Documents can be added to a Constituent Profile for various reasons. Two of the more common reasons are for planned giving agreements and opportunities.
To add a document to a constituent profile, complete the following steps:
Field Name | Required? | Description |
---|---|---|
constituent | Required | This is the name of the constituent this document pertains to. It is auto-filled based on the constituent name of the profile. |
document code | Required | This serves as an identifying code for the document. |
document description | Required | Enter a brief description of the contents or purpose of the document. |
document display name | Optional | Enter a more user-friendly name for the document in this field. |
document category | Optional | Enter a category for the document. Categorizing your documents will help you organize them. |
document summary | Optional | Enter a short synopsis of the document in this field. This may include a summary of its contents and/or its purpose. |
file name | Optional | Click the Browse button to locate the desired document to be uploaded on your hard drive. |
url | Optional | If the document is hosted on a Web server, enter the URL for the document in this field. |
author | Optional | Enter the name of the document's author in this field. |
document source | Optional | Enter the source of the document in this field. |
document text | Optional | Enter a short blurb of text from the document in this field. |
The documents child form will update with a link to the newly uploaded document.
Note: The documents child form can be configured to display whichever fields entered above that are needed for your application of netFORUM.