CRM – Documents

What is the Documents grid?
The documents grid shows all documents across all constituents that have been stored in DonorView. You can also add or delete documents from the documents g...
Thu, Jan 28, 2016 at 8:49 AM
How do I add a document?
There are multiple ways to create a new document.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, ...
Thu, Jan 28, 2016 at 8:50 AM
How do I find the Documents page?
Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of th...
Thu, Jan 28, 2016 at 8:50 AM
How do I see all of the documents for just one constituent?
From the main Documents grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit button...
Thu, Jan 28, 2016 at 8:50 AM
Can I export the documents?
You can export your document information to an Excel file by clicking on the Export to Excel button on the top right of the Documents grid. You can also ope...
Thu, Jan 28, 2016 at 8:52 AM
Can I search for a document?
You can search for a specific document by entering any text in the search field located in the upper left corner of the Documents grid. To clear the search ...
Thu, Jan 28, 2016 at 8:52 AM
How do I open a document?
To open a document that is stored in DonorView, click on the Hyperlink that appears in the File Name column for that document on either the main Documents g...
Fri, Nov 10, 2017 at 9:54 AM
What are document tags?
These are keywords that you can add to a document that users can use to search with. For example, you could add pledge as a tag, so when a user searches for...
Thu, Jan 28, 2016 at 8:53 AM
What are document categories?
Document categories allow you to group documents for easier searching and reporting.
Thu, Jan 28, 2016 at 8:53 AM
Can I add a new document category?
Yes, you can click on the up and down arrows of the drop down box and click on “New/Edit”. Type in the new document category you want to add and click on th...
Thu, Jan 28, 2016 at 8:53 AM