-management/docs/edit-email-address-on-the-platform.md): Learn how to update your primary email address for a CivicRec account connected to the Platform, including required verification steps.
- [Manage Emergency Contacts](https://www.civicplus.help/recreation-management/docs/manage-emergency-contacts.md): Learn how to add, remove, and modify emergency contacts on your account, ensuring you're prepared for any situation with up to 5 contacts.
- [Set Email Preferences](https://www.civicplus.help/recreation-management/docs/set-email-preferences.md): Learn how to manage email communication preferences for users in CivicRec, including Courtesy Notices, Critical Announcements, and Upcoming Events.
- [Flags, Prompts, & Waivers](https://www.civicplus.help/recreation-management/docs/flags-prompts-waivers.md)
- [Add/Edit/Remove an Account Flag](https://www.civicplus.help/recreation-management/docs/add-edit-remove-an-account-flag.md): Learn how to add a flag to a Recreation Management user account to indicate important notes like scholarships, restrictions, or tax exemptions.
- [Add/Edit/Remove an Account Note](https://www.civicplus.help/recreation-management/docs/add-edit-remove-an-account-note.md): Learn how to add internal notes to a Recreation Management user account, including optional transaction IDs and automatically logged updates.
- [Edit a User's Prompt Responses](https://www.civicplus.help/recreation-management/docs/edit-a-users-prompt-responses.md): Learn how to access a CivicRec user account and edit prompt responses for specific sessions, including notes on limitations.
- [View and Resend Waivers and Attachments](https://www.civicplus.help/recreation-management/docs/view-and-resend-waivers-and-attachments.md): Learn how to view and manage signed waivers and attachments for a CivicRec user, including resending unsigned waivers.
- [Account Alerts Overview](https://www.civicplus.help/recreation-management/docs/account-alerts-overview.md): Account Alerts streamline staff workflows by highlighting key account information, enhancing decision-making and improving service efficiency.
- [Public SSO ](https://www.civicplus.help/recreation-management/docs/public-sso.md)
- [Communication to Send to Resident Users for Public SSO](https://www.civicplus.help/recreation-management/docs/communication-to-send-to-resident-users-for-public-sso.md): Experience the new Public Single Sign On for residents, offering simplified account management, enhanced security, and seamless access to CivicPlus applications.
- [Customer Facing FAQs for Recreation Management Public Single-Sign On](https://www.civicplus.help/recreation-management/docs/customer-facing-faqs-for-recreation-management-public-single-sign-on.md): Streamline user access with CivicPlus Public Single Sign-On, enhancing security and simplifying login across all products for a seamless experience.
- [Municipality Staff FAQs for Recreation Management Single Sign-On](https://www.civicplus.help/recreation-management/docs/municipality-staff-faqs-for-recreation-management-single-sign-on.md): Public Sign-On enhances security and user experience for residents, allowing easy access to multiple applications with one set of credentials.
- [Public SSO Logging in For a First Time as a Pre-Existing User](https://www.civicplus.help/recreation-management/docs/public-sso-logging-in-for-a-first-time-as-a-pre-existing-user.md): Learn how to log in for the first time as a pre-existing user using CivicPlus Public Single Sign-On (SSO), including how to confirm your email and reset your password.
- [Public User FAQs for Recreation Management Single Sign-On](https://www.civicplus.help/recreation-management/docs/public-user-faqs-for-recreation-management-single-sign-on.md): Public Sign-On enhances security and user experience, allowing residents to access multiple CivicPlus services with one email and password.
- [Public User Password Reset Guide](https://www.civicplus.help/recreation-management/docs/public-user-password-reset-guide.md): Learn how to create or reset your Recreation Management Password for seamless access to your account and online catalog with our easy guide.
- [Rec Customer Flyer Template](https://www.civicplus.help/recreation-management/docs/rec-customer-flyer-template.md): Learn how to flyer is for Municipality Staff to edit and send out to Residents about their new sign-in experience.
- [Transaction Browser](https://www.civicplus.help/recreation-management/docs/transaction-browser-1.md)
- [Balance History & Refunds in the Transaction Browser](https://www.civicplus.help/recreation-management/docs/balance-history-refunds-in-the-transaction-browser.md): Learn how to use the Transaction Browser to view transaction history, track balances, and process refunds, including single or multiple item refunds and receipt options.
- [View Reservations on Your Transaction Browser](https://www.civicplus.help/recreation-management/docs/view-reservations-on-your-transaction-browser.md): Learn how to view customer reservations in the Transaction Browser using filters like date range, account members, receipt number, and rental status.
- [View Transaction History on the Public View](https://www.civicplus.help/recreation-management/docs/view-transaction-history-on-the-public-view.md): Learn how public users can view and filter their transaction history, including voids and tax-deductible items, and download a report from their CivicRec account.
- [User Credit](https://www.civicplus.help/recreation-management/docs/user-credit.md)
- [Adjust Account Credit](https://www.civicplus.help/recreation-management/docs/adjust-account-credit.md): Learn how to manually adjust a user's account credit in CivicRec, including entering a new credit amount, adding comments, and viewing the transaction receipt.
- [User Credit Account](https://www.civicplus.help/recreation-management/docs/user-credit-account.md): Learn how User Credit functions as a payment and control account, managing customer credits, refunds, and transfers efficiently.
- [User Credit Conversion](https://www.civicplus.help/recreation-management/docs/user-credit-conversion.md): Learn how to use the User Credit Conversion process in CivicRec to convert account credit into a refund using a specific payment type, including step-by-step instructions and important limitations.
- [View User Credit for an Account](https://www.civicplus.help/recreation-management/docs/view-user-credit-for-an-account.md): Learn how to view available User Credit in CivicRec, including how to access credit details through the Transaction Browser and locate user credit history.
- [Voids, Refunds, & Transfers](https://www.civicplus.help/recreation-management/docs/voids-refunds-transfers.md)
- [Bulk Refund to User Credit](https://www.civicplus.help/recreation-management/docs/bulk-refund-to-user-credit.md): Easily bulk cancel registrations and issue user credits for future use. Learn how to manage refunds and notify participants effectively.
- [Change a Participant: Wrong Account Member Registered](https://www.civicplus.help/recreation-management/docs/change-a-participant-wrong-account-member-registered.md): Learn how to use the Change Participant feature in CivicRec to update the registered participant for an event. Follow step-by-step instructions for switching participants within the same account.
- [Indicate a Bad Payment](https://www.civicplus.help/recreation-management/docs/indicate-a-bad-payment.md): Manage bad payment reversals effectively in Recreation Management to recover funds and ensure accurate transaction documentation.
- [Refund a Reservation](https://www.civicplus.help/recreation-management/docs/refund-a-reservation.md): Learn how to process reservations, issue refunds, and manage calendar items effectively with our step-by-step guide on user account transactions.
- [Refund for an Activity](https://www.civicplus.help/recreation-management/docs/refund-for-an-activity.md): Learn how to issue transaction refunds and credits, including important steps and limitations for credit card transactions.
- [Refund Process for Payment Plans](https://www.civicplus.help/recreation-management/docs/refund-process-for-payment-plans.md): Learn how to process payment plans, issue refunds, and manage transactions effectively with our step-by-step guide. Refunds made easy!
- [Transfer a Participant to a Different Activity](https://www.civicplus.help/recreation-management/docs/transfer-a-participant-to-a-different-activity.md): Learn how to transfer participants between activities or sessions, ensuring they match the same type, with step-by-step instructions for a smooth process.
- [Void After Manually Removing Someone from the Class and Issue Check, Refund, or User Credit](https://www.civicplus.help/recreation-management/docs/void-after-manually-removing-someone-from-the-class-and-issue-check-refund-or-user-credit.md): Learn how to void a transaction in CivicRec after manually removing a participant from a class. Follow the proper steps, including contacting CivicRec Support for data restoration, to process refunds correctly.
- [Voiding Refunds](https://www.civicplus.help/recreation-management/docs/voiding-refunds.md): Learn how to void a refund in CivicPlus' Recreation Management, ensuring compliance with refund policies and proper transaction handling.
- [Waiting List Status](https://www.civicplus.help/recreation-management/docs/waiting-list-status.md)
- [Enroll a Waiting List Participant from Account Actions](https://www.civicplus.help/recreation-management/docs/enroll-a-waiting-list-participant-from-account-actions.md): Learn how to enroll users from a waiting list into an activity or event in CivicRec. Follow simple steps to complete enrollment and payment from the user's Waiting List Status page.
- [Manage Waiting List Status on Public View](https://www.civicplus.help/recreation-management/docs/manage-waiting-list-status-on-public-view.md): Learn how public users can view their waiting list status and remove themselves from waitlists in CivicRec. Includes step-by-step instructions and receipt confirmation
- [Remove Account Members from a Waiting List](https://www.civicplus.help/recreation-management/docs/remove-account-members-from-a-waiting-list.md): Discover how to remove one or multiple users from a waiting list in CivicRec using the Waiting List Status actions. Step-by-step guide for efficient list management.
- [View Waiting List Status for an Account](https://www.civicplus.help/recreation-management/docs/view-waiting-list-status-for-an-account.md): Learn how to view and manage a user's waiting list status for multiple events or activities in CivicRec. Includes steps to remove or enroll participants directly from the waiting list.
- [Catalog](https://www.civicplus.help/recreation-management/docs/catalog.md)
- [Apply Pay Later in Checkout](https://www.civicplus.help/recreation-management/docs/apply-pay-later-in-checkout.md): Learn how to enable the Pay Later option at checkout, perfect for users needing flexibility with payments and special arrangements.
- [Catalog Configuration Guide](https://www.civicplus.help/recreation-management/docs/catalog-configuration-guide.md): Learn to configure your Catalog with tabs, categories, and tags for better organization and management of activities and facilities.
- [Facility Availability Catalog Time Filter](https://www.civicplus.help/recreation-management/docs/catalog-facility-availability-time-filter.md): Utilize the new Facility Time Filter in the Catalog to refine your facility reservations by time, duration, and availability for a seamless booking experience.
- [Catalog Filters](https://www.civicplus.help/recreation-management/docs/catalog-filters.md): Learn how to apply or clear Rentals, Registration, Merchandise, and Drop-In filters in the Catalog for efficient searching and booking.
- [Change Your Location](https://www.civicplus.help/recreation-management/docs/change-your-location.md): Learn how to change your location in CivicRec to view Point of Sale (POS) items in the Catalog. Follow simple steps to switch and log in to the correct location.
- [Checkout Best Practices](https://www.civicplus.help/recreation-management/docs/checkout-best-practices.md): Ensure a smooth CivicRec online payment experience by following tips to avoid duplicate charges and missing transactions. Get your receipt before closing!
- [Configure the Hand Key Card Option](https://www.civicplus.help/recreation-management/docs/configure-the-hand-key-card-option.md): Streamline your checkout with CivicPlus Pay's new Hand Key option, allowing manual credit card entry for a more efficient payment process.
- [E-Waiver Support](https://www.civicplus.help/recreation-management/docs/e-waiver-support.md): Streamline participant waiver acknowledgment for online and in-person registrations with Recreation Management's new online waiver agreement feature.
- [Manually Choose Membership Number at Checkout](https://www.civicplus.help/recreation-management/docs/manually-choose-membership-number-at-checkout.md): Learn how to manually create or select a membership number at checkout in CivicRec, including using barcode scanners with printed membership cards
- [Pay on Behalf of Another User](https://www.civicplus.help/recreation-management/docs/pay-on-behalf-of-another-user.md): Learn how to use the Catalog in CivicRec to pay on behalf of another user. Follow step-by-step instructions for processing transactions using a different payer account.
- [Process a Transaction Internally](https://www.civicplus.help/recreation-management/docs/process-a-transaction-internally.md): Learn how to process internal transactions through the CivicRec Catalog. Follow step-by-step instructions for selecting items, handling payments, and completing checkout.
- [Process a Transaction on the Public View](https://www.civicplus.help/recreation-management/docs/process-a-transaction-on-the-public-view.md): Learn how to process transactions in CivicRec's Public View. Follow simple steps for selecting items, applying payments, and completing checkout as a public user.
- [Process a Transaction with QuickPay](https://www.civicplus.help/recreation-management/docs/process-a-transaction-with-quickpay.md): Discover how to use the QuickPay feature in CivicRec for fast checkouts on eligible transactions. Step-by-step instructions for Catalog purchases using cash, card, or check.
- [Purchase a Gift Card](https://www.civicplus.help/recreation-management/docs/purchase-a-gift-card.md): Learn how to purchase a gift card and retrieve the gift card code in CivicRec. Includes steps for customizing the code and completing payment.
- [Register for an Activity on the Mobile Public Catalog](https://www.civicplus.help/recreation-management/docs/register-for-an-activity-on-the-mobile-public-catalog.md): Learn how to register for an activity using the CivicRec public catalog on a mobile device, including step-by-step instructions for selecting sessions, adding to cart, and completing checkout.
- [Reserve a Facility from the Catalog](https://www.civicplus.help/recreation-management/docs/reserve-a-facility-from-the-catalog.md): Learn how to reserve a facility using the internal Catalog with step-by-step instructions for selecting dates, times, and payment options.
- [Set Up and Redeem Gift Cards with User Credit/Claim Gift Card Code](https://www.civicplus.help/recreation-management/docs/set-up-and-redeem-gift-cards-with-user-creditclaim-gift-card-code.md): Learn how to redeem gift cards in CivicRec using User Credit, track your funds, and complete transactions seamlessly. Get started today!
- [Set Up and Redeem Gift Cards with Payment Type/Code in Checkout](https://www.civicplus.help/recreation-management/docs/set-up-and-redeem-gift-cards-with-payment-typecode-in-checkout.md): Learn how to redeem gift cards in CivicRec using the Gift Card Payment Type, including setup and transaction steps for a seamless experience.
- [Split Household Payments](https://www.civicplus.help/recreation-management/docs/split-household-payments.md): Learn how to allow a household account to pay for a different user's transaction during checkout or for existing balances with our step-by-step guide.
- [Use an Offline Credit/Debit Payment Type](https://www.civicplus.help/recreation-management/docs/use-an-offline-creditdebit-payment-type.md): Learn how to apply the Offline Credit/Debit Card payment type in CivicRec for transactions processed through external swipe machines not connected to the gateway.
- [Use a Physical Gift Card](https://www.civicplus.help/recreation-management/docs/use-a-physical-gift-card.md): Learn how to sell and configure physical gift cards in CivicRec's Recreation Management, including barcode requirements, updating codes at checkout, and viewing balances through staff reports.
- [View User Credit on the Catalog](https://www.civicplus.help/recreation-management/docs/view-user-credit-on-the-catalog.md): Learn how to view User Credit items in the Catalog after setting them up as Point of Sale (POS) items in CivicRec. Follow these simple steps.
- [Catalog Exports](https://www.civicplus.help/recreation-management/docs/catalog-exports.md)
- [Create and Manage a Catalog Export](https://www.civicplus.help/recreation-management/docs/create-and-manage-a-catalog-export.md): Easily create customized Catalog Export reports in CivicRec for brochures, filtering by activities, instructors, and locations. Download your template today!
- [Catalog Export Templates Examples for InDesign](https://www.civicplus.help/recreation-management/docs/catalog-export-templates-examples-for-indesign.md): Explore customizable CivicRec catalog export templates compatible with InDesign. Learn how to format and manage activity data exports using real customer examples for streamlined guide creation.
- [Activities ](https://www.civicplus.help/recreation-management/docs/activities.md)
- [How to Create/Edit/Delete an Equipment Rental Group](https://www.civicplus.help/recreation-management/docs/how-to-createeditdelete-an-equipment-rental-group.md): Learn how to create, edit, and delete equipment rental groups in Recreation Management for efficient item organization and management.
- [Transferring Activity Registrations](https://www.civicplus.help/recreation-management/docs/transferring-activity-registrations.md): Transfer activity enrollments to Recreation Management manually. Learn how to manage registrations and memberships effectively in our detailed guide.
- [Activity List](https://www.civicplus.help/recreation-management/docs/activity-list.md)
- [Assign General Ledger (GL) Codes to Sessions](https://www.civicplus.help/recreation-management/docs/assign-general-ledger-gl-codes-to-sessions.md): Assign GL codes to activity sessions to ensure accurate financial tracking. Required codes prevent saving sessions without itemized entries.
- [Create a Payment Plan](https://www.civicplus.help/recreation-management/docs/create-a-payment-plan.md): Set up payment plans for activities, allow full or partial payments, and manage auto billing, card on file, and installment options.
- [Create an Activity](https://www.civicplus.help/recreation-management/docs/create-an-activity.md): Learn how to create an activity, add details, set categories, attach images, and manage settings for catalog display and sessions.
- [Create an Activity with the Drop-In Type](https://www.civicplus.help/recreation-management/docs/create-an-activity-with-the-drop-in-type.md): Create a Drop-In activity and session to allow advance registration. Set fees, schedule, and facility to enable catalog visibility.
- [Create a New Session](https://www.civicplus.help/recreation-management/docs/create-a-new-session.md): Create a new session by selecting an activity and filling out required fields. Customize settings, pricing, schedule, and more.
- [Configure an Activity for Ticket Sales](https://www.civicplus.help/recreation-management/docs/configure-an-activity-for-ticket-sales.md): Set up an activity for ticket sales by selecting the Ticket type and configuring session options like quantity, dates, and ticket design.
- [Allow Online Registrations](https://www.civicplus.help/recreation-management/docs/allow-online-registrations.md): Allow online registration for an activity session by enabling the option in the Advanced tab. Users can then register via the Catalog.
- [List of Activity Types](https://www.civicplus.help/recreation-management/docs/list-of-activity-types.md): Choose from various Activity Types like Camps, Drop-In, Membership, or Ticket to match your program’s purpose and setup.
- [Non-Membership Auto-Billing Overview](https://www.civicplus.help/recreation-management/docs/non-membership-auto-billing-overview.md): Use auto-billing with payment plans for non-membership programs. Cards on file are charged automatically on each due date.
- [Activate a Waiting List](https://www.civicplus.help/recreation-management/docs/activate-a-waiting-list.md): Enable and manage Activity waitlists. Set options, view positions, and manually enroll users when spots open—no auto invites.
- [Assign a Survey to an Activity](https://www.civicplus.help/recreation-management/docs/assign-a-survey-to-an-activity.md): Assign a survey to an activity session and set when it sends—before or after the session ends, even for past sessions.
- [Apply a Tax Type to a Current Activity Session](https://www.civicplus.help/recreation-management/docs/apply-a-tax-type-to-a-current-activity-session.md): Apply a Tax Type to a session by selecting it in the Pricing tab. Choose your rate and display options, then save the session.
- [Share a Session Link with Customers](https://www.civicplus.help/recreation-management/docs/share-a-session-link-with-customers.md): Find and share a session’s Catalog link or QR code from the Links tab. Use it in emails, social media, or on your public site.
- [Refund Participant and Remove from the Roster](https://www.civicplus.help/recreation-management/docs/refund-participant-and-remove-from-the-roster.md): Avoid data loss by following proper refund steps. Never manually remove a participant before issuing a refund or user credit.
- [Drop-In FAQs/Troubleshooting](https://www.civicplus.help/recreation-management/docs/drop-in-faqstroubleshooting.md): Troubleshoot Drop-In issues like missing sessions, GL codes, or catalog visibility. Learn key setup steps and instructor payment info.
- [View Waiting Lists](https://www.civicplus.help/recreation-management/docs/view-waiting-lists.md): View and manage Activity waitlists. See who’s waiting and enroll participants if spots open—excludes Drop-In and Ticket types.
- [Enroll a Participant from the Waiting List](https://www.civicplus.help/recreation-management/docs/enroll-a-participant-from-the-waiting-list.md): Use waiting lists to manage full activities. Enroll participants when spots open and complete transactions with flexible payment options.
- [Create Down Payment Percentages](https://www.civicplus.help/recreation-management/docs/create-down-payment-percentages.md): Set up down payments so users can pay a percentage upfront and the rest later. Choose due dates and allow Pay Later at checkout.
- [Create a Per Session Fee](https://www.civicplus.help/recreation-management/docs/create-a-per-session-fee.md): Create a Per Session Fee to auto-calculate session costs based on a daily rate. Update pricing easily in the session settings.
- [Edit a Session](https://www.civicplus.help/recreation-management/docs/edit-a-session.md): Learn how to edit a session, update details, adjust pricing, set registration rules, and manage prerequisites and schedules.
- [Set Minimum and Maximum Age for a Session](https://www.civicplus.help/recreation-management/docs/set-minimum-and-maximum-age-for-a-session.md): Set minimum and maximum age limits for activity sessions to control who can enroll based on age as of a specific control date.
- [Add Facility Notes to a Session](https://www.civicplus.help/recreation-management/docs/add-facility-notes-to-a-session.md): Add facility notes to sessions for staff reference. Notes appear with reservations and on receipts for easy access and communication.
- [Assign Add-Ons and Discounts](https://www.civicplus.help/recreation-management/docs/assign-add-ons-and-discounts.md): Assign add-ons and discounts to activities, facilities, or POS items. Customize pricing, payment timing, and GL codes easily.
- [Contact Participants from the Roster](https://www.civicplus.help/recreation-management/docs/contact-participants-from-the-roster.md): Contact session participants via roster. Customize email details, add attachments, and note a 4-hour delay for bulk messages.
- [Edit a Payment Plan](https://www.civicplus.help/recreation-management/docs/edit-a-payment-plan.md): Edit payment plans in a session to update dates, deposit amounts, installment settings, and card requirements. Save changes easily.
- [Delete a Payment Plan](https://www.civicplus.help/recreation-management/docs/delete-a-payment-plan.md): Delete payment plans from a session using the Payment Plans tab or homepage. Confirm deletion to remove the plan permanently.
- [Add a Note to a Session's Action Log](https://www.civicplus.help/recreation-management/docs/add-a-note-to-a-sessions-action-log.md): Add notes to a session’s action log for tracking and staff reference. Save your note and session to keep updates organized.
- [Configure Daily Pricing](https://www.civicplus.help/recreation-management/docs/configure-daily-pricing.md): Enable daily pricing for sessions to set custom prices by date. Works for select activity types and replaces weekly pricing options.
- [Bulk Add Daily Pricing Sessions](https://www.civicplus.help/recreation-management/docs/bulk-add-daily-pricing-sessions.md): Bulk add daily pricing sessions by setting a date range, price, and weekdays. Customize drop-in schedules for eligible activity types.
- [Adjust Daily Pricing](https://www.civicplus.help/recreation-management/docs/adjust-daily-pricing.md): Review a helpful step-by-step guide and some useful resources for adjusting Daily Pricing on a session.
- [Remove a Daily Price](https://www.civicplus.help/recreation-management/docs/remove-a-daily-price.md): Remove daily pricing from a session by selecting the date, clicking Remove, and confirming the deletion to update the schedule.
- [Assign Waivers, Attachments, Prompts, and Tags to a Session](https://www.civicplus.help/recreation-management/docs/assign-waivers-attachments-prompts-and-tags-to-a-session.md): Assign waivers, attachments, prompts, or tags to a session. Changes apply to new participants, not those already enrolled.
- [Configure Guest Prompts to Ticket Activities](https://www.civicplus.help/recreation-management/docs/configure-guest-prompts-to-ticket-activities.md): Use guest prompts in ticket activities to generate extra tickets per guest. Add prompts to sessions for flexible registration options.
- [Add Admins to a Session](https://www.civicplus.help/recreation-management/docs/add-admins-to-a-session.md): Add admins to a session to receive registration notifications. Choose who to notify and manage access from the session’s Access tab.
- [Apply Conflict Override](https://www.civicplus.help/recreation-management/docs/apply-conflict-override.md): Apply Conflict Override to a session to resolve location issues like TBD. Use this setting to bypass scheduling conflicts when needed.
- [Configure Facility Access](https://www.civicplus.help/recreation-management/docs/configure-facility-access.md): Configure facility access to resolve TBD location issues in sessions. Select a location from the Advanced tab and save your changes.
- [Create a League Schedule for a League Session](https://www.civicplus.help/recreation-management/docs/create-a-league-schedule-for-a-league-session.md): Create a league session schedule by selecting dates, times, facilities, and repeat options. Customize setup, teardown, and cut-off times.
- [Send an Email to Waiting List Participants](https://www.civicplus.help/recreation-management/docs/send-an-email-to-waiting-list-participants.md): Email waitlist participants to share updates or invite them to register. Select recipients and send messages directly from the roster.
- [Add a Prerequisite Session to an Activity or Session](https://www.civicplus.help/recreation-management/docs/add-a-prerequisite-session-to-an-activity-or-session.md): Add prerequisite sessions to control enrollment. Participants must register for the required session before joining the new one.
- [Configure Weekly Pricing](https://www.civicplus.help/recreation-management/docs/configure-weekly-pricing.md): Enable weekly pricing for program/class sessions to offer bundled enrollment deals. Choose pricing methods and customize weekly fees.
- [Summer Camp Setup](https://www.civicplus.help/recreation-management/docs/summer-camp-setup.md): Set up weekly summer camp sessions with flexible pricing, age limits, and registration rules. Limit participation if needed per user.
- [Configure Relative Dates for a Session](https://www.civicplus.help/recreation-management/docs/configure-relative-dates-for-a-session.md): Set up session schedules using Relative Date to repeat on the same weekday and week of the month or year as the original start date.
- [Invite a Waiting List Participant to Join a Roster](https://www.civicplus.help/recreation-management/docs/invite-a-waiting-list-participant-to-join-a-roster.md): Invite waitlisted users to register when a spot opens. Links expire in 24 hours and require a valid email to send.
- [View & Manage Document Status on Roster](https://www.civicplus.help/recreation-management/docs/view-manage-document-status-on-roster.md): View and manage participant documents from the session roster. Upload files, check status, and track missing or completed forms.
- [Bulk Enroll Participants on a Roster](https://www.civicplus.help/recreation-management/docs/bulk-enroll-participants-on-a-roster.md): Use Bulk Enroll to add participants to another session. Users get an invoice, not a receipt, and waitlists aren’t supported.
- [Activity Checkout from Public View](https://www.civicplus.help/recreation-management/docs/activity-checkout-from-public-view.md): Learn how public users can check out a session, complete payment, and upload required documents after checkout if needed.
- [Add a Schedule to a Session](https://www.civicplus.help/recreation-management/docs/add-a-schedule-to-a-session.md): Learn how to add a schedule to a session, including setting dates, times, and facility reservations for seamless program management.
- [Pin a Participant to a Roster](https://www.civicplus.help/recreation-management/docs/pin-a-participant-to-a-roster.md): Pin participants to prevent auto-removal if required documents aren’t uploaded by the cut-off date. Staff must have permission to pin.
- [Session Expiration](https://www.civicplus.help/recreation-management/docs/session-expiration.md): Sessions without a schedule expire based on the registration end date plus extra display days. Use No End Date to prevent expiration.
- [Order the Activity List](https://www.civicplus.help/recreation-management/docs/order-the-activity-list.md): Change how activities display by dragging and dropping them in the Activity List. The new order also updates in the public Catalog.
- [Allow Early Registration for an Activity](https://www.civicplus.help/recreation-management/docs/allow-early-registration-for-an-activity.md): Set early registration dates for members or past attendees using the Member Reg Open field. Add dates in the session’s Schedule tab.
- [Create a Drop-In with the Program/Class Activity Type](https://www.civicplus.help/recreation-management/docs/create-a-drop-in-with-the-programclass-activity-type.md): Create Drop-In sessions so users can attend on scheduled days. Set fees, add a schedule, and use the Drop-In tab in the Catalog.
- [Create a Free Drop-In Activity](https://www.civicplus.help/recreation-management/docs/create-a-free-drop-in-activity.md): Create free Drop-In activities to track attendance. Set fees to $0 and ensure users have a membership tied to the session location.
- [Drop-Ins Guide](https://www.civicplus.help/recreation-management/docs/drop-ins-guide.md): Learn about three Drop-In types: standard, program/class, and free. Each supports different registration and attendance tracking needs.
- [Waiting List Guide](https://www.civicplus.help/recreation-management/docs/waiting-list-guide.md): Enable and manage waiting lists for full sessions. Staff must manually invite users when spots open. Not available for all activity types.
- [Waiver Timing for Waiting List Sign-Ups](https://www.civicplus.help/recreation-management/docs/waiver-timing-for-waiting-list-sign-ups.md): Choose when waivers are sent for waitlisted users—at sign-up, when added to the list, or after enrollment. Update settings to apply.
- [Configure a Package Activity Type](https://www.civicplus.help/recreation-management/docs/configure-a-package-activity-type.md): Create package deals with multiple sessions at a discounted rate. Users are added to both the package and individual session rosters.
- [Utilize Account Flags for Swim Lesson Levels](https://www.civicplus.help/recreation-management/docs/utilize-account-flags-for-swim-lesson-levels.md): Learn how to use account flags for swim lessons, ensuring participants pass each level before advancing. Streamline registration with our step-by-step guide.
- [Create a No User Required Waitlist](https://www.civicplus.help/recreation-management/docs/create-a-no-user-required-waitlist.md): Create waitlist-only sessions using No User Required Waitlist. Set future registration dates so users can join before sign-up opens.
- [Create a Donation Activity & Prompt](https://www.civicplus.help/recreation-management/docs/create-a-donation-activity-prompt.md): Create donation activities and prompts so users can contribute during checkout. Donations link to sessions and credit the correct revenue code.
- [Add a Prerequisite Activity to an Activity](https://www.civicplus.help/recreation-management/docs/add-a-prerequisite-activity-to-an-activity.md): Add prerequisite activities to block registration unless users have completed required sessions, paid fees, or hold valid memberships.
- [Duplicate a Session](https://www.civicplus.help/recreation-management/docs/duplicate-a-session.md): Duplicate sessions to reuse settings quickly. Reminder settings copy over, but this doesn’t apply to sessions created through Program Rollover.
- [Duplicating Activities and Sessions](https://www.civicplus.help/recreation-management/docs/duplicating-activities-and-sessions.md): Duplicating activities or sessions copies key settings and fields. Review all duplicated content to ensure accuracy before saving.
- [Enable Activity Grid View](https://www.civicplus.help/recreation-management/docs/enable-activity-grid-view.md): Use Grid View to let users register for multiple sessions at once. Staff must switch to List View to approve overrides or view alerts.
- [Activities Document Management ](https://www.civicplus.help/recreation-management/docs/activities-document-management.md)
- [Add a Document Type to an Activity](https://www.civicplus.help/recreation-management/docs/add-a-document-type-to-an-activity.md): Learn to add Document Types to Activities, configure requirements, permissions, and notifications for seamless document management.
- [Manage and Upload Documents on Public View](https://www.civicplus.help/recreation-management/docs/manage-and-upload-documents-on-public-view.md): Public users can easily view and upload documents during checkout on their portal. Learn how to manage your documents effectively!
- [Manage Permissions for Document Types](https://www.civicplus.help/recreation-management/docs/manage-permissions-for-document-types.md): Permissions can be assigned to Secure Document Types on individual activities and Facilities.
- [Shared Rosters](https://www.civicplus.help/recreation-management/docs/shared-rosters.md)
- [Create a Shared Roster](https://www.civicplus.help/recreation-management/docs/create-a-shared-roster.md): Discover how to quickly delete a Shared Roster in CivicRec using the red X tool on the Shared Roster page or via the Edit Tool.
- [Delete a Shared Roster](https://www.civicplus.help/recreation-management/docs/delete-a-shared-roster.md): Discover how to quickly delete a Shared Roster in CivicRec using the red X tool on the Shared Roster page or via the Edit Tool.
- [Edit a Shared Roster](https://www.civicplus.help/recreation-management/docs/edit-a-shared-roster.md): Learn how to edit a Shared Roster in CivicRec, including updating settings, assigning or removing sessions, and managing participant limits.
- [Remove a Session from a Shared Roster](https://www.civicplus.help/recreation-management/docs/remove-a-session-from-a-shared-roster.md): Learn how to remove a session from a Shared Roster in CivicRec. Follow simple steps to edit shared rosters and manage session assignments effectively.
- [League Management](https://www.civicplus.help/recreation-management/docs/league-management.md)
- [League Management Guide](https://www.civicplus.help/recreation-management/docs/league-management-guide.md): Manage teams, coaches, and players with our League Management tool. Create matchups, schedules, and track standings effortlessly.
- [Apply Player Assessments in League Management](https://www.civicplus.help/recreation-management/docs/apply-player-assessments-in-league-management.md): Learn how to add player assessments in CivicRec League Management. Follow these steps to apply and update assessment criteria, track individual scores, and manage team drafting effectively.
- [Assign Coaches to a Team](https://www.civicplus.help/recreation-management/docs/assign-coaches-to-a-team.md): Discover how to assign a coach to a team in Rec League Management. Step-by-step instructions for linking existing coaches so they can access the Coach Portal and manage their teams.
- [Assign Numbers to Players on a Roster](https://www.civicplus.help/recreation-management/docs/assign-numbers-to-players-on-a-roster.md): Discover how coaches can assign and edit player jersey numbers in CivicRec through the Coach Portal. Step-by-step instructions for updating player numbers directly on the team roster.
- [Auto-Assign Players to Teams](https://www.civicplus.help/recreation-management/docs/auto-assign-players-to-teams.md): Learn how to auto-assign undrafted players to teams in CivicRec League Management using assessment scores and draft order logic. Follow step-by-step instructions for efficient team assignments.
- [Configure a Tournament Bracket](https://www.civicplus.help/recreation-management/docs/configure-a-tournament-bracket.md): Learn how to configure tournament brackets in CivicRec League Management. Set locations, times, assign teams, and enter scores. Winners advance automatically in this single-elimination format.
- [Create a New Coach](https://www.civicplus.help/recreation-management/docs/create-a-new-coach.md): Learn how to create a new coach in CivicRec League Management. Step-by-step guide for adding coaches to teams so they can access the Coach Portal and manage team communications and schedules.
- [Create a New Division](https://www.civicplus.help/recreation-management/docs/create-a-new-division.md): Learn how to create a division in CivicRec League Management. Follow step-by-step instructions to organize teams into divisions and enable division-specific tournaments.
- [Create a New Team](https://www.civicplus.help/recreation-management/docs/create-a-new-team.md): Learn how to create a new team in CivicRec League Management, including naming the team, assigning divisions, adding coaches, setting a home location, and managing the roster.
- [Create a New Tournament](https://www.civicplus.help/recreation-management/docs/create-a-new-tournament.md): Learn how to create and manage single-elimination tournaments in CivicRec League Management. Add up to 16 teams, set game length, and configure brackets with ease.
- [Create a Practice Schedule](https://www.civicplus.help/recreation-management/docs/create-a-practice-schedule.md): Learn how to create a practice schedule in CivicRec League Management. Follow step-by-step instructions to generate practice matchups and assign them manually using the drag-and-drop scheduler.
- [Create League Matchups and Schedule](https://www.civicplus.help/recreation-management/docs/create-league-matchups-and-schedule.md): Learn to create and schedule matchups in your league with step-by-step instructions for auto-creating matchups, setting time slots, and preventing double headers.
- [Create Matchups Manually](https://www.civicplus.help/recreation-management/docs/create-matchups-manually.md): Learn how to manually create matchups in CivicRec League Management. Follow these steps to generate unscheduled games and add them to your schedule using drag-and-drop or the auto-scheduler.
- [Create Player Assessment Criteria](https://www.civicplus.help/recreation-management/docs/create-player-assessment-criteria.md): Learn how to create and manage Player Assessments in CivicRec to evaluate skills, generate scores, and build balanced teams during the league draft process.
- [Delete Matchups](https://www.civicplus.help/recreation-management/docs/delete-matchups.md): Learn how to delete unwanted matchups or schedule slots in CivicRec's League Management module using the Game Schedule tab.
- [Delete a Tournament](https://www.civicplus.help/recreation-management/docs/delete-a-tournament.md): Learn how to remove a tournament from a league in CivicRec League Management. Follow simple steps to delete a tournament bracket from your session.
- [Input Game Results](https://www.civicplus.help/recreation-management/docs/input-game-results.md): Learn how to manually enter and save game results in CivicRec’s League Management module. Step-by-step guide for updating team scores and logging results.
- [Invite Players to Team Roster](https://www.civicplus.help/recreation-management/docs/invite-players-to-team-roster.md): Learn how to invite a player to a team roster in CivicRec League Management. Step-by-step guide for staff and coaches to send email invites with waivers and player details.
- [League Filters/Highlighters](https://www.civicplus.help/recreation-management/docs/league-filtershighlighters.md): Learn how to use Filters and Highlighters in CivicRec's League Management to review team matchups, balance schedules, and refine views by team, location, or date range.
