# Portal Features for Documents

> Source: https://support.donorview.com/portal-features-for-documents-dv  |  Updated: 2026-06-06T15:19:27Z

If you have the Advanced Portal activated and you have selected Documents from the list of options, your constituents can use the portal to see a list of all the documents that have been saved in their record.

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/1bcb4d1ace6944ae9ff4bc071bc47e3b.png" width="1173" height="556" />

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/7b3c91840f364ea287a3e0d83154e247.png" width="1186" height="547" />

Documents saved for the constituent must be checked "**Post to Portal**" in order to be visible in the portal.

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/1b711976c08a487d8965f4e5d74a32ea.png" width="1652" height="675" />

Constituents can see all of their documents that have been posted to the portal. The date the **Last Document** was posted and the **Total Documents** available are shown at the top of the page.

If you have authorized it in the Constituent Portal settings, they can click on **Upload Document** to upload a new document.

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/df5f85090d054f65a7146356fd04a26e.png" width="1866" height="916" />

In the next page they can enter a **Document Name, Select files** to upload, add **Comments** and then click on **Upload** to add the document to their record.

Once uploaded they will get a confirmation on the Documents page that the document was successfully uploaded.

Note that there is a 10 MB size limit and only Word doc, Excel xls, PowerPoint ppx, Adobe pdf, Image jpg, and Image png files can be uploaded.

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/bf662e43b41644a2bc48a4d29fb59c6b.png" width="1866" height="772" />

Documents can be downloaded by clicking on the **Details** link on the row. From the new window, click **Download Document** to download the document to your computer.

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/986b9c3130c54ca9837fc2453316bf0c.png" width="1866" height="920" />

The user can navigate to another module using the links on the left menu or go to the homepage by clicking on the organization's logo in the top left corner.