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.

.. admonition:: 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.

.. seealso::
    :doc:`../People/PeopleIdNumbers`

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`.

.. seealso::
    :doc:`../SearchBuilder/index`

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.