- [League Settings](https://www.civicplus.help/recreation-management/docs/league-settings.md): Explore League Settings in CivicRec to rename, print, delete schedules, and apply filters. Learn how to manage schedules and control public visibility for league sessions
- [League View for Registrants, Managers, and Coaches](https://www.civicplus.help/recreation-management/docs/league-view-for-registrants-managers-and-coaches.md): Learn the differences between registrants, team managers, and coaches in CivicRec’s League Portal. Understand access levels for viewing standings, managing rosters, and using the Coach Portal.
- [Manually Draft Players to Teams](https://www.civicplus.help/recreation-management/docs/manually-draft-players-to-teams.md): Discover how to manually assign players to teams in CivicRec League Management using the Draft tab. Easily drag and drop players and adjust team rosters after auto-assignment.
- [Remove Players from Teams](https://www.civicplus.help/recreation-management/docs/remove-players-from-teams.md): Learn how to manually remove players from their teams in CivicRec League Management. Follow simple steps using the Teams or Draft tabs to edit team rosters efficiently.
- [Replace Matchups](https://www.civicplus.help/recreation-management/docs/replace-matchups.md): Learn how to replace matchups on a league schedule in CivicRec using simple drag-and-drop functionality within League Management.
- [Share Access to League Standings and Schedules](https://www.civicplus.help/recreation-management/docs/share-access-to-league-standings-and-schedules.md): Learn how to make CivicRec league standings and schedules publicly viewable. Follow step-by-step instructions to configure visibility, update scores, and access the Public League Portal.
- [Public Coach and Managers ](https://www.civicplus.help/recreation-management/docs/public-coach-and-managers.md)
- [Coach and League Portal Overview for Coaches](https://www.civicplus.help/recreation-management/docs/coach-and-league-portal-overview-for-coaches.md): Access the Coach Portal to manage your team roster, contact members, view schedules, and print sign-in sheets for a seamless coaching experience.
- [League Portal Overview for Team Managers](https://www.civicplus.help/recreation-management/docs/league-portal-overview-for-team-managers.md): Manage your team effectively with the League Portal. Invite players, view schedules, and access standings all in one place for Team Managers.
- [Create and Manage Team Tags](https://www.civicplus.help/recreation-management/docs/create-and-manage-team-tags.md): Manage team responsibilities effortlessly with customizable tags for snacks, drinks, and more. Keep your game organized and participants engaged!
- [Edit Team Page Colors](https://www.civicplus.help/recreation-management/docs/edit-team-page-colors.md): Learn how to access your Team Page in CivicRec and customize team colors using a HEX code or color palette. Update your Primary and Secondary Team Colors for a personalized look.
- [Invite Team Members to Join the Team Roster](https://www.civicplus.help/recreation-management/docs/invite-team-members-to-join-the-team-roster.md): Manage team registrations effortlessly! Invite players, track invites, and communicate seamlessly through the League Portal for a smooth experience.
- [Upload or Edit the Team Logo](https://www.civicplus.help/recreation-management/docs/upload-or-edit-the-team-logo.md): Coaches can easily create and upload a custom Team Logo for their Team Page, enhancing visibility in Game Schedules and Team Standings.
- [View Game Roster Attendance for Coaches/Team Managers](https://www.civicplus.help/recreation-management/docs/view-game-roster-attendance-for-coachesteam-managers.md): Learn how Coaches and Team Managers can view player attendance for scheduled games using the Game Roster feature on their Team Page in CivicRec.
- [Public Users and Program Participants ](https://www.civicplus.help/recreation-management/docs/public-users-and-program-participants.md)
- [League Portal Overview for League Participants](https://www.civicplus.help/recreation-management/docs/league-portal-overview-for-league-participants.md): Access your League Portal and Team Page for schedules, standings, and rosters. Stay updated on games and manage attendance easily!
- [Public Access to the League Portal](https://www.civicplus.help/recreation-management/docs/public-access-to-the-league-portal.md): Access the League Portal easily with a shared link. View schedules, standings, and team rosters without registration. Get started now!
- [Volunteer for Game Tags](https://www.civicplus.help/recreation-management/docs/volunteer-for-game-tags.md): Discover how League Participants and Coaches/Managers can manage team responsibilities using Tags on the Team Page in CivicRec. Learn how players volunteer for tasks like snacks or cleanup.
- [Program Rollover](https://www.civicplus.help/recreation-management/docs/programrollover.md)
- [Program Rollover](https://www.civicplus.help/recreation-management/docs/program-rollover.md): Learn how to use CivicRec's Program Rollover feature to duplicate sessions into a new program period, including updating fees, dates, and codes—without affecting the original program.
- [Categories](https://www.civicplus.help/recreation-management/docs/categories.md)
- [Create Activity Categories](https://www.civicplus.help/recreation-management/docs/create-activity-categories.md): Learn how to create activity categories in Rec to organize your Catalog. Step-by-step instructions for naming, color-coding, and saving new categories.
- [Edit Activity Categories](https://www.civicplus.help/recreation-management/docs/edit-activity-categories.md): Learn how to edit and reorder activity categories in Rec. Follow simple steps to rename, recolor, and sort categories for better Catalog organization.
- [Order Activity Categories](https://www.civicplus.help/recreation-management/docs/order-activity-categories.md): Discover how to reorder activity categories in CivicRec by dragging and dropping them for a customized Catalog display that improves navigation for staff and the public.
- [Memberships](https://www.civicplus.help/recreation-management/docs/memberships.md)
- [Memberships Guide](https://www.civicplus.help/recreation-management/docs/memberships-guide.md): Learn how to create, configure, and manage memberships in Rec, including individual, family, seasonal, punch card, and auto-billing options. Includes setup, check-in, and reporting tools.
- [Digital Membership Cards Overview](https://www.civicplus.help/recreation-management/docs/membership-card-overview.md): Access digital membership cards with scannable codes, real-time updates, and household visibility. Manage memberships easily from your dashboard.
- [Add an Avatar to a Membership Card or Pass](https://www.civicplus.help/recreation-management/docs/add-an-avatar-to-a-membership-card-or-pass.md): Learn how to personalize Rec membership cards or passes by including an Avatar. Step-by-step instructions for applying a user’s profile picture to their card.
- [Associate a Preprinted Card with a Membership](https://www.civicplus.help/recreation-management/docs/associate-a-preprinted-card-with-a-membership.md): Learn how to associate a preprinted membership card with a user's Rec membership by scanning the barcode to update the member number.
- [Auto Billing for Paused Memberships](https://www.civicplus.help/recreation-management/docs/auto-billing-for-paused-memberships.md): Avoid billing issues when pausing CivicRec memberships. Learn why enabling auto-billing ensures proper payment deferral and term extension during a membership pause.
- [Auto Billing / Start Dates for Memberships](https://www.civicplus.help/recreation-management/docs/auto-billing-start-dates-for-memberships.md): Understand how the Auto Billing Date setting in CivicRec impacts membership start dates and monthly billing. Learn options for signup date, 1st of the month, and pro-rated billing.
- [Configure Membership Settings](https://www.civicplus.help/recreation-management/docs/configure-membership-settings.md): Learn how to configure Membership Settings in CivicRec, including membership type, term, auto-billing, card settings, facility access, and revenue recognition.
- [Continuous Auto-Billing (Month to Month)](https://www.civicplus.help/recreation-management/docs/continuous-auto-billing-month-to-month.md): Learn how to set up Continuous Billing for memberships in CivicRec. This guide explains auto-renew settings, billing cycles, and how to apply pro-rated discounts.
- [Create Cards for Family Memberships](https://www.civicplus.help/recreation-management/docs/create-cards-for-family-memberships.md): Learn how to create and manage membership cards for family memberships in Rec. Step-by-step instructions for assigning cards to each family member and linking to preprinted cards.
- [Edit Existing Membership Number](https://www.civicplus.help/recreation-management/docs/edit-existing-membership-number.md): Learn how to edit an existing membership number in CivicRec. Quickly update or retain a member number directly from the user profile—no saving required.
- [Extend a Membership](https://www.civicplus.help/recreation-management/docs/extend-a-membership.md): This article will show you how to extend an account's membership beyond its current expiration date.







Important Note:

This process does not apply to users with Punch Cards or Passes.

Instructions





Search for and select a user 



Click View/Print Memberships under Account Actions 



Next to Expiration Date, click the edit tool 



Select an Expiration Date from the calendar 



Refresh the page and view the updated Membership Status 



Note: You do not have to save, the system will auto-save your changes.
- [Individual vs Family Memberships](https://www.civicplus.help/recreation-management/docs/individual-vs-family-memberships.md): Learn the difference between Individual and Family Memberships in CivicRec, including how to configure max cards per household and manage multi-user access for families.
- [Manual Migration of Auto-Billing Memberships](https://www.civicplus.help/recreation-management/docs/manual-migration-of-auto-billing-memberships.md): Step-by-step guide on manually migrating auto-billing memberships in CivicRec. Learn how to add cards on file, configure sessions, and apply structured billing for a smooth transition.
- [Membership Import or Manual Membership Migration](https://www.civicplus.help/recreation-management/docs/membership-import-or-manual-membership-migration.md): Learn how to migrate memberships into CivicRec using import or manual entry. Compare methods, review requirements, and understand limitations for recurring and one-time memberships.
- [Pause a Membership](https://www.civicplus.help/recreation-management/docs/pause-a-membership.md): Learn how to pause a user’s membership in CivicRec. Pausing defers auto-billing and extends the expiration date. Recommended for auto-billed memberships.
- [Print Membership Cards from Recreation Management](https://www.civicplus.help/recreation-management/docs/print-membership-cards-from-recreation-management.md): Learn how to set up your browser and CivicRec system for printing membership or pass cards, including recommended page size, margin settings, and print setup tips to ensure accurate card formatting.
- [Punch Cards](https://www.civicplus.help/recreation-management/docs/punch-cards.md): Set up punch card-style memberships in CivicRec by configuring Max Facility Scans, allowing users a limited number of facility check-ins per membership
- [Renew Active Setup & Reporting](https://www.civicplus.help/recreation-management/docs/renew-active-setup-reporting.md): Learn how to set up a Renew Active membership and generate required custom reports in CivicRec. Includes steps for session setup, user field creation, and reporting requirements.
- [SilverSneakers Setup & Reporting](https://www.civicplus.help/recreation-management/docs/silversneakers-setup-reporting.md): Learn how to set up a SilverSneakers membership in CivicRec and create a compliant custom check-in report for SilverSneakers submissions. Step-by-step setup and reporting guide.
- [Structured Auto-Billing](https://www.civicplus.help/recreation-management/docs/structured-auto-billing.md): Learn how to configure Structured Billing in CivicRec for memberships with monthly installment payments. Includes setup steps, billing behavior, and important notes on enabling auto-bill functionality.
- [Terminate a Membership](https://www.civicplus.help/recreation-management/docs/terminate-a-membership.md): Learn how to terminate a CivicRec membership from a user profile, including how to set an immediate or future termination date
- [Troubleshoot Membership Activities Location To Be Determined](https://www.civicplus.help/recreation-management/docs/troubleshoot-membership-activities-location-to-be-determined.md): Resolve "To Be Determined" location issues in CivicRec Activities List by applying Conflict Override or configuring Facility Access settings. Step-by-step solutions included.
- [View Memberships from User Profile](https://www.civicplus.help/recreation-management/docs/view-memberships-from-user-profile.md): Learn how to view and manage user memberships in CivicRec, including membership details, status, payments, card printing, and scan history.
- [Program Periods](https://www.civicplus.help/recreation-management/docs/program-periods.md)
- [Create Program Periods](https://www.civicplus.help/recreation-management/docs/create-program-periods.md): Learn how to create a Program Period in CivicRec to define registration windows for activity sessions. Ideal for seasonal scheduling and setting up future program rollovers.
- [Delete Program Periods](https://www.civicplus.help/recreation-management/docs/delete-program-periods.md): Learn how to permanently delete Program Periods in CivicRec or hide them from public view without removing them from the system.
- [Edit Program Periods](https://www.civicplus.help/recreation-management/docs/edit-program-periods.md): Discover how to edit Program Periods in CivicRec to update registration dates, labels, and online visibility for your activity sessions.
- [Hide Program Period Sessions](https://www.civicplus.help/recreation-management/docs/hide-program-period-sessions.md): Learn how to hide all sessions within a Program Period in Rec to prevent public access during setup, after registration, or for internal use.
- [Show or Hide Activity and Program Period Sessions](https://www.civicplus.help/recreation-management/docs/show-or-hide-activity-and-program-period-sessions.md): Understand the differences between CivicRec’s “Hide from Online Viewers,” “Show Period Online,” and “Show/Hide All Sessions Online” settings to control session visibility in the online catalog effectively.
- [Instructor Contracts](https://www.civicplus.help/recreation-management/docs/instructor-contracts.md)
- [Instructor Portal Overview](https://www.civicplus.help/recreation-management/docs/instructor-portal-overview.md): Learn how instructors can access the Instructor Portal in Rec to view class rosters, contact participants, and manage sign-in sheets directly from their Dashboard.
- [Assign Instructors to an Activity](https://www.civicplus.help/recreation-management/docs/assign-instructors-to-an-activity.md): Learn how to add instructors and set their pay rates in CivicRec activity sessions. Includes steps for assigning hourly, per-participant, or percentage-based compensation.
- [Assign an Instructor to Multiple Activities](https://www.civicplus.help/recreation-management/docs/assign-an-instructor-to-multiple-activities.md): Assign instructors to multiple Rec activities at once with Instructor Contract Management. Set pay rates, manage registration notifications, and streamline scheduling
- [Configure Instructor Roster View & Participant Information](https://www.civicplus.help/recreation-management/docs/configure-instructor-roster-view-participant-information.md): Learn how to configure participant information visible to instructors in CivicRec. Control which data—like contact info, age, and payment status—is viewable in Instructor Management.
- [Contract Acknowledgement](https://www.civicplus.help/recreation-management/docs/contract-acknowledgement.md): Learn how to send and track instructor contracts in CivicRec. Instructors can sign via email or hard copy, and you can easily verify acknowledgment status within the Contracts tab.
- [Create a Contract Template](https://www.civicplus.help/recreation-management/docs/create-a-contract-template.md): Learn how to create a custom instructor contract template in CivicRec. Define headers, footers, and save reusable templates for instructor agreements.
- [Download an Instructor Contract](https://www.civicplus.help/recreation-management/docs/download-an-instructor-contract.md): Learn how to download a PDF copy of an existing Instructor Contract in CivicRec. Follow simple steps to access and save your contract files.
- [Draft an Instructor Contract](https://www.civicplus.help/recreation-management/docs/draft-an-instructor-contract.md): Learn how to draft instructor contracts in Rec. Select templates, include custom fields, and add notes before generating unique, trackable contracts for instructors
- [Print an Instructor Contract](https://www.civicplus.help/recreation-management/docs/print-an-instructor-contract.md): Follow these steps to print Instructor Contracts in CivicRec. Easily select, prepare, and print one or multiple contracts for your records or instructor distribution
- [Remove an Instructor Contract](https://www.civicplus.help/recreation-management/docs/remove-an-instructor-contract.md): Learn how to remove or void an instructor contract in CivicRec. Follow simple steps to delete contracts and reissue updated versions when edits are needed.
- [Report on Instructor Compensation & Payments](https://www.civicplus.help/recreation-management/docs/report-on-instructor-compensation-payments.md): Learn how to create a custom Instructor Compensation Report in Rec to track payments, view instructor transaction details, and support financial reporting needs
- [Send an Instructor Contract](https://www.civicplus.help/recreation-management/docs/send-an-instructor-contract.md): Discover how to send instructor contracts in Rec. Select instructors, add notes, and send contracts directly from the Instructor Contracts tab with just a few clicks.
- [Check-In](https://www.civicplus.help/recreation-management/docs/check-in.md)
- [Check-In Overview](https://www.civicplus.help/recreation-management/docs/check-in-overview.md): iscover how to configure and use the Check-In feature in CivicRec to track attendance for memberships, activities, and tickets, with options for scanning and manual entry.
- [Check In/Scan Tickets](https://www.civicplus.help/recreation-management/docs/check-inscan-tickets.md): Learn how to check in or scan tickets on the day of an event in Rec, including key requirements for location and date matching to ensure successful entry.
- [Check In a Member for a Drop-In Activity](https://www.civicplus.help/recreation-management/docs/check-in-a-member-for-a-drop-in-activity.md): Learn how to check members into drop-in activities using CivicRec. Quickly scan or look up members for easy access and real-time tracking.
- [Check In a Membership Card](https://www.civicplus.help/recreation-management/docs/check-in-a-membership-card.md): Learn how to check in a membership card in CivicRec using barcode scanning or manual entry. Understand the difference between membership and punch card usage.
- [Check In and Check Out a Member for an Activity](https://www.civicplus.help/recreation-management/docs/check-in-and-check-out-a-member-for-an-activity.md): Learn how to check in and check out participants for an activity in Rec. Track attendance with accurate timestamps for registered users.
- [Enable Virtual Kiosk User Feature](https://www.civicplus.help/recreation-management/docs/enable-kiosk-user-feature.md): Learn how to enable Kiosk Mode in Rec, allowing members to self-check in without staff assistance. Ideal for streamlining facility access and improving user experience.
- [Check In/Scan with Mobile Device in Desktop Staff View](https://www.civicplus.help/recreation-management/docs/check-inscan-with-mobile-device-in-desktop-staff-view.md)
- [Attendance](https://www.civicplus.help/recreation-management/docs/attendance.md)
- [Attendance and Check-In Reports](https://www.civicplus.help/recreation-management/docs/attendance-and-check-in-reports.md): Learn how to view summary report logs for attendance and check-ins in CivicRec. Use filters like membership, location, user, or activity to generate detailed reports.
- [Mark Attendance](https://www.civicplus.help/recreation-management/docs/mark-attendance.md): Learn how to mark participant attendance in CivicRec using the Attendance tool to track multiple dates for activity registrants. Step-by-step instructions included.
- [Volunteer Management](https://www.civicplus.help/recreation-management/docs/volunteer-management.md)
- [Volunteer Management Overview](https://www.civicplus.help/recreation-management/docs/volunteer-management-overview.md): Discover how to manage and assign volunteer roles in CivicRec using the Volunteer Management tab. Organize events, classes, and ticketed activities with custom opportunities and roles.
- [Assign a Participant a Volunteer Role](https://www.civicplus.help/recreation-management/docs/assign-a-participant-a-volunteer-role.md): Learn how to assign Volunteer Roles to participants in CivicRec. Follow clear steps to manage roles within a volunteer roster effectively.
- [Check-In and Check-Out Volunteers](https://www.civicplus.help/recreation-management/docs/check-in-and-check-out-volunteers.md): Learn how to use CivicRec's Volunteer Check-In and Check-Out feature to accurately track volunteer hours. View reports and manage roles for events, classes, and ticketed activities.
- [Create a Volunteer Role](https://www.civicplus.help/recreation-management/docs/create-a-volunteer-role.md): Learn how to create and manage Volunteer Roles in CivicRec. Customize roles with names and colors, then assign them to participants in your Volunteer Opportunities.
- [Create a Volunteer Opportunity](https://www.civicplus.help/recreation-management/docs/create-a-volunteer-opportunity.md): Learn how to enable a session as a Volunteer Opportunity in CivicRec. Follow simple steps to activate volunteer tracking for programs, events, or tickets.
- [Delete a Volunteer Role](https://www.civicplus.help/recreation-management/docs/delete-a-volunteer-role.md): Learn how to easily delete a Volunteer Role in CivicRec using the Role Management tab. Follow these simple steps to remove roles you no longer need.
- [Edit a Volunteer Role](https://www.civicplus.help/recreation-management/docs/edit-a-volunteer-role.md): Learn how to edit an existing Volunteer Role in CivicRec. Follow step-by-step instructions to update the role's name, description, or color settings
- [Enroll Participants in a Volunteer Opportunity](https://www.civicplus.help/recreation-management/docs/enroll-participants-in-a-volunteer-opportunity.md): Learn how to add users to a Volunteer Opportunity in CivicRec. Follow step-by-step instructions to enroll participants and prepare them for role assignment.
- [Reports for Volunteer Management](https://www.civicplus.help/recreation-management/docs/reports-for-volunteer-management.md): Discover how to generate and customize Volunteer Management Reports in CivicRec. Track volunteer hours by activity, user, or total time with filters, exports, and scheduling options.
- [View/Restore Deleted](https://www.civicplus.help/recreation-management/docs/viewrestore-deleted.md)
- [Restore Deleted Sessions and Activities](https://www.civicplus.help/recreation-management/docs/restore-deleted-sessions-and-activities.md): This article will show you how to view and/or restore deleted Activities/Sessions.
- [Facilities ](https://www.civicplus.help/recreation-management/docs/facilities.md)
- [Facility Schedule](https://www.civicplus.help/recreation-management/docs/facility-schedule.md)
- [Facility Schedule Overview](https://www.civicplus.help/recreation-management/docs/facility-schedule-overview.md): Facility Schedule brings all locations into one view, letting you scan availability across wider time ranges, customize your time scale, and more.
- [Facility Schedule Filters](https://www.civicplus.help/recreation-management/docs/facility-schedule-filters.md): Manage reservations effortlessly with the Recreation Management Facility Schedule. View availability, filter options, and save custom views.
- [Create Adjust and Delete Admin Booking and Internal Reservations](https://www.civicplus.help/recreation-management/docs/create-admin-booking-and-internal-reservations.md): Learn to create and manage internal facility reservations easily, allowing staff to book without checkout.
- [Create and Adjust a Customer Reservation](https://www.civicplus.help/recreation-management/docs/create-a-customer-reservation.md): Learn how to create and adjust facility reservations using the Facility Schedule, including managing conflicts and sending confirmation emails.
- [Facility Schedule Day View](https://www.civicplus.help/recreation-management/docs/facility-schedule-day-view.md): Utilize Day View to quickly assess facility availability, manage reservations, and streamline scheduling decisions with visual indicators and more.
- [Refund Customer Reservation from the Facility Schedule](https://www.civicplus.help/recreation-management/docs/refund-customer-reservation.md): Discover how to refund a customer reservation directly from the Facility Schedule.
- [Create and Share Saved Views for the Facility Schedule](https://www.civicplus.help/recreation-management/docs/create-and-share-saved-views-for-facility-schedule.md): Save and share customized Facility Schedule views with staff for quick access to specific filters, enhancing collaboration and efficiency.
- [Facility List](https://www.civicplus.help/recreation-management/docs/facility-list.md)
- [Create a Location](https://www.civicplus.help/recreation-management/docs/create-a-location.md): Create a Location to represent parks or complexes. Add details like address, settings, and display mode before adding facilities.
- [Create a Facility](https://www.civicplus.help/recreation-management/docs/create-a-facility.md): Create a Facility for rentals like rooms or fields. Set rental options, availability, rules, and more after assigning it to a location.
- [Add Admins to a Facility](https://www.civicplus.help/recreation-management/docs/add-admins-to-a-facility.md): Assign admins to facilities to receive reservation notifications. Choose who to notify and manage access settings in the Facility List.
- [Add and View Facility Rules](https://www.civicplus.help/recreation-management/docs/add-and-view-facility-rules.md): Add rental rules to facilities so users can view them before booking. Display rules in a pop-up from the Catalog’s Facility Rentals tab.
- [Add Integrations to a Facility](https://www.civicplus.help/recreation-management/docs/add-integrations-to-a-facility.md): Learn how to add and enable integrations like Musco Lighting or SkyLogix to a Facility in just a few simple steps.
- [Add Special Notes to a Facility's Receipt](https://www.civicplus.help/recreation-management/docs/add-special-notes-to-a-facilitys-receipt.md): Add special notes to a facility that will appear on the Transaction Receipt. Use the Receipt tab to enter and save your message.
- [Adjust a Flat Rate Type Reservation](https://www.civicplus.help/recreation-management/docs/adjust-a-flat-rate-type-reservation.md): Learn how to adjust Flat Rate reservations. Most changes require a refund unless moving to the same time slot on a different day.
- [Allow Public Rental Adjustments](https://www.civicplus.help/recreation-management/docs/allow-public-rental-adjustments.md): Allow public users to adjust reservations online. Set time frames, add fees, and manage settings for public rental adjustments.
- [Allow Recurring Reservations](https://www.civicplus.help/recreation-management/docs/allow-recurring-reservations.md): Enable recurring reservations for facilities so users can book repeating events in one transaction. Quick setup in Rental Options tab.
- [Assign a Survey to a Facility](https://www.civicplus.help/recreation-management/docs/assign-a-survey-to-a-facility.md): Assign a survey template to a facility and set when it sends—before or after a rental. Customize timing and questions easily.
- [Assign GL Codes to Facilities](https://www.civicplus.help/recreation-management/docs/assign-gl-codes-to-facilities.md): Assign GL codes to Facilities to ensure accurate reporting and avoid un-itemized entries. Required if set in Organization settings.
- [Facility Grid View Overview](https://www.civicplus.help/recreation-management/docs/facility-grid-view-overview.md): Set up a Daily Booking Grid by enabling Grid display mode and configuring rate types with fees, units, and time settings.
- [Configure Child Facilities](https://www.civicplus.help/recreation-management/docs/configure-child-facilities.md): Set up parent-child facility relationships to manage grouped reservations. Learn how to configure up to three levels for accurate booking.
- [Create a Block Rate Type](https://www.civicplus.help/recreation-management/docs/create-a-block-rate-type.md): Use Block Fee units to rent facilities for set time blocks. Customize rates, availability, and restrictions for flexible scheduling.
- [Create a Day Rate Type](https://www.civicplus.help/recreation-management/docs/create-a-day-rate-type.md): Set up Day Rate Types for overnight rentals like campgrounds or RV sites. Configure fees, schedules, and availability settings.
- [Create a Flat Rate Type](https://www.civicplus.help/recreation-management/docs/create-a-flat-rate-type.md): Create flat rate types for facilities to charge a fixed fee per day. Customize units, limits, and availability for flexible pricing.
- [Create a Public Adjustment/Cancellation Fee](https://www.civicplus.help/recreation-management/docs/create-a-public-adjustmentcancellation-fee.md): Create public adjustment or cancellation fees for facilities. Set fee types, amounts, and timing rules to manage online reservation changes.
- [Create a Rate Type](https://www.civicplus.help/recreation-management/docs/create-a-rate-type.md): Create Rate Types to make facilities bookable in the Catalog. Set fees, units, schedules, and availability to match your needs.
- [Create a Workstation](https://www.civicplus.help/recreation-management/docs/create-a-workstation.md): Workstations track activity at physical terminals like front desks. Use them for closeout, record-keeping, and login identification.
- [Delete a Workstation](https://www.civicplus.help/recreation-management/docs/delete-a-workstation.md): Delete a workstation from a facility location in just a few steps. Learn how to manage and remove workstations from the Facility List.
- [Duplicating Locations and Facilities](https://www.civicplus.help/recreation-management/docs/duplicating-locations-and-facilities.md): Duplicate facility data fields to save time. Review each duplicated item to ensure accuracy and maintain setup quality standards.
- [Enable Grid Pricing](https://www.civicplus.help/recreation-management/docs/enable-grid-pricing.md): Enable and set up Grid Pricing for rate types. Configure base fees, unit sizes, and day/time pricing directly in the grid.
- [Enable Locations to Show Up at Close-Out](https://www.civicplus.help/recreation-management/docs/enable-locations-to-show-up-at-close-out.md): Enable Collects Revenue for a location to make it appear on the Close Out page. Just update the setting in the facility’s details.
- [Enable Public Reservation Cancellations](https://www.civicplus.help/recreation-management/docs/enable-public-reservation-cancellations.md): Enable public reservation cancellations for facilities and set optional time-based restrictions and fees in your rental settings.
- [Edit a Workstation](https://www.civicplus.help/recreation-management/docs/edit-a-workstation.md): Edit workstation names and details within a facility location. Learn how to update workstation info directly from the Facility List.
- [Facility Reservation Balance Due Dates](https://www.civicplus.help/recreation-management/docs/facility-reservation-balance-due-dates.md): Learn when facility reservation balances are due based on settings, checkout choices, and adjustments for rentals, add-ons, and discounts.
- [Override Minimum Days Out Buffer in Internal Catalog](https://www.civicplus.help/recreation-management/docs/override-minimum-days-out-buffer-in-internal-catalog.md): Set minimum days out for facility reservations and learn how admins can override this buffer when booking internally through the Catalog.
- [Require Administrator Approval for Reservations](https://www.civicplus.help/recreation-management/docs/require-administrator-approval-for-reservations.md): Require admin approval for facility reservations made by public users or staff. Pending rentals must be approved before payment is allowed.
- [Restore a Deleted Location](https://www.civicplus.help/recreation-management/docs/restore-a-deleted-location.md): Restore deleted facility locations and automatically recover associated facilities and reservations unless removed individually.
- [Restore a Deleted Facility](https://www.civicplus.help/recreation-management/docs/restore-a-deleted-facility.md): Restore deleted facilities and recover all associated reservations. View restored items in the Facility List and Calendar.
- [Set Up Public Reservation Cancellations and Fees](https://www.civicplus.help/recreation-management/docs/set-up-public-reservation-cancellations-and-fees.md): Set up public reservation cancellations and fees by enabling settings, creating an admin fee add-on, and assigning a cancellation fee.
- [Stop Printing Open Hours on Permits](https://www.civicplus.help/recreation-management/docs/stop-printing-open-hours-on-permits.md): Hide Open Hours from printing on permits if they’re not needed. Just edit the rate type and enable the Do Not Print option.
- [View Deleted Facilities](https://www.civicplus.help/recreation-management/docs/view-deleted-facilities.md): View deleted facilities by location in the Facility List. Easily identify and restore items as needed from the Deleted Facilities tab.
- [View Deleted Locations](https://www.civicplus.help/recreation-management/docs/view-deleted-locations.md): View deleted facility locations in the Facility List. Easily access and restore locations as needed for reservation management.
- [Rentals / Calendar](https://www.civicplus.help/recreation-management/docs/rentals-calendar.md)
- [Adjust a Facility Rental](https://www.civicplus.help/recreation-management/docs/adjust-a-facility-rental.md): Adjust facility rentals from the Calendar by editing dates, fees, and details. Learn how to modify and save rental changes easily.
- [Adjust a Pending Reservation](https://www.civicplus.help/recreation-management/docs/adjust-a-pending-reservation.md): Learn how to adjust pending facility reservations, including dates, fees, and details, before admin approval is finalized.
- [Approve or Deny Pending Reservations](https://www.civicplus.help/recreation-management/docs/approve-or-deny-pending-reservations.md): View and manage pending facility rentals. Learn how to approve or decline reservations and send permits, receipts, or invoices.
- [Configure Relative Dates for a Facility Reservation](https://www.civicplus.help/recreation-management/docs/configure-relative-dates-for-a-facility-reservation.md): How to create a recurring facility reservation using the Relative Date option.
- [Create a New Internal Facility Reservation](https://www.civicplus.help/recreation-management/docs/create-a-new-internal-facility-reservation.md): Staff can create internal facility reservations from the Calendar without checkout. Customize details, manage conflicts, and save.
- [Edit an Existing Reservation](https://www.civicplus.help/recreation-management/docs/edit-an-existing-reservation.md): Edit existing facility reservations from the Calendar. Update details, manage conflicts, and save changes with ease.
- [Export Facility Calendar to Google Calendar](https://www.civicplus.help/recreation-management/docs/export-facility-calendar-to-google-calendar.md): Export your Facility Calendar to Google Calendar with a feed that updates every 24 to 48 hours. Follow simple steps to sync and view events.
- [Export Facility Calendar to Outlook](https://www.civicplus.help/recreation-management/docs/export-facility-calendar-to-outlook.md): Learn how to export your Facility Calendar to Outlook and keep it updated automatically with a feed that refreshes every 24 hours.
- [Facility Calendar Filter Options](https://www.civicplus.help/recreation-management/docs/facility-calendar-filter-options.md): Filter the Facility Calendar by location, program, or event type to view specific schedules, export data, or print calendar views.
- [Integrate Recreation Management and Web Central Calendars](https://www.civicplus.help/recreation-management/docs/integrate-recreation-management-and-web-central-calendars.md): Sync your Rec calendar with Web Central in 3 steps using Integration Hub. Display events seamlessly across CivicPlus platforms.
- [Perform a Refund from the Calendar](https://www.civicplus.help/recreation-management/docs/perform-a-refund-from-the-calendar.md): Learn how to issue a reservation refund directly from the Calendar view, including selecting items and submitting refund details.
- [Printing a Calendar View using Export](https://www.civicplus.help/recreation-management/docs/printing-a-calendar-view-using-export.md): Access an explanation of how to print the current calendar view of reservations from the Facility Calendar using the Export Current View options.
- [Submit a Facility Reservation for Administrator Approval](https://www.civicplus.help/recreation-management/docs/submit-a-facility-reservation-for-administrator-approval.md): Non-admin staff can reserve facilities online with admin approval. Learn how to submit internal transactions step by step.
- [Closings](https://www.civicplus.help/recreation-management/docs/closings.md)
- [Create a Facility Closing](https://www.civicplus.help/recreation-management/docs/create-a-facility-closing.md): This article will show you how to create a facility closing. This functionality was created to close facilities to stop public reservations from the catalog.
- [Delete a Facility Closing](https://www.civicplus.help/recreation-management/docs/delete-a-facility-closing.md): Learn more about how to delete a Facility Closing and remove the closings from the calendar.
- [Edit a Facility Closing](https://www.civicplus.help/recreation-management/docs/edit-a-facility-closing.md): Learn more about how to edit an existing Facility Closing.
- [Permits](https://www.civicplus.help/recreation-management/docs/permits.md)
- [Create a Facility Permit](https://www.civicplus.help/recreation-management/docs/create-a-facility-permit.md): Discover how to quickly create permits.
- [Add Additional Dates to an Existing Permit](https://www.civicplus.help/recreation-management/docs/add-additional-dates-to-an-existing-permit.md): Learn how to add additional dates to an existing Permit.
- [Adjust Unbilled Reservations](https://www.civicplus.help/recreation-management/docs/adjust-unbilled-reservations.md): Discover how to use the Bulk Time Adjustment Wizard to adjust times for unbilled reservations.
- [Adjust a Billed-Out Reservation](https://www.civicplus.help/recreation-management/docs/adjust-a-billed-out-reservation.md): Learn how to adjust individual reservations in a permit that has already been billed out.
- [Background Jobs in the Permit Editor](https://www.civicplus.help/recreation-management/docs/background-jobs-in-the-permit-editor.md): Background Jobs in the Permit Editor run automatically when saving or billing large permits, helping process over 100 or 200 reservations efficiently.
- [Bill Out a Facility Permit](https://www.civicplus.help/recreation-management/docs/bill-out-a-facility-permit.md): How to Bill Out a Facility Permit and pay for reservations.
- [Delete a Permit](https://www.civicplus.help/recreation-management/docs/delete-a-permit.md): This article will show you how to delete an existing Permit within the Permit Editor.
- [Generate a Permit for an Existing Reservation](https://www.civicplus.help/recreation-management/docs/generate-a-permit-for-an-existing-reservation.md): This article will show you how to create a Permit for an Existing Reservation through the Calendar.
- [Manage Rates for Reservations in the Permit Editor](https://www.civicplus.help/recreation-management/docs/manage-rates-for-reservations-in-the-permit-editor.md): Find out how to manage Rate Types and Add-Ons/Discounts in the Permit Editor for Reservations.
- [Manage Prompt Responses with the Permit Editor](https://www.civicplus.help/recreation-management/docs/manage-prompt-responses-with-the-permit-editor.md): Learn how to manage Prompt Responses for Reservations with the Permit Editor.
- [Permit Editor Walkthrough](https://www.civicplus.help/recreation-management/docs/permit-editor-walkthrough.md): The Facility Permit Editor is a powerful tool that lets you create and adjust reservations, bill out permits, and more.
- [Permit Editors FAQs](https://www.civicplus.help/recreation-management/docs/permit-editors-faqs.md): Peruse some of the most frequently asked questions for the permit editor.
- [Refund a Reservation from the Permit Editor](https://www.civicplus.help/recreation-management/docs/refund-a-reservation-from-the-permit-editor.md): Gather information on how to use the Facility Permit Editor to refund an existing reservation that you have already billed out.
- [Remove a Reservation from a Permit](https://www.civicplus.help/recreation-management/docs/remove-a-reservation-from-a-permit.md): Learn more about how to remove a Reservation from an existing Permit.
