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Attachments

In charity funding, an attachment may refer to a digital file, such as a document, image etc. that is added or included along with a donation or funding submission to a charity organization.

Attachments can be relevant in many cases like:

  • Smooth Communication: Uploading attachments electronically streamlines the communication and application process as donors can conveniently submit all required documents in one go.

  • Faster Evaluation: Having all necessary information and supporting documents available in the form of attachments enables quicker responses on funding applications.

  • Document Security: Uploading attachments through secure online platforms or email attachments helps protect sensitive information and maintains data security.

View Attachments in an Account's Profile​

note

The list of attachment types is managed by your system administrator.

You can view the attachments of each account in the accounts profile. The attachments' page shows a list of all the attachments with each having:

  1. Reference Number: Number specifying each attachment type.
  2. Type of Attachment: The kind of each attachment uploaded.
  3. Title of the Attachment: Name of each attachment uploaded.
  4. Created By: Name of the account owner who uploaded the attachment.
  5. Date: Date at which the attachment is uploaded.
  6. File(s): The file that is attached in the account.

Attachment List

Add an Attachment​

To add any attachment, simply click the Add Attachment button.

Add Attachment Button

Input any Title, add any extra notes if needed, upload the attachment file and click OK.

Add Attachment