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. For each file, enter or update details as needed:

   1. Select Document Type.
   2. Enter the Effective Date.
   3. Select a Campaign.
   4. Select a Fund.

   Note: To apply the same values to all files, enter details in the top row.

5. (Optional.) To change the name of the document, click the Pencil icon and enter the new name.
6. Click Upload.

You can update document type for reference documents directly from the Reference Documents grid.

1. From the Document menu, click Reference Documents.
2. Select documents for which you want to update the document type.
3. Click Update Document Type in the blue bar.
4. Select Document Type from the dropdown list.
5. Click Save.

You can replace a published document directly from the document Details tab.

1. From the Document menu, click Reference Documents.
2. Click the document that you want to replace.
3. Click the three dots menu icon on the top-right corner of the screen.
4. Select Replace
5. Select the document from your device and click Open.
6. Click Confirm.

After the document is replaced, no notifications are sent to LPs. The document name does not change after replacement. All replacement activity is logged in the Activity Log tab.

Important! Media image and video files cannot be replaced.

View and delete reference document versions

A Versions tab is created the first time you replace a document.

1. From the Document menu, click Reference Documents.
2. Click the document for which you want to view a version. 
3. Click the Versions tab. The Versions tab shows all versions of the file, including:
   • Latest - the most recently replaced file
   • Version 2, Version 1 - previous versions, each showing who replaced it and when
4. Click the Download icon next to any version to download it.
5. Click the Delete icon to remove a previous version. You can have a maximum of 5 versions in total, including the Latest version.

Note: 

To remove latest version, click the three dots menu and select Delete.

Important!

• A maximum of 5 document versions is supported.
• If the limit is reached, delete older version before uploading a new one.
• The system displays an error and blocks replacement when the limit is exceeded.

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, Allow LP to download, and Highlighted.
5. In the Select Permission step:
   1. Select an Entity Type.
   2. Select a Permission Level.
   3. Based on the entity type, select the relevant entity.
   4. (Optional.) Use apply the same selection to all documents to apply permissions across multiple files.
6. Click Upload Without Publishing
7. (Optional.) To view the notification email, click Review Notification.
   1.  Click on a user to preview the notification. 
   2. Review the email subject and the message. 
   3. Edit the message if required. When the document is published all users listed will be notified and have access to the document.
8. Select one of the following options:
   • Click Publish and Send Notification to publish the document and notify users.
   • Click Publish Without Notification to publish without sending an email.
   • Click the three dots menu and select Upload Without Publishing to save without publishing.

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.