CRM – Documents
Documents OverviewDocuments can be linked to a specific constituent to store information associated with the constituent. You can upload a document from your computer or you can have the constituent upload their own documents via surveys, events, memberships, or donation pages. This can include t…1 min readWhat is the Documents grid?The Documents grid is located in the CRM module and shows a list of all documents for all constituents. This grid works similarly to other grids where you can create custom views by using the view builder or by applying queries and filters to the columns on the grid. This grid a…1 min readHow 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, mouse over the "+ New" menu at the top of the grid and click Document. Enter the document information, upload the document an…2 min readHow 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 and then Documents. If you are already on a constituent’s record, you can click on their Documents tab at the top of their…1 min readCan I export documents?Yes, you can export all the documents in your view into a zip file or you can download a specific document. To export all the document in your view, begin by filtering the main Documents grid to display only those documents you wish to export. Please note there is a limit of 200…2 min readCan 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. This will search for the entered text in any of the columns on the grid. To clear the search results and return to all records, simply click on…1 min readHow 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 grid or on the constituent’s Documents tab.1 min readWhat are document tags?These are keywords that you can add to a document that can be used for searches from the main Documents grid. You can assign multiple tags to a document, separated by a comma. The tags will appear on both the main Documents grid and the constituent's Documents tab.1 min readWhat are document categories?Document categories allow you to group documents for easier searching and reporting. The document categories are editable, so you can customize them for your needs. Document categories can be searched and filtered on the mail Documents grid.1 min readHow do I add, edit or delete a document category?When adding or editing a document, you can access the choices for the document category by clicking on <New/Edit> from the dropdown menu. You can also access the Document Categories from the Manage Picklist feature in your organization's Account Settings under the Options…2 min readCan I change the order that the document categories appear in the dropdown box?Yes. In the Document Category field, click on the arrow inside the drop down box and click on <New/Edit>. A new window will open. Find the value that you want to re-order and hover over the three vertical lines to the left of the value. Drag the value to the new location i…1 min readCan I rename a document?Yes, you can edit the document by clicking on the Edit link on the left side of the row from the main Documents grid or from the constituent's Documents tab. Once the record is open you can edit all the details, including the name of the document. Click Save to save the changes…1 min readCan I delete a document?A document can be deleted from the Documents grid or the constituent's Documents tab by clicking on the trash can icon. To confirm deletion, enter YES in the box provided and click OK. Click Cancel to return to the previous page without deleting. Note that a deleted document can…1 min read