- [Deposits](https://www.civicplus.help/recreation-management/docs/deposits.md)
- [Create a Facility Deposit](https://www.civicplus.help/recreation-management/docs/desposit-addon-1.md): Learn how to create a deposit in Recreation Management for facility rentals, including options for payment timing and amounts.
- [Refund a Deposit](https://www.civicplus.help/recreation-management/docs/refund-a-deposit-new-version.md): This article will show you how to perform a Refund (New Version) for an Unrefunded Deposit.
- [Facility Maps](https://www.civicplus.help/recreation-management/docs/facility-maps.md)
- [Create a Facility Map](https://www.civicplus.help/recreation-management/docs/create-a-facility-map.md): Learn how to create a Facility Map. Facility Maps help users understand the layout of the area where they are reserving a facility.
- [Delete a Facility Map](https://www.civicplus.help/recreation-management/docs/delete-a-facility-map.md): Discover how to delete a Facility Map in your recreation solution.
- [Edit a Facility Map](https://www.civicplus.help/recreation-management/docs/edit-a-facility-map.md): Gather information on how to edit a Facility Map.
- [Restrictions](https://www.civicplus.help/recreation-management/docs/restrictions.md)
- [Create a Facility Restriction](https://www.civicplus.help/recreation-management/docs/create-a-facility-restriction.md): Learn more about how to restrict features on reservations.
- [Delete a Restriction](https://www.civicplus.help/recreation-management/docs/delete-a-restriction.md): This article will show you how to delete a Restriction from your site.
- [Duplicate a Restriction](https://www.civicplus.help/recreation-management/docs/duplicate-a-restriction.md): This article explains how to duplicate an existing Restriction. You might do this if you want to use the same settings for a different set of Locations or change the Residency setting.
- [Edit a Facility Restriction](https://www.civicplus.help/recreation-management/docs/edit-a-facility-restriction.md): This article will show you how to edit an existing Facility Restriction.
- [Facilities Check-In/Check-Out](https://www.civicplus.help/recreation-management/docs/facilities-check-incheck-out.md): The Facility Check-In screen shows details about reservations due on a specific day.
- [Set Up a Campground](https://www.civicplus.help/recreation-management/docs/set-up-a-campground.md): The campground features in Recreation Management lets you reserve sites at different facilities year-round. This article will show you how to do that.
- [Set Up & Rent Tennis Courts](https://www.civicplus.help/recreation-management/docs/set-up-rent-tennis-courts.md): This article explains how to set up and rent Tennis Courts as facilities.
- [Transferring Facilities Reservation](https://www.civicplus.help/recreation-management/docs/transferring-facilities-reservation.md): This article explains three ways to move your current facility reservations from your old system into CivicRec.
- [Document Management for Facilities](https://www.civicplus.help/recreation-management/docs/document-management-for-facilities.md): Document Management for Facilities
- [Equipment Rentals   ](https://www.civicplus.help/recreation-management/docs/equipment-rentals.md)
- [Equipment Rentals Guide](https://www.civicplus.help/recreation-management/docs/equipment-rentals-guide.md): The Equipment Rentals Guide is here to help you navigate the Equipment Rentals Feature Documentation.
- [Adjust an Equipment Rental Reservation](https://www.civicplus.help/recreation-management/docs/adjust-an-equipment-rental-reservation.md): Rental items can be adjusted to change the rental date and time, rental item, rate, and quantity.
- [Check-Out Inventory for Equipment Rentals](https://www.civicplus.help/recreation-management/docs/check-out-inventory-for-equipment-rentals.md): This article will outline how Recreation Management users can check out reserved items.
- [Create & Manage Equipment Rental Groups](https://www.civicplus.help/recreation-management/docs/createeditdelete-an-equipment-rental-group.md): Learn how to create, rename, and delete rental item groups.
- [Create & Manage Equipment Rentals Item](https://www.civicplus.help/recreation-management/docs/createeditdelete-an-equipment-rentals-item.md): This article will outline how Recreation Management users can create, edit, and delete an item in Equipment Rentals.
- [Duplicate an Equipment Rentals Item](https://www.civicplus.help/recreation-management/docs/duplicate-an-equipment-rentals-item.md): This article will show you how to duplicate an Equipment Rental Item through the Rental Items List.
- [Equipment Rental Reports](https://www.civicplus.help/recreation-management/docs/equipment-rental-reports.md): This article will outline how Recreation Management users can pull reporting on equipment rentals.
- [Rent Equipment in the Catalog](https://www.civicplus.help/recreation-management/docs/rent-equipment-in-the-catalog.md): Learn how to rent equipment from the Rec catalog.
- [Reserve Equipment as a part of Facility Rental](https://www.civicplus.help/recreation-management/docs/reserve-equipment-as-a-part-of-facility-rental.md): This article will outline how Recreation Management users can reserve Equipment Rental Items as part of a Facility reservation.
- [Return an Item from the Equipment Rental Dashboard](https://www.civicplus.help/recreation-management/docs/return-an-item-from-the-equipment-rental-dashboard.md): This article will outline how Recreation Management users can return an item that has been rented from the Equipment Rental Dashboard.
- [Update Equipment Inventory from the Item List](https://www.civicplus.help/recreation-management/docs/update-equipment-inventory-from-the-item-list.md): This article will outline how Recreation Management users can update equipment inventory count from within the Equipment Rental Item List.
- [View Checked-Out Inventory for Equipment Rentals](https://www.civicplus.help/recreation-management/docs/view-checked-out-inventory-for-equipment-rentals.md): This article will outline how Recreation Management users can quickly view checked-out equipment inventory.
- [View Equipment Inventory from the Dashboard](https://www.civicplus.help/recreation-management/docs/view-equipment-inventory-from-the-dashboard.md): This article will outline how Recreation Management users can view Equipment Inventory from the Equipment Rental Dashboard.
- [View Equipment Inventory from Reporting](https://www.civicplus.help/recreation-management/docs/view-equipment-inventory-from-reporting.md): This article will outline how Recreation Management users can view Equipment Rental Inventory from the Reports Module.
- [View Equipment Inventory from Item List](https://www.civicplus.help/recreation-management/docs/view-equipment-inventory-from-item-list.md): This article will outline how Recreation Management users can view equipment inventory from within the Item List.
- [Viewing Upcoming Equipment Rental Reservations](https://www.civicplus.help/recreation-management/docs/viewing-upcoming-equipment-rental-reservations.md): This article will outline how Recreation Management users can quickly view checked-out equipment inventory.
- [Reports ](https://www.civicplus.help/recreation-management/docs/reports.md)
- [Scheduled Reports](https://www.civicplus.help/recreation-management/docs/scheduled-reports.md)
- [Cancel a Scheduled Report](https://www.civicplus.help/recreation-management/docs/cancel-a-scheduled-report.md): This article will show you how to cancel a scheduled report.
- [Manage Scheduled Reports](https://www.civicplus.help/recreation-management/docs/manage-scheduled-reports.md): The Scheduled Reports screen allows you to quickly access reports that have been scheduled.
- [Modify Recipients for a Scheduled Report](https://www.civicplus.help/recreation-management/docs/modify-recipients-for-a-scheduled-report.md): This article will show you how to edit the recipients who receive a scheduled report.
- [Modify a Report Schedule](https://www.civicplus.help/recreation-management/docs/modify-a-report-schedule.md): This article will show you how to adjust the schedule of a report.
- [Reporting Guide](https://www.civicplus.help/recreation-management/docs/reporting-guide.md)
- [Reports Overview](https://www.civicplus.help/recreation-management/docs/reports-overview.md): Reports brings powerful features that give you more access, control, and customization of reports
- [Automate Reports On a Schedule](https://www.civicplus.help/recreation-management/docs/automate-reports-on-a-schedule.md): This article will show you how to schedule reports to generate on a recurring basis.
- [Email a Report](https://www.civicplus.help/recreation-management/docs/email-a-report.md): The report can be included in the body of the email and/or as a download link.
- [Export a Report as a Spreadsheet](https://www.civicplus.help/recreation-management/docs/export-a-report-as-a-spreadsheet.md): This article will show you how to export a Report as a spreadsheet.
- [Features of Reports](https://www.civicplus.help/recreation-management/docs/features-of-reports.md): This article will describe the Print, Export, Email, Schedule, Custom, and Communication features of Reports.
- [Filtering Reports](https://www.civicplus.help/recreation-management/docs/filtering-reports.md): This article will show you how to filter reports in Rec.
- [Include More Fields in Reports](https://www.civicplus.help/recreation-management/docs/include-more-fields-in-reports.md): This article will show you how to include more Fields in a Report.
- [List of Available Reports](https://www.civicplus.help/recreation-management/docs/list-of-available-reports.md): This article provides a listing and brief descriptions of the reports you can choose from in Recreation Management.
- [Print a Report](https://www.civicplus.help/recreation-management/docs/print-a-report.md): This article will show you how to print a Report.
- [Report Pickup](https://www.civicplus.help/recreation-management/docs/report-pickup.md): In order to better handle large data requests, a second report with the title (With Report Pickup) is available for some of the standard reports.
- [Reports Marked as Scheduled for Removal](https://www.civicplus.help/recreation-management/docs/reports-marked-as-scheduled-for-removal.md): View a list of reports that are going to be removed from the Rec system.
- [Save Custom Reports](https://www.civicplus.help/recreation-management/docs/save-custom-reports.md): This article will show you how to save a custom Report.
- [Sort Fields in Reports in Alphabetical Order](https://www.civicplus.help/recreation-management/docs/sort-fields-in-reports-in-alphabetical-order.md): This article will show you how to sort the Fields options within a report by alphabetical or reverse alphabetical order.
- [Transaction Reports](https://www.civicplus.help/recreation-management/docs/transaction-reports.md)
- [Auto Billing Report](https://www.civicplus.help/recreation-management/docs/auto-billing-report.md): The Automatic (Auto) Billing Report allows you to view auto billing approvals and declines.
- [Merchant Log](https://www.civicplus.help/recreation-management/docs/merchant-log.md): The Merchant Log reflects activity between Recreation Management and your payment gateway and is not meant to be a direct representation of transaction totals.
- [Report on Manual User Credit](https://www.civicplus.help/recreation-management/docs/report-on-manual-user-credit.md): This article will show you how to run a Transaction Report or Transaction Detail Report to view the total of manual user credits.
- [Transaction Detail Report](https://www.civicplus.help/recreation-management/docs/transaction-detail-report.md): The Transaction Detail report will allow you to view transactions with details, based on specified criteria.
- [Transaction Summary](https://www.civicplus.help/recreation-management/docs/transaction-summary.md): The Transaction Summary Report will show you an overview of transactions in a selected time period.
- [GL/Revenue Reports](https://www.civicplus.help/recreation-management/docs/glrevenue-reports.md)
- [A/R Activity Detail Report](https://www.civicplus.help/recreation-management/docs/ar-activity-detail-report.md): This article will show you how to run a General Ledger (GL) Detail report to view the activity detail for Accounts Receivable (A/R) for a specified time frame.
- [A/R Activity Summary Report](https://www.civicplus.help/recreation-management/docs/ar-activity-summary-report.md): This article will show you how to run a General Ledger (GL) Summary report to view the activity for Accounts Receivable (A/R) for a specified time frame.
- [Deferred Revenue Balances Report](https://www.civicplus.help/recreation-management/docs/deferred-revenue-balances-report.md): This article will show you how to run a General Ledger (GL) Summary report to determine the amount moving into/out of deferred revenue for a given time period.
- [Deferred Revenue Transactional Detail Report](https://www.civicplus.help/recreation-management/docs/deferred-revenue-transactional-detail-report.md): This article will show you how to use the General Ledger (GL) Detail report to view deferred revenue transactions for a specified time period.
- [General Ledger Detail Report](https://www.civicplus.help/recreation-management/docs/general-ledger-detail-report.md): The General Ledger (GL) Detail report will allow you to view GL accounts by date, sectioned, and tallied by GL code.
- [General Ledger (GL) Report Validation](https://www.civicplus.help/recreation-management/docs/general-ledger-gl-report-validation.md): It is important to ensure that your General Ledger Summary report has no unitemized line, features a GL Net of $0.00, and has a Debit Total equal to its Credit Total.
- [Search for General Ledger (GL) Codes in a Report](https://www.civicplus.help/recreation-management/docs/search-for-general-ledger-gl-codes-in-a-report.md): This article will show you how to use filters on a Report to search for specific GL codes.
- [User/Roster Reports](https://www.civicplus.help/recreation-management/docs/userroster-reports.md)
- [Report on Document Type Status](https://www.civicplus.help/recreation-management/docs/report-on-document-type-status.md): This article will show you how to run the Roster Report to view the status of specific Document Types for activity sessions.
- [Report on Staff Usernames](https://www.civicplus.help/recreation-management/docs/report-on-staff-usernames.md): This article demonstrates how to use the People Finder report to view the usernames of staff members in your organization.
- [Roster Report](https://www.civicplus.help/recreation-management/docs/roster-report.md): The Roster Report provides a listing of all registered users for a program.
- [Roster Report by Team](https://www.civicplus.help/recreation-management/docs/roster-report-by-team.md): The Roster Report by Team allows staff to pull a list of registered users, sectioned by league and team.
- [Send a Mass Email to Customers](https://www.civicplus.help/recreation-management/docs/send-a-mass-email-to-customers.md): This article will show you how to send a mass email to customers.
- [Sending Email Communication via Reports](https://www.civicplus.help/recreation-management/docs/sending-email-communication-via-reports.md): There are three email preferences (Courtesy Notices, Critical Announcements, and Upcoming Events) that tie to the choices for the Communication Type when you need to use the Communicate button in Reports.
- [Reservation Reports](https://www.civicplus.help/recreation-management/docs/reservation-reports.md)
- [Facility Usage Report](https://www.civicplus.help/recreation-management/docs/facility-usage-report.md): You can run a Facility Usage report to see an overview of the facilities that are reserved for your organization as well as the total revenue.
- [License Plate Report](https://www.civicplus.help/recreation-management/docs/license-plate-report.md): Run the License Plate Report to view a listing of facility reservations, sectioned by license plates.
- [Run a Report to View Facility Integrations](https://www.civicplus.help/recreation-management/docs/run-a-report-to-view-facility-integrations.md): This article will show you how to run a Report that shows you types of Integrations on Facilities.
- [Run a Report to View Reservation Status Types](https://www.civicplus.help/recreation-management/docs/run-a-report-to-view-reservation-status-types.md): You can run a Facility Reservations by Facility report to view what reservations have attached Reservation Status Types.
- [Activity Reports](https://www.civicplus.help/recreation-management/docs/activity-reports.md)
- [Tax Deductible Report](https://www.civicplus.help/recreation-management/docs/tax-deductible-report.md): Learn to create and run custom tax reports in Recreation Management, ensuring accurate household transactions for residents. Save and share easily!
- [Percentage Full Participant Report](https://www.civicplus.help/recreation-management/docs/percentage-full-participant-report.md): This article will show you how to view the Full Participant Report.
- [Report on Active & Canceled Activities](https://www.civicplus.help/recreation-management/docs/report-on-active-canceled-activities.md): This article will show you how to run the Activities Report to view active and canceled activity sessions.
- [Sign-In Sheets](https://www.civicplus.help/recreation-management/docs/sign-in-sheets.md): This article will show you how to run a Sign-In Sheets report for specific activities.
- [View Total Net Receipts for Activities](https://www.civicplus.help/recreation-management/docs/view-total-net-receipts-for-activities.md): This article will show you how to use the Activities Report to view the Total Net Receipts.
- [Membership Reports](https://www.civicplus.help/recreation-management/docs/membership-reports.md)
- [Active Memberships Reports](https://www.civicplus.help/recreation-management/docs/active-memberships-reports.md): This article will show you how to pull a detailed report of active memberships using the Membership Report or a summarized listing with the Active Membership Summary.
- [Expired Memberships Reports](https://www.civicplus.help/recreation-management/docs/expired-memberships-reports.md): This article will show you how to use the Membership Report to find Expired Memberships within your system.
- [Misc Reports](https://www.civicplus.help/recreation-management/docs/misc-reports.md)
- [Gift Card Balance Report](https://www.civicplus.help/recreation-management/docs/gift-card-balance-report.md): The Gift Card Balance report provides information on user gift card balances within the system including the gift card code, starting balance, and remaining balance.
- [Merge Users from the Duplicate User Report](https://www.civicplus.help/recreation-management/docs/merge-users-from-the-duplicate-user-report.md): This article will show you how to merge user accounts straight from the Duplicate User Report.
- [AR Reports](https://www.civicplus.help/recreation-management/docs/ar-reports.md)
- [Account Credits with Aging Report](https://www.civicplus.help/recreation-management/docs/account-credits-with-aging-report.md): The Account Credits with Aging report shows each account with a credit balance you owe them in columns divided by aging.
- [Account Receivable (A/R) Balance with Aging Report](https://www.civicplus.help/recreation-management/docs/account-receivable-ar-balance-with-aging-report.md): The Account Receivable Balance with Aging report shows each account with the balance owed in columns divided by aging.
- [Consolidated Accounts Receivable (A/R) Report](https://www.civicplus.help/recreation-management/docs/consolidated-accounts-receivable-ar-report.md): The Consolidated AR Report shows the combined total of the Accounts Receivable Balance with Aging and the Account Credits with Aging reports but does not show aging.
- [Financial](https://www.civicplus.help/recreation-management/docs/financials.md)
- [Accounting Guide](https://www.civicplus.help/recreation-management/docs/accounting-guide.md): Learn about General Ledger Codes for CivicPlus Recreation Management, including Asset, Liability Codes, and accounting methods for effective financial management.
- [A/R Center](https://www.civicplus.help/recreation-management/docs/ar-center.md)
- [Accounts Receivable](https://www.civicplus.help/recreation-management/docs/accounts-receivable.md): Manage your Accounts Receivable in CivicRec to track participant balances, streamline payments, and generate accurate financial reports efficiently.
- [A/R Center Guide](https://www.civicplus.help/recreation-management/docs/ar-center-guide.md): Use the A/R Center to filter, view, and manage customer invoices including unpaid, paid, and overdue balances.
- [Bulk Edit & Cancellation in A/R Center](https://www.civicplus.help/recreation-management/docs/bulk-cancellation-in-ar-center.md): Use Bulk Cancel in the A/R Center to efficiently cancel and refund multiple transactions at once with automated roster updates and credit refunds.
- [Balance A/R Accounts](https://www.civicplus.help/recreation-management/docs/balance-ar-accounts.md): Learn how to balance Accounts Receivable in CivicRec by reconciling GL reports with A/R aging reports and accounting for manual user credits.
- [Send Invoices](https://www.civicplus.help/recreation-management/docs/send-invoices.md): Learn how to send invoices via email using CivicRec's Invoice Now tool and provide users with a 30-day Pay Now link to settle outstanding balances.
- [Close Out](https://www.civicplus.help/recreation-management/docs/close-out.md)
- [Close Out for Frontline Cashiers/Managers](https://www.civicplus.help/recreation-management/docs/close-out-for-frontline-cashiersmanagers.md): Learn how to effectively use the Close Out module in CivicRec to generate detailed transaction reports and manage your register efficiently.
- [Finance Batch Export](https://www.civicplus.help/recreation-management/docs/finance-batch-export.md): Access the Finance Batch Export tab for detailed transaction summaries, including General Ledger codes and total receipts by payment type.
- [Unclose a Report](https://www.civicplus.help/recreation-management/docs/unclose-a-report.md): System Administrators can unclose financial reports in CivicRec within 45 days, with all actions logged in the Global Action Log for accountability.
- [Financial Settings](https://www.civicplus.help/recreation-management/docs/financial-settings.md)
- [Discounts](https://www.civicplus.help/recreation-management/docs/discounts.md)
- [Age Discounts](https://www.civicplus.help/recreation-management/docs/age-discounts.md): Set age discounts for kids and seniors easily. Create, customize, and manage discounts based on age limits for your services today!
- [Create a Coupon Code](https://www.civicplus.help/recreation-management/docs/create-a-coupon-code.md): Learn how to create a Coupon Discount with specific settings like Max Uses, Start and Expiration Dates, and more for effective promotions.
- [Create a Discount](https://www.civicplus.help/recreation-management/docs/create-a-discount.md): Learn how to create and configure various discount types, such as age, early registration, and family discounts, to apply to program registrations, facility rentals, and more in CivicRec.
- [Create a Pro-Rated Discount](https://www.civicplus.help/recreation-management/docs/create-a-pro-rated-discount.md): Learn how to apply prorated discounts for late registrations on memberships and activities, ensuring fair pricing based on registration dates.
- [Create a Quantity Discount](https://www.civicplus.help/recreation-management/docs/create-a-quantity-discount.md): Learn how to set up Quantity Discounts for session registrations, allowing multiple quantities and maximizing your event's attendance effectively.
- [Create an Early Bird/Early Registration Discount](https://www.civicplus.help/recreation-management/docs/create-an-early-birdearly-registration-discount.md): Set up Early Registration Discounts in CivicRec to offer reduced rates for participants who sign up before a specified deadline.
- [Edit an Existing Discount](https://www.civicplus.help/recreation-management/docs/edit-an-existing-discount.md): Learn how to edit various conditional fee discounts, including local-resident and early registration discounts, with our step-by-step guide.
- [Family Discounts](https://www.civicplus.help/recreation-management/docs/family-discounts.md): Learn how to create a Family Discount, specifying participants, activities, and timeframes for effective use in your financial settings.
- [Membership/Activity Discounts](https://www.civicplus.help/recreation-management/docs/membershipactivity-discounts.md): Learn to create a Membership/Activity Discount for sessions or facilities, enhancing benefits for registered participants. Save and apply discounts easily!
- [Prompt Response Discounts](https://www.civicplus.help/recreation-management/docs/prompt-response-discounts.md): Learn how to set up a Prompt response discount, including options for exclusivity, online availability, and more in just a few simple steps.
- [User Flag Discounts](https://www.civicplus.help/recreation-management/docs/user-flag-discounts.md): Learn how to set up User Flag Discounts for individual users, ensuring proper application for employee discounts and more. Configure easily today!
- [Fee Add-Ons](https://www.civicplus.help/recreation-management/docs/fee-add-ons.md)
- [Create a Fee Add-on](https://www.civicplus.help/recreation-management/docs/create-a-fee-add-on.md): Manage program registrations with Fee Add-Ons for non-resident fees, deposits, and more. Customize fees to suit your group's needs effortlessly.
- [Create a Late Registration Add-On Fee](https://www.civicplus.help/recreation-management/docs/create-a-late-registration-add-on-fee.md): Learn how to create and assign Late Registration Add-Ons in CivicRec to charge fees for enrollments submitted after the standard registration period.
- [Creating Convenience Fee Best Practices](https://www.civicplus.help/recreation-management/docs/creating-convenience-fee-best-practices.md): Learn how to set up surcharges in CivicPlus Recreation Management to offset payment gateway fees with customizable percentage and dollar amounts.
- [Delete an Addon](https://www.civicplus.help/recreation-management/docs/delete-an-addon.md): Learn how to quickly delete a fee add-on in CivicRec using the main Add-On screen or the Edit Add-On view.
- [Edit an Addon](https://www.civicplus.help/recreation-management/docs/edit-an-addon.md): Learn how to edit existing fee add-ons in CivicRec, including type, amount, taxes, and refund options.
- [Set Default Online Availability for Custom Addons](https://www.civicplus.help/recreation-management/docs/set-default-online-availability-for-custom-addons.md): Learn how to configure default online availability settings for Custom Add-ons in CivicRec, including required or optional online options.
- [GL Configuration](https://www.civicplus.help/recreation-management/docs/gl-configuration.md)
- [Add New General Ledger (GL) Account](https://www.civicplus.help/recreation-management/docs/add-new-general-ledger-gl-account.md): Learn how to add a new General Ledger (GL) Account—Asset, Revenue, or Liability—to your site with step-by-step instructions.
- [General Ledger Accounting Guide](https://www.civicplus.help/recreation-management/docs/general-ledger-accounting-guide.md): Step-by-step guide to configuring General Ledger (GL) settings for accurate accounting, including account creation, code assignment, and payment setup.
- [General Ledger (GL) Account Types](https://www.civicplus.help/recreation-management/docs/general-ledger-gl-account-types.md): Learn about Asset, Revenue, and Liability accounts in CivicRec, including setup, codes, and best practices for effective financial management.
- [General Ledger Accounting Guide Troubleshooting](https://www.civicplus.help/recreation-management/docs/general-ledger-accounting-guide-troubleshooting.md): Troubleshoot common General Ledger (GL) configuration issues, such as mismatched payment totals and unitemized transactions, with this guide.
- [General Ledger (GL) Code Import](https://www.civicplus.help/recreation-management/docs/general-ledger-gl-code-import.md): Learn how to complete and submit the General Ledger (GL) Code Import Template for CivicRec implementation, including required fields and account types.
- [GL Troubleshoot - Debits Do Not Match Credits or Unitemization](https://www.civicplus.help/recreation-management/docs/gl-troubleshoot-debits-do-not-match-credits-or-unitemization.md): Learn how to resolve unmatched debits, credits, or unitemized lines in the General Ledger (GL) Summary by filtering and updating missing GL codes.
- [GL Troubleshoot - Transaction Report & Payment Account Do Not Match](https://www.civicplus.help/recreation-management/docs/gl-troubleshoot-transaction-report-payment-account-do-not-match.md): Fix unitemized transactions in the General Ledger (GL) by assigning proper revenue codes to payment types, sessions, facilities, and POS items.
- [Tools to View/Correct the General Ledger](https://www.civicplus.help/recreation-management/docs/tools-to-viewcorrect-the-general-ledger.md): Configure CivicRec's General Ledger with tools for balancing transactions, managing deferred revenue, and generating accurate reports.
- [View/Set General Ledger (GL)](https://www.civicplus.help/recreation-management/docs/viewset-general-ledger-gl.md): Use the View/Set tool to review and update General Ledger (GL) entries manually or auto-generate them after fixing configuration issues.
- [View Transactions Needing Attention/Items with General Ledger Issues](https://www.civicplus.help/recreation-management/docs/view-transactions-needing-attentionitems-with-general-ledger-issues.md): View and filter unitemized transactions in the General Ledger (GL) to identify and resolve missing code issues across programs, facilities, or POS items.
- [Payment Types](https://www.civicplus.help/recreation-management/docs/payment-types.md)
- [Create a Payment Type](https://www.civicplus.help/recreation-management/docs/create-a-payment-type.md): Create custom payment types in CivicRec, including scholarships or vouchers, by configuring GL codes, surcharges, and refund settings.
- [Create an Offline Credit/Debit Payment Type](https://www.civicplus.help/recreation-management/docs/create-an-offline-creditdebit-payment-type.md): Set up an Offline Credit/Debit payment type in CivicRec for external card readers by configuring payment settings and assigning GL codes.
- [Edit Payment Types](https://www.civicplus.help/recreation-management/docs/edit-payment-types.md): Learn how to edit existing payment types in CivicRec, including modifying descriptions, GL codes, surcharges, and refund settings.
- [Scholarships](https://www.civicplus.help/recreation-management/docs/scholarships.md)
- [Scholarships Overview](https://www.civicplus.help/recreation-management/docs/scholarships-overview.md): Create, edit, or delete scholarships in CivicRec to cover a percentage of participant fees using pre-funded or post-billed options.
- [Add Class/Session Restrictions](https://www.civicplus.help/recreation-management/docs/add-classsession-restrictions.md): Restrict scholarships in CivicRec to specific classes or sessions by setting maximum coverage percentages and selecting eligible programs.
- [Add Funds to a Scholarship](https://www.civicplus.help/recreation-management/docs/add-funds-to-a-scholarship.md): Step-by-step guide to adding funds to a scholarship in CivicRec, including selecting funding sources and saving changes.
- [Apply Scholarships Through the Catalog](https://www.civicplus.help/recreation-management/docs/apply-scholarships-through-the-catalog.md): Apply scholarship funds during checkout in the CivicRec Catalog to cover eligible program fees, add-ons, and discounts.
- [Assign a Scholarship Payment Type to Scholarships](https://www.civicplus.help/recreation-management/docs/assign-a-scholarship-payment-type-to-scholarships.md): Assign a Scholarship Payment Type to a pre-funded scholarship in CivicRec to ensure proper fund tracking and usage.
- [Create a New Allocation](https://www.civicplus.help/recreation-management/docs/create-a-new-allocation.md): Allocate scholarship funds to individual accounts in CivicRec by selecting recipients, setting amounts, and applying expiration dates.
- [Create a Scholarship](https://www.civicplus.help/recreation-management/docs/create-a-scholarship.md): Create new scholarships in CivicRec by setting funding type, redemption rules, and configuring fund allocations and class restrictions.
- [Delete a Class/Session Restriction](https://www.civicplus.help/recreation-management/docs/delete-a-classsession-restriction.md): Learn how to delete Class/Session Restrictions on scholarships in CivicRec to broaden eligibility to more activities.
- [Delete a Scholarship](https://www.civicplus.help/recreation-management/docs/delete-a-scholarship.md): Delete scholarships in CivicRec via the Scholarships homepage or Edit screen, as long as no funds have been allocated.
- [Edit a Class/Session Restriction Scholarship](https://www.civicplus.help/recreation-management/docs/edit-a-classsession-restriction-scholarship.md): Edit existing Class/Session Restrictions for scholarships in CivicRec by updating max percentage and saving changes.
- [Edit a Scholarship](https://www.civicplus.help/recreation-management/docs/edit-a-scholarship.md): Update scholarship settings in CivicRec by editing funding type, redemption options, payment types, and allocation restrictions.
- [Scholarship Alternative - Create Account Flags](https://www.civicplus.help/recreation-management/docs/scholarship-alternative-create-account-flags.md): Apply scholarship funds in CivicRec using Account Flags and Discounts to automate percentage-based discounts at checkout.
- [Set Up a Scholarship Payment Type](https://www.civicplus.help/recreation-management/docs/set-up-a-scholarship-payment-type.md): Enable the "Is Scholarship" option on a payment type in CivicRec to assign it for use with scholarships.
- [Set Up Post-Billed Scholarships](https://www.civicplus.help/recreation-management/docs/set-up-post-billed-scholarships.md): Set up and manage Post-Billed Scholarships in CivicRec to bill organizations after participant registration for eligible programs.
- [Show Scholarship Funds on Public Dashboard](https://www.civicplus.help/recreation-management/docs/show-scholarship-funds-on-public-dashboard.md): Enable the Show Scholarship Funds option in CivicRec to display available scholarship balances on users’ public dashboards.
- [Tax Types](https://www.civicplus.help/recreation-management/docs/tax-types.md)
- [Create Tax Types](https://www.civicplus.help/recreation-management/docs/create-tax-types.md): Learn how to create and configure Tax Types in CivicRec to apply tax rates to activity sessions and POS items.
- [Delete a Tax Type](https://www.civicplus.help/recreation-management/docs/delete-a-tax-type.md): Learn how to delete an existing Tax Type in CivicRec to keep your financial settings up to date.
- [Edit Tax Types](https://www.civicplus.help/recreation-management/docs/edit-tax-types.md): Learn how to edit the name, rate, or GL code of a Tax Type in CivicRec to ensure accurate tax reporting and configuration.
- [Troubleshoot Unitemized Transactions](https://www.civicplus.help/recreation-management/docs/troubleshoot-unitemized-transactions.md): Learn how to troubleshoot unitemized transactions in CivicRec by identifying configuration issues and ensuring proper GL code setup.
- [General Financials ](https://www.civicplus.help/recreation-management/docs/general-financials.md)
- [Financial Overview](https://www.civicplus.help/recreation-management/docs/financial-overview.md): Learn about accrual versus cash accounting as well as other financial considerations.
- [Accrual Accounting](https://www.civicplus.help/recreation-management/docs/accrual-accounting.md): Accrual Accounting is a method of accounting that defers or holds revenue until service is delivered.
- [Cash Accounting](https://www.civicplus.help/recreation-management/docs/cash-accounting.md): Cash accounting is simple and straightforward. Transactions are recorded only when money goes in or out of an account.
- [Change Accounting Method after Going Live](https://www.civicplus.help/recreation-management/docs/change-accounting-method-after-going-live.md): To change your accounting method after being live and processing transactions reach out to the support team.
- [Create a Journal Entry](https://www.civicplus.help/recreation-management/docs/create-a-journal-entry.md): Rec administrators are able to use the Journal Entry tool to correct any transactions that may have been put towards an incorrect  code or had other errors.
- [Financial Export](https://www.civicplus.help/recreation-management/docs/financial-export.md): Financial Export allows you to see which Financial Accounting software has Supported Export Types.
- [Record an Over/Short Transaction](https://www.civicplus.help/recreation-management/docs/record-an-overshort-transaction.md): This article will show you how to record an Over/Short Transaction in the event that an amount of money turned in from a location differs from what Rec indicates.
- [Use the View Receipt Tool](https://www.civicplus.help/recreation-management/docs/use-the-view-receipt-tool.md): The View Receipt Tool can help you find and view a receipt, as long as you know the Transaction Number.
- [Transaction Browser](https://www.civicplus.help/recreation-management/docs/transaction-browser.md)
- [Adjust Fee Codes (GL Edit)](https://www.civicplus.help/recreation-management/docs/adjust-fee-codes-gl-edit.md): This article will show you how to adjust your Fee Codes through the General Ledger (GL) Edit screen.
- [Perform a Refund in the Transaction Browser](https://www.civicplus.help/recreation-management/docs/perform-a-refund-in-the-transaction-browser.md): This article will show you how to use the Refund tool in the Transaction Browser.
- [Use the Transaction Browser](https://www.civicplus.help/recreation-management/docs/use-the-transaction-browser.md): This article will show you how to navigate through the Transaction Browser.
- [View Receipt on the Transaction Browser](https://www.civicplus.help/recreation-management/docs/view-receipt-on-the-transaction-browser.md): This article will show you how to view Receipt options in the Transaction Browser.
- [Void a Transaction in Transaction Browser](https://www.civicplus.help/recreation-management/docs/void-a-transaction-in-transaction-browser.md): Gather information about how to void transactions in Recreation Management using the Transaction Browser.
- [Marketing Materials ](https://www.civicplus.help/recreation-management/docs/marketing-materials.md)
- [Recreation Management Community Marketing Materials](https://www.civicplus.help/recreation-management/docs/recreation-management-community-marketing-materials.md): Review a suite of resident-facing marketing templates, along with tips and best practices to help you boost community awareness and engagement.
- [Administration & Accounts ](https://www.civicplus.help/recreation-management/docs/administration-accounts.md)
- [Checkout Settings](https://www.civicplus.help/recreation-management/docs/checkout-settings.md)
- [Change Order of Prompts](https://www.civicplus.help/recreation-management/docs/change-order-of-prompts.md): Learn how to change the order of prompts on the Checkout screen, ensuring that they display as desired based on user settings and configurations.
- [Create a Prompt](https://www.civicplus.help/recreation-management/docs/create-a-prompt.md): Learn how to set up prompts for program registrations and facility rentals, enhancing user experience and data collection at checkout.
- [Create a T-Shirt Size Prompt](https://www.civicplus.help/recreation-management/docs/create-a-t-shirt-size-prompt.md): Learn how to create and attach a t-shirt size prompt to an activity session in CivicRec using the Prompts feature.
- [Create/Edit/Delete a Document Type](https://www.civicplus.help/recreation-management/docs/createeditdelete-a-document-type.md): Learn how to create and manage Document Types for secure document uploads, retention policies, and streamlined registration processes in Recreation Management.
- [Create/Edit/Delete a Waiver](https://www.civicplus.help/recreation-management/docs/createeditdelete-a-waiver.md): Create and manage waivers for safety, photo use, and policies. Store signed versions uniquely to ensure compliance and easy access for users.
- [Create/Edit/Delete an Attachment](https://www.civicplus.help/recreation-management/docs/createeditdelete-an-attachment.md): Learn how to create, edit, and delete attachments for checkout processes, ensuring users can view/download them during transactions.
- [Prompt Response Types](https://www.civicplus.help/recreation-management/docs/prompt-response-types.md): Explore various prompt types in Recreation Management for program registrations and facility rentals, enhancing user experience and data collection.
- [Communicate](https://www.civicplus.help/recreation-management/docs/communicate.md)
- [Create a Notification for a Catalog](https://www.civicplus.help/recreation-management/docs/create-a-notification-for-a-catalog.md): Learn to create notifications for your organization's Catalog and check-out pages, announcing important updates and alerts effectively.
- [SMS](https://www.civicplus.help/recreation-management/docs/sms.md)
- [Send Short Message Service (SMS) Alerts to Activity Members](https://www.civicplus.help/recreation-management/docs/send-short-message-service-sms-alerts-to-activity-members.md): Learn how to send SMS alerts to participants, coaches, and more with step-by-step instructions and important texting guidelines.
- [Send Short Message Service (SMS) Alerts about Facilities](https://www.civicplus.help/recreation-management/docs/send-short-message-service-sms-alerts-about-facilities.md): Learn how to send SMS alerts to facility rental customers, including message setup, filters, and delivery tips.
- [Email](https://www.civicplus.help/recreation-management/docs/email.md)
- [Email Batch History](https://www.civicplus.help/recreation-management/docs/email-batch-history.md): Learn how to view your Email Batch History to track sent messages, review details, and access recipient information.
- [Recreation Management Payments ](https://www.civicplus.help/recreation-management/docs/recreation-management-payments.md)
- [About Payments](https://www.civicplus.help/recreation-management/docs/about-payments.md): CivicPlus Payments offers secure, PCI-compliant digital payment solutions for local governments, enhancing convenience for residents anytime, anywhere.
- [CivicPlus Payments and External Processors](https://www.civicplus.help/recreation-management/docs/civicplus-payments-and-external-processors.md): Learn about the available payment processors.
- [Credit Card Test Transaction](https://www.civicplus.help/recreation-management/docs/credit-card-test-transaction.md): Learn how to run a credit card test transaction in Recreation Management, ensuring proper setup and receipt confirmation for smooth online payments.
- [How to Choose Between CivicPlus Payments and External Processors](https://www.civicplus.help/recreation-management/docs/how-to-choose-between-civicplus-payments-and-external-processors.md): Explore CivicPlus Payments and external processing partners to find the best payment solution for your organization’s needs and support expectations.
- [Payments Glossary](https://www.civicplus.help/recreation-management/docs/payments-glossary.md): View definitions for common payments terms.
- [CivicPlus Payments ](https://www.civicplus.help/recreation-management/docs/civcplus-payments.md)
- [Recreation Management Payments Get Started Guide](https://www.civicplus.help/recreation-management/docs/recreation-management-payments-get-started-guide.md): Implement Recreation Management Payments smoothly by selecting a Payment Gateway Provider and ensuring access for finance and recreation departments.
- [CivicPlus Payments + Recreation Management](https://www.civicplus.help/recreation-management/docs/civicplus-payments-recreation-management.md): Discover the features of CivicPlus Payments with Recreation Management, including ACH, EMV, contactless payments, and saved payment methods.
- [CivicPlus Payments Terminals & Devices](https://www.civicplus.help/recreation-management/docs/civicplus-payments-emv-devices.md): CivicPlus Payments supports select devices to enable in-person payments.
- [De-Registering Your Terminals and Devices](https://www.civicplus.help/recreation-management/docs/de-registering-your-terminals-and-devices.md)
- [Fees and Pricing](https://www.civicplus.help/recreation-management/docs/fees-pricing.md)
- [How CivicPlus Payments Works](https://www.civicplus.help/recreation-management/docs/how-civicplus-payments-works.md): Our in-house payments solution, CivicPlus Payments, is designed to simplify and streamline the way you collect and manage payments within our platform.
- [Perform a Test Transaction on EMV/Card Reader/Terminal](https://www.civicplus.help/recreation-management/docs/perform-a-test-transaction-on-emvcard-readerterminal.md): Follow these steps to register your device, process payments, and handle transaction reversals in CivicPlus Payments efficiently.
- [Setting Up CivicPlus Payments](https://www.civicplus.help/recreation-management/docs/setting-up-civicplus-payments.md): If you’re ready to start accepting payments through our platform, we’ve made the setup process simple and guided.
- [Set Up and Register Your Terminals and Devices](https://www.civicplus.help/recreation-management/docs/set-up-and-register-your-terminals-and-devices.md): Register your payment device with ease! Follow our step-by-step guide to ensure proper installation, connection, and configuration for seamless transactions.
- [Supported Payment Methods](https://www.civicplus.help/recreation-management/docs/supported-payment-methods.md)
- [Switching to CivicPlus Payments](https://www.civicplus.help/recreation-management/docs/switching-to-civicplus-payments.md): Switch to CivicPlus Payments for a secure, integrated payment solution designed for government needs. Enjoy simplified reporting and streamlined support.
- [Accepting Payments](https://www.civicplus.help/recreation-management/docs/accepting-payments.md)
- [Accepting Credit and Debit Cards](https://www.civicplus.help/recreation-management/docs/accepting-credit-and-debit-cards.md): Find out how card payments work with CivicPlus Payments, how you can accept them online or in person, and tips for ensuring secure, successful transactions.
- [Accepting ACH or Bank Transfers](https://www.civicplus.help/recreation-management/docs/accepting-ach-or-bank-transfers.md): Find out more about how ACH works with our payments system, how to get started, and what to expect.
- [Recurring or Scheduled Payments](https://www.civicplus.help/recreation-management/docs/recurring-or-scheduled-payments.md): Find out how recurring billing works within our platform, how it’s configured, and what your staff should know.
- [Saved Payment Accounts](https://www.civicplus.help/recreation-management/docs/saved-payment-accounts.md): Find out more about how saved payment accounts work, how they’re managed, and what to know about security and control.
- [International Payments and ZIP Code Handling](https://www.civicplus.help/recreation-management/docs/international-payments-and-zip-code-handling.md): Learn more about how international transactions are handled by our system and what to expect when ZIP code verification (AVS) is involved.
- [Failed Transactions and How to Handle Them](https://www.civicplus.help/recreation-management/docs/failed-transactions-how-to-handle-them.md): Discover the most common reasons payments fail, and how you or your residents can respond when they do.
- [How Payments Appear on Resident Bank Statements](https://www.civicplus.help/recreation-management/docs/how-payments-appear-on-resident-bank-statements.md): Find out more about what a payment descriptor is, how it’s set, and what your residents can expect to see.
- [Payments Deposits, Fees, & Refunds](https://www.civicplus.help/recreation-management/docs/deposits-fees-refunds.md)
- [Deposit Overview](https://www.civicplus.help/recreation-management/docs/deposit-overview.md): Learn more about what a deposit is, who sends deposits to your bank account, how often deposits are made, and how deposits typically appear on your organization’s bank statements.
- [Deposit Schedules and Tracking](https://www.civicplus.help/recreation-management/docs/deposit-schedules-tracking.md): Find out how deposits work, how to track them, and what might cause delays for our payments system.
- [Understanding Payment Processing Fees](https://www.civicplus.help/recreation-management/docs/understanding-payment-processing-fees.md): Learn more about how processing fees work with our payments system, when they’re deducted, and how to review them.
- [Issuing Refunds](https://www.civicplus.help/recreation-management/docs/issuing-refunds.md): Learn how to issue refunds with CivicPlus Payments, including timelines, fees, and essential steps for account owners and residents.
- [Payments Reporting & Reconciliation](https://www.civicplus.help/recreation-management/docs/payments-reporting-reconciliation.md)
- [Payments Portal Overview](https://www.civicplus.help/recreation-management/docs/payments-portal-overview.md): Learn more about the Payments Portal, a secure, web-based dashboard that provides real-time visibility into your payment activity when you’re using our payments system.
- [Navigating Payments Portal](https://www.civicplus.help/recreation-management/docs/navigating-payments-portal.md): Gather information about navigating the Payments Portal, such as the functions of the Activity Log and Gateway Configurations tabs and more.
- [Available Reports in Payments Portal](https://www.civicplus.help/recreation-management/docs/available-reports-in-payments-portal.md): Find out how to access, export, and understand the available reports in the Payments Portal.
- [Using the Activity Log](https://www.civicplus.help/recreation-management/docs/using-the-activity-log.md): Explore the Payments Portal's activity details, transaction history, and raw data insights for effective troubleshooting and payment processing.
- [Reconciliation Tool for Recreation Management Payments](https://www.civicplus.help/recreation-management/docs/reconciliation-tool-for-recreation-management-payments.md): Streamline your card and ACH payment reconciliation in CivicPlus Payments with our detailed workbooks and instructions for accurate financial management.
- [Payments Disputes, Compliance, & Taxes](https://www.civicplus.help/recreation-management/docs/payments-disputes-compliance-taxes.md)
- [Disputes & Chargebacks Overview](https://www.civicplus.help/recreation-management/docs/disputes-chargebacks-and-how-to-respond.md): Learn how to effectively dispute a chargeback by gathering compelling evidence and understanding the process to increase your chances of success.
- [Understanding Chargeback Reason Codes and Fees](https://www.civicplus.help/recreation-management/docs/understanding-chargeback-reason-codes-and-fees.md): Gather information about why chargebacks happen, how to prevent them, and how to fight them.
- [PCI Compliance](https://www.civicplus.help/recreation-management/docs/pci-compliance.md): Find out more about how a combination of CivicPlus, the Payment Provider, and you the customer, share responsibilities for maintaining PCI compliance.
- [CivicPlus Payments FAQs](https://www.civicplus.help/recreation-management/docs/civicplus-payments-faqs.md)
- [Changing Payment Solutions FAQ](https://www.civicplus.help/recreation-management/docs/changing-payment-solutions-faqs.md): Learn about switching payment processors, costs, integration, and how CivicPlus supports your transition for seamless financial management.
- [Enabling Payments FAQs](https://www.civicplus.help/recreation-management/docs/enabling-payments-faqs.md): Check out the answers to some of the commonly asked questions about the process of enabling payments.
- [Payment Processing FAQs](https://www.civicplus.help/recreation-management/docs/payment-processing-faqs.md): Discover the answers to frequently asked questions about payment processing through our payments solution.
- [Payments Reporting and Tools FAQs](https://www.civicplus.help/recreation-management/docs/payments-reporting-and-tools-faqs.md): View answers to frequently asked questions regarding Payments reporting.
- [EMV](https://www.civicplus.help/recreation-management/docs/emv.md)
- [Global Payments Integrated Device Setup](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-device-setup.md): Recreation Management handles payment configuration, while customers install and set up their EMV hardware. Learn more about device setup with a helpful guide.
- [Set Up Converge](https://www.civicplus.help/recreation-management/docs/set-up-converge.md): Learn how to enable chip reader functionality and configure user rights for Converge merchant services with CivicRec. Follow step-by-step instructions to ensure proper EMV setup.
- [Use EMV with Global Payments Integrated in CivicRec](https://www.civicplus.help/recreation-management/docs/use-emv-with-global-payments-integrated-in-civicrec.md): Learn how to use EMV with Global Payments Integrated. Follow a step-by-step guide for activating the chip reader and processing secure card payments.
- [External Processors (CivicPlus Pay) ](https://www.civicplus.help/recreation-management/docs/external-processors-civicplus-pay.md)
- [Credentials Needed for Each External Processor](https://www.civicplus.help/recreation-management/docs/credentials-needed-for-each-external-processor.md): The table below lists the third-party gateways supported by Payments, as well as the credentials that CivicPlus needs to configure the gateway.
- [External Processor Payment Devices Overview](https://www.civicplus.help/recreation-management/docs/external-processor-payment-devices-overview.md): CivicPlus requires chip and magnetic stripe readers from payment gateways, offering support for configuration but not for terminal errors.
- [Set Up Payments with External Processors](https://www.civicplus.help/recreation-management/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Authorize.net through BankCard USA](https://www.civicplus.help/recreation-management/docs/authorizenet.md)
- [Payments + Authorize.net for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-authorizenet-for-recreation-management.md): Implement your Recreation Management website successfully with key steps, team roles, and payment gateway selection for a seamless launch.
- [Authorize.net ACH Payments](https://www.civicplus.help/recreation-management/docs/authorizenet-ach-payments.md): Authorize.net has a few caveats when it comes to using ACH. This article documents those differences.
- [Authorize.net Card Present Transactions](https://www.civicplus.help/recreation-management/docs/authorizenet-card-present-transactions.md): This article will show you what it looks like to do a chip read or a card swipe transaction with Authorize.net and the BBPOS Chipper 2X.
- [Authorize.net Credentials for EMV (Card-Present) Transactions](https://www.civicplus.help/recreation-management/docs/authorizenet-credentials-for-emv-card-present-transactions.md): Set up CivicPlus Payments with Authorize.net using these essential steps for existing customers to enable card-present transactions efficiently.
- [Authorize.net Duplicate Transactions](https://www.civicplus.help/recreation-management/docs/authorizenet-duplicate-transactions.md): This article describes Authorize.net's duplicate transaction logic.
- [Authorize.net EMV Firmware Updates](https://www.civicplus.help/recreation-management/docs/authorizenet-emv-firmware-updates.md): Learn how to update your firmware.
- [Authorize.net FAQs](https://www.civicplus.help/recreation-management/docs/authorizenet-faqs.md): Review frequently asked questions covering EMV support, transaction limits, refund policies, and integration with Authorize.net for seamless payment processing.
- [Authorize.net Support](https://www.civicplus.help/recreation-management/docs/authorizenet-support.md)
- [Authorize.net Troubleshooting Guide](https://www.civicplus.help/recreation-management/docs/authorizenet-troubleshooting-guide.md): Troubleshoot Authorize.net card charges, FDSPendingReview issues, and error codes to ensure smooth transactions and improve your payment processing experience.
- [Cancel an Authorize.net EMV (Card-Present) Transaction](https://www.civicplus.help/recreation-management/docs/cancel-an-authorizenet-emv-card-present-transaction.md): Learn how to cancel a card-present transaction for Authorize.net.
- [Payments + Authorize.net and Recreation Management Cards-on-File](https://www.civicplus.help/recreation-management/docs/payments-authorizenet-and-recreation-management-cards-on-file.md): Learn how to manage cross-gateway processing with Authorize.net, ensuring smooth transactions for cards on file across separate accounts.
- [Payments and Authorize.net Auto-Billing Best Practices](https://www.civicplus.help/recreation-management/docs/payments-and-authorizenet-auto-billing-best-practices.md): Avoid auto-billing issues with Authorize.net by reviewing your account setup and fraud detection settings.
- [Payments and Authorize.net Fraud Detection Filters](https://www.civicplus.help/recreation-management/docs/payments-and-authorizenet-fraud-detection-filters.md): Optimize your Authorize.net Fraud Detection Settings to prevent transaction declines and ensure smooth auto-billing for your e-commerce business.
- [Session Timeouts with Authorize.net](https://www.civicplus.help/recreation-management/docs/session-timeouts-with-authorizenet.md): If you are using Authorize.net as your payment gateway, Authorize.net controls the session timeout.
- [Set Up Authorize.net for Payments](https://www.civicplus.help/recreation-management/docs/set-up-authorizenet-for-payments.md): This process is necessary for Payments to be allowed to communicate with the Authorize.net gateway.
- [Turn Test Mode Off or On in Authorize.net](https://www.civicplus.help/recreation-management/docs/turn-test-mode-off-or-on-in-authorizenet.md): The following instructions describe how to turn on or off test mode in Authorize.net.
- [Update Authorize.net API User Password](https://www.civicplus.help/recreation-management/docs/update-authorizenet-api-user-password.md): Update your Authorize.net password to resolve invalid login errors.
- [Braintree](https://www.civicplus.help/recreation-management/docs/braintree.md)
- [Payments + Braintree for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-braintree-for-recreation-management.md): Explore Braintree's payment gateway features for Recreation Management, including secure card storage and seamless checkout processes.
- [Braintree FAQs](https://www.civicplus.help/recreation-management/docs/braintree-faqs.md): View answers to frequently asked questions regarding Braintree payment processing.
- [Braintree Saved Payment Methods](https://www.civicplus.help/recreation-management/docs/braintree-saved-payment-methods.md): This article will describe how to save payment methods for future use with Braintree.
- [Braintree Support](https://www.civicplus.help/recreation-management/docs/braintree-support.md): View several links that will give you an avenue for contacting Braintree Support.
- [Reconcile Braintree Transactions](https://www.civicplus.help/recreation-management/docs/reconcile-braintree-transactions.md): This article will discuss the various transaction IDs used in the Braintree integration.
- [Set Up Braintree for Pay](https://www.civicplus.help/recreation-management/docs/set-up-braintree-for-pay.md): This article will show you how to get the API credentials needed for the Braintree integration.
- [CardPointe](https://www.civicplus.help/recreation-management/docs/cardpointe.md)
- [Payments + CardPointe for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-cardpointe-for-recreation-management.md): Explore Cardpointe's features with Payments for secure transactions in Recreation Management. Learn about payment processing and security tips.
- [CardPointe EMV Hardware Serial Number](https://www.civicplus.help/recreation-management/docs/cardpointe-emv-hardware-serial-number.md): Find out how to find the Hardware Serial Number (HSN) for supported Cardpointe devices.
- [CardPointe Hardware](https://www.civicplus.help/recreation-management/docs/cardpointe-hardware.md): View the hardware requirements for Cardpointe.
- [CardPointe Saved Payment Methods](https://www.civicplus.help/recreation-management/docs/cardpointe-saved-payment-methods.md): Learn how to save payment methods with CardPointe in CivicPlus Payments for seamless e-commerce and in-person transactions. Secure your payments today!
- [CardPointe Support](https://www.civicplus.help/recreation-management/docs/cardpointe-support.md): Access helpful resources for contacting CardPointe support.
- [Clover Flex LTE Service](https://www.civicplus.help/recreation-management/docs/clover-flex-lte-service.md): The Clover Flex device can be used with the CivicPlus Pay and Cardpointe integration and supports LTE services.
- [Converge](https://www.civicplus.help/recreation-management/docs/converge.md)
- [Payments + Converge for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-converge-for-recreation-management.md): Explore how Converge payment gateway integrates with CivicPlus' Recreation Management, featuring secure card tokenization and streamlined checkout processes.
- [Cancel a Converge EMV (Card-Present) Transaction](https://www.civicplus.help/recreation-management/docs/cancel-a-converge-emv-card-present-transaction.md): This article will show you how to cancel a card-present transaction after it is initiated.
- [Converge API User Credentials](https://www.civicplus.help/recreation-management/docs/converge-api-user-credentials.md): Learn how to set up CivicPlus Payments with Converge, including API user details and terminal associations for seamless integration.
- [Converge Debit Settings](https://www.civicplus.help/recreation-management/docs/converge-debit-settings.md): Inside Converge, there are three possible settings for debit cards.
- [Converge Ecommerce Troubleshooting Guide](https://www.civicplus.help/recreation-management/docs/converge-ecommerce-troubleshooting-guide.md)
- [Converge EMV Manual and Hand-Keyed Payments](https://www.civicplus.help/recreation-management/docs/converge-emv-manual-and-hand-keyed-payments.md): This article will walk you through how to enter a hand-key payment into a Converge EMV device.
- [Converge FAQs](https://www.civicplus.help/recreation-management/docs/converge-faqs.md): Learn about CivicPlus integration with Converge, including payment methods, transaction types, and support for contactless payments.
- [Converge Fees](https://www.civicplus.help/recreation-management/docs/converge-fees.md): The Absorbed Fee Model means your organization absorbs or pays the service fees.
- [Converge Hardware](https://www.civicplus.help/recreation-management/docs/converge-hardware.md): View hardware requirements for Converge.
- [Converge Payment Terminal Troubleshooting Guide](https://www.civicplus.help/recreation-management/docs/converge-payment-terminal-troubleshooting-guide.md): Troubleshoot Converge payment terminals with expert tips on connectivity, API errors, and hardware issues to ensure smooth transactions.
- [Converge Saved Payment Methods](https://www.civicplus.help/recreation-management/docs/converge-saved-payment-methods.md): Learn how to tokenize cards with Converge's Commerce Web Services and set up a shared token vault for seamless payment processing across terminals.
- [Converge Support](https://www.civicplus.help/recreation-management/docs/converge-support.md): Learn how to contact Converge's support.
- [Duplicate Transactions in Converge](https://www.civicplus.help/recreation-management/docs/duplicate-transactions-in-converge.md): Learn about duplicate transactions in Converge.
- [Elavon Converge Commerce Web Services Download](https://www.civicplus.help/recreation-management/docs/elavon-converge-commerce-web-services-download.md): In order to use Payments with an Elavon Converge EMV device, customers should utilize version 6.5 of Commerce Web Services (CWS).
- [Physically Set Up Your EMV Device for Converge](https://www.civicplus.help/recreation-management/docs/physically-set-up-your-emv-device-for-converge.md): This article will give an overview of how to procure and set up devices for Converge.
- [Session Timeouts with Converge](https://www.civicplus.help/recreation-management/docs/session-timeouts-with-converge.md): This article will discuss how session timeouts are handled with the Converge payment gateway.
- [Troubleshooting Epson Printers with Payments / Converge / QZ Tray App](https://www.civicplus.help/recreation-management/docs/troubleshooting-epson-printers-with-payments-converge-qz-tray-app.md): Trouble connecting your EPSON printer to the QZ Tray App? Explore solutions like uninstalling ConvergeConnect and checking Windows Services for fixes.
- [Set a Payment Field as Not Required in Converge](https://www.civicplus.help/recreation-management/docs/set-a-payment-field-as-not-required-in-converge.md): This article will show you how to make fields not required in Converge.
- [Set Up Converge for Payments](https://www.civicplus.help/recreation-management/docs/set-up-converge-for-payments.md): Learn how to configure CivicPlus Payments with Converge, including whitelisting IPs and setting up hosted payment forms for seamless transactions.
- [Set Up Commerce Web Services](https://www.civicplus.help/recreation-management/docs/set-up-commerce-web-services.md): Learn to install and configure Converge Commerce Web Services for CivicPlus Payments, ensuring your card reader works seamlessly with version 6.5.
- [Set Your EMV Device to USB Mode for Converge](https://www.civicplus.help/recreation-management/docs/set-your-emv-device-to-usb-mode-for-converge.md): Integrate CivicPlus Payments with Converge devices by setting to USB mode. Follow our guide for seamless setup and troubleshooting tips.
- [CSG Forte](https://www.civicplus.help/recreation-management/docs/csg-forte.md)
- [Payments + CSG Forte for Rec](https://www.civicplus.help/recreation-management/docs/payments-csg-forte-for-rec.md): Explore CSG Forte payment gateway features, including Cards on File, eCheck, and enhanced security for seamless recreation management transactions.
- [ACH with CSG Forte](https://www.civicplus.help/recreation-management/docs/ach-with-csg-forte.md): Learn more about using ACH payments with your CSG Forte payment gateway.
- [CSG Forte Card Present Transactions](https://www.civicplus.help/recreation-management/docs/csg-forte-card-present-transactions.md): Find out more about what it looks like to do a chip-read or card-swipe transaction with CSG Forte and the MagTek eDynamo.
- [CSG Forte Convenience Fee Models in Rec](https://www.civicplus.help/recreation-management/docs/csg-forte-convenience-fee-models-in-rec.md): Explore the differences between Forte's Absorbed Fee Model and Convenience Fee Model for processing fees in Recreation Management.
- [CSG Forte EMV Manual and Hand-Keyed Payments](https://www.civicplus.help/recreation-management/docs/csg-forte-emv-manual-and-hand-keyed-payments.md): Discover how manual and hand-keyed payments work the same as card-not-present transactions with CSG Forte. You will see the same screens and the same prompts.
- [CSG Forte FAQs](https://www.civicplus.help/recreation-management/docs/csg-forte-faqs.md): Learn about CSG Forte's payment features, including transaction cancellation, refunds, and zip requirements for EMV transactions.
- [CSG Forte Hardware](https://www.civicplus.help/recreation-management/docs/csg-forte-hardware.md): Learn more about the hardware requirements for CSG Forte.
- [CSG Forte Payment Terminal Troubleshooting Guide](https://www.civicplus.help/recreation-management/docs/csg-forte-payment-terminal-troubleshooting-guide.md): Check out some helpful troubleshooting tips post-setup of CSG Forte payment terminals.
- [CSG Forte Saved Payment Methods](https://www.civicplus.help/recreation-management/docs/csg-forte-saved-payment-methods.md): Find out how an end-user can store a credit/debit card or ACH saved payment method using the MagTek eDynamo device.
- [Install the eDynamo and DynaFlex Drivers for CSG Forte](https://www.civicplus.help/recreation-management/docs/install-the-edynamo-dynaflex-drivers-for-csg-forte.md): Access a helpful walkthrough on installing the device drivers needed in order to use the MagTek eDynamo with CSG Forte.
- [Install the Forte V400C](https://www.civicplus.help/recreation-management/docs/install-the-forte-v400c.md): Gather information about the installation steps for the Forte V400C device, which will differ depending on the configuration.
- [Payments and CSG Forte Fee Models](https://www.civicplus.help/recreation-management/docs/payments-csg-forte-fee-models.md): Find out more about the two options Forte has when it comes to processing fees: the Convenience Fee Model and the Absorbed Fee Model.
- [Reconciling Payments with CSG Forte](https://www.civicplus.help/recreation-management/docs/reconciling-payments-with-csg-forte.md): Find out more about the Merchant Code, Trace ID, and Authorization Number and how these connect in Payments and CSG Forte.
- [Session Timeouts with CSG Forte](https://www.civicplus.help/recreation-management/docs/session-timeouts-with-csg-forte.md): Find out more about session timeouts when using a CSG Forte payment gateway. If you are using CSG Forte as your payment gateway, the end-user has 20 minutes to complete their payment information before their session times out.
- [Set Up CSG Forte for Payments](https://www.civicplus.help/recreation-management/docs/set-up-csg-forte-for-payments.md): Access the necessary process for Payments to be allowed to communicate with the CSG Forte gateway.
- [Global Payments Integrated](https://www.civicplus.help/recreation-management/docs/global-payments-integrated.md)
- [Payments + Global Payments Integrated for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-global-payments-integrated-for-recreation-management.md): Explore Global Payments Integrated features for secure transactions, card storage, and eCommerce solutions in Recreation Management. Enhance your payment process today!
- [Global Payments Integrated FAQs](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-faqs.md): View frequently asked questions and answers for our Global Payments Integrated integration.
- [Global Payments Integrated Overview](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-overview.md): Learn more about Global Payments Integrated and how it integrates with CivicPlus.
- [Cancel a Global Payments Integrated EMV (Card-Present) Transaction](https://www.civicplus.help/recreation-management/docs/cancel-a-global-payments-integrated-emv-card-present-transaction.md): Learn more about all the ways to cancel a card-present transaction after it has already been initiated.
- [Global Payments Integrated EMV Manual & Hand-Keyed Payments](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-emv-manual-hand-keyed-payments.md): Learn more about how to enter a hand-keyed payment into a Global Payments Integrated EMV device.
- [Global Payments Integrated EMV RCM Downloads](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-emv-rcm-downloads.md): Check out the Global Payments Integrated EMV Remote Client Manager Downloads.
- [Global Payments Integrated EMV/Hardware Setup Guide](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-emvhardware-setup-guide.md): Access a helpful guide that explains how to install the required software to process payments on the Recreation Management side with EMV machines, using Payments/Global Payments Integrated.
- [Global Payments Integrated Hardware](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-hardware.md): View hardware requirements for Global Payments Integrated.
- [Global Payments Integrated Payment Terminal Troubleshooting Guide](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-payment-terminal-troubleshooting-guide.md): Troubleshoot Global Payments Integrated terminals with expert tips on connectivity, API errors, and running test transactions effectively.
- [Global Payments Integrated Support](https://www.civicplus.help/recreation-management/docs/global-payments-integrated-support.md): Learn how to get in touch with Global Payments Integrated (formerly OpenEdge) support.
- [Reconciling Payments with Global Payments Integrated](https://www.civicplus.help/recreation-management/docs/reconciling-payments-with-global-payments-integrated.md): Find out more about the merchant code, Payments transaction ID, and invoice number, and how these all tie together for reconciliation purposes.
- [Save a Card with EMV with Global Payments Integrated](https://www.civicplus.help/recreation-management/docs/save-a-card-with-emv-with-global-payments-integrated.md): Learn more about how you can elect to save a card while checking out with EMV or you can add a card-on-file outside of a transaction.
- [Saved Payment Methods with Global Payments Integrated](https://www.civicplus.help/recreation-management/docs/saved-payment-methods-with-global-payments-integrated.md): If you are using Global Payments Integrated (formerly OpenEdge), it is possible to allow your users to save payment methods for future use.
- [Session Timeouts with Global Payments Integrated](https://www.civicplus.help/recreation-management/docs/session-timeouts-with-global-payments-integrated.md): Learn more about how if you are using Global Payments Integrated as your payment gateway, the end-user has 5 minutes to complete their payment information before their session times out.
- [Heartland](https://www.civicplus.help/recreation-management/docs/heartland.md)
- [Payments + Heartland for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-heartland-for-recreation-management.md): Learn how Heartland integrates with CivicPlus Payments and Recreation Management. Explore supported features, EMV compatibility, and setup resources.
- [Chip Readers and Pin Pad Devices](https://www.civicplus.help/recreation-management/docs/chip-readers-and-pin-pad-devices.md): This article will give an overview of how to procure and provision devices for Heartland.
- [Heartland Hardware](https://www.civicplus.help/recreation-management/docs/heartland-hardware.md): View hardware requirements for Heartland.
- [Heartland Support](https://www.civicplus.help/recreation-management/docs/heartland-support.md): Learn how to contact Heartland Support.
- [PayPal Payflow](https://www.civicplus.help/recreation-management/docs/paypal-payflow.md)
- [Payments + PayPal Payflow for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-paypal-payflow-for-recreation-management.md): Explore PayPal Payflow's features with Payments for secure transactions, card management, and a seamless checkout process for Recreation Management.
- [Cards on File with Payflow](https://www.civicplus.help/recreation-management/docs/cards-on-file-with-payflow.md): Learn how Payflow's Hosted Pages enable card tokenization and manage referenced transactions in CivicPlus Payments for secure online payments.
- [Payflow API User Credentials](https://www.civicplus.help/recreation-management/docs/payflow-api-user-credentials.md): Learn about the user credentials needed for Payflow.
- [Paypal Payflow FAQs](https://www.civicplus.help/recreation-management/docs/paypal-payflow-faqs.md): View answers to frequently asked questions regarding our integration with PayPal Payflow.
- [PayPal Payflow Support](https://www.civicplus.help/recreation-management/docs/paypal-payflow-support.md): The following resources provide an avenue for contacting the PayPal support team and checking their system status.
- [Payflow Troubleshooting Guide](https://www.civicplus.help/recreation-management/docs/payflow-troubleshooting-guide.md): Ensure your Payflow configuration is correct with tips on enabling Hosted Pages, API permissions, and troubleshooting invalid transactions.
- [Payflow: Turn Off PayPal Express and PayPal Credit](https://www.civicplus.help/recreation-management/docs/payflow-turn-off-paypal-express-and-paypal-credit.md): Follow these instructions to turn off “Pay Now: Checkout with PayPal” and “Pay Later: PayPal Credit”.
- [Session Timeouts with Payflow](https://www.civicplus.help/recreation-management/docs/session-timeouts-with-payflow.md): If you are using Payflow as your payment gateway, the end-user has 30 minutes to complete their payment information before their session times out.
- [Turn Off PayPal Payflow Receipt Page](https://www.civicplus.help/recreation-management/docs/turn-off-paypal-payflow-receipt-page.md): As a best practice, it is best to show users only one receipt page.
- [Tempus](https://www.civicplus.help/recreation-management/docs/tempus.md)
- [Payments + Tempus for Recreation Management](https://www.civicplus.help/recreation-management/docs/payments-tempus-for-recreation-management.md): Explore Tempus payment gateway features, checkout processes, and security measures for Recreation Management. Streamline your transactions today!
- [Cancel a Tempus EMV (Card-Present) Transaction](https://www.civicplus.help/recreation-management/docs/cancel-a-tempus-emv-card-present-transaction.md): This article will show you how to cancel a card-present transaction after it is initiated.
- [Tempus FAQs](https://www.civicplus.help/recreation-management/docs/tempus-faqs.md): View answers to frequently asked questions regarding Tempus payment processing.
- [Duplicate Transactions in Tempus](https://www.civicplus.help/recreation-management/docs/duplicate-transactions-in-tempus.md): Learn about duplicate transactions in Tempus.
- [Session Timeouts with Tempus](https://www.civicplus.help/recreation-management/docs/session-timeouts-with-tempus.md): If you are using Tempus as your payment gateway, the end-user has 20 minutes to complete their payment information before their session times out.
- [Set Up Tempus EMV Devices for Payments](https://www.civicplus.help/recreation-management/docs/set-up-tempus-emv-devices-for-payments.md): This article will give an overview of how to procure and set up devices for Tempus.
- [Tempus Hardware](https://www.civicplus.help/recreation-management/docs/tempus-hardware.md): View Tempus hardware requirements.
- [Tempus Saved Payment Methods](https://www.civicplus.help/recreation-management/docs/tempus-saved-payment-methods.md): If you are using Tempus, it is possible to allow your users to save credit/debit cards for future use.
- [Tempus Support](https://www.civicplus.help/recreation-management/docs/tempus-support.md): Learn how to contact Tempus support.
- [Merchant Account Processing (Legacy)](https://www.civicplus.help/recreation-management/docs/merchant-account-processing-legacy.md)
- [Merchant Account vs. Payment Gateway](https://www.civicplus.help/recreation-management/docs/merchant-account-vs-payment-gateway.md): Understand the roles of a Merchant Account and Payment Gateway in processing transactions with CivicRec software.
- [Crediting and Debiting Accounts](https://www.civicplus.help/recreation-management/docs/crediting-and-debiting-accounts.md): Understand how CivicRec handles credit transactions using liability and revenue accounts. Learn the step-by-step accounting flow to ensure accurate financial reporting and avoid double revenue recording.
- [Organization](https://www.civicplus.help/recreation-management/docs/organization.md)
- [Account Flags](https://www.civicplus.help/recreation-management/docs/flags.md)
- [Create an Account Flag](https://www.civicplus.help/recreation-management/docs/create-an-account-flag.md): Learn how to create an Account Flag in Recreation Management to label users, restrict registration, or apply tax-exempt status.
- [Delete a Flag](https://www.civicplus.help/recreation-management/docs/delete-a-flag.md): Learn how to delete an Account Flag in CivicRec to remove it from future use while preserving existing assignments on user accounts.
- [Edit a Flag](https://www.civicplus.help/recreation-management/docs/edit-a-flag.md): Learn how to edit an existing Account Flag in CivicRec to update user restrictions, descriptions, or tax-exempt settings.
- [Manage Account Flags, Notes, and Alerts](https://www.civicplus.help/recreation-management/docs/manage-account-flags-notes-and-alerts.md): Learn how to use Account Flags in CivicRec to manage user registration restrictions and special privileges.
- [Suspend a User with a Prevent Access Flag](https://www.civicplus.help/recreation-management/docs/suspend-a-user-with-a-prevent-access-flag.md): Learn how to create and apply a Prevent Access Flag in CivicRec to restrict user activity and display custom messages during check-in.
- [Custom User Fields](https://www.civicplus.help/recreation-management/docs/custom-user-fields.md)
- [Create Custom User Fields](https://www.civicplus.help/recreation-management/docs/create-custom-user-fields.md): Learn how to create custom user fields in CivicRec to collect additional personal information during account registration.
- [Edit Custom User Fields](https://www.civicplus.help/recreation-management/docs/edit-custom-user-fields.md): Learn how to edit custom user fields in CivicRec to update field labels, data types, and required settings for user account information.
- [Delete Custom User Fields](https://www.civicplus.help/recreation-management/docs/delete-custom-user-fields.md): Learn how to delete custom user fields in CivicRec to remove unwanted fields from user accounts and simplify your data management.
- [Item Tags](https://www.civicplus.help/recreation-management/docs/item-tags.md)
- [Create Item Tags](https://www.civicplus.help/recreation-management/docs/create-item-tags.md): Learn how to create and manage Item Tags in CivicRec to organize activities, facilities, and sessions for improved search and catalog categorization.
- [Delete Item Tags](https://www.civicplus.help/recreation-management/docs/delete-item-tags.md): Learn how to delete Item Tags in CivicRec to manage and streamline your activity and facility categorization.
- [Edit Item Tags](https://www.civicplus.help/recreation-management/docs/edit-item-tags.md): Learn how to edit Item Tags in CivicRec to update tag details, visibility, and associated activities or facilities.
- [Local Resident Criteria](https://www.civicplus.help/recreation-management/docs/local-resident-criteria-1.md)
- [Add Local Resident Criteria](https://www.civicplus.help/recreation-management/docs/add-local-resident-criteria.md): Learn how to add Local Resident Criteria in CivicRec to identify residents by zip code, city, county, or street name.
- [Delete Local Resident Criteria](https://www.civicplus.help/recreation-management/docs/delete-local-resident-criteria.md): Learn how to delete Local Resident Criteria in CivicRec to manage and update residency requirements effectively.
- [Local Resident Criteria](https://www.civicplus.help/recreation-management/docs/local-resident-criteria.md): Set up Local Resident Criteria in CivicRec using zip code, city, county, or street name to distinguish residents from non-residents.
- [Organization Information](https://www.civicplus.help/recreation-management/docs/organization-information.md)
- [Add Social Media Links](https://www.civicplus.help/recreation-management/docs/add-social-media-links.md): Learn how to add your organization's Facebook, Twitter, and Instagram IDs to CivicRec for social media links on checkout and receipt pages.
- [Organization Information Fields](https://www.civicplus.help/recreation-management/docs/organization-information-fields.md): Learn how to update your organization's name, address, contact info, and social media IDs in CivicRec's Organization Information settings.
- [Organization Policies](https://www.civicplus.help/recreation-management/docs/organization-policies.md)
- [Edit Organization Policies](https://www.civicplus.help/recreation-management/docs/edit-organization-policies.md): Learn how to set and manage your organization's Cancellation, Refund, Privacy, and Terms & Conditions policies for public viewing in CivicRec.
- [Reservation Status Types](https://www.civicplus.help/recreation-management/docs/reservation-status-types.md)
- [Create Reservation Status Types](https://www.civicplus.help/recreation-management/docs/create-reservation-status-types.md): Learn how to create and manage Reservation Status Types to track reservation progress in the Calendar view.
- [Zip Lookup Translations](https://www.civicplus.help/recreation-management/docs/zip-lookup-translations.md)
- [Create a City Translation](https://www.civicplus.help/recreation-management/docs/create-a-city-translation.md): Learn how to create city name translations to automatically replace abbreviations or city names in your system.
- [Organization Options](https://www.civicplus.help/recreation-management/docs/organization-options.md)
- [Activate General Ledger (GL) Configuration Settings](https://www.civicplus.help/recreation-management/docs/activate-general-ledger-gl-configuration-settings.md): Learn how to activate General Ledger Configuration Settings safely to avoid misconfigurations that can impact your reporting. Save settings effectively!
- [Allow Google/Facebook Logins](https://www.civicplus.help/recreation-management/docs/allow-googlefacebook-logins.md): Enable Google and Facebook login options in CivicRec to simplify account access for new and existing users.
- [Allow User Pronouns](https://www.civicplus.help/recreation-management/docs/allow-user-pronouns.md): Enable user pronouns in CivicRec to allow users to add and display their pronouns on profiles and reports for inclusive communication.
- [Automatic Increment Grades](https://www.civicplus.help/recreation-management/docs/automatic-increment-grades.md): Enable automatic grade incrementing in CivicRec to keep user grade levels current each year with a scheduled annual update.
- [Auto-Generate Permits for All Admin Bookings](https://www.civicplus.help/recreation-management/docs/auto-generate-permits-for-all-admin-bookings.md): Learn how to auto-generate permits for all bookings in CivicRec by enabling a simple configuration setting.
- [Change Settings of Bad Payment Reversal Behavior](https://www.civicplus.help/recreation-management/docs/change-settings-of-bad-payment-reversal-behavior.md): Learn how to configure Bad Payment Reversal behavior in CivicRec to either reverse funds or only record the issue without financial impact.
- [Choose to Require Card Code](https://www.civicplus.help/recreation-management/docs/choose-to-require-card-code.md): Learn how to enable or disable the Card Code (CVV) requirement on payment forms in CivicRec for non-CivicPlus Pay customers.
- [Configure Gender Fields](https://www.civicplus.help/recreation-management/docs/configure-gender-fields.md): Configure gender fields in CivicRec with options like Non-Binary and Prefer Not To Say. Customize settings for inclusivity in user accounts.
- [Configure Multiple Discount Calculation](https://www.civicplus.help/recreation-management/docs/configure-multiple-discount-calculation.md): Learn how to configure multiple discount calculations in CivicRec to apply discounts either to the main item or a running total for accurate pricing.
- [Enable Punch Card Expiration](https://www.civicplus.help/recreation-management/docs/enable-punch-card-expiration.md): Learn how to enable expiration dates for punch cards in CivicRec by adjusting your organization settings.
- [Enable Retroactive Start Dates for Memberships](https://www.civicplus.help/recreation-management/docs/enable-retroactive-start-dates-for-memberships.md): Learn how to enable Retroactive Start Dates in CivicRec to ensure accurate billing cycles and prevent skipped months for fixed-date memberships.
- [Gate Kicker Setup](https://www.civicplus.help/recreation-management/docs/gate-kicker-setup.md): Learn how to configure and install the Gate Kicker device for check-ins with CivicPlus, ensuring smooth entry management at your facility.
- [Maximum Credit Card Charge Age](https://www.civicplus.help/recreation-management/docs/maximum-credit-card-charge-age.md): Learn how to set the maximum refundable credit card charge age in CivicRec to align with your merchant's refund policy.
- [Organization Options Guide](https://www.civicplus.help/recreation-management/docs/organization-options-guide.md): Configure Recreation Management settings with best practices for your organization. Learn about essential options and their impact on system functionality.
- [Residency Requiring Staff Approval](https://www.civicplus.help/recreation-management/docs/residency-requiring-staff-approval.md): Learn how to manage user accounts with residency approval, ensuring compliance and effective communication for communities with strict residency requirements.
- [Retain Session Codes Between Years](https://www.civicplus.help/recreation-management/docs/retain-session-codes-between-years.md): Learn how to enable reusing session or program codes across different years in CivicRec while avoiding duplicates within the same program period.
- [Set Emergency Contact Requirements](https://www.civicplus.help/recreation-management/docs/set-emergency-contact-requirements.md): Learn how to configure emergency contact requirements in CivicRec, including number of contacts, expiration frequency, and optional email settings.
- [Set General Ledger Accounting Method](https://www.civicplus.help/recreation-management/docs/set-general-ledger-accounting-method.md): Learn how to set your General Ledger (GL) Accounting Method in CivicRec to either Cash or Accrual based on your organization’s financial practices.
- [Set Reported Location for Refunds](https://www.civicplus.help/recreation-management/docs/set-reported-location-for-refunds.md): Learn how to associate refunds with locations in CivicRec for accurate reporting and reconciliation of deposits, receipts, and refunds.
- [Show Enrollment Counts on Registration Screen](https://www.civicplus.help/recreation-management/docs/show-enrollment-counts-on-registration-screen.md): Learn how to configure CivicRec to display enrollment counts internally or publicly, helping users see available spots for programs.
- [Turn Off Social Media Share Settings](https://www.civicplus.help/recreation-management/docs/turn-off-social-media-share-settings.md): Learn how to disable social networking features in CivicRec by updating your organization configuration settings.
- [Turn On/Off Grade Requirement](https://www.civicplus.help/recreation-management/docs/turn-onoff-grade-requirement.md): Learn how to configure grade requirements in CivicRec, including options for hiding, making optional, or requiring grade selection based on user age.
- [Use Inclusive Gender Options](https://www.civicplus.help/recreation-management/docs/use-inclusive-gender-options.md): Enable inclusive gender options in CivicRec to support Non-Binary and "Prefer Not to Say" selections during account creation and session setup.
- [Tutorials & Resources ](https://www.civicplus.help/recreation-management/docs/tutorials-resources.md)
- [Configuration](https://www.civicplus.help/recreation-management/docs/configuration.md)
- [Peripherals](https://www.civicplus.help/recreation-management/docs/peripherals.md)
- [Configure a Local Printer](https://www.civicplus.help/recreation-management/docs/configure-a-local-printer.md): Learn how to configure a local receipt printer in CivicRec for direct printing and cash drawer functionality.
- [Configure Receipt Printer and Cash Drawer](https://www.civicplus.help/recreation-management/docs/configure-receipt-printer-and-cash-drawer.md): Print thermal receipts and open cash drawers with CivicRec using the QZ Tray app. Ensure proper printer setup for seamless operation.
- [Instant Scanner Configuration](https://www.civicplus.help/recreation-management/docs/instant-scanner-configuration.md): Set up and configure barcode scanners with your recreation solution's Instant Scan feature for seamless member check-in.
- [Receipt Printer Configuration - Get Started](https://www.civicplus.help/recreation-management/docs/receipt-printer-configuration-get-started.md): Set up thermal receipt printers and cash drawers in CivicRec using the Java-based QZ Tray plugin for seamless transactions.
- [Public View](https://www.civicplus.help/recreation-management/docs/public-view.md)
- [Assign Item Tags to Catalog Tabs](https://www.civicplus.help/recreation-management/docs/assign-item-tags-to-catalog-tabs.md): Assign Item Tags to Catalog Tabs in CivicRec to improve search and filtering of activities and facilities in the catalog view.
- [Associate Point of Sale (POS) Screens with Catalog Tabs](https://www.civicplus.help/recreation-management/docs/associate-point-of-sale-pos-screens-with-catalog-tabs.md): Associate POS Screens with Catalog Tabs in CivicRec to display merchandise items by category in the public catalog.
- [Build a Weblink](https://www.civicplus.help/recreation-management/docs/build-a-weblink.md): Learn how to create customizable CivicRec Weblinks to share public registration and catalog views online.
- [Configure the Catalog to Show Point of Sale (POS) Items](https://www.civicplus.help/recreation-management/docs/configure-the-catalog-to-show-point-of-sale-pos-items.md): Configure Catalog Tabs in CivicRec to properly display merchandise items for internal and public access.
- [Create a Catalog Tab](https://www.civicplus.help/recreation-management/docs/create-a-catalog-tab.md): Create and configure Catalog Tabs in CivicRec to organize activities, rentals, and merchandise for easier public and internal navigation.
- [Create a POS Tab for the Catalog](https://www.civicplus.help/recreation-management/docs/create-a-pos-tab-for-the-catalog.md): Learn how to create a Catalog tab in Recreation Management, ensuring public users can purchase items while managing inventory visibility effectively.”
- [Create a Welcome Tab in the Catalog](https://www.civicplus.help/recreation-management/docs/create-a-welcome-tab-in-the-catalog.md): Create a customizable Welcome tab in Rec to greet users with key info and direct them in your catalog.
- [Remove a Catalog Tab](https://www.civicplus.help/recreation-management/docs/remove-a-catalog-tab.md): Learn how to delete or hide Catalog Tabs in CivicRec to manage public and internal catalog views.
- [Upload a Logo](https://www.civicplus.help/recreation-management/docs/upload-a-logo.md): Upload and display a custom logo on CivicRec receipts to personalize your organization's branding.
- [View and Copy Weblinks](https://www.civicplus.help/recreation-management/docs/view-and-copy-weblinks.md): View and copy CivicRec Weblinks to share direct access to public pages like the catalog, calendar, or league portal.
- [Set up Lap Lanes as Activities](https://www.civicplus.help/recreation-management/docs/set-up-lap-lanes.md): Set up Lap Lanes using this guide on scheduling and booking, ensuring smooth reservations without lane selection. Perfect for your facility!
- [Templates](https://www.civicplus.help/recreation-management/docs/templates.md)
- [Add a Question to a Survey Template](https://www.civicplus.help/recreation-management/docs/add-a-question-to-a-survey-template.md): Add custom questions to Survey Templates in CivicRec to collect targeted feedback from users.
- [Add Sessions or Facilities to a Survey Template](https://www.civicplus.help/recreation-management/docs/add-sessions-or-facilities-to-a-survey-template.md): Assign sessions or facilities to CivicRec Survey Templates to automate feedback collection based on event timing.
- [Assign a Receipt Template to Locations & Facilities](https://www.civicplus.help/recreation-management/docs/assign-a-receipt-template-to-locations-facilities.md): Assign Receipt Templates to specific locations and facilities in Rec to standardize printed and emailed receipts.
- [Associate Facilities to Permit Templates](https://www.civicplus.help/recreation-management/docs/associate-facilities-to-permit-templates.md): Associate facilities with Permit Templates in CivicRec to enable permit generation for reservations.
- [Create a New Membership/Pass Card Template](https://www.civicplus.help/recreation-management/docs/create-a-new-membershippass-card-template.md): Create a new Membership or Pass Card template in CivicRec with recommended image sizing and customizable settings.
- [Create a Permit Template](https://www.civicplus.help/recreation-management/docs/create-a-permit-template.md): Learn how to create and configure permit templates in CivicRec to streamline permit management.
- [Create a Survey Template](https://www.civicplus.help/recreation-management/docs/create-a-survey-template.md): Create and manage Survey Templates in CivicRec to gather valuable feedback from customers on sessions and facilities.
- [Create an Email Template](https://www.civicplus.help/recreation-management/docs/create-an-email-template.md): Create custom Email Templates in CivicRec with personalized headers and footers for customer communications.
- [Create New Receipt Templates](https://www.civicplus.help/recreation-management/docs/create-new-receipt-templates.md): Learn how to create and customize Receipt Templates in CivicRec for personalized transaction receipts.
- [Duplicate a Membership Pass/Card](https://www.civicplus.help/recreation-management/docs/duplicate-a-membership-passcard.md): Duplicate and customize Membership or Pass Card templates in CivicRec to efficiently manage multiple card styles.
- [Delete a Membership Pass/Card](https://www.civicplus.help/recreation-management/docs/delete-a-membership-passcard.md): Delete unwanted Membership or Pass Card templates in CivicRec to keep your card list organized and up to date.
- [Delete a Survey Template](https://www.civicplus.help/recreation-management/docs/delete-a-survey-template.md): Delete Survey Templates in CivicRec using either the main page or edit screen to remove outdated surveys.
- [Edit a Permit Template](https://www.civicplus.help/recreation-management/docs/edit-a-permit-template.md): Edit existing Permit Templates in CivicRec to update names, headers, footers, and associated facilities.
- [Edit a Survey Template](https://www.civicplus.help/recreation-management/docs/edit-a-survey-template.md): Edit existing Survey Templates in CivicRec to update settings, messages, and assigned sessions or facilities.
- [Edit Membership/Pass Card Name](https://www.civicplus.help/recreation-management/docs/edit-membershippass-card-name.md): Edit the name of an existing Membership or Pass Card in CivicRec to keep your templates organized and up to date.
- [Edit Membership Pass/Card Options](https://www.civicplus.help/recreation-management/docs/edit-membership-passcard-options.md): Create and customize your Membership Pass Card with options for attributes, colors, fonts, and more to enhance your membership experience.
- [Receipt Templates Guide](https://www.civicplus.help/recreation-management/docs/receipt-templates-guide.md): Find out more about how to set up and assign Receipt Templates with a helpful step-by-step guide.
- [Remove a Question from a Survey Template](https://www.civicplus.help/recreation-management/docs/remove-a-question-from-a-survey-template.md): Utilize a helpful step-by-step guide and digital walkthrough to remove a question from a Survey Template in Recreation Management.
- [Return Email on Receipt Templates](https://www.civicplus.help/recreation-management/docs/return-email-on-receipt-templates.md): Understand how Return Email fields in CivicRec's Facility Setup and Receipt Templates determine reply-to addresses on emailed receipts.
- [Survey Questions Required for Reporting](https://www.civicplus.help/recreation-management/docs/survey-questions-required-for-reporting.md): Ensure accurate reporting in CivicRec surveys by identifying and restoring required survey summary questions.
- [Functions](https://www.civicplus.help/recreation-management/docs/functions.md)
- [Bulk Flag Edit](https://www.civicplus.help/recreation-management/docs/bulk-flag-edit.md): The Bulk Flag Edit module makes it quick and easy to add Account Flags to groups of users, sectioned by Activity.
- [Cart Log](https://www.civicplus.help/recreation-management/docs/cart-log.md): The Cart Log searches cart contents for both completed and incomplete transactions.
- [Food Service Module](https://www.civicplus.help/recreation-management/docs/food-service-module.md): The Food Service Module is for our organizations that run and manage a kitchen within their department.
- [Set Manual Increment](https://www.civicplus.help/recreation-management/docs/set-manual-increment.md): Increment Grades will ensure registrations have the correct and up-to-date grades on their accounts.
- [Use the Bulk Permit Printer](https://www.civicplus.help/recreation-management/docs/use-the-bulk-permit-printer.md): This article will show you how to use the Bulk Permit Printer.
- [View the Global Action Log](https://www.civicplus.help/recreation-management/docs/view-the-global-action-log.md): Administrators can view the Global Action Log, consolidated from the Account Action Log, Activity Log, and Facility Log.
- [Undo Merge](https://www.civicplus.help/recreation-management/docs/undo-merge.md)
- [Resolve a Redirect Error as a Result of an Account Merge](https://www.civicplus.help/recreation-management/docs/resolve-a-redirect-error-as-a-result-of-an-account-merge.md): A Redirect Error message occurs in the case of a bad account merge.
- [Undo Accidental Merge](https://www.civicplus.help/recreation-management/docs/undo-accidental-merge.md): Learn more about how to undo an accidental merge of accounts.
- [Mobile ](https://www.civicplus.help/recreation-management/docs/mobile.md)
- [Introducing the Mobile-Optimized Public View](https://www.civicplus.help/recreation-management/docs/mobile-responsive-launch.md): Experience our new mobile-optimized public view, offering residents easy access to account details, balances, and features on any device.
- [Check In/Scan with Mobile Device in Desktop Staff View](https://www.civicplus.help/recreation-management/docs/scan-with-mobile-device-in-desktop-staff-view.md): Discover how staff can use their mobile device's built-in camera to check in and scan tickets and membership barcodes in Recreation Management.
- [Point of Sale Items](https://www.civicplus.help/recreation-management/docs/point-of-sale-items.md)
- [POS Items](https://www.civicplus.help/recreation-management/docs/pos-items.md)
- [Archive POS Items](https://www.civicplus.help/recreation-management/docs/archive-pos-items.md): Learn how to archive point of sale items.
- [Assign a Tax Type to a POS Item](https://www.civicplus.help/recreation-management/docs/assign-a-tax-type-to-a-pos-item.md): This article will show you how to apply a Tax Type to a current POS Item.
- [Assign GL Codes to POS Items](https://www.civicplus.help/recreation-management/docs/assign-gl-codes-to-pos-items.md): Assigning a GL code will help avoid unitemized entries later.
- [Assign POS Items to the Correct Screen](https://www.civicplus.help/recreation-management/docs/assign-pos-items-to-the-correct-screen.md): This article will show you how to assign POS Items to the correct POS Screen.
- [Cost of Goods Sold (COGS) Guide](https://www.civicplus.help/recreation-management/docs/cost-of-goods-sold-cogs-guide.md): This article goes over the different aspects and features of COGS.
- [Create a POS Item](https://www.civicplus.help/recreation-management/docs/create-a-pos-item.md): Learn how to create a point of sale item.
- [Create a Gift Card POS Item](https://www.civicplus.help/recreation-management/docs/create-a-gift-card-pos-item.md): Learn how to create a Gift Card POS item in Rec.
- [Create a POS Group](https://www.civicplus.help/recreation-management/docs/create-a-pos-group.md): This article will show you how to create a POS (point-of-sale) Group.
- [Edit a POS Item](https://www.civicplus.help/recreation-management/docs/edit-a-pos-item.md): This article will show you how to edit an existing POS (point of sale) Item.
- [POS Items Not Showing in the Catalog](https://www.civicplus.help/recreation-management/docs/pos-items-not-showing-in-the-catalog.md): Learn how to troubleshoot point of sale (POS) items.
- [Remove POS Items](https://www.civicplus.help/recreation-management/docs/remove-pos-items.md): You can delete POS Items/Groups, which will flag them as inactive and hide them from use in the Catalog.
- [Set Up User Credit as a POS Item](https://www.civicplus.help/recreation-management/docs/set-up-user-credit-as-a-pos-item.md): This article will show you how to set up user credit as a Point of Sale (POS) item.
- [Un-Archive a POS Item](https://www.civicplus.help/recreation-management/docs/un-archive-a-pos-item.md): This article will show you how to un-archive a POS (point of sale) Item.
- [POS Screens](https://www.civicplus.help/recreation-management/docs/pos-screens.md)
- [Assign POS Screens to the Correct Location](https://www.civicplus.help/recreation-management/docs/assign-pos-screens-to-the-correct-location.md): Find out how to assign POS screens to the correct location.
- [Configure POS Items, POS Screens, and Catalog Tabs](https://www.civicplus.help/recreation-management/docs/configure-pos-items-pos-screens-and-catalog-tabs.md): This article will show you how to configure and associate POS Items with POS Screens and Catalog Tabs.
- [Create a POS Screen](https://www.civicplus.help/recreation-management/docs/create-a-pos-screen.md): This article walks through how to create a point of sale (POS) screen that displays POS items on the internal Catalog based on what location a user is signed in to.
- [Inventory](https://www.civicplus.help/recreation-management/docs/inventory.md)
- [Create Inventory Entry](https://www.civicplus.help/recreation-management/docs/create-inventory-entry.md): Enter inventory at any location from the new POS management screen, with the convenience of UPC scanning.
- [Decrease Existing Inventory for Point of Sale Items](https://www.civicplus.help/recreation-management/docs/decrease-existing-inventory-for-point-of-sale-items.md): Adjusting inventory might be used if an item was damaged, expired, or went missing.
- [Edit the Note on an Inventory Entry](https://www.civicplus.help/recreation-management/docs/edit-the-note-on-an-inventory-entry.md): This article will show you how to edit a Note on an Inventory Entry.
- [Remove an Inventory Entry](https://www.civicplus.help/recreation-management/docs/remove-an-inventory-entry.md): This article will show you how to remove an Inventory Entry on the Inventory Log.
- [Track Inventory History](https://www.civicplus.help/recreation-management/docs/track-inventory-history.md): Learn how to track inventory history.
- [Security](https://www.civicplus.help/recreation-management/docs/security.md)
- [Permissions](https://www.civicplus.help/recreation-management/docs/permissions.md)
- [Permissions Guide](https://www.civicplus.help/recreation-management/docs/permissions-guide.md): Explore CivicPlus' Recreation Management Security Permissions to manage staff access, account actions, and activity management effectively.
- [Assign Permissions to Access Groups](https://www.civicplus.help/recreation-management/docs/assign-permissions-to-access-groups.md): Assign permissions to Access Groups in CivicRec to control staff access to specific features and functions.
- [Assign User Permissions and Access Groups](https://www.civicplus.help/recreation-management/docs/assign-user-permissions-and-access-groups.md): Assign Permissions and Access Groups to individual users in CivicRec to manage staff roles and system access.
- [Security Permissions & Groups](https://www.civicplus.help/recreation-management/docs/security-permissions-groups.md): Use recommended CivicRec Security Permission setups across Access Groups to manage user roles by department or location.
- [Security Center](https://www.civicplus.help/recreation-management/docs/security-center.md)
- [Security Center Overview](https://www.civicplus.help/recreation-management/docs/security-center-overview.md): Manage user roles and access in CivicRec through the Security Center by creating and assigning Access Groups.
- [Create an Access Group](https://www.civicplus.help/recreation-management/docs/create-an-access-group.md): Create and configure Access Groups in CivicRec's Security Center to manage user permissions by role and location.
- [Delete an Access Group](https://www.civicplus.help/recreation-management/docs/delete-an-access-group.md): Delete Access Groups in CivicRec to remove unused permission sets—excluding the required Administrators group.
- [Edit an Access Group](https://www.civicplus.help/recreation-management/docs/edit-an-access-group.md): Edit existing Access Groups in CivicRec to update group names, members, and assigned locations.
- [Invite a Staff Member from Another Organization](https://www.civicplus.help/recreation-management/docs/invite-a-staff-member-from-another-organization.md): Invite staff from other CivicRec organizations to link accounts and enable cross-department access and permissions.
- [Implementation Training Guides](https://www.civicplus.help/recreation-management/docs/training-guides.md)
- [Facilities Training Guide](https://www.civicplus.help/recreation-management/docs/facilities-training-guide.md): Explore the Configuration Guide to learn how to set up locations, facilities, transactions, restrictions, and more.
- [Activities Training Guide](https://www.civicplus.help/recreation-management/docs/activities-training-guide.md): Learn how to configure and manage your recreation solution with step-by-step guides on creating programs, activities, memberships, and more.
- [Daily Operations Training Guide](https://www.civicplus.help/recreation-management/docs/daily-operations-training-guide.md): Discover how to configure and manage CivicRec with in-depth guides on reporting, cashier close-outs, SMS alerts, A/R center usage, POS setup, and payment gateway configuration.
- [Preparation for Launch Guide](https://www.civicplus.help/recreation-management/docs/preparation-for-launch-guide.md): Prepare for your CivicRec site launch with essential resources including hardware setup, EMV configuration, data clearance, security center, cashier close-out, sandbox login, support tools, and marketing materials.
- [Configuration Training Guide](https://www.civicplus.help/recreation-management/docs/configuration-training-guide.md): Learn how to configure, update, and maintain your CivicRec software with step-by-step guides on accounts, payments, checkout settings, hardware, and more.
- [Recreation Management Training Library](https://www.civicplus.help/recreation-management/docs/recreation-management-training-library.md)
- [Getting Started](https://www.civicplus.help/recreation-management/docs/getting-started-1.md)
- [Getting Started with the Recreation Management Training Library](https://www.civicplus.help/recreation-management/docs/getting-started-with-the-recreation-management-training-library.md): Discover the Recreation Management Training Library and review a helpful video to get started using it!
- [1. Configuration Training](https://www.civicplus.help/recreation-management/docs/1-configuration-training.md)
- [Core Training](https://www.civicplus.help/recreation-management/docs/core-training.md)
- [C1. Getting Started in Recreation Management](https://www.civicplus.help/recreation-management/docs/c1-getting-started-in-recreation-management-1.md): Get started with CivicRec Recreation Management: watch an introductory video, learn about Project Team setup, staff account creation, and residency criteria.
- [C2. Account Creation & Residency Criteria](https://www.civicplus.help/recreation-management/docs/c2-account-creation-residency-criteria-1.md): Learn to set up Local Residency Criteria for effective customer engagement tracking, pricing, and reporting in your system. Watch the instructional video now!
- [C3. Organization Information, Policies, and Logos](https://www.civicplus.help/recreation-management/docs/c3-organization-information-policies-and-logos-1.md): Edit your organization's name, address, and policies while learning to upload logos for templates. Watch the video for guidance and support.
- [C4. Account Flags](https://www.civicplus.help/recreation-management/docs/c4-account-flags-1.md): Learn how to use Account Flags for discounts, tax exemptions, and access control in Parks and Recreation. Enhance user management effectively!
- [C5. Creating Prompts](https://www.civicplus.help/recreation-management/docs/c5-creating-prompts-1.md): Learn to create prompts for gathering customer info on rentals and registrations, enhancing user experience and data collection.
- [C6. Creating Attachments and Waivers](https://www.civicplus.help/recreation-management/docs/c6-creating-attachments-and-waivers-1.md): Learn how to create waivers and attachments for facility rentals and programs, enhancing the checkout process in Recreation Management.
- [C7. Creating Fee Add-ons](https://www.civicplus.help/recreation-management/docs/c7-creating-fee-add-ons-1.md): Learn to create and apply Fee Add-ons for services, including deposits and additional costs, to enhance your facility rentals and transactions.
- [C8. Configuring Discounts](https://www.civicplus.help/recreation-management/docs/c8-configuring-discounts-1.md): Learn how to apply various discounts for facilities, sessions, and Point-of-Sale items to benefit city employees, seniors, and local residents.
- [C9. Accounting Configuration](https://www.civicplus.help/recreation-management/docs/c9-accounting-configuration-1.md): Learn how to configure Accounting settings in Recreation Management for accurate financial reporting, including GL codes and payment types.
- [C10. Configuring Templates](https://www.civicplus.help/recreation-management/docs/c10-configuring-templates-1.md): Learn to create custom templates for receipts, permits, and emails in Recreation Management to enhance communication and streamline your organization's needs.
- [Advanced Training](https://www.civicplus.help/recreation-management/docs/advanced-training.md)
- [C11. Custom User Fields](https://www.civicplus.help/recreation-management/docs/c11-custom-user-fields-1.md): Learn to create Custom User Fields for account creation, capturing essential data while avoiding sensitive information. Enhance your user data collection today!
- [C12. Scholarships](https://www.civicplus.help/recreation-management/docs/c12-scholarships-1.md): Learn how to establish and apply scholarships in the system, including pre-funded and post-billed options, with helpful video instructions and resources.
- [C13. Item Tags](https://www.civicplus.help/recreation-management/docs/c13-item-tags-1.md): Learn how to create and apply Item Tags for better organization in your Catalog, enhancing user experience and searchability for facilities and sessions.
- [C14. Residency Requiring Staff Approval](https://www.civicplus.help/recreation-management/docs/c14-residency-requiring-staff-approval-1.md): Learn to manage residency approvals for new user accounts, ensuring compliance for communities with strict residency requirements. Watch the video for guidance.
- [2. Facilities Training](https://www.civicplus.help/recreation-management/docs/2-facilities-training.md)
- [Core Training](https://www.civicplus.help/recreation-management/docs/core-1.md)
- [F1. Create a Location](https://www.civicplus.help/recreation-management/docs/f1-create-a-location-1.md): Learn how to create locations for parks and facilities, manage daily receipts, and enhance community activities with our step-by-step guide.
- [F2. Create a Facility](https://www.civicplus.help/recreation-management/docs/f2-create-a-facility-1.md): Learn how to create and configure rentable facilities like pavilions and tennis courts, and manage rental options effectively with our guide.
- [F3. Configuring Rental Options](https://www.civicplus.help/recreation-management/docs/f3-configuring-rental-options-1.md): Learn to configure Rental Options for your facility, including public reservations, staff approvals, and cancellation policies. Enhance your rental management today!
- [F4. Creating and Configuring Rate Types](https://www.civicplus.help/recreation-management/docs/f4-creating-and-configuring-rate-types-1.md): Learn to create and configure Rate Types for facility rentals, ensuring proper pricing and availability for hourly, block, and overnight rentals.
- [F5. Configuring Parent and Child Facilities](https://www.civicplus.help/recreation-management/docs/f5-configuring-parent-and-child-facilities-1.md): Learn to configure Parent and Child Facilities for bookings, including tennis courts and conference rooms, with helpful tips and video instructions.
- [F6. Testing Transactions in the Catalog Tab](https://www.civicplus.help/recreation-management/docs/f6-testing-transactions-in-the-catalog-tab.md): Learn to test transactions effectively in the catalog tab, ensuring a smooth checkout process and catching potential errors before implementation.
- [F7. The Facility Calendar](https://www.civicplus.help/recreation-management/docs/f7-the-facility-calendar-1.md): Learn how to use the Facility Calendar in CivicRec to view, create, and manage facility reservations. Watch the tutorial and explore key calendar features and booking tools.
- [F8. Creating a Facility Closing](https://www.civicplus.help/recreation-management/docs/f8-creating-a-facility-closing-1.md): Learn how to create all-day facility closings in CivicRec for holidays, maintenance, or city events. Watch the video and review steps to manage and update closures.
- [F9. Using the Permit Editor](https://www.civicplus.help/recreation-management/docs/f9-using-the-permit-editor-1.md): Learn to use the Permit Editor in CivicRec for bulk reservations, template creation, and managing payments effectively. Watch instructional videos now!
- [F10. Deposits](https://www.civicplus.help/recreation-management/docs/f10-deposits-1.md): Learn how to create and manage facility deposits, including refunds and withholdings, with our comprehensive guide and video instructions.
- [Advanced](https://www.civicplus.help/recreation-management/docs/advanced-1.md)
- [F11. Lighting Integration](https://www.civicplus.help/recreation-management/docs/f11-lighting-integration-1.md): Automate your Musco lighting with CivicRec for seamless facility reservations. Learn to configure and test your lighting integration effectively.
- [F12. Pending Rentals](https://www.civicplus.help/recreation-management/docs/f12-pending-rentals-1.md): Learn to manage Pending Rentals: view, approve, or deny requests, and configure facilities for seamless event reservations with our helpful guide.
- [F13. Facility Maps](https://www.civicplus.help/recreation-management/docs/f13-facility-maps-1.md): Learn to utilize Facility Maps for reserving campsites and courts, set custom start times, and enhance user experience with visual aids.
- [F14. Check-Ins](https://www.civicplus.help/recreation-management/docs/f14-check-ins-1.md): Manage your reservations with the Facility Check-In screen, view details, and track document statuses for a seamless experience.
- [F15. Reservation Status Types](https://www.civicplus.help/recreation-management/docs/f15-reservation-status-types-1.md): Learn about Reservation Status Types in Calendar View, their applications, and how to create and assign them for effective facility management.
- [F16. Reservation Restrictions](https://www.civicplus.help/recreation-management/docs/f16-reservation-restrictions-1.md): Learn how to set Reservation Restrictions for locations, limiting bookings and ensuring fair access to facilities like courts and campsites.
- [3. Activities Training](https://www.civicplus.help/recreation-management/docs/3-activities-training.md)
- [Core Training](https://www.civicplus.help/recreation-management/docs/core.md)
- [A1. Catalog Tab Setup](https://www.civicplus.help/recreation-management/docs/a1-catalog-tab-setup-1.md): Organize your services with Catalog Tabs for activities, facilities, and POS items. Learn setup and enhance navigation in your system today!
- [A2. Creating an Activity](https://www.civicplus.help/recreation-management/docs/a2-creating-an-activity-1.md): Peruse a video instruction guide to learn more about creating an activity in Recreation Management.
- [A3. Creating and Configuring Sessions](https://www.civicplus.help/recreation-management/docs/a3-creating-and-configuring-sessions-1.md): Learn how to create and configure sessions for events, programs, and more. Ensure user registrations are seamless with our helpful video instructions.
- [A4. Session Rosters](https://www.civicplus.help/recreation-management/docs/a4-session-rosters-1.md): Manage participants effectively with Session Rosters: enroll, transfer, and issue refunds while learning essential functions for your events and leagues.
- [A5. Program Periods & Rollover](https://www.civicplus.help/recreation-management/docs/a5-program-periods-rollover-1.md): Learn how to set up Program Periods and streamline program rollovers for efficient registration management in your organization.
- [A6. Program Check-Ins](https://www.civicplus.help/recreation-management/docs/a6-program-check-ins-1.md): Learn how to use the Activity Check-In feature for validating attendance at events, classes, and facility access with helpful video instructions.
- [A7. Drop-In Activities](https://www.civicplus.help/recreation-management/docs/a7-drop-in-activities-1.md): Learn how to create and manage drop-in activities for classes and programs, offering flexible options for participants to join anytime.
- [Testing Transactions in the Catalog](https://www.civicplus.help/recreation-management/docs/testing-transactions-in-the-catalog.md): Learn to test transactions in the catalog to ensure a smooth checkout process, verify prompts, and catch errors before moving to flexible pricing options.
- [Advanced](https://www.civicplus.help/recreation-management/docs/advanced.md)
- [League Management](https://www.civicplus.help/recreation-management/docs/league-management-1.md)
- [A9. League Management - Individual](https://www.civicplus.help/recreation-management/docs/a9-league-management-individual-1.md): Manage youth sports leagues with ease! Learn to create schedules, assign teams, and access the Coach Portal for effective league management.
- [A10. League Management - Teams](https://www.civicplus.help/recreation-management/docs/a10-league-management-teams-1.md): Manage your team leagues effortlessly with our guide on matchups, schedules, and standings for sports like basketball, baseball, and soccer.
- [A11. League Management - League Settings](https://www.civicplus.help/recreation-management/docs/a11-league-managment-league-settings-1.md): Learn to configure game schedules, practices, and tournaments with League Settings. Enhance your league management skills today!
- [A11.2 League Management: League Portal](https://www.civicplus.help/recreation-management/docs/a112-league-management-league-portal.md): Stay updated with your athletics season using League Portal. Easily share schedules, standings, and team info without login requirements.
- [Memberships](https://www.civicplus.help/recreation-management/docs/memberships-1.md)
- [A14. Memberships](https://www.civicplus.help/recreation-management/docs/a14-memberships-1.md): Learn about CivicRec memberships, including Family and Individual types, and how to configure them for passes and sessions effectively.
- [A14.2 Membership Cards & Check-Ins](https://www.civicplus.help/recreation-management/docs/a142-membership-cards-check-ins-1.md): Learn how to effectively use membership cards for identification, check-ins, and managing family memberships with our comprehensive guide and video instructions.
- [A15. View/Print Memberships](https://www.civicplus.help/recreation-management/docs/a15-viewprint-memberships-1.md): Manage memberships effortlessly with the View/Print Memberships feature. Learn to pause, view scans, and print cards for individual and family memberships.
- [A12. Instructors](https://www.civicplus.help/recreation-management/docs/a12-instructors-1.md): Learn how to assign instructors, set pay rates, and manage contracts effectively in your CivicPlus system for successful class management.
- [A13. Volunteer Management](https://www.civicplus.help/recreation-management/docs/a13-volunteer-management-1.md): Learn to manage volunteer opportunities effectively with our Volunteer Management module, enhancing engagement in community events and activities.
- [A8. Flexible Pricing: Payment Plans, Weekly Pricing, and Daily Pricing](https://www.civicplus.help/recreation-management/docs/a8-flexible-pricing-payment-plans-weekly-pricing-and-daily-pricing-1.md): Explore flexible pricing options like daily, weekly, and payment plans for classes and summer camps, ensuring convenience and affordability for all.
- [A16. Events and Tickets](https://www.civicplus.help/recreation-management/docs/a16-events-and-tickets-1.md): Learn to create and manage Events and Tickets, from registration to check-in, with helpful resources and video instructions for seamless execution.
- [4. Daily Operations Training](https://www.civicplus.help/recreation-management/docs/4-daily-operations-training.md)
- [Core Training](https://www.civicplus.help/recreation-management/docs/core-2.md)
- [D1. Point of Sale Item Management](https://www.civicplus.help/recreation-management/docs/d1-point-of-sale-item-management-1.md): Learn to manage Point of Sale items for concessions, gift cards, and more in CivicRec. Watch our video tutorials and enhance your inventory skills!
- [D2. Account Management](https://www.civicplus.help/recreation-management/docs/d2-account-management-1.md): Learn effective Account Management techniques for staff and public users, including managing memberships, refunds, and user information.
- [D3. Reports](https://www.civicplus.help/recreation-management/docs/d3-reports-1.md): Learn how to generate and customize reports in CivicRec to view rosters, reservations, GL allocations, and more. Watch the video and explore reporting feature
- [D4. Voids and Refunds](https://www.civicplus.help/recreation-management/docs/d4-voids-and-refunds-1.md): Learn the differences between transactions, voids, and refunds, and how to apply them effectively in your system with our helpful video instructions.
- [D5. Security Center](https://www.civicplus.help/recreation-management/docs/d5-security-center-1.md): Learn to manage user access with the Security Center by creating access groups and assigning permissions effectively for your organization.
- [D6. A/R Center](https://www.civicplus.help/recreation-management/docs/d6-ar-center-1.md): Manage outstanding balances, send invoices, and schedule payments with the A/R Center. Watch the video for guidance and enhance your skills today!
- [D7. Close Out and Over/Short Transactions](https://www.civicplus.help/recreation-management/docs/d7-close-out-and-overshort-transactions-1.md): Learn to use CivicRec's Close Out and Over/Short Transactions features for accurate cash tracking and reporting at the end of your business day.
- [D8. Organization Options](https://www.civicplus.help/recreation-management/docs/d8-organization-options-1.md): Learn to configure CivicRec's Organization Options for inclusivity and efficiency. Enhance settings like gender options and invoicing for your organization.
- [Advanced](https://www.civicplus.help/recreation-management/docs/advanced-2.md)
- [D9. Partial Payments](https://www.civicplus.help/recreation-management/docs/d9-partial-payments-1.md): Learn how to make partial payments on balances due, ideal for users with agreements or large amounts. Watch the video for step-by-step guidance.
- [D10. Alternate Payer](https://www.civicplus.help/recreation-management/docs/d10-alternate-payer-1.md): Learn how to use Alternate Payers for registrations, including split households and adding non-account members. Watch the video for guidance!
- [D11. Gift Cards](https://www.civicplus.help/recreation-management/docs/d11-gift-cards-1.md): Learn how to configure, sell, and redeem gift cards in CivicRec. Watch the video tutorial and follow step-by-step instructions for setup and testing.
- [D12. Communication Tools](https://www.civicplus.help/recreation-management/docs/d12-communication-tools-1.md): Learn to effectively use Communication Tools for customer outreach, notifications, and alerts. Enhance your skills with practical applications and resources.
- [5. Additional Training](https://www.civicplus.help/recreation-management/docs/5-additional-training.md)
- [CivicPlus Payments Training](https://www.civicplus.help/recreation-management/docs/civicplus-payments-training.md)
- [R1. CivicPlus Payments Portal for Recreation Management Overview](https://www.civicplus.help/recreation-management/docs/civicplus-payments-overview.md): Find out more about how to access the Payments Portal, view Payments Reports, and import access notes.
- [Document Management Training](https://www.civicplus.help/recreation-management/docs/document-management-training-1.md)
- [DM 1. Creating a Document Type](https://www.civicplus.help/recreation-management/docs/dm-1-creating-a-document-type-1.md): Learn how to create and manage Document Types for activities and facilities, ensuring unique names and compliance with document retention policies.
- [DM 2. Add a Document Type to an Activity](https://www.civicplus.help/recreation-management/docs/dm-2-add-a-document-type-to-an-activity-1.md): Learn how to add Document Types to Activities for seamless document management during enrollment. Contact CivicPlus for integration details.
- [DM 3: Add a Document Type to a Facility](https://www.civicplus.help/recreation-management/docs/dm-3-add-a-document-type-to-a-facility-1.md): Learn how to add Document Types to facilities for rentals, manage uploads, and ensure compliance with required forms like insurance and permits.
- [DM 4: Manage and Upload Documents on Public View](https://www.civicplus.help/recreation-management/docs/dm-4-manage-and-upload-documents-on-public-view-1.md): Learn how to manage and upload required documents for facility rentals and activities with CivicPlus' Document Management integration.
- [DM 5: Viewing and Managing Activity Documents](https://www.civicplus.help/recreation-management/docs/dm-5-viewing-and-managing-activity-documents-1.md): Manage document status for activity registrations, upload required forms, and learn with video instructions in our Document Management integration guide.
- [DM 6: Viewing and Managing Facility Rental Documents](https://www.civicplus.help/recreation-management/docs/dm-6-viewing-and-managing-facility-rental-documents-1.md): Manage facility rental documents efficiently with our Document Status feature. Learn to upload, view, and track required forms seamlessly.
- [DM7: Managing Documents From a User Account](https://www.civicplus.help/recreation-management/docs/dm7-managing-documents-from-a-user-account-1.md): Manage documents effectively with our Document Management feature. Learn to view, add, and secure documents for activities and rentals.
- [Frontline Training](https://www.civicplus.help/recreation-management/docs/frontline-training-1.md)
- [FL1: Frontline Login and Navigation](https://www.civicplus.help/recreation-management/docs/fl1-frontline-login-and-navigation-1.md): Learn how to log in to CivicRec and navigate the system interface efficiently. Watch a step-by-step video tutorial and prepare for the next lesson on account creation and residency criteria.
- [C2. Account Creation & Residency Criteria](https://www.civicplus.help/recreation-management/docs/c2-account-creation-residency-criteria.md): Learn to set up Local Residency Criteria for effective customer engagement tracking, pricing, and reporting in your system. Watch the instructional video now!
- [D2. Account Management](https://www.civicplus.help/recreation-management/docs/d2-account-management.md): Learn effective Account Management techniques for staff and public users, including managing memberships, refunds, and user information.
- [D9. Partial Payments](https://www.civicplus.help/recreation-management/docs/d9-partial-payments.md): Learn how to make partial payments on balances due, ideal for users with agreements or large amounts. Watch the video for step-by-step guidance.
- [D10. Alternate Payer](https://www.civicplus.help/recreation-management/docs/d10-alternate-payer.md): Learn how to use Alternate Payers for registrations, including split households and adding non-account members. Watch the video for guidance!
- [F7. The Facility Calendar](https://www.civicplus.help/recreation-management/docs/f7-the-facility-calendar.md): Learn how to use the Facility Calendar in CivicRec to view, create, and manage facility reservations. Watch the tutorial and explore key calendar features and booking tools.
- [F14. Check-Ins](https://www.civicplus.help/recreation-management/docs/f14-check-ins.md): Manage your reservations with the Facility Check-In screen, view details, and track document statuses for a seamless experience.
- [A6. Program Check-Ins](https://www.civicplus.help/recreation-management/docs/a6-program-check-ins.md): Learn how to use the Activity Check-In feature for validating attendance at events, classes, and facility access with helpful video instructions.
- [A14.2 Membership Cards & Check-Ins](https://www.civicplus.help/recreation-management/docs/a142-membership-cards-check-ins.md): Learn how to effectively use membership cards for identification, check-ins, and managing family memberships with our comprehensive guide and video instructions.
- [A15. View/Print Memberships](https://www.civicplus.help/recreation-management/docs/a15-viewprint-memberships.md): Manage memberships effortlessly with the View/Print Memberships feature. Learn to pause, view scans, and print cards for individual and family memberships.
- [FL4: Navigating the Catalog](https://www.civicplus.help/recreation-management/docs/fl4-navigating-the-catalog-1.md): Learn how to navigate the CivicRec Catalog to explore services, browse offerings, and add items to the cart for purchase. Watch the tutorial to get started.
- [FL5: Process Transactions Through the Catalog](https://www.civicplus.help/recreation-management/docs/fl5-process-transactions-through-the-catalog-1.md): Learn how to log in and navigate the CivicRec system as a frontline staff member. Watch the video to get familiar with the interface and core tools.
- [Equipment Rentals Training ](https://www.civicplus.help/recreation-management/docs/equipment-rentals-training-1.md)
- [E1. Creating a Rental Item Group](https://www.civicplus.help/recreation-management/docs/e1-creating-a-rental-item-group-1.md): Learn how to create Rental Item Groups in Recreation Management to categorize and display equipment rentals effectively in your catalog.
- [E2. Creating a Rental Item](https://www.civicplus.help/recreation-management/docs/e2-creating-a-rental-item-1.md): Learn how to create and manage rental items for public use, including audio-visual, sporting, and boating equipment, with our comprehensive guide.
- [E3. Creating an Equipment Rental Catalog Tab](https://www.civicplus.help/recreation-management/docs/e3-creating-an-equipment-rental-catalog-tab-1.md): Learn to create an Equipment Rental Catalog Tab for community centers and sports complexes, enhancing your rental management system effectively.
- [E4. Renting an Item from the Catalog](https://www.civicplus.help/recreation-management/docs/e4-renting-an-item-from-the-catalog-1.md): earn how to process equipment rentals through the CivicRec catalog. Watch the video and explore resources to manage rental item groups effectively
- [E5. Renting an Item in Conjunction with a Facility Rental](https://www.civicplus.help/recreation-management/docs/e5-renting-an-item-in-conjunction-with-a-facility-rental-1.md): Learn how to rent equipment alongside facility reservations, ensuring compatible rates for a seamless experience in Recreation Management.
- [E6. Navigating the Equipment Rentals Dashboard](https://www.civicplus.help/recreation-management/docs/e6-navigating-the-equipment-rentals-dashboard-1.md): Learn to navigate the Equipment Rentals Dashboard, manage inventory, and check out items effectively with our comprehensive guide and video instructions.
- [Accessibility](https://www.civicplus.help/recreation-management/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/recreation-management/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Recreation Management Accessibility Conformance Report](https://www.civicplus.help/recreation-management/docs/recreation-management-accessibility-conformance-report.md): CivicPlus® has published an Accessibility Conformance Report (ACR) for its Recreation Management solution using the ITI's VPAT® 2.5 to evaluate Section 508 and WCAG compliance.
- [Alt Text for Images](https://www.civicplus.help/recreation-management/docs/alt-text-for-images.md): Learn how to add alt text for images in CivicPlus Recreation Management. Enhance accessibility by adding alt attributes in Description, Catalog Tab, or Rental Rules fields using source code.
- [Integrations](https://www.civicplus.help/recreation-management/docs/apis-integrations.md)
- [View Available API Calls](https://www.civicplus.help/recreation-management/docs/view-available-api-calls.md): Learn how to access Recreation Management's API calls, including GET methods, and understand key terms like Swagger and POST for effective integration.
- [SkyLogix Integration](https://www.civicplus.help/recreation-management/docs/skylogix-integration.md): Learn to configure SkyLogix Integration by creating a Time Addon, assigning facilities, and ensuring lighting sync for seamless reservations.
- [ArcGIS Integration](https://www.civicplus.help/recreation-management/docs/arcgis-integration.md): Integrate CivicRec with ArcGIS for real-time residency data, enhancing program pricing for parks and recreation departments. Get a quote today!
- [Musco Lighting Integration](https://www.civicplus.help/recreation-management/docs/musco-lighting-integration.md): Automate your Musco lighting with Recreation Management integration, syncing reservations and schedules for seamless facility management.
- [Musco Lighting Integration Time Add On Options](https://www.civicplus.help/recreation-management/docs/musco-lighting-integration-time-add-on-options.md): Learn how to create Time Add On Fees, manage sunset functionality, and set time restrictions for reservations in CivicRec effectively.
- [Embed Google Analytics](https://www.civicplus.help/recreation-management/docs/embed-google-analytics.md): Learn how to obtain your Google Analytics Global Site Tag script to enable site-wide tracking. Follow these steps to access the script and send it to the Support Team for implementation.
- [GateKicker and Axess Comparison](https://www.civicplus.help/recreation-management/docs/gatekicker-and-axess-comparison.md)
- [Cost Recovery](https://www.civicplus.help/recreation-management/docs/cost-recover.md)
- [Get Started](https://www.civicplus.help/recreation-management/docs/get-started.md)
- [Cost Recovery Overview](https://www.civicplus.help/recreation-management/docs/cost-recovery-overview.md): The Cost Recovery Software assists organizations in aligning their service philosophy and community priorities with their fiscal reality.
- [Cost Recovery Glossary and Terms](https://www.civicplus.help/recreation-management/docs/cost-recovery-glossary-and-terms.md): The Cost Recovery Glossary is a comprehensive explanation of the acronyms, abbreviations, and company-specific terminology.
- [Dashboard and Accounts](https://www.civicplus.help/recreation-management/docs/dashboard-and-accounts.md)
- [Dashboard Overview](https://www.civicplus.help/recreation-management/docs/dashboard-overview.md): This article is a walk-through of your Dashboard features.
- [Import Data and Reports ](https://www.civicplus.help/recreation-management/docs/import-data-and-reports.md)
- [Filter and Download a Report](https://www.civicplus.help/recreation-management/docs/filter-and-download-a-report.md): The Reports tab is where you will find reports available for export that include data from your programs.
- [Import Data](https://www.civicplus.help/recreation-management/docs/import-data.md): This Import Data option is best for importing multiple program data at once.
- [Programs ](https://www.civicplus.help/recreation-management/docs/programs.md)
- [Create, Edit, and Delete a Program](https://www.civicplus.help/recreation-management/docs/create-edit-and-delete-a-program.md): This article covers all of the ways you can create or interact with a program in Cost Recovery.
- [Service Areas and Categories ](https://www.civicplus.help/recreation-management/docs/service-areas-and-categories.md)
- [Service Areas Overview](https://www.civicplus.help/recreation-management/docs/service-areas-overview.md): The Service Areas in Cost Recovery are pre-defined and can be selected from a drop-down list.
- [Service Category Goals Overview](https://www.civicplus.help/recreation-management/docs/service-category-goals-overview.md): A Service Category is a predetermined grouping of services with a cost recovery/subsidy level identified for each Service offered by the Organization.
- [Support](https://www.civicplus.help/recreation-management/docs/support-1.md)
- [Contact CivicPlus Support](https://www.civicplus.help/recreation-management/docs/contact-civicplus-support.md)
- [View Your Support Cases](https://www.civicplus.help/recreation-management/docs/view-your-support-tickets.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Using the Help Center](https://www.civicplus.help/recreation-management/docs/using-the-help-center-1.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/recreation-management/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/recreation-management/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/recreation-management/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/recreation-management/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/recreation-management/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [Product Updates](https://www.civicplus.help/recreation-management/docs/product-updates.md)
- [Recreation Management Product Updates](https://www.civicplus.help/recreation-management/docs/recreation-management-product-updates.md)
- [Submit Product Feedback](https://www.civicplus.help/recreation-management/docs/submit-product-feedback.md): Submit feedback to the Recreation Management product team.
- [Rec Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-and-enhancements.md)
- [July 15, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/july-15-2026-recreation-management-release-notes.md)
- [July 1, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/july-1-2026-recreation-management-release-notes.md)
- [June 24, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/june-24-2026-recreation-management-release-notes.md)
- [June 17, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/june-17-2026-recreation-management-release-notes.md)
- [June 10, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/june-10-2026-recreation-management-release-notes.md)
- [June 3, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/june-3-2026-recreation-management-release-notes.md)
- [May 20, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/may-20-2026-rec-release-notes.md)
- [May 6, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/may-6-2026-rec-release-notes.md)
- [April 28,2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/april-28-2026-rec-release-notes.md)
- [April 22, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/april-22-2026-rec-release-notes.md): Explore enhanced catalog navigation, saved views for facility schedules, and improved accessibility features for a more intuitive user experience.
- [April 8, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-april-8-2026-recreation-management-release-notes.md): Enhance facility management with a full-screen schedule view, time range filters, and streamlined form management for efficient reservations and bookings.
- [March 31, 2026 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/march-31-rec-release-notes.md)
- [March 25, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-15.md)
- [March 11, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-14.md)
- [February 25, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-13.md)
- [February 11, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-12.md)
- [January 28, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-11.md)
- [January 14, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-10.md)
- [January 7, 2026 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-9.md)
- [December 17, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-1.md)
- [December 8, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-8.md)
- [November 12, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-7.md)
- [October 22, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-6.md)
- [October 1, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-5.md)
- [September 10, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-4.md)
- [August 20, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-2.md)
- [July 30, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes-3.md)
- [July 9, 2025 Release Notes](https://www.civicplus.help/recreation-management/docs/release-notes.md)
- [June 25, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/june-25-2025-release-notes-and-enhancements.md)
- [May 14, 2025 Recreation Management Release Notes](https://www.civicplus.help/recreation-management/docs/may-14-2025-recreation-management-release-notes.md)
- [April 16, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/april-16-2025-release-notes-and-enhancements.md)
- [March 26, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/march-26-2025-release-notes-and-enhancements.md)
- [March 5, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/march-5-2025-release-notes-and-enhancements.md)
- [February 12, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/february-12-2025-release-notes-and-enhancements.md)
- [January 22, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/january-22-2025-release-notes-and-enhancements.md)
- [January 8, 2025 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/january-8-2025-release-notes-and-enhancements.md)
- [November 20, 2024 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/november-20-2024-release-notes-and-enhancements.md)
- [October 30, 2024 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/october-30-2024-release-notes-and-enhancements.md): View the October 30, 2024 Release Notes and Enhancements.
- [October 9, 2024 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/october-9-2024-release-notes-and-enhancements.md)
- [September 18, 2024 Release Notes and Enhancements](https://www.civicplus.help/recreation-management/docs/september-18-2024-release-notes-and-enhancements.md)
- [Support](https://www.civicplus.help/recreation-management/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/recreation-management/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/recreation-management/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/recreation-management/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Technical Assistance](https://www.civicplus.help/recreation-management/docs/technical-assistance.md)
- [Access Mobile View from a Desktop](https://www.civicplus.help/recreation-management/docs/access-mobile-view-from-a-desktop.md): Learn more about how to see what the mobile view of Recreation Management looks like while using a desktop computer.
- [Browser Support](https://www.civicplus.help/recreation-management/docs/browser-support.md): Find out more about the supported web browsers for Recreation Management, and why Google Chrome is the preferred browser.
- [Cash Drawer Command Setup for Windows](https://www.civicplus.help/recreation-management/docs/cash-drawer-command-setup-for-windows.md): Check out a helpful step-by-step guide to ensure that your printer sends a kick command to your cash drawer.
- [Connect a Serial Printer in Windows](https://www.civicplus.help/recreation-management/docs/connect-a-serial-printer-in-windows.md): Set up and manage your generic/text only printers for compatibility and/or serial printers in Windows 10 with step-by-step instructions.
- [Current Recreation Management PCI Compliance Certificate](https://www.civicplus.help/recreation-management/docs/current-recreation-management-pci-compliance-certificate.md): View the current Recreation Management PCI Compliance Certificate, which may be required by your merchant processor.
- [Data Clearance](https://www.civicplus.help/recreation-management/docs/data-clearance.md): Learn about data clearance in projects, when to clear test transactions, and how to manage test users effectively before your launch.
- [Data Integrations](https://www.civicplus.help/recreation-management/docs/data-integrations.md): Find out more about how Recreation Management routinely integrates with other software to maximize the efficiency and effectiveness of our platform.
- [Download the CivicRec Tray Application Installer (v 1.5.1)](https://www.civicplus.help/recreation-management/docs/download-the-civicrec-tray-application-installer-v-151.md): Check out a step-by-step guide to downloading and installing the CivicRec Tray Application, as well as some helpful troubleshooting steps.
- [Failed Transactions](https://www.civicplus.help/recreation-management/docs/failed-transactions.md): Discover some helpful tips and resources regarding failed transactions, such as common reasons for an online payment to fail and more.
- [File Size Recommendations](https://www.civicplus.help/recreation-management/docs/file-size-recommendations.md): Peruse the recommendations for the size of various files you may upload such as a banner image, facility maps, membership cards, and more.
- [Hardware Configuration Guide](https://www.civicplus.help/recreation-management/docs/hardware-configuration-guide.md): Find out more about hardware configuration for printers, barcode readers, and more.
- [Hardware Recommendations](https://www.civicplus.help/recreation-management/docs/hardware-recommendations.md): Find the right hardware for Recreation Management with our updated recommendations on workstations, barcode readers, printers, and more.
- [Image Recommendations](https://www.civicplus.help/recreation-management/docs/image-recommendations.md): Check out some helpful image sizes and specifications for modules and items in your Recreation Management System in addition to some useful resources.
- [Live Chat Support](https://www.civicplus.help/recreation-management/docs/live-chat-support.md): CivicPlus enhances support with adjusted live chat hours and a new interactive Answer Bot for quick access to resources and ticket submission.
- [Mobile/In-the-Field Payments](https://www.civicplus.help/recreation-management/docs/mobilein-the-field-payments.md): Gather information about the ability to use mobile/in-the-field payments and their alternatives if needed.
- [Receipt Printer / QZ Tray Troubleshooting](https://www.civicplus.help/recreation-management/docs/receipt-printer-qz-tray-troubleshooting.md): Access a helpful guide for troubleshooting your receipt printer hardware and the QZ Tray application.
- [Supported Barcode Types](https://www.civicplus.help/recreation-management/docs/supported-barcode-types.md): Learn more about the accepted barcode types for Recreation Management.
- [Take a Screenshot - MAC, PC](https://www.civicplus.help/recreation-management/docs/take-a-screenshot-mac-pc.md): Peruse the steps to take a desktop or a snipped tool screenshot on a Mac device, or access a helpful link to a Microsoft resource for PC.
- [Troubleshoot Transaction Capture Issues](https://www.civicplus.help/recreation-management/docs/troubleshoot-transaction-capture-issues.md): Learn how to handle pending authorizations without capture, including steps to resolve issues and manage cardholder balances effectively.
- [Update QZ Tray](https://www.civicplus.help/recreation-management/docs/update-qz-tray.md): Utilize a step-by-step guide to update the QZ Tray for your Receipt Printer, from uninstalling the current version to uploading the new version.
- [Using the Help Center](https://www.civicplus.help/recreation-management/docs/using-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/recreation-management/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/recreation-management/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/recreation-management/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/recreation-management/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/recreation-management/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## SeeClickFix 311 CRM

- [Get Started with SeeClickFix 311 CRM](https://www.civicplus.help/seeclickfix/docs/getting-started.md)
- [Accessibility](https://www.civicplus.help/seeclickfix/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/seeclickfix/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [SeeClickFix Mobile Apps Accessibility Conformance Report](https://www.civicplus.help/seeclickfix/docs/seeclickfix-mobile-apps-accessibility-conformance-report.md): View the Accessibility Conformance Report for our SeeClickFix 311 CRM mobile apps.
- [SeeClickFix 311 CRM Accessibility Conformance Report](https://www.civicplus.help/seeclickfix/docs/seeclickfix-311-crm-accessibility-conformance-report.md): View the Accessibility Conformance Report for our SeeClickFix 311 CRM solution.
- [General Resources](https://www.civicplus.help/seeclickfix/docs/general-resources.md)
- [Bulk Import Requirements](https://www.civicplus.help/seeclickfix/docs/bulk-import-of-service-requests.md): Learn the technical requirements for bulk importing service request data into SeeClickFix 311 CRM, including file formats and processing rules.
- [Differences Between Constituents and User Accounts](https://www.civicplus.help/seeclickfix/docs/differences-between-constituents-and-user-accounts.md): Understand the key differences between constituents and user accounts. Learn how residents can submit requests with or without accounts.
- [Differences Between Live and Test Environments](https://www.civicplus.help/seeclickfix/docs/differences-between-live-and-test-environments.md): Learn more about our separate testing database, allowing partners to configure and test features before going live.
- [Goals and Benchmarks](https://www.civicplus.help/seeclickfix/docs/goals-and-benchmarks.md): Find out how to work with the Customer Success Team to define goals and benchmarks.
- [Image Requirements](https://www.civicplus.help/seeclickfix/docs/image-requirements.md): Find out more about the image formats and requirements for use in our system.
- [Requests and Work Orders Compared](https://www.civicplus.help/seeclickfix/docs/requests-and-work-orders.md): Gather information with a list of the purposes for both Requests and Work Orders.
- [Scheduled Maintenance Window for SeeClickFix 311 CRM](https://www.civicplus.help/seeclickfix/docs/scheduled-maintenance-window-for-seeclickfix-311-crm.md): Find out more about the scheduled maintenance window for SeeClickFix 311 CRM.
- [Integrations](https://www.civicplus.help/seeclickfix/docs/integrations.md)
- [General Information](https://www.civicplus.help/seeclickfix/docs/general-information.md)
- [Integrations Overview](https://www.civicplus.help/seeclickfix/docs/integrations-overview.md): Create workflow-multiplying automations by integrating your 311 CRM solution with the software you rely on.
- [Allowlist Details for IP Addresses for SeeClickFix 311 CRM Integration](https://www.civicplus.help/seeclickfix/docs/allowlist-details-for-ip-addresses-for-integration.md): Gather more information about allowlist details for IP addresses for integration.
- [API Information](https://www.civicplus.help/seeclickfix/docs/seeclickfix-api-information.md): Explore SeeClickFix 311 CRM's API, including Open311 and private organizational access, for efficient request management and seamless integration.
- [Available API](https://www.civicplus.help/seeclickfix/docs/available-seeclickfix-api.md): Learn more about the available SeeClickFix APIs.
- [Best Practices for Configuring Integration Categories](https://www.civicplus.help/seeclickfix/docs/best-practices-for-configuring-integration-categories.md): Gather information about the best practices for configuring integration categories.
- [Identify Stalled Issues for Integrations](https://www.civicplus.help/seeclickfix/docs/identify-stalled-issues-for-integrations.md): Discover more about how to identify stalled issues.
- [Network Overview](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-network-overview.md): Explore integrations with secure connections, authentication options, and firewall recommendations for seamless customer network management.
- [Polling Schedule](https://www.civicplus.help/seeclickfix/docs/seeclickfix-integration-polling-schedule.md): Check out the integration polling schedule based on number of days, or once per day.
- [CivicPlus Integrated Systems](https://www.civicplus.help/seeclickfix/docs/civicplus-integrated-systems.md)
- [CivicPlus Agent and SeeClickFix 311 CRM](https://www.civicplus.help/seeclickfix/docs/civicplus-agent-and-seeclickfix-311-crm.md): Streamline service requests with CivicPlus Agent for SeeClickFix 311 CRM, enabling residents to report issues easily and track submissions effectively.
- [CivicPlus Asset Management and SeeClickFix Integration](https://www.civicplus.help/seeclickfix/docs/civicplus-asset-management-integration.md): Learn more about the two-way integration that enables information sharing and keeps residents informed with the latest updates on requests.
- [CivicPlus Community Development and SeeClickFix Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-311-crm-civicplus-community-development-integration.md): SeeClickFix 311 CRM integrates with Community Development for seamless code enforcement requests, keeping residents updated and complaints managed.
- [Online Code Hosting & SeeClickFix 311 CRM Integration](https://www.civicplus.help/seeclickfix/docs/online-code-hosting-seeclickfix-311-crm-integration.md): Learn how to use the Online Code Hosting and Community Development Card integration.
- [Third-Party Integrated Systems](https://www.civicplus.help/seeclickfix/docs/integrated-systems.md)
- [Accela Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-accela.md): Integrate with Accela for seamless record management, user authentication, and real-time updates on public comments and requests.
- [ArcGIS Integration](https://www.civicplus.help/seeclickfix/docs/connector-for-arcgis.md): Sync your data with ArcGIS Online for real-time analytics, reporting, and public transparency with our easy-to-use connector.
- [Bigbelly Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-bigbelly.md): Explore the integration with Bigbelly to automate request creation and status updates for collection-ready assets.
- [Brightly Asset Essentials Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connector-for-brightly-software-asset-essentials.md): Integrate SeeClickFix with Brightly Software's Asset Essentials to streamline work orders, sync request categories, and manage attachments efficiently.
- [CentralSquare Community Development Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-centralsquare-community-development.md): Integrate with CentralSquare Community Development for seamless request management, syncing categories, and tracking status updates.
- [CentralSquare EAM Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-centralsquare-technical-requirements.md): Ensure a smooth integration with CentralSquare EAM by following security guidelines and testing instructions for optimal performance.
- [Chatbot Integrations](https://www.civicplus.help/seeclickfix/docs/integrating-seeclickfix-with-a-chatbot-service.md): SeeClickFix 311 CRM enhances resident reporting with geolocation, image attachments, and direct links for optimal issue submission.
- [Cityworks Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-cityworks.md): Learn how to integrate and manage Cityworks with your CRM solution, including authentication updates, syncing categories, and more.
- [Hexagon EAM Integration](https://www.civicplus.help/seeclickfix/docs/hexagon-eam-integration.md): Learn how SeeClickFix 311 CRM integrates with Hexagon EAM Work Orders and Hexagon Call Center Service Requests.
- [Tyler Enterprise Permitting and Licensing Integration](https://www.civicplus.help/seeclickfix/docs/tyler-enterprise-permitting-and-licensing-integration.md): Integrate with Tyler Technologies Enterprise Permitting and Licensing Software (formerly EnerGov) for seamless request management and more.
- [Maximo Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-maximo.md): Integrate with Maximo for seamless request management, syncing categories, comments, and status updates efficiently.
- [Microsoft Dynamics 365 Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-microsoft-dynamics-365.md): Integrate with Dynamics 365 for seamless case management, syncing requests, comments, and updates efficiently.
- [OpenGov Enterprise Asset Management (Cartegraph) Integration](https://www.civicplus.help/seeclickfix/docs/seeclickfix-connect-for-opengov-enterprise-asset-management.md): Integrate with OpenGov for seamless request management, syncing categories, and importing comments for efficient public service.
- [VUEWorks Integration](https://www.civicplus.help/seeclickfix/docs/vueworks-integration.md): Seamlessly integrate with VUEWorks for real-time request management, syncing categories, and automatic updates for efficient service.
- [Marketing Material](https://www.civicplus.help/seeclickfix/docs/marketing-material.md)
- [SeeClickFix 311 CRM Community Marketing Materials](https://www.civicplus.help/seeclickfix/docs/seeclickfix-311-crm-community-marketing-materials.md): View and utilize a variety of resident-facing resources to boost awareness and engagement.
- [Social Media Campaign](https://www.civicplus.help/seeclickfix/docs/social-media-campaign.md): Engage residents with SeeClickFix 311 CRM! Use social media to report issues and keep your city safe and beautiful. Download the app today!
- [Resident Resources](https://www.civicplus.help/seeclickfix/docs/resident-resources.md)
- [Resident Reporting](https://www.civicplus.help/seeclickfix/docs/resident-reporting.md)
- [Close an Issue](https://www.civicplus.help/seeclickfix/docs/close-an-issue.md): Learn how to close an issue across devices, ensuring a smooth resolution process with helpful comments.
- [Content Moderations and Flagging](https://www.civicplus.help/seeclickfix/docs/content-moderations-and-flagging.md): Find out how SeeClickFix 311 CRM moderates content for compliance with its Terms of Use, ensuring only appropriate submissions are visible to the public.
- [Delete an Issue or Comment](https://www.civicplus.help/seeclickfix/docs/delete-an-issue-or-comment.md): Learn how to manage comments and issues effectively, including editing, flagging, and changing your display name for privacy.
- [Location Service and Device GPS Troubleshooting](https://www.civicplus.help/seeclickfix/docs/location-service-and-device-gps-troubleshooting.md): Learn how to accurately report issues by fine-tuning your GPS location for effective problem resolution.
- [Report an Issue as a Guest or Anonymously](https://www.civicplus.help/seeclickfix/docs/report-an-issue-as-a-guest-or-anonymously.md): Report local issues anonymously or as a guest. Follow simple steps to submit your concerns without creating an account or revealing your identity.
- [Report an Issue to Your City](https://www.civicplus.help/seeclickfix/docs/report-an-issue-to-my-city.md): Learn how to report issues to your city using the website or SeeClickFix mobile app. Follow instructions for submitting requests, adding photos, and more.
- [Resident Frequently Asked Questions](https://www.civicplus.help/seeclickfix/docs/resident-frequently-asked-questions.md): Find answers to frequently asked questions about using the system as a resident. Learn about posting to neighbors, issue statuses, email policies and more.
- [Troubleshoot Local Storage Error with the Portal](https://www.civicplus.help/seeclickfix/docs/troubleshoot-localstorage-error-with-the-portal.md): Troubleshoot web portal errors related to local storage and third-party cookies for seamless account access and request reporting.
- [Using Mobile Applications](https://www.civicplus.help/seeclickfix/docs/using-mobile-applications.md)
- [Geo-Location Feature on Photos](https://www.civicplus.help/seeclickfix/docs/geo-location-feature-on-photos.md): Enable geolocation on iPhone photos for mobile app use. Learn the required Camera and Maps settings to ensure location data is saved with images.
- [Report an Issue in CivicPlus Mobile](https://www.civicplus.help/seeclickfix/docs/report-an-issue-in-civicplus-mobile.md): This article will show you how to report a local issue using CivicPlus Mobile.
- [Points of Interest](https://www.civicplus.help/seeclickfix/docs/points-of-interest.md)
- [Points of Interest Overview](https://www.civicplus.help/seeclickfix/docs/points-of-interest-overview.md): Engage with community issues using Points of Interest. Get notified about local reports and manage your interests effectively.
- [Remove Points of Interest](https://www.civicplus.help/seeclickfix/docs/resident-resources-remove-points-of-interest.md): Learn more about how residents can remove points of interest.
- [Unsubscribe From Points of Interest](https://www.civicplus.help/seeclickfix/docs/unsubscribe-from-points-of-interest.md): Learn how to unsubscribe from receiving points of interest email notifications.
- [Watch Areas](https://www.civicplus.help/seeclickfix/docs/watch-areas.md)
- [Create a Watch Area to be Notified of Issues](https://www.civicplus.help/seeclickfix/docs/create-a-watch-area-to-be-notified-of-issues.md): Stay informed with Watch Areas! Get notified about reported issues in your community, and easily create custom alerts for yourself or public officials.
- [Delete a Watch Area](https://www.civicplus.help/seeclickfix/docs/delete-a-watch-area.md): Find out more about how to unsubscribe from notifications about issues within a Watch Area.
- [Watch Area Overview](https://www.civicplus.help/seeclickfix/docs/watch-area-overview.md): A Watch Area is a way for anyone to be notified when issues are reported or acted on within a specific area. Learn more about them today.
- [Training Videos](https://www.civicplus.help/seeclickfix/docs/training-videos.md)
- [Account Configuration Training](https://www.civicplus.help/seeclickfix/docs/account-configuration-training.md): View our Account Configuration Training and learn the steps of configuring your account.
- [Conversations Training](https://www.civicplus.help/seeclickfix/docs/conversations-training.md): View our Conversations training and learn how to manage communications within your Conversations portal.
- [Mobile App Request Management Training](https://www.civicplus.help/seeclickfix/docs/mobile-app-request-management-training.md): View our Mobile App Request Management Training and learn the process of managing requests through the mobile app.
- [Register for Live Online Trainings](https://www.civicplus.help/seeclickfix/docs/register-for-live-online-trainings.md): Sign up for free monthly online training sessions. Learn session details, registration deadlines, and how to join remotely via phone and internet.
- [Request Management Training](https://www.civicplus.help/seeclickfix/docs/request-management-training.md): View our Request Management Training and learn how to manage requests through the web portal.
- [Work Orders Training](https://www.civicplus.help/seeclickfix/docs/work-orders-training.md): View our Work Orders Training and learn how to categorize work orders, create resources in the system, and manage how resources are allocated.
- [User Account Management](https://www.civicplus.help/seeclickfix/docs/user-account.md)
- [Account Preferences](https://www.civicplus.help/seeclickfix/docs/account-preferences.md): Manage your account settings, including display name, password, email, language, and notifications. Learn how to access and update preferences.
- [Change My Display Name](https://www.civicplus.help/seeclickfix/docs/change-display-name.md): Learn how to update your public Display Name in the Preferences section. Follow simple steps to reflect your role in your organization and more.
- [Change My Handle](https://www.civicplus.help/seeclickfix/docs/change-my-handle.md): Handles are individual "tags" that allow members to tag other members within a Request. Learn how to change your handle after it has been set.
- [Change the Name on Your Account in the Platform](https://www.civicplus.help/seeclickfix/docs/change-the-name-on-your-account-in-the-platform.md): Learn how to change the first and last name associated with your CivicPlus account.
- [Change Your Email Address on the Platform](https://www.civicplus.help/seeclickfix/docs/change-your-email-address.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Create and Manage Resident Accounts](https://www.civicplus.help/seeclickfix/docs/create-and-manage-resident-accounts.md): Create your account easily using our website or app. Follow our guide for secure registration and self-help resources for residents.
- [Create a SeeClickFix 311 CRM Staff Account](https://www.civicplus.help/seeclickfix/docs/set-up-a-seeclickfix-311-crm-administrator-account.md): Learn how to set up your account using Single Sign-On after being added to an organization, and more.
- [Expired Verification Email](https://www.civicplus.help/seeclickfix/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [External Sign-In](https://www.civicplus.help/seeclickfix/docs/external-sign-in.md): Add or delete external sign in providers from your CivicPlus account.
- [Force Two-Factor Authentication for an Organization](https://www.civicplus.help/seeclickfix/docs/force-two-factor-authentication-for-an-organization.md): Enhance your organization's security with two-factor authentication (2FA) in The Staff Center. Ensure user identity verification at sign-on for added protection.
- [Forgot / Reset a Password](https://www.civicplus.help/seeclickfix/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Locked Out](https://www.civicplus.help/seeclickfix/docs/locked-out.md): Learn how to regain access to a CivicPlus Single Sign-On account after multiple failed login attempts.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/seeclickfix/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/seeclickfix/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Session Inactivity Timeout](https://www.civicplus.help/seeclickfix/docs/session-inactivity-timeout.md): Learn how session inactivity timeouts work in CivicPlus’ SeeClickFix 311 CRM solution and when users are automatically signed out.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/seeclickfix/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Sign In to SeeClickFix 311 CRM](https://www.civicplus.help/seeclickfix/docs/sign-in-to-seeclickfix-311-crm.md): Discover how to sign in using Single Sign-On. Learn about account setup, login steps, troubleshooting tips, and managing access.
- [Single Sign-On Guide](https://www.civicplus.help/seeclickfix/docs/single-sign-on-guide.md): CivicPlus Single Sign-On enhances user experience with secure, streamlined access to all products using one set of credentials. Simplify your interactions today!
- [Two-Factor Sign-In](https://www.civicplus.help/seeclickfix/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [Unsubscribe from Email Notifications](https://www.civicplus.help/seeclickfix/docs/unsubscribing-from-email-notifications.md): Learn how to manage your email preferences after account registration. Follow a step-by-step guide to unsubscribe from alerts and customize your notifications.
- [Organization Management](https://www.civicplus.help/seeclickfix/docs/organization-management.md)
- [General Settings](https://www.civicplus.help/seeclickfix/docs/general-settings.md)
- [Add a New Canned Response](https://www.civicplus.help/seeclickfix/docs/add-a-new-canned-response.md): Streamline request updates with canned messages for government users, saving time and ensuring clear communication on status changes.
- [Best Practices for Time-Sensitive Requests](https://www.civicplus.help/seeclickfix/docs/best-practices-for-time-sensitive-requests.md): Learn how to notify constituents that requests aren't monitored after hours. Use banners, notices, notes, and email verbiage to set clear expectations.
- [Language Preferences](https://www.civicplus.help/seeclickfix/docs/language-preferences.md): SeeClickFix 311 CRM offers multi-language support for navigation and controls, enhancing accessibility for diverse users and keeping user content unchanged.
- [Set a Starting Location for New Request Submission](https://www.civicplus.help/seeclickfix/docs/set-a-starting-location-for-new-request-submission.md): Adjust your starting location on the map for new requests by managing zoom and pin placement to enhance user experience and accuracy.
- [Member Management](https://www.civicplus.help/seeclickfix/docs/member-user-management.md)
- [Add and Modify Members](https://www.civicplus.help/seeclickfix/docs/add-and-modify-members.md): Manage organization members, roles, and access. Learn to add, edit, and restrict member permissions effectively.
- [Bulk Member Import](https://www.civicplus.help/seeclickfix/docs/bulk-member-import.md): Import members in bulk with a CSV file. Follow detailed instructions for email, user roles, timezone, and locale setup.
- [Deactivate a Member](https://www.civicplus.help/seeclickfix/docs/deactivate-a-member.md): Learn how to remove/deactivate a member from the organization and any bookkeeping that must be done first.
- [Differences Between Member Roles](https://www.civicplus.help/seeclickfix/docs/differences-between-member-roles.md): Manage member roles in your organization. Owners control settings, while Managers and Requesters have specific permissions.
- [Member Handles](https://www.civicplus.help/seeclickfix/docs/member-handles.md): Learn about member handles and how to change or edit them.
- [Geographies Management](https://www.civicplus.help/seeclickfix/docs/geographies.md)
- [Geographies Overview](https://www.civicplus.help/seeclickfix/docs/geographies-overview.md): Manage Geographies to define service areas, send notices, and generate reports for effective community engagement.
- [Import a Place](https://www.civicplus.help/seeclickfix/docs/import-a-place.md): Learn how to add geographies to your government’s dashboard.
- [Requirements for Shapefile Boundaries](https://www.civicplus.help/seeclickfix/docs/requirements-for-shapefile-boundaries.md): Learn the requirements for Shapefile boundaries including acceptable file types, and more.
- [Troubleshoot: Location is Outside of Service Area](https://www.civicplus.help/seeclickfix/docs/troubleshoot-location-is-outside-of-service-area.md): Learn how to troubleshoot the "Location is outside of service area" message.
- [Upload a Shapefile](https://www.civicplus.help/seeclickfix/docs/upload-a-shapefile.md): Enhance your dashboard by adding geographies with Shapefiles for better organization and reporting of local service requests.
- [Web Portal Management](https://www.civicplus.help/seeclickfix/docs/portal.md)
- [Customize Portal Settings](https://www.civicplus.help/seeclickfix/docs/customize-portal-settings.md): Customize the Portal to enhance resident reporting with features like mobile support, branding options, and guest submissions.
- [Embed and Share Portal](https://www.civicplus.help/seeclickfix/docs/embed-and-share-portal.md): Learn how to embed and share the reporting portal on your website, ensuring residents can easily report issues.
- [Prompt User For Sign-in](https://www.civicplus.help/seeclickfix/docs/prompt-user-for-sign-in.md): The "Prompt for Sign-in" feature gives the option to turn on a pop-up asking the user to sign in.
- [Troubleshoot Local Storage Error with the Portal](https://www.civicplus.help/seeclickfix/docs/troubleshoot-local-storage-error-with-the-portal.md): The web portal uses your browser's local storage to perform certain tasks. Learn how to troubleshoot an error message in one of our web portals.
- [Mobile App Management](https://www.civicplus.help/seeclickfix/docs/mobile-apps.md)
- [Add and Modify Mobile App Buttons](https://www.civicplus.help/seeclickfix/docs/add-and-modify-mobile-app-buttons.md): Add mobile app buttons to link resources, track usage, and enhance user experience with customizable actions and icons.
- [Apple Privacy Details](https://www.civicplus.help/seeclickfix/docs/apple-privacy-details.md): Apple's updated Privacy Details require developers to disclose data usage, enhancing user understanding of app privacy on SeeClickFix 311 CRM applications.
- [Customizing Mobile App Branding](https://www.civicplus.help/seeclickfix/docs/customizing-mobile-app-branding.md): Customize your Place in the SeeClickFix 311 CRM app with mobile branding tools for better resident interaction. Available on Android and iOS.
- [Existing Mobile App Transition or Transfer Options](https://www.civicplus.help/seeclickfix/docs/existing-mobile-app-transition-or-transfer-options.md): Transitioning to SeeClickFix 311 CRM? Learn how to manage existing service requests by removing or updating your mobile apps on iOS and Google Play.
- [Marketplace App Requirements and Guidelines](https://www.civicplus.help/seeclickfix/docs/marketplace-app-requirements-and-guidelines.md): Learn how to release your SeeClickFix 311 CRM Marketplace App on iOS and Android with essential guidelines for branding, design, and app submission.
- [Marketplace Mobile App Versus SeeClickFix Container App](https://www.civicplus.help/seeclickfix/docs/marketplace-mobile-app-vs-seeclickfix-container-app.md): Upgrade to a Marketplace App for a custom mobile experience, allowing residents to report issues and access metrics on downloads for your organization.
- [Mobile App Store Policies](https://www.civicplus.help/seeclickfix/docs/mobile-app-store-policies.md): Ensure your SeeClickFix 311 CRM mobile app meets Apple and Google requirements to avoid removal from stores. Learn essential actions to stay compliant.
- [Publish an iOS Mobile App in the App Store](https://www.civicplus.help/seeclickfix/docs/publish-an-ios-mobile-app-in-the-app-store.md): Learn how to set up Apple App Store accounts, invite SeeClickFix 311 CRM, and streamline app publishing with essential tips and guidelines.
- [Report a Concern Mobile App Button](https://www.civicplus.help/seeclickfix/docs/report-a-concern-mobile-app-button.md): Learn how to add a Report button to your mobile app for users to easily report issues. Follow step-by-step instructions to customize and enable the feature.
- [Using Mobile Apps to Manage Requests in the Field](https://www.civicplus.help/seeclickfix/docs/using-mobile-apps-to-manage-requests-in-the-field.md): Manage requests efficiently with the mobile app. Access updates, comments, and filters for seamless field operations.
- [Conversation Management](https://www.civicplus.help/seeclickfix/docs/conversation-management.md)
- [Manage Channels](https://www.civicplus.help/seeclickfix/docs/manage-channels.md)
- [Create a Channel](https://www.civicplus.help/seeclickfix/docs/create-a-channel.md): Set up effective communication channels like Email, SMS, and Chatbot in Conversations to enhance constituent engagement and streamline interactions.
- [Change a Channel](https://www.civicplus.help/seeclickfix/docs/change-a-channel.md): Organization members will only see agent channels when starting a conversation. Learn more about enabling additional options.
- [Delete a Channel](https://www.civicplus.help/seeclickfix/docs/delete-a-channel.md): Learn how to permanently delete a channel from your organization’s site. Before deletion, ensure the channel has no active conversations assigned.
- [Edit a Channel](https://www.civicplus.help/seeclickfix/docs/edit-a-channel.md): Learn how to edit Email, SMS, Agent, Internal, and CivicPlus Chatbot channels, including settings like Auto-Response and Blocklists.
- [Enable or Disable a Channel](https://www.civicplus.help/seeclickfix/docs/enable-or-disable-a-channel.md): Enable or disable channels for Conversations in your organization. Learn the steps, requirements, and limitations, including auto-assignee restrictions.
- [Manage Tags](https://www.civicplus.help/seeclickfix/docs/manage-tags.md)
- [Add and Manage Tags](https://www.civicplus.help/seeclickfix/docs/add-and-manage-tags.md): Create, edit, and manage tags to organize Conversations by topic or theme. Learn how to add new tags, update existing ones, and more.
- [Enable or Disable a Tag](https://www.civicplus.help/seeclickfix/docs/enable-or-disable-a-tag.md): Manage tags to organize Conversations by topic or theme. Learn how to enable or disable tags from the organization management panel, and more.
- [Managed Templated Messages](https://www.civicplus.help/seeclickfix/docs/managed-templated-messages.md)
- [Add and Manage Templated Messages](https://www.civicplus.help/seeclickfix/docs/add-and-manage-templated-messages.md): Streamline your routine correspondence with Templated Messages. Learn how to add, edit, and delete messages for efficient communication.
- [Enable or Disable a Templated Message](https://www.civicplus.help/seeclickfix/docs/enable-or-disable-a-templated-message.md): Manage Templated Messages to streamline communication in Conversations. Learn how Owners can enable or disable templated responses, ensuring only approved messages are available for staff use.
- [Request Management](https://www.civicplus.help/seeclickfix/docs/request-categories.md)
- [Request Categories](https://www.civicplus.help/seeclickfix/docs/request-categories-2.md)
- [Add a Question or Message to a Request Category](https://www.civicplus.help/seeclickfix/docs/add-a-question-or-message-to-a-request-category.md): Enhance service requests with Secondary Questions to gather vital information, ensuring efficient issue resolution and a friendly reporting experience.
- [Add an Agency](https://www.civicplus.help/seeclickfix/docs/add-an-agency.md): Create new agencies to organize service requests by department, location, or district. Learn how to input agency details and more.
- [Add Automatic Subscribers to Request Categories](https://www.civicplus.help/seeclickfix/docs/add-automatic-subscribers-to-request-categories.md): Automatically notify team members of new requests by adding them as subscribers to specific categories.
- [Add New Request Categories](https://www.civicplus.help/seeclickfix/docs/add-new-request-categories.md): Easily manage service request categories for citizens, ensuring accurate reporting and notifications while enhancing your organization's efficiency.
- [Add Service Level Agreements (SLA)](https://www.civicplus.help/seeclickfix/docs/add-service-level-agreements-slas.md): Set Service Level Agreements (SLA) to define expected resolution times for request categories. Learn how Owners can configure SLA timeframes and more.
- [Additional Notifications Within a Request Category](https://www.civicplus.help/seeclickfix/docs/additional-notifications-within-a-request-category.md): Use Additional Notifications to alert team members of new requests without assigning them. Learn how to add multiple email addresses and more.
- [Best Practices for Setting up Internal Request Categories](https://www.civicplus.help/seeclickfix/docs/best-practices-for-setting-up-internal-request-categories.md): Create internal request categories for staff-only reporting, such as office maintenance or internal operations.
- [Block Request Submissions](https://www.civicplus.help/seeclickfix/docs/block-request-submissions.md): Use the Block Submission feature to prevent residents from submitting requests to specific categories. Learn how to configure a redirect message and more.
- [Common Request Categories by Department](https://www.civicplus.help/seeclickfix/docs/common-request-categories-by-department.md): Explore common SeeClickFix 311 CRM request categories for managing issues like animal control, health hazards, and public works.
- [Difference Between Internal and Private Request Categories](https://www.civicplus.help/seeclickfix/docs/difference-between-internal-and-private-request-categories.md): Customize visibility settings for service requests to control public access. Learn how to configure categories and ensure sensitive issues are handled.
- [Disable or Delete a Request Category](https://www.civicplus.help/seeclickfix/docs/disable-or-delete-a-request-category.md): Manage request categories by disabling or deleting those no longer in use.
- [Enable or Disable Anonymous Reporting](https://www.civicplus.help/seeclickfix/docs/enable-or-disable-anonymous-reporting.md): Enable or disable anonymous reporting to control how residents submit requests. Learn how organization Owners can manage settings and more.
- [Enable or Disable Guest Submissions](https://www.civicplus.help/seeclickfix/docs/enable-or-disable-guest-submissions.md): Control guest reporting by enabling or disabling submissions at the agency or category level.
- [Enable User Restrictions on Request Categories](https://www.civicplus.help/seeclickfix/docs/enable-user-restrictions-on-request-categories.md): Learn how to manage user restrictions to enhance communication and streamline issue resolution for local governments.
- [Export Category Configurations](https://www.civicplus.help/seeclickfix/docs/export-category-configurations.md): Learn how to export request category configurations for individual agencies or all agencies to review, back up, and share settings.
- [Organize Request Categories](https://www.civicplus.help/seeclickfix/docs/organize-request-categories.md): Organize request categories by alphabetizing or manually reordering them to improve clarity and user experience.
- [Request Categories with Optional Location](https://www.civicplus.help/seeclickfix/docs/request-categories-with-optional-location.md): Set up location-less requests for FOIA, public records, and more. Learn how to toggle options in the Customer Request Manager and web portal.
- [Service Level Agreement (SLA) Overview](https://www.civicplus.help/seeclickfix/docs/service-level-agreement-sla-overview.md): Learn about Service Level Agreements (SLAs) within SeeClickFix 311 CRM.
- [Assignment Automations](https://www.civicplus.help/seeclickfix/docs/assignment-automations.md)
- [Automations Overview](https://www.civicplus.help/seeclickfix/docs/automations-overview.md): Automate your workflow with SeeClickFix 311 CRM, enhancing organizational transparency and ensuring efficient request assignments based on geography.
- [Assign Automations](https://www.civicplus.help/seeclickfix/docs/assign-automations.md): The Automations tool allows organizations to build customizable workflows. Learn how to assign automations.
- [Email Customization](https://www.civicplus.help/seeclickfix/docs/email-notifications.md)
- [Customize Email Notifications](https://www.civicplus.help/seeclickfix/docs/customize-email-notifications.md): Customize emails for service requests, acknowledgments, and closures to enhance communication with residents.
- [Email Notifications](https://www.civicplus.help/seeclickfix/docs/email-customization-email-notifications.md): Stay informed with email notifications for requests, account management, and local issue updates tailored for residents and organizations.
- [Share a Saved Search](https://www.civicplus.help/seeclickfix/docs/share-a-saved-search.md): Learn how organization owners can share saved searches.
- [Work Orders Management](https://www.civicplus.help/seeclickfix/docs/work-order-categories.md)
- [Add a New Work Order Category](https://www.civicplus.help/seeclickfix/docs/add-a-new-work-order-category.md): Owners can add work order categories to organize tasks, set notifications, and assign resources for resident service requests.
- [Add Work Order Resources](https://www.civicplus.help/seeclickfix/docs/add-work-order-resources.md): Learn how to define and manage resources like concrete and asphalt to optimize your budget and track consumable items effectively.
- [Work Order Categories Best Practices](https://www.civicplus.help/seeclickfix/docs/work-order-categories-best-practices.md): Learn how to best manage your Work Order Category names.
- [Work Order Resources](https://www.civicplus.help/seeclickfix/docs/work-order-resources.md): Track and manage Work Order Resources efficiently to understand costs and improve workflow in your organization. Optimize your work processes today!
- [Conversations](https://www.civicplus.help/seeclickfix/docs/conversations.md)
- [Conversations Overview](https://www.civicplus.help/seeclickfix/docs/conversations-overview.md): Conversations helps 311 centers track emails, texts, and calls in one place for faster responses and better service request handling.
- [Channels Overview](https://www.civicplus.help/seeclickfix/docs/channels-overview.md): Learn how Conversations channels like email, agent, and chatbot help route and respond to messages from your constituents.
- [Add Tags to a Conversation](https://www.civicplus.help/seeclickfix/docs/add-tags-to-a-conversation.md): Easily organize and filter conversations by adding tags that highlight shared topics, themes, or concerns. Learn how to apply tags and more.
- [Apply Filters to Conversations](https://www.civicplus.help/seeclickfix/docs/apply-filters-to-conversations.md): Filter conversations by tag, channel, assignee, status, or date to quickly find relevant discussions and streamline your workflow.
- [Assign a Conversation](https://www.civicplus.help/seeclickfix/docs/assign-a-conversation.md): Assign conversations to team members to improve communication and streamline filtering by responsibility.
- [Close a Conversation](https://www.civicplus.help/seeclickfix/docs/close-a-conversation.md): Close conversations to remove them from your inbox and keep your workspace organized. Learn how to close conversations, access them later, and more.
- [Conversation Status](https://www.civicplus.help/seeclickfix/docs/conversation-status.md): Learn how Conversations work in your system, including how they’re started, tracked, and managed. Understand conversation statuses and more.
- [Conversations SMS Provision and Registration](https://www.civicplus.help/seeclickfix/docs/conversations-sms-provision-and-registration.md): Learn how to register your organization's texting number for CivicPlus Conversations. Understand A2P 10DLC requirements and more.
- [Create a Conversation](https://www.civicplus.help/seeclickfix/docs/create-a-conversation.md): Create new conversations to log constituent interactions from phone calls, walk-ins, or other offline channels.
- [Remove Tags from a Conversation](https://www.civicplus.help/seeclickfix/docs/remove-tags-from-a-conversation.md): Remove tags from conversations to keep your communication organized and relevant. Learn how to quickly delete tags from any conversation and more!
- [Reply to a Conversation](https://www.civicplus.help/seeclickfix/docs/reply-to-a-conversation.md): Learn how to reply to or add messages in Conversations. Understand the difference between Reply and Add Message options, and more about your options.
- [Constituents](https://www.civicplus.help/seeclickfix/docs/constituents.md)
- [Add a New Constituent](https://www.civicplus.help/seeclickfix/docs/add-a-new-constituent.md): Create new constituent profiles by entering a name with either an email or phone number. Learn how to add and update contact details and more.
- [Add a New Constituent in the Call Taker Interface](https://www.civicplus.help/seeclickfix/docs/add-a-new-constituent-in-the-call-taker-interface.md): Add a new constituent directly from the Call Taker form without losing request details. Learn how to input constituent information on the fly and more.
- [Add a Tag to Constituent](https://www.civicplus.help/seeclickfix/docs/add-a-tag-to-constituent.md): Easily manage tags on constituent profiles to improve organization and filtering. Learn how to add or remove tags at any time from the Constituents tab.
- [Add Notes to a Constituent](https://www.civicplus.help/seeclickfix/docs/add-notes-to-a-constituent.md): Add internal notes to constituent profiles to keep track of important details and context. Learn how to create, edit, and save unlimited notes for future reference.
- [Export Constituents](https://www.civicplus.help/seeclickfix/docs/export-constituents.md): Export constituent data with ease using search and tag filters. Learn how Owners can refine and download constituent lists, and receive the export directly.
- [Merge Constituents](https://www.civicplus.help/seeclickfix/docs/merge-constituents.md): Merge duplicate constituent profiles to maintain clean and accurate records. Learn how to identify and combine outdated profiles and more.
- [Working Through Tough Constituent Interactions](https://www.civicplus.help/seeclickfix/docs/working-through-tough-constituent-interactions.md): Explore heartwarming community interactions and learn best practices for managing tricky resident engagements with the system's moderation tools.
- [Requests](https://www.civicplus.help/seeclickfix/docs/request-management.md)
- [AI-Improved Category Search and Photo Analysis](https://www.civicplus.help/seeclickfix/docs/ai-improved-category-search-and-photo-analysis.md): AI-Improved Category Search and Photo Analysis streamline request submissions, ensuring accurate routing and faster resolutions for residents and staff.
- [Anonymous Reporting Compared to Guest Reporting](https://www.civicplus.help/seeclickfix/docs/anonymous-reporting-compared-to-guest-reporting.md): Report anonymously or as a guest. Learn how to submit requests while keeping your identity private or as a neighbor.
- [Archive a Request](https://www.civicplus.help/seeclickfix/docs/archive-a-request.md): Learn how requests are archived and explore your options for reopened requests.
- [Assign Requests](https://www.civicplus.help/seeclickfix/docs/assign-requests.md): Learn how to change who a request or multiple requests are assigned to.
- [Change Request Due Dates](https://www.civicplus.help/seeclickfix/docs/change-request-due-dates.md): Learn how to change the due date associated with a request or set of requests to a specific date.
- [Change Request Status](https://www.civicplus.help/seeclickfix/docs/change-request-status.md): Learn how to change request statuses in bulk, including Acknowledged, In Progress, and Closed, with essential guidelines for internal comments.
- [Content Moderations and Flagging](https://www.civicplus.help/seeclickfix/docs/requests-content-moderations-and-flagging.md): Ensure a positive user experience with the moderation system, flagging inappropriate content for review by our dedicated team.
- [Delete a Saved Search](https://www.civicplus.help/seeclickfix/docs/delete-a-saved-search.md): Learn how the creator of a saved search can delete that search at any time.
- [Due Dates Overview](https://www.civicplus.help/seeclickfix/docs/due-dates-overview.md): Learn how to set, change, and filter due dates for requests, ensuring effective tracking and prioritization in your organization.
- [Edit a Comment on a Request](https://www.civicplus.help/seeclickfix/docs/edit-a-comment-on-a-request.md): Learn more about how organizational users can edit internal and public comments within the internal system.
- [Edit the Location of a Request](https://www.civicplus.help/seeclickfix/docs/edit-the-location-of-a-request.md): Learn how organizational users can edit the location of a request.
- [Export Requests Data](https://www.civicplus.help/seeclickfix/docs/export-requests-data.md): Learn how to get an exported spreadsheet of request data.
- [Flag a Request](https://www.civicplus.help/seeclickfix/docs/flag-a-request.md): Flagging a request provides the ability to engage the Moderations Team to review inappropriate content. Find out more about the process for flagging requests.
- [Flag Comments on the Public SeeClickFix 311 CRM Page](https://www.civicplus.help/seeclickfix/docs/flag-comments-on-the-public-seeclickfix-page.md): Discover how to flag comments on the public SeeClickFix 311 CRM page.
- [Mark a Request as a Duplicate](https://www.civicplus.help/seeclickfix/docs/mark-a-request-as-a-duplicate.md): Learn how to mark a request as a duplicate within the Request List.
- [Post to Neighbors](https://www.civicplus.help/seeclickfix/docs/post-to-neighbors.md): Enhance community engagement, promoting transparency and collaboration for better neighborhood involvement and support.
- [Print or Download Requests as a PDF](https://www.civicplus.help/seeclickfix/docs/print-or-download-requests-as-a-pdf.md): When the Print button is selected, a work order for the request is generated. Learn how to print or download requests as PDF.
- [Prioritize a Request](https://www.civicplus.help/seeclickfix/docs/prioritize-a-request.md): Learn more about how to prioritize requests as "High," "Normal," or "Low."
- [Recategorize Requests](https://www.civicplus.help/seeclickfix/docs/recategorize-requests.md): Learn how to change the Request Category for the requests selected from the list view.
- [Re-Categorization Analysis](https://www.civicplus.help/seeclickfix/docs/re-categorization-analysis.md): Learn how to identify recategorized requests.
- [Request Categories](https://www.civicplus.help/seeclickfix/docs/requests-request-categories.md): Learn how to manage Request Categories in your system. Explore best practices, add or remove categories, enable automatic assignments or SLA, and more.
- [Request Recategorization With an Integration](https://www.civicplus.help/seeclickfix/docs/request-recategorization-with-an-integration.md): Understand the integration and recategorization processes, including exceptions and handling of required questions for effective requests.
- [Requests List Overview](https://www.civicplus.help/seeclickfix/docs/requests-list-overview.md): Manage your organization's requests efficiently. Access, update, and track service requests all in one place.
- [Save a Search on the Request List](https://www.civicplus.help/seeclickfix/docs/save-a-search-on-the-request-list.md): Save and share custom filters to streamline your workflow and quickly access frequently used request views.
- [Search For and Filter Requests](https://www.civicplus.help/seeclickfix/docs/search-for-and-filter-requests.md): Easily search and filter requests by ID, date, status, and more on the Requests page to manage your organization's tasks efficiently.
- [Submit a New Request in the Internal System](https://www.civicplus.help/seeclickfix/docs/submit-a-new-request-in-the-internal-system.md): Easily submit requests on behalf of residents using the New Request form. Follow simple steps to log issues and track updates efficiently.
- [Subscribe or Unsubscribe to a Request](https://www.civicplus.help/seeclickfix/docs/subscribe-or-unsubscribe-to-a-request.md): Manage your request notifications by subscribing or unsubscribing from individual issues. Learn how to access full request details and more.
- [Subscriptions](https://www.civicplus.help/seeclickfix/docs/subscriptions.md): Learn how subscription settings work in your request and work order system. Discover how members are subscribed to updates and more.
- [Transfer a Request Between Organizations](https://www.civicplus.help/seeclickfix/docs/transfer-a-request-between-organizations.md): Transfer requests between organizations when service areas overlap. Learn how to recategorize requests using the “Post to Neighbors” category and more.
- [Understanding Display Names on Requests](https://www.civicplus.help/seeclickfix/docs/understanding-display-names-on-requests.md): Learn about the different types of display names, including Reporter, Anonymous User, Neighbor, and Registered Reporter.
- [Use the CRM on Your Mobile Device](https://www.civicplus.help/seeclickfix/docs/use-the-crm-on-your-mobile-device.md): Access the Citizen Request Manager on mobile. Add a shortcut to your home screen for easy issue management.
- [Use the Request Sidebar](https://www.civicplus.help/seeclickfix/docs/use-the-request-sidebar.md): Quickly manage requests with the sidebar: change status, assign members, add comments, and print details without leaving the list view.
- [Using the Map Tab](https://www.civicplus.help/seeclickfix/docs/using-the-map-tab.md): Utilize the Map tab to filter and visualize requests by location, making it easy to assign work and identify problem areas.
- [Work Orders](https://www.civicplus.help/seeclickfix/docs/work-order-management.md)
- [Close a Work Order](https://www.civicplus.help/seeclickfix/docs/close-a-work-order.md): Learn how to close a Work Order after completion. Follow step-by-step instructions for updating resources, marking as Done, and finalizing the workflow.
- [Create a Work Order](https://www.civicplus.help/seeclickfix/docs/create-a-work-order.md): Streamline your workflow with Work Orders, enabling task delegation and efficient request resolution across departments. Create and manage easily!
- [Export Work Orders](https://www.civicplus.help/seeclickfix/docs/export-work-orders.md): Learn how to export Work Orders to track resources effectively. Follow step-by-step instructions for filtering, selecting, and exporting data in your preferred file format.
- [Reports](https://www.civicplus.help/seeclickfix/docs/data-and-reporting.md)
- [Create Recurring Data Exports](https://www.civicplus.help/seeclickfix/docs/create-recurring-data-exports.md): Create recurring data exports for your organization to receive CSV reports on requests in your city. Set frequency, recipients, and more easily!
- [Export Requests into a CSV File](https://www.civicplus.help/seeclickfix/docs/export-requests-into-a-csv-file.md): Learn how to export filtered Requests from the Requests tab to create custom reports..
- [Separate Secondary Questions within Request Data Export](https://www.civicplus.help/seeclickfix/docs/separate-secondary-questions-within-request-data-export.md): Learn how to export and format secondary questions from request categories into separate columns using Excel.
- [Understand and Use Requests Reports](https://www.civicplus.help/seeclickfix/docs/understand-and-use-requests-reports.md): Access reports for analytics on requests, with options for table/chart views, email setup, and Excel/PDF downloads.
- [Understand and Use Conversations Reports](https://www.civicplus.help/seeclickfix/docs/understand-and-use-conversations-reports.md): Access and analyze conversations data with powerful reporting tools. Learn how to design, view, export, and share reports, and more!
- [Understanding the Request Export's Data](https://www.civicplus.help/seeclickfix/docs/understanding-the-request-exports-data.md): Understand each column in your Request data export. Learn how to interpret fields for custom reporting.
- [Notices](https://www.civicplus.help/seeclickfix/docs/notices.md)
- [Notices Overview](https://www.civicplus.help/seeclickfix/docs/notices-overview.md): Notices allow you to deliver location-based messages to the public via email and mobile apps.
- [Create and Send a Notice](https://www.civicplus.help/seeclickfix/docs/create-and-send-a-notice.md): Learn how to create and send notices to engage residents, ensuring important information reaches them via email, push notifications, and web displays.
- [Edit a Notice](https://www.civicplus.help/seeclickfix/docs/edit-a-notice.md): Learn how to edit, update, or delete a Notice effectively, ensuring proper delivery and visibility to your target audience with our comprehensive guide.
- [Product Updates](https://www.civicplus.help/seeclickfix/docs/product-updates.md)
- [SeeClickFix 311 CRM Product Updates](https://www.civicplus.help/seeclickfix/docs/seeclickfix-311-crm-product-updates.md): View product updates for SeeClickFix.
- [Submit Product Feedback](https://www.civicplus.help/seeclickfix/docs/submit-product-feedback.md): Submit feedback to the SeeClickFix 311 CRM product team.
- [SCF Release Notes](https://www.civicplus.help/seeclickfix/docs/release-notes.md)
- [June 16, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/june-16-2026-seeclickfix-311-crm-release-notes.md)
- [June 15, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/june-15-2026-seeclickfix-311-crm-release-notes.md): Post to Neighbors and Watch Areas will retire after August 15, 2026. Learn how to adapt your community engagement strategies effectively.
- [June 12, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/june-12-2026-seeclickfix-311-crm-release-notes.md)
- [June 3, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/june-3-2026-seeclickfix-311-crm-release-notes.md)
- [May 26, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/may-26-2026-release-notes.md): Learn more about the updated password reset link for SeeClickFix 311 CRM in these May 26, 2026 release notes.
- [May 13, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/may-13-2026-seeclickfix-311-crm-release-notes.md)
- [April 30, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/april-30-2026-seeclickfix-311-crm-release-notes.md)
- [April 3, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/april-3-2026-seeclickfix-311-crm-release-notes.md)
- [March 20, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/march-20-2026-seeclickfix-311-crm-release-notes.md)
- [March 11, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/march-11-2026-seeclickfix-311-crm-release-notes.md)
- [February 13, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/february-13-2026-seeclickfix-311-crm-release-notes.md)
- [January 20, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/january-20-2026-seeclickfix-311-crm-release-notes.md)
- [January 13, 2026 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/january-13-2026-seeclickfix-311-crm-release-notes.md)
- [December 17, 2025 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/december-17-2025-seeclickfix-311-crm-release-notes.md)
- [December 13, 2025 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/december-13-2025-seeclickfix-311-crm-release-notes.md)
- [December 3, 2025 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/december-3-2025-seeclickfix-311-crm-release-notes.md)
- [November 19, 2025 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/november-19-2025.md)
- [November 11, 2025 Release Notes](https://www.civicplus.help/seeclickfix/docs/release-notes-1.md)
- [November 4, 2025 Release Notes](https://www.civicplus.help/seeclickfix/docs/november-4-2025-release-notes.md): Learn more about the newest enhancements to SeeClickFix 311 CRM, released November 4, 2025!
- [October 31, 2025 Release Notes](https://www.civicplus.help/seeclickfix/docs/october-31-2025-release-notes.md)
- [October 24, 2025 SeeClickFix 311 CRM Release Notes](https://www.civicplus.help/seeclickfix/docs/october-24-2025-seeclickfix-311-crm-release-notes.md)
- [SeeClickFix 311 CRM Launches AI-Powered Virtual Assistant](https://www.civicplus.help/seeclickfix/docs/seeclickfix-311-crm-launches-ai-powered-virtual-assistant.md): We’re excited to announce the rollout of our new CivicPlus Virtual Assistant designed to elevate your support experience in SeeClickFix 311 CRM.
- [September 15, 2025 Release Notes and Enhancements](https://www.civicplus.help/seeclickfix/docs/september-15-2025-release-notes.md)
- [Removal of Secondary Email Address for CivicPlus Authentication Users](https://www.civicplus.help/seeclickfix/docs/removal-of-secondary-email-address-for-civicplus-authentication-users.md): Find out more about how the transition to CivicPlus Authentication removed secondary email addresses for SeeClickFix 311 CRM users.
- [August 19, 2025 Release Notes and Enhancements](https://www.civicplus.help/seeclickfix/docs/august-19-2025-release-notes-and-enhancements.md): Enhancements in assignment automation allow editable geography for location-optional categories, improving request handling and user experience.
- [July 28, 2025 Release Notes and Enhancements](https://www.civicplus.help/seeclickfix/docs/july-28-2025-release-notes-and-enhancements.md): An update to the first and last name fields for new members was released.
- [Mobile App Release Notes](https://www.civicplus.help/seeclickfix/docs/mobile-app-release-notes.md)
- [May 26, 2026 SeeClickFix 311 CRM Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/may-26-2026-seeclickfix-311-crm-mobile-release-notes.md): Learn more about updates to the SeeClickFix 311 CRM Mobile app in this May 26, 2026, release.
- [April 29, 2026 SeeClickFix 311 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/april-29-2026-seeclickfix-311-mobile-release-notes.md)
- [March 20, 2026 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/march-20-2026-mobile-release-notes.md): Learn more by reviewing the March 20, 2026 mobile release notes.
- [January 20, 2026 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/january-20-2026-mobile-release-notes.md): Learn more by reviewing the January 20, 2026 mobile release notes.
- [October 20, 2025 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/october-20-2025-mobile-release-notes.md): Gather information by reviewing the October 10, 2025 mobile release notes.
