Working with reference documents | FundCentre Fundraising

1. From the Document menu, click Reference Documents.
2. Click Add Reference Document.
3. Upload documents using one the following methods:
   • Drag and drop them onto the screen. You can drag and drop a maximum of 10 files at a time.
   • Click the link to select documents to upload, navigate to the documents, and click Open.
4. In the Document Type field, select the document type.
5. In the Effective Date field, select the date the document can be used.
6. (Optional.) To change the name of the document click the edit button and enter the new name.
7. Click Upload.

1. From the Document menu, click Reference Documents.
2. Select the documents you want to share and click Share.
3. Enter the required fields.
4. Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
5. (Optional.) To view the notification email, click Preview Notification. Click on a user to preview the notification. When the document is published all users listed will be notified and have access to the document.
6. Select one of the following options:
   • From the notification preview screen click Upload Without Publishing or from the three dots menu, select Publish and Send Notification, or Publish Without Notification.
   • From the document upload screen, from the three dots menu select Upload Without Publishing, Publish and Send Notification, or Publish Without Notification.

1. From the Document menu, click Reference Documents.
2. Click the name of the document you want to download to open it in the viewer.
3. Click the download button to the right of the document name.

You can export data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

1. From the entity grid of the entity that you want to export, click Export. 
2. In the Exported Items page, click the name of the export that you want to download.