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 the page there are menu items in a white font that say “Overview”, “Constituents”, “Gifts”, “Pledges”, “Interactions”, “Documents”, "Relationships", "Events", "Auctions", "Memberships", "Time Tracking", "Engagement", "Surveys/Forms", and "Payment Options". Click on the word “Documents” and you will be taken to the “Documents” page.
How do I find the Documents page? Print
Modified on: Fri, Jul 13, 2018 at 10:20 AM
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