Timeline Document Upload

Donorfy allows you to upload documents and link them to a timeline entry - such as a gift aid declaration or an activity - this is done as follows:

You must add the timeline entry before you can upload document to it. Open the timeline entry - if no documents have uploaded it will be shown similar to the screen shot below

 

The document upload area is at the bottom of the form, you can either click in that area to browse for files on your computer or drag files (e.g. from Windows Explorer) into the area.

Note if the file is empty it will not be upload

If you open a timeline entry that has documents upload against it they will be shown in the upload area - as shown in the example below.

You can upload further documents, download or delete previous uploaded documents.

Have more questions? Submit a request

Comments

  • Avatar
    Davep

    Just a Note to say.....Although it says Open or Add a Timeline Entry, this is not a clear indication that you have to create an "Activity" e.g. Letter In-Bound or similar item, First, before any document can be attached to it. Unless this is done there is no Document Upload area on the Constituent form, its the activity that creates the areas for the Documents to be added.

Powered by Zendesk