Attachments
Store a donor's paperwork — pledge letters, MOUs, grant agreements, gift-in-kind documentation — right on their record, in secure storage.
Find it: Open a donor from Donors → the Attachments card · Who can use it: Staff with donor-write access only — Org Admins / CDOs and Development Associates. Board viewers and committee members never see this card.
What you'll see
An Attachments card on the donor's profile with an Upload button in its header. Below it is the list of files already on this donor — each row shows the file name, its size, and the date it was added, with a download icon and a delete icon. Before you've added anything, the card reads "No files yet. Attach pledge letters, MOUs, or agreements."
How to upload a file
- Click Upload on the Attachments card.
- Pick a file from your computer. Accepted types are documents and images: PDF, Word, Excel, PowerPoint, plain text, CSV, PNG, and JPEG, up to 25 MB each.
- The file uploads and appears in the list. That's it — it's saved to the donor.
Web pages (HTML) and SVG images are deliberately not allowed. Those file types can carry hidden active content, so blocking them keeps a malicious upload from ever running inside the app. If a file is rejected, convert it to a PDF and upload that instead.
How to download a file
- Click the download icon on the file's row.
- The file opens in a new browser tab, from which you can save it.
- The download link is single-use and expires after about a minute — this is why files open right away rather than giving you a permanent link to paste around. Just click download again whenever you need the file.
How to delete a file
- Click the trash icon on the file's row.
- The file is removed from the donor and from storage.
Good to know
- Every upload, download, and delete is written to the audit log — who touched which file, and when. Donor documents are sensitive, so the app keeps a permanent record of who accessed them.
- This is the tightest access tier in the app. Committee volunteers can see a donor's engagement and contact info, but never their paperwork — a pledge letter or grant agreement often contains figures and terms that belong only with staff. That's why board viewers and committee members don't even see the Attachments card.
- Your files are yours alone. Storage is scoped to your organization by design — there is no path by which one org can reach another org's documents, even accidentally.
- Attachments follow a donor through a merge, so combining two duplicate records never loses their paperwork.