Link Documents to DonorCentral Records

Link and upload Grants, Gifts, or Pledges letters from the Documents Module to related records in DonorCentral.

Note: This procedure is applicable for Gifts, Grants, and Pledges documents only.

1. Go to View > Documents Module.

2. In the data grid, right-click on one or more document rows that you want to upload and select Upload Docs.

3. Select an Upload Docs option.

   See this help page for information about Highlighted and Tagged Records.

   Note: You only need to upload a document if a related record (fund, grant, profile, or donation) is also uploaded.

4. Select OK.

   A confirmation message displays, and you can now see the document in DonorCentral on the related record.