Documents

When supporters receive an event registration confirmation via email or sign a waiver, an encrypted .pdf version is automatically stored in the Documents section at the bottom of their Contