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Can I Upload My Own Release of Information Form?
Can I Upload My Own Release of Information Form?

Uploading Custom Release of Information ROI form.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

Yes. A network administrator has two options:

  1. You can upload your own ROI to the system: Visit your [Admin] tab > Click EDIT NETWORK SETTINGS link > Upload ROI (towards the bottom of the screen). Please note that with this option the ROI no longer pre-fills with client information.

  2. If you wish your custom ROI would pre-fill our technical team can review and provide a quote to develop into the system for a one-time. If this is your desire, please forward your custom ROI to support@charitytracker.net.

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