When entering a new or existing General Transaction you have the option to also upload a document as a part of the Transaction. Next to the Acknowledged fields you will find the field necessary to uploading your document and labeling it with a category.
The Is Document Acknowledged toggle is for donation pages that have a document uploaded as part of the payment process. For example, if a donation page was used to collect payments for school trip, it may include a waiver document that must be acknowledged along with the payment. This toggle is not related to uploading documents.
General Transaction Document Fields:
- Attached Document Category – From the picklist you can select which category you wish to assign to the Document you are uploading. These Categories are taken from the Documents module of the software and will show with the upload file when viewing in inside the transaction record or on the Documents grid or tab.
- Attached Document – Click “Select Files” to select which Document you wish to attach to this Gift record.
If you open a general-type transaction which already has a document uploaded you will be able to view that document by clicking on the file name under Attached Document. A copy of the document can also be found in the constituent's Documents tab and on the CRM Module > Documents grid.
