Finance Documents¶
Each people record in TouchPoint has a tab where you can upload documents related to a person’s giving. This is located on the person’s record on the Giving > Documents tab.
Use Case
For donors who give stock, you may find it useful to store in this location documents related to their gifts of stock.
User Roles¶
You must have the Finance role in order to upload or view these documents. This tab will not be seen by anyone on their own profile unless they have the Finance role.
Tip
Before you upload the document, we recommend you save it as a PDF on your computer. This will facilitate viewing it from the Giving > Documents tab. We also suggest including the People ID # in the name of the file to accurately identify the document.
See also
You can use Search Builder to find everyone who has a Finance Document on their record. Use the Condition on the Miscellaneous tab named Has Finance Documents.
See also
Upload Finance Documents¶
- Step 1
Go to the person’s Giving > Documents tab and click Choose File.
- Step 2
Locate the PDF file on your computer, click to highlight it and then click Open (or double-click to select it).
- Step 3
Now click the Submit button.
- Step 4
View the document by clicking the Adobe PDF icon.
Questions¶
Can I rename a document after I have uploaded it?
Yes. Just click the pencil icon, enter the new name, and click the blue check-mark to save it.
Can I upload more than one document per person?
Yes. Just follow the same steps as above and be sure to give each file a different name.
How can I remove a document that is no longer needed or that gets uploaded to the wrong person’s page?
Just click the Delete button below the name of the document.
I have existing documents that do not have file names. Can I add a name to the document even though the file has already been uploaded?
Yes. Use the same procedure as renaming.