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...

There are multiple ways to create a new document. From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, ...

The Documents grid is located in the CRM module and can show a list of all documents for all constituents.This grid works similarly to other grids where you...

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...

You have two options, you can either export the data displayed on the documents grid itself into an excel file or you can download the actual document files...

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 ...

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 Docume...

These are keywords that you can add to a document that users can use to search with. For example, you could add a pledge as a tag, so when a user searches f...

Document categories allow you to group documents for easier searching and reporting.

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...