Working with documents | FundCentre Fundraising

1. From the Document menu, click Documents.
2. Click Add 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. (Optional.) To change the name of the document click the edit button and enter the new name.
5. Enter the required fields. The required fields change based on the entity type.
6. Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
7. (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.
8. 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 Documents.
2. Select the documents you want to publish or unpublish.
3. Select one of the following options:
   • Publish and Send Notification - Publishes the document and sends notifications.
   • Publish Without Notification - Publishes the document and does not send notifications.
   • Unpublish - Unpublishes the document. Users will not be able to access the document.

When you download documents they are sent to the Export Data area where you can download them to your local machine as a ZIP file. You can access the Export Data area any time by clicking Exported Items from the Manage menu.

To download a single file directly to your computer, see "How to download a single document" below.

1. From the Document menu, click Documents.
2. Select the documents you want to download.
3. Click Download. The Export Data screen displays. 
4. Click the document name to download it as a ZIP file.

1. From the Document menu, click 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.