When entering a new or existing General Gift you have the option to also upload a document linked to the gift record. Next to the Acknowledged fields you will find the field necessary to uploading your document and labeling it with a category.
The Is Document Acknowledged toggle is for donation pages that have a document uploaded as part of the payment process. For example, if a donation page was used to collect payments for school trip may include a waiver document that must be acknowledged along with the payment. This toggle is not related to uploading documents.
General Gift Document Fields:
- Attached Document Category – From the picklist you can select which category you wish to assign to the Document you are uploading. This Categories are taken from the Document module of the software and will show with the upload file when viewing in inside of the Gift or on the Document grid or tab.
- Attached Document – Click “Select Files” to select which Document you wish to attach to this Gift record.
If you open a General Gift which already has a document uploaded you will be able to view that document by clicking on the file name under Attached Document. A copy of the document can also be found in the constituent's Documents tab and on the CRM Module > Document grid.
