Adding a Document to the Constituent Profile

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:

  1. Navigate to the Constituent Profile.
  2. Click the More tab located in the child forms section of the profile.
  3. Expand the documents child form to see a list of currently available documents.
  4. Click the add icon . This will open the Add - Constituent Document pop-up window.
  5. Complete the following fields as needed for the document being uploaded:
    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.
  6. Click the Save button.

    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.