Donorfy allows you to upload documents and attach them to a timeline entry or an activity. They are attachments on a timeline entry. For instance, a scan of a Gift Aid Declaration or a scan of a letter received.
Donorfy can accept various document types (up to 3Mb in size):
CSV file.
Excel file.
Image file - e.g. jpg, png.
Pdf file.
Text file.
Word document.
Email Message (.msg).
Upload a new document
Create or open an existing Timeline Activity.
📌Note: A timeline entry needs to be added before you can upload a document to it, for example, an Activity, a Gift Aid declaration or a Mailing.
Open the timeline entry.
The upload area is at the bottom of the form, either click Upload a Document or drag and drop files into the area.
Click Save Changes to the timeline entry.
The documents will then upload and once completed, will display as a line entry.
You can upload further documents, download or delete previously uploaded documents.
🤓Tip:
Before uploading, try to name your file specifically to the upload and constituent being added.
For example adding a Gift Aid Declaration instead of the file being called GAD.pdf.
You could use a convention of: GAD - [Constituent Number] - [Date of GAD]: GAD - 12345 - 01032022.pdf.
i.e a PDF file upload of a GAD for Constituent 12345 dated 1st March 2022.
View an uploaded document
Click on the Download button.
Donorfy will download it to your computer's Downloads folder.
Reasons for a document not uploading to the Activity:
The Activity needs to be saved before a document can be attached to it.
The document is over the maximum size that is allowed for attachments (3Mb).
It is still open on your computer. It needs to be closed to allow it to be uploaded.
It is being attached from a sharing site and the permissions are not allowing the attaching of the document.
If dragging and dropping the document, it hasn't been dropped into the centre area of the upload box.
The file is empty. If there is no data in the document, it will not upload.