- [August 18, 2025 SCF Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/august-18-2025-scf-mobile-release-notes.md): Find out more by reviewing the August 18, 2025 mobile release notes, including the Marketplace app release for Android, version 7.4.1.
- [August 11, 2025 SCF Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/august-11-2025-scf-mobile-release-notes.md): Gather more information by reviewing the August 11, 2025 mobile release notes,  including updates for Android 15 support.
- [May 9, 2025 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/may-9-2025-mobile-release-notes.md): View the mobile release notes for May 9, 2025. Discover the latest Android app updates in version 7.3.0, including improved media permissions and more.
- [April 28, 2025 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/april-28-2025-mobile-release-notes.md): View the mobile release notes for April 25, 2025. Explore enhancements in Marketplace app version 6.2.1, including accessibility updates and more.
- [April 7, 2025 Mobile Release Notes](https://www.civicplus.help/seeclickfix/docs/april-7-2025-mobile-release-notes.md): View the mobile release notes for April 7, 2025.
- [Support](https://www.civicplus.help/seeclickfix/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/seeclickfix/docs/contact-civicplus-support.md)
- [Status Page Overview](https://www.civicplus.help/seeclickfix/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/seeclickfix/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Troubleshooting](https://www.civicplus.help/seeclickfix/docs/troubleshooting.md)
- [Request Updates to ESRI Maps](https://www.civicplus.help/seeclickfix/docs/request-updates-to-esri-maps.md): Learn how to request updates to the Esri maps used by the system.
- [Using the Help Center](https://www.civicplus.help/seeclickfix/docs/using-the-help-center.md)
- [Follow a Help Center Section](https://www.civicplus.help/seeclickfix/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/seeclickfix/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/seeclickfix/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/seeclickfix/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [CivicPlus Help Center Overview](https://www.civicplus.help/seeclickfix/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.

## Social Media Archiving

- [Getting Started with Archiving](https://www.civicplus.help/social-media-archiving/docs/setting-up-your-archive.md)
- [Welcome to Social Media Archiving](https://www.civicplus.help/social-media-archiving/docs/welcome-to-social-media-archiving.md): Set up your social media archive in minutes! Connect accounts, manage users, and ensure secure access with our easy step-by-step guide.
- [Social Media Archiving Branding Updates](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-branding-updates.md): Experience the refreshed CivicPlus Social Media Archiving platform with a new look, enhanced usability, and consistent branding—your data remains secure!
- [Accessibility](https://www.civicplus.help/social-media-archiving/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/social-media-archiving/docs/civicplus-accessibility-statement-1.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Open Archive Accessibility Conformance Report](https://www.civicplus.help/social-media-archiving/docs/open-archive-accessibility-conformance-report.md): Explore CivicPlus' Accessibility Conformance Report for Social Media Archiving, detailing VPAT 2.5 compliance with WCAG 2.1 AA standards.
- [Social Media Archiving Accessibility Report](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-accessibility-report.md): Peruse the Social Media Archiving Accessibility Report and learn more about Voluntary Product Accessibility Templates.
- [User Management](https://www.civicplus.help/social-media-archiving/docs/user-management.md)
- [Archive Activity Report](https://www.civicplus.help/social-media-archiving/docs/archive-activity-report.md): Track your social media archiving performance with our monthly report, showcasing preserved records, deleted content, and compliance insights.
- [Change Your Email Address on the Platform](https://www.civicplus.help/social-media-archiving/docs/change-your-email-address-on-the-platform.md): Learn how to update the email address associated with your CivicPlus Single Sign-On account.
- [Change Your Password in the Platform](https://www.civicplus.help/social-media-archiving/docs/change-your-password-in-the-platform.md): Learn how to change your password securely with CivicPlus, following new guidelines and instructions for a safe account reset.
- [Expired Verification Email](https://www.civicplus.help/social-media-archiving/docs/expired-verification-email.md): Learn how to verify your email address using a one-time password or validation link when creating a CivicPlus Single Sign-On account.
- [Forgot / Reset a Password](https://www.civicplus.help/social-media-archiving/docs/forgot-reset-a-password.md): Learn how to reset your CivicPlus Single Sign-On password securely, following updated guidelines for enhanced password protection and account safety.
- [Log In to Your Archive](https://www.civicplus.help/social-media-archiving/docs/logging-in-to-your-archive.md): Learn about the migration to CivicPlus Single Sign-On for Social Media Archiving users and how to manage your accounts securely.
- [Managing Account Owners](https://www.civicplus.help/social-media-archiving/docs/managing-account-owners.md): Learn how Account Owners can connect social media accounts, manage access, and reset passwords in the ArchiveSocial platform efficiently.
- [Manage Email Preferences](https://www.civicplus.help/social-media-archiving/docs/managing-email-preferences.md): Gather more information about managing your email preferences.
- [Managing System Admins](https://www.civicplus.help/social-media-archiving/docs/system-admins.md): Manage your social media archive with System Admin roles, offering full or read-only access, user management, and notifications for optimal performance.
- [Platform IdP (Identity Provider) Integrations Overview](https://www.civicplus.help/social-media-archiving/docs/platform-idp-identity-provider-integrations-overview.md): Streamline user access with Single Sign-On and IdP integrations for local governments, enhancing security and reducing password fatigue across cloud applications.
- [Set Up & Manage Two-Factor Authentication on an Account](https://www.civicplus.help/social-media-archiving/docs/set-up-two-factor-authentication-on-an-account.md): Learn how to set up Two-Factor Authentication with an authenticator app or email for enhanced account security. Protect your login today!
- [Social Media Archiving SSO FAQs](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-sso-faqs.md): Enhance your security with the Social Media Archiving integration to streamline login and improve user experience while keeping your credentials unchanged.
- [Two-Factor Sign-In](https://www.civicplus.help/social-media-archiving/docs/two-factor-sign-in.md): Learn how to complete a login using two-factor authentication through an authenticator app or email.
- [User Roles and Capabilities](https://www.civicplus.help/social-media-archiving/docs/user-roles-and-capabilities.md): There are two types of users for the archive, Account Owners and System Administrators. The different user types grant varying levels of access, which should be considered when adding users to the archive.
- [Connecting Accounts](https://www.civicplus.help/social-media-archiving/docs/connecting-accounts.md)
- [Connecting Social Media Accounts to the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-social-media-accounts-to-the-archive.md): Learn how to connect your social media accounts.
- [Connecting a Facebook Page to the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-a-facebook-page-to-the-archive.md): Learn how to connect your Facebook Page to Social Media Archiving easily, ensuring proper permissions and notifications for account owners and admins.
- [Connecting an Instagram Account in the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-an-instagram-account-in-the-archive.md): Connect your Instagram easily! Follow our guide to troubleshoot and ensure your accounts are properly linked for seamless management.
- [Connect a LinkedIn Account to the Archive](https://www.civicplus.help/social-media-archiving/docs/connect-a-linkedin-account-to-the-archive.md): Learn how to connect your LinkedIn account to the Archive, ensuring your posts are captured and compliant with archiving requirements.
- [Connecting a Nextdoor Account to the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-a-nextdoor-account-to-the-archive.md): Learn how to connect your Nextdoor account and understand its limitations for effective content capture.
- [Connecting a TikTok Account to the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-a-tiktok-account-to-the-archive.md): Learn how to connect your TikTok account to the Archive, ensuring your posts are captured and compliant with archiving requirements.
- [Connecting an X Account to the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-an-x-account-to-the-archive.md): Learn how to connect your X account to the Archive, ensuring your posts are captured and compliant with archiving requirements.
- [Connecting a YouTube Channel to the Archive](https://www.civicplus.help/social-media-archiving/docs/connecting-a-youtube-channel-to-the-archive.md): Learn how to connect a YouTube channel to the Archive.
- [Permissions Required for Each Network](https://www.civicplus.help/social-media-archiving/docs/permissions-required-for-each-network.md): Learn more about which social media permissions are needed for your Archive.
- [Marketing Material](https://www.civicplus.help/social-media-archiving/docs/marketing-material.md)
- [Social Media Archiving Community Marketing Materials](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-community-marketing-materials.md): Download customizable marketing templates and best practices to help local governments increase resident engagement. Includes press releases, flyers, social media graphics, welcome letters, and strategies for effective outreach.
- [Social Media Archiving Marketing Materials for Higher Education Institutions](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-marketing-materials-for-higher-education-institutions.md): Check out a suite of community-facing marketing templates, along with tips and best practices to help you boost awareness and engagement.
- [Social Media Archiving Marketing Materials for K-12](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-marketing-materials-for-k-12.md): Access customizable marketing templates and best practices to boost community engagement for K-12 schools. Includes press releases, flyers, social media posts, welcome letters, and strategies for effective outreach.
- [Configure](https://www.civicplus.help/social-media-archiving/docs/archive-management-and-troubleshooting.md)
- [Alerts for Inappropriate Images](https://www.civicplus.help/social-media-archiving/docs/alerts-for-inappropriate-images.md): Learn how to set up and manage alerts for inappropriate images with this quick video, helping you maintain safe, compliant content.
- [Account Connections](https://www.civicplus.help/social-media-archiving/docs/account-connections.md)
- [Reconnecting Accounts](https://www.civicplus.help/social-media-archiving/docs/reconnecting-accounts.md): Reconnect your social media accounts easily with our guide on handling disconnects, email notifications, and account ownership transfers.
- [Resetting Permissions for Social Media Archive on Facebook](https://www.civicplus.help/social-media-archiving/docs/resetting-permissions-for-social-media-archive-on-facebook.md): Connect your Facebook and Instagram to Social Media Archiving for seamless record management. Reset permissions easily if issues arise.
- [Account Management](https://www.civicplus.help/social-media-archiving/docs/account-management.md)
- [Deactivating an Account in the Archive](https://www.civicplus.help/social-media-archiving/docs/deactivating-an-account-in-the-archive.md): Learn how to deactivate an account in the Archive.
- [Deleting an Account from CivicPlus Social Media Archiving](https://www.civicplus.help/social-media-archiving/docs/deleting-an-account-from-civicplus-social-media-archiving.md): Learn how to permanently delete an account from the system.
- [Transfer an Account Between Account Owners](https://www.civicplus.help/social-media-archiving/docs/transfer-an-account-between-account-owners.md): Learn how to transfer ownership in CivicPlus Social Media Archiving. Seemlessly move an account from one owner to another with minimal setup.
- [Retention Rules](https://www.civicplus.help/social-media-archiving/docs/retention-rules.md)
- [Considerations on Disposal of Records](https://www.civicplus.help/social-media-archiving/docs/considerations-on-disposal-of-records.md): Learn how to manage social media record disposal, including retention rules, compliance considerations, and potential data impacts.
- [Set Retention Rules in Your Archive](https://www.civicplus.help/social-media-archiving/docs/set-retention-rules-in-your-archive.md): Learn how to set up retention rules for archiving social media while ensuring compliance and efficient record disposal.
- [Open Archive](https://www.civicplus.help/social-media-archiving/docs/open-archive.md)
- [All About Open Archive](https://www.civicplus.help/social-media-archiving/docs/all-about-open-archive.md): Discover Open Archive: a customizable public portal that makes social media records searchable and accessible. Boost transparency without adding staff workload.
- [Open Archive Search Integration](https://www.civicplus.help/social-media-archiving/docs/open-archive-search-integration.md): Learn how Open Archive Search Integration connects your agency's Social Media Archive to your website's search to boost transparency and public access.
- [Online Code Hosting & Social Media Archiving Integration](https://www.civicplus.help/social-media-archiving/docs/online-code-hosting-social-media-archiving-integration.md): Learn how to use the Online Code Hosting Search and Social Media Archiving Smart Link integration.
- [Risk Management and Analytics (RMA)](https://www.civicplus.help/social-media-archiving/docs/risk-management-and-analytics-rma.md)
- [Configuring RMA Alerts](https://www.civicplus.help/social-media-archiving/docs/configuring-rma-alerts.md): Monitor social media risks with customized alerts for keywords, inappropriate content, and personal information to enhance agency security and response.
- [Refine Your Alert Keywords To Get The Most Impact](https://www.civicplus.help/social-media-archiving/docs/refine-your-alert-keywords-to-get-the-most-impact.md): Learn how to refine your alert keywords.
- [Web Snapshots](https://www.civicplus.help/social-media-archiving/docs/web-snapshots.md)
- [Web Snapshots Overview](https://www.civicplus.help/social-media-archiving/docs/web-snapshots-overview.md): Capture website updates with Web Snapshots! Use XML sitemaps for accurate archiving and versioning alongside social media records.
- [Web Snapshots: Known Quirks and Best Practices](https://www.civicplus.help/social-media-archiving/docs/web-snapshots-known-quirks-and-best-practices.md): Learn more about Web Snapshots, Sitemap considerations, and Allowlisting!
- [Set Up Web Snapshots](https://www.civicplus.help/social-media-archiving/docs/set-up-web-snapshots.md): Learn how to set up web snapshots, check sitemap compatibility, and manage dynamic content for effective website archiving.
- [Viewing Captured Web Snapshots](https://www.civicplus.help/social-media-archiving/docs/viewing-captured-web-snapshots.md): This article goes over how to Browse Web Snapshots in your Archive.
- [Web Snapshot Statuses and Errored URLs](https://www.civicplus.help/social-media-archiving/docs/web-snapshots-statuses-and-errored-urls.md): Learn more about the various statuses of Web Snapshots, and discover how to handle errored URLs.
- [Browse](https://www.civicplus.help/social-media-archiving/docs/browse.md)
- [Browse Tab](https://www.civicplus.help/social-media-archiving/docs/browse-tab.md): Use Social Media Archiving's Browse tab to view recent records, or browse by account owner, account, and content type for quick record navigation.
- [Tags and Annotations](https://www.civicplus.help/social-media-archiving/docs/tags-and-annotations.md)
- [Annotations](https://www.civicplus.help/social-media-archiving/docs/annotations.md): Enhance collaboration and efficiency with annotations on records, capturing context and securing vital information all in one place.
- [Incident Tags](https://www.civicplus.help/social-media-archiving/docs/incident-tags.md): Learn about "incident tags"; system-generated labels for records caused by network bugs. These help you filter out duplicate or irrelevant data in your social media archive.
- [Tagging Records](https://www.civicplus.help/social-media-archiving/docs/tagging-records.md): Learn how to effectively use tagging to organize content, manage records, and enhance searchability in your archive with our comprehensive guide.
- [Search](https://www.civicplus.help/social-media-archiving/docs/searching-records.md)
- [Blocked Lists Overview](https://www.civicplus.help/social-media-archiving/docs/blocked-lists-overview.md): Manage your Blocked Lists on social media effectively. Track user interactions and changes with our archiving tool for Facebook and X.
- [Search for Deleted Records](https://www.civicplus.help/social-media-archiving/docs/search-for-deleted-records.md): Learn how to search for and pull deleted records.
- [Search for Records](https://www.civicplus.help/social-media-archiving/docs/search-for-records.md): Log in to search records using Quick or Advanced Search. Filter by date, content type, or user for precise results. Explore our guide for details!
- [View and Navigate Search Results](https://www.civicplus.help/social-media-archiving/docs/view-and-navigate-search-results.md): Learn how to view and navigate search results in Social Media Archiving; user filters, sorting, and detailed views to efficiently find and review archived records.
- [View and Search Blocked Lists](https://www.civicplus.help/social-media-archiving/docs/view-and-search-blocked-lists.md): Learn how to view and search blocked lists.
- [Reports](https://www.civicplus.help/social-media-archiving/docs/reports-and-product-add-ons.md)
- [Reporting Overview](https://www.civicplus.help/social-media-archiving/docs/reports.md): Learn how to use reporting tools to track account usage, social media activity, sentiment trends, and alerts across your archive.
- [Alert History Report](https://www.civicplus.help/social-media-archiving/docs/alert-history-report.md): The Alert History Report provides a history of alerts that were triggered over a given time period, along with the records that triggered each alert.
- [Sentiment Report](https://www.civicplus.help/social-media-archiving/docs/sentiment-report.md): Analyze sentiment trends with our General Sentiment and Top Conversations reports to enhance your social media strategy and engagement.
- [Social Media Activity Comparison](https://www.civicplus.help/social-media-archiving/docs/social-media-activity-comparison.md): Analyze incoming and outgoing communications across accounts to boost engagement and identify inactive profiles with our comprehensive report tool.
- [Social Media Alerts](https://www.civicplus.help/social-media-archiving/docs/social-media-alerts.md): Check out a helpful guide to social media alerts by watching a short video.
- [Social Media Network Usage Report](https://www.civicplus.help/social-media-archiving/docs/social-media-network-usage-report.md): Compare the volume of activity across social networks.
- [Social Media Reports Video](https://www.civicplus.help/social-media-archiving/docs/social-media-reports-video.md): Review a helpful video to learn more about reporting in Social Media Archiving.
- [Top Commenters Report](https://www.civicplus.help/social-media-archiving/docs/top-commenters-report.md): Discover your most active users with the Top Commentors Report; see who interacts with your social media the most and analyze engagement.
- [Export](https://www.civicplus.help/social-media-archiving/docs/exporting-records.md)
- [Export Tab](https://www.civicplus.help/social-media-archiving/docs/export-tab.md): Manage bulk exports from your social media archive using the Export tab; run one-time or scheduled exports and review your past export history with ease.
- [Coordinated Universal Time (UTC)](https://www.civicplus.help/social-media-archiving/docs/coordinated-universal-time-utc.md): All archived records display timestamps in Coordinated Universal Time (UTC) to standardize time zones and maintain consistent record timelines.
- [Export Records From Search](https://www.civicplus.help/social-media-archiving/docs/export-records-from-search.md): Export social media records easily with various formats, schedule exports, and track version history for efficient archiving and retrieval.
- [Exported Zip Files](https://www.civicplus.help/social-media-archiving/docs/exported-zip-files.md): Learn why long archive names may fail on Windows and discover solutions like using third-party extractors or simplifying exports.
- [Open Timestamp Response (.Tsr) Files](https://www.civicplus.help/social-media-archiving/docs/open-timestamp-response-tsr-files.md): Learn about open Timestamp Response (.Tsr) files.
- [Schedule Recurring Exports](https://www.civicplus.help/social-media-archiving/docs/schedule-recurring-exports.md): Learn how to schedule recurring exports for all content or specific types, ensuring you capture the right records from your social media archives.
- [Social Media Network Resources](https://www.civicplus.help/social-media-archiving/docs/social-media-network-information-and-best-practices.md)
- [Facebook](https://www.civicplus.help/social-media-archiving/docs/facebook.md)
- [Anonymous/Unknown Comments On Facebook Photos](https://www.civicplus.help/social-media-archiving/docs/anonymousunknown-comments-on-facebook-photos.md): Learn why comments on tagged Facebook photos may appear as 'anonymous' in your archive due to privacy changes in April 2018.
- [Capture Facebook Live Videos in the Archive](https://www.civicplus.help/social-media-archiving/docs/capture-facebook-live-videos-in-the-archive.md): Facebook Live video links now expire after 30 days. Learn how to archive your videos effectively to retain access beyond this limit.
- [Facebook Advisory: Direct Login Accounts](https://www.civicplus.help/social-media-archiving/docs/facebook-advisory-direct-login-accounts.md): Learn why Facebook no longer supports Direct Login Accounts and how to update your page access to use a verified Facebook Profile instead.
- [Facebook Advisory: Dummy Accounts](https://www.civicplus.help/social-media-archiving/docs/facebook-advisory-dummy-accounts.md): Facebook now requires real Personal Profiles for managing Pages. Replace dummy/agency profiles with real user admins to prevent access disruption and data loss.
- [Facebook Support for Public Agencies](https://www.civicplus.help/social-media-archiving/docs/facebook-support-for-public-agencies.md): CivicPlus does not provide Facebook or Meta support. Public agencies should contact Facebook directly for help with Pages, Groups, or admin tools.
- [Meta Business Suite (Facebook Business Manager)](https://www.civicplus.help/social-media-archiving/docs/meta-business-suite-facebook-business-manager.md): Manage your Facebook Pages and Instagram accounts seamlessly with Meta Business Suite. Learn how to connect and optimize your assets effectively.
- [Separate Personal From Public with Facebook Business Manager](https://www.civicplus.help/social-media-archiving/docs/separate-personal-from-public-using-facebook-business-manager.md): Use Facebook Business Manager to manage pages from work emails; keep your personal profile private while securely collaborating with colleagues.
- [Setting up Two-Factor Authentication on Facebook](https://www.civicplus.help/social-media-archiving/docs/setting-up-two-factor-authentication-on-facebook.md): Enable two-factor authentication on your Facebook account to maintain admin access, especially after a loss of privileges.
- [Viewing Facebook Event Data in your Archive](https://www.civicplus.help/social-media-archiving/docs/viewing-facebook-event-data-in-your-archive.md): Learn how to find Facebook Event data in your archive using the Browse or Search tabs.
- [LinkedIn](https://www.civicplus.help/social-media-archiving/docs/linkedin.md)
- [LinkedIn Network Quirks](https://www.civicplus.help/social-media-archiving/docs/linkedin-network-quirks.md): Learn more about LinkedIn's archiving limitations.
- [Vimeo](https://www.civicplus.help/social-media-archiving/docs/vimeo.md)
- [Understanding Video Capture from Vimeo](https://www.civicplus.help/social-media-archiving/docs/understanding-video-capture-from-vimeo.md): Vimeo's new permissions impact video capture; free accounts can't download files. Learn how this affects your recordings and options for access.
- [X (Formerly Twitter)](https://www.civicplus.help/social-media-archiving/docs/twitter.md)
- [User Privacy Restrictions On X (Twitter) Content FAQs](https://www.civicplus.help/social-media-archiving/docs/user-privacy-restrictions-on-twitter-content-faqs.md): Learn how X content from external users may be removed from your archive.
- [General](https://www.civicplus.help/social-media-archiving/docs/general.md)
- [Passwords Used for Connected Accounts](https://www.civicplus.help/social-media-archiving/docs/passwords-used-for-connected-accounts.md): Learn how Social Media Archiving handles passwords from social media platforms.
- [Using a Personal Account (Facebook, LinkedIn)](https://www.civicplus.help/social-media-archiving/docs/using-a-personal-account-facebook-linkedin.md): Learn how Social Media Archiving handles personal accounts for Facebook and LinkedIn.
- [Product Updates](https://www.civicplus.help/social-media-archiving/docs/product-updates.md)
- [Social Media Archiving Product Updates](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-product-updates.md): View product updates for Social Media Archiving.
- [Social Media Archiving Launches AI-Powered Virtual Assistant](https://www.civicplus.help/social-media-archiving/docs/social-media-archiving-launches-ai-powered-virtual-assistant.md): We’re excited to announce the rollout of our new CivicPlus Virtual Assistant designed to elevate your support experience in Social Media Archiving.
- [Submit Product Feedback](https://www.civicplus.help/social-media-archiving/docs/submit-product-feedback.md): Learn how to submit product feedback to share ideas, report issues, and help guide future product improvements.
- [Welcome to the New Account Owner Experience](https://www.civicplus.help/social-media-archiving/docs/welcome-to-the-new-account-owner-experience.md): Your social media archive is more than a compliance safeguard: it’s a tool to help you actively manage your organization’s online presence.
- [Support](https://www.civicplus.help/social-media-archiving/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/social-media-archiving/docs/contact-civicplus-support.md)
- [Request Data Deletion from CivicPlus Social Media Archiving](https://www.civicplus.help/social-media-archiving/docs/request-data-deletion-from-civicplus-social-media-archiving.md): Learn how to submit a request for Social Media Archiving to delete data associated with your Facebook account.
- [Status Page Overview](https://www.civicplus.help/social-media-archiving/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/social-media-archiving/docs/view-your-support-tickets-1.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Troubleshooting](https://www.civicplus.help/social-media-archiving/docs/troubleshooting.md)
- [Disabling Pop-Up Blockers in Your Browser](https://www.civicplus.help/social-media-archiving/docs/disabling-pop-up-blockers-in-your-browser.md): Learn why you should disable pop-up blockers when using Social Media Archiving.
- [Facebook Duplicate Posts (i_04_1471)](https://www.civicplus.help/social-media-archiving/docs/facebook-duplicate-posts-i-04-1471.md): On May 9, 2019, a Facebook bug caused duplicate posts in the Graph API. Learn how to filter these tagged entries in your archives.
- [Facebook Notes (i_04_3370)](https://www.civicplus.help/social-media-archiving/docs/facebook-notes-i-04-3370.md): On February 7, 2021, Facebook Notes transitioned to read-only mode, affecting records tagged with “i_04_3370.” Learn more about the incident timeline and updates.
- [Meta AI Messages (i_04_4243)](https://www.civicplus.help/social-media-archiving/docs/meta-ai-messages-i-04-4243.md): On April 21, 2024, Facebook Messenger users faced a flood of duplicate chatbot messages, causing performance issues and prompting system responses.
- [Platform Identity Provider (IdP) Troubleshooting](https://www.civicplus.help/social-media-archiving/docs/platform-identity-provider-idp-troubleshooting.md): Troubleshoot Okta and Microsoft Entra SSO login issues with our guide on user permissions, configuration checks, and steps for further assistance.
- [Why Did My Account Disconnect?](https://www.civicplus.help/social-media-archiving/docs/why-did-my-account-disconnect.md): Troubleshoot account disconnections on social media platforms and learn how to reconnect with Social Media Archiving's support and guidelines.
- [Using the Help Center](https://www.civicplus.help/social-media-archiving/docs/using-the-help-center.md)
- [CivicPlus Help Center Overview](https://www.civicplus.help/social-media-archiving/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.
- [Follow a Help Center Section](https://www.civicplus.help/social-media-archiving/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/social-media-archiving/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/social-media-archiving/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/social-media-archiving/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.

## Utility Billing

- [Getting Started](https://www.civicplus.help/utility-billing/docs/getting-started.md)
- [Marketing Materials | Utility Billing](https://www.civicplus.help/utility-billing/docs/marketing-materials-utility-billing.md): Use these resources to boost community awareness and drive engagement!
- [Utility Billing Glossary](https://www.civicplus.help/utility-billing/docs/utility-billing-glossary.md): Learn more about terms and acronyms used in Utility Billing!
- [Sign In to Utility Billing](https://www.civicplus.help/utility-billing/docs/sign-in-to-utility-billing.md): Learn more about Single Sign-On and accessing Utility Billing.
- [Accessibility](https://www.civicplus.help/utility-billing/docs/accessibility.md)
- [CivicPlus Accessibility Statement](https://www.civicplus.help/utility-billing/docs/civicplus-accessibility-statement.md): CivicPlus prioritizes accessibility and usability, ensuring compliance with WCAG 2.1 AA through rigorous testing and ongoing improvements for all users.
- [Accounts](https://www.civicplus.help/utility-billing/docs/accounts.md)
- [Tracking Bankruptcy](https://www.civicplus.help/utility-billing/docs/tracking-bankruptcy.md): Learn how to track and apply bankruptcy to an account in Utility Billing!
- [Manage Payment Plans](https://www.civicplus.help/utility-billing/docs/manage-payment-plans.md): Create and manage payment plans with ease. Learn to add, edit, and track payment statuses, transaction dates, and notes effectively.
- [Bond Events](https://www.civicplus.help/utility-billing/docs/bond-events.md): Learn how to create and manage Bond events in Utiliby Billing.
- [Recording Call Events](https://www.civicplus.help/utility-billing/docs/recording-call-in-events.md): Learn how to record Call or Contact events in Utility Billing!
- [Final Events](https://www.civicplus.help/utility-billing/docs/final-events.md): Learn how to apply Final Events to an Account in Utility Billing!
- [Account Management](https://www.civicplus.help/utility-billing/docs/account-management-1.md): Learn how to create, edit, and manage Accounts in Asset Management!
- [Account and Contact Overview](https://www.civicplus.help/utility-billing/docs/account-management.md): Learn more about searching for Contacts and Accounts, as well as Contact and Account properties in Utility Billing!
- [Contact Management](https://www.civicplus.help/utility-billing/docs/contact-management.md): Learn how to add, edit, and remove contacts from an Account in Utility Billing.
- [Document Management](https://www.civicplus.help/utility-billing/docs/document-management.md): Organize your account with essential documents like images, manuals, and reports. Easily upload, manage, and retrieve files for audits and reviews.
- [Manage Services on an Account](https://www.civicplus.help/utility-billing/docs/manage-services-on-an-account.md): Learn more about Parameters fields, removing service from accounts, editing service on accounts, and more.
- [Operations](https://www.civicplus.help/utility-billing/docs/operations.md)
- [Perform a Billing Cycle](https://www.civicplus.help/utility-billing/docs/complete-a-billing-cycle.md): Master utility billing cycles with step-by-step guidance on exporting, importing meter reads, running tests, and generating invoices efficiently.
- [NACHA Export](https://www.civicplus.help/utility-billing/docs/nacha-export.md): Learn more about National Automated Clearing House Association (NACHA) exports and how to generate a NACHA export!
- [QA Overview](https://www.civicplus.help/utility-billing/docs/qa-overview.md): Learn how to view and export meter readings, import reads, and run tests before billing.
- [Summary Overview](https://www.civicplus.help/utility-billing/docs/operations-overview.md): Learn about the Summary tab in the Operations menu.
- [Query](https://www.civicplus.help/utility-billing/docs/query.md)
- [Query Overview](https://www.civicplus.help/utility-billing/docs/query-overview.md): Gain a basic understanding of the Query tab and its functions in Utility Billing in this Query Overview!
- [Toggle and Use Map View](https://www.civicplus.help/utility-billing/docs/view-record-map-view.md): Learn more about the Map view and how to utilize it in Utility Billing.
- [View and Filter Records](https://www.civicplus.help/utility-billing/docs/view-and-filter-records.md): Learn how to manage records in Utility Billing: filter queries, pin columns, group data, and aggregate data.
- [Create and Manage Query Layouts](https://www.civicplus.help/utility-billing/docs/create-and-manage-query-layouts.md): Learn how to create and share Query Layouts in Utility Billing.
- [Query Actions](https://www.civicplus.help/utility-billing/docs/query-actions.md): Learn about Query Actions in Utility Billing: export queries, create new and recurring events, and update records.
- [Admin and Reports](https://www.civicplus.help/utility-billing/docs/admin.md)
- [View and Export Reports](https://www.civicplus.help/utility-billing/docs/view-and-export-reports.md): Export and Manage Reports in Utility Billing!
- [Create a Billing Action](https://www.civicplus.help/utility-billing/docs/field-routing.md): Learn how to create billing actions, adding them to the Operations calendar to finalize and generate bills in Utility Billing.
- [Utility Billing Resident Portal](https://www.civicplus.help/utility-billing/docs/utility-billing-resident-portal.md)
- [View and Download Bill History](https://www.civicplus.help/utility-billing/docs/bill-history.md): View and download your billing history in the Utility Billing Resident Portal!
- [View and Download Payment History](https://www.civicplus.help/utility-billing/docs/view-and-download-payment-history.md): View and download your payment history in the Utility Billing Resident Portal!
- [Sign In to the Resident Portal](https://www.civicplus.help/utility-billing/docs/sign-in-to-the-resident-portal.md): Sign in to the Utility Billing Resident Portal to manage your account, make payments, and view meter readings!
- [Resident Portal Overview](https://www.civicplus.help/utility-billing/docs/resident-portal-overview.md): Access your utility account with the Resident Portal! View bills, manage payments, check meter reads, and track water consumption all in one place.
- [Create and Manage Your Account](https://www.civicplus.help/utility-billing/docs/manage-your-account.md): Learn how to create and edit your account in the Utility Billing Resident Portal.
- [View Meter Readings](https://www.civicplus.help/utility-billing/docs/meter-readings.md): Learn how to view meter reads in the Utility Billing Resident Portal.
- [Make and Manage Payments](https://www.civicplus.help/utility-billing/docs/payment-history.md): Easily pay your bill online by selecting payment amounts, managing methods, and setting up autopay for convenience. Get started today!
- [Quick Pay or Pay as a Guest](https://www.civicplus.help/utility-billing/docs/quick-pay-or-pay-as-a-guest.md): Pay your utility bill easily with the Quick Pay option on the Utility Billing Resident Portal.
- [Integrations](https://www.civicplus.help/utility-billing/docs/integrations.md)
- [Harmony AMR](https://www.civicplus.help/utility-billing/docs/harmony-amr.md): You can electronically import meter readings in bulk after a truck has driven a predefined route.
- [InfoSend Integration](https://www.civicplus.help/utility-billing/docs/infosend-integration.md): Learn more about how the InfeSend integration works, the setup requirements, and sending invoices to InfoSend in Utility Billing.
- [Neptune360 AMI](https://www.civicplus.help/utility-billing/docs/neptune360-ami.md): Learn how to import Neptune 360 meter readings and troubleshoot missed or failed readings.
- [Set Up Payments with External Processors](https://www.civicplus.help/utility-billing/docs/set-up-payments-with-external-processors.md): Learn more about how to set up your account with a supported processor and connect it to our system.
- [Tyler Cashiering Integration](https://www.civicplus.help/utility-billing/docs/tyler-cashiering-integration.md): Learn more about the Tyler Cashiering Integration for Utility Billing.
- [Product Updates](https://www.civicplus.help/utility-billing/docs/product-updates.md)
- [Utility Billing Product Updates](https://www.civicplus.help/utility-billing/docs/utility-billing-product-updates.md): View product updates for Utility Billing.
- [Submit Product Feedback](https://www.civicplus.help/utility-billing/docs/submit-product-feedback.md): Submit product feedback to the Utility Billing product team.
- [Utility Billing Release Notes](https://www.civicplus.help/utility-billing/docs/release-notes.md)
- [April 9, 2026 Release Notes](https://www.civicplus.help/utility-billing/docs/april-9-release-notes.md)
- [March 31, 2026 Release Notes](https://www.civicplus.help/utility-billing/docs/march-31-release-notes.md): Learn more about customizable autopay email notifications, released March 31st, 2026.
- [March 16, 2026 Release Notes](https://www.civicplus.help/utility-billing/docs/utility-billing-march-16-release.md)
- [March 2, 2026 Release Notes](https://www.civicplus.help/utility-billing/docs/march-2-2026-release-notes.md): Learn more about E-Bill Email and Invoice Chart updates in this March 2, 2026 release.
- [February 19, 2026 Release Notes](https://www.civicplus.help/utility-billing/docs/february-19-2026-release-notes.md)
- [February 12, 2026 Internal Release Notes](https://www.civicplus.help/utility-billing/docs/february-12-2026-internal-release-notes.md)
- [February 2, 2026 Internal Release Notes](https://www.civicplus.help/utility-billing/docs/february-2-2026-internal-release-notes.md): Learn about released internal enhancements in these release notes.
- [January 23, 2026 Internal Release Notes](https://www.civicplus.help/utility-billing/docs/january-23-2026-internal-release-notes.md): Learn more about bug fixes and features in this Utility Billing release on January 23, 2026.
- [June 2, 2025 Release Notes](https://www.civicplus.help/utility-billing/docs/release-june-2nd-2025.md)
- [Support](https://www.civicplus.help/utility-billing/docs/support.md)
- [Contact CivicPlus Support](https://www.civicplus.help/utility-billing/docs/contact-civicplus-support.md)
- [Browser and Device Support](https://www.civicplus.help/utility-billing/docs/browser-and-device-support.md): Learn about browser and device support in Utility Billing.
- [Status Page Overview](https://www.civicplus.help/utility-billing/docs/status-page-overview.md)
- [View Your Support Cases](https://www.civicplus.help/utility-billing/docs/view-your-support-tickets.md): Learn how to view the tickets you have submitted to our CivicPlus Support team.
- [Using the Help Center](https://www.civicplus.help/utility-billing/docs/using-the-help-center.md)
- [Follow a Help Center Section](https://www.civicplus.help/utility-billing/docs/follow-a-help-center-section.md): Follow articles and categories in the Help Center to receive timely email notifications about updates and new content directly to your inbox.
- [Like or Dislike a Help Center Article](https://www.civicplus.help/utility-billing/docs/like-or-dislike-a-help-center-article.md): Learn how to like or dislike articles in our Help Center, providing feedback to improve content quality and receive updates on your suggestions.
- [Search the Help Center](https://www.civicplus.help/utility-billing/docs/search-the-help-center.md): Learn how to effectively search CivicPlus Help Centers, filter results, and utilize AI responses for quick answers to your queries.
- [Sign Up for Release Notes](https://www.civicplus.help/utility-billing/docs/sign-up-for-release-notes.md): Follow these steps to sign up for release notes and get email updates whenever new product enhancements are published.
- [CivicPlus Help Center Overview](https://www.civicplus.help/utility-billing/docs/civicplus-help-center-overview.md): View a click-through tutorial on how to navigate the Help Center site.