Select Page

Creating a Document Record

Navigation: Records > Person > Documents

Tip: Accepted file formats: pdf, doc, docx, and jpg. Maximum file size: 50 MB. 

  1. From the bottom navigation bar, click Records
  2. Click Person. The Person Manager will display.
  3. In the Search field, enter the name of the person record you want to add a document to or scroll through the list of people records on the page
  4. Click the name of the person. The Person Record page will display.



  5. Click the Documents tab. The document fields will display.
  6. Click +Create



Documents Field Group

  1. Document Name*: Enter the name of the document 
  2. Document Type*: Select the document type (e.g., College Transcript, Essay, High School Transcript) from the Document Type dropdown menu
  3. Document Date: Click  and select the date the document was added

    Tip: If you do not enter the date, Fireworks will automatically use the date the document was added to the record.

  4. Document Description: Describe your document so that other staff members will be able to easily identify it (e.g., Recommendation from coach, Senior HS transcript)
  5. Document Comments: Enter additional information about the document, if appropriate
  6. Upload the document by either:
  • Clicking Choose File and selecting the file from your computer
  • Dragging the file to the Drag files here to upload area
  1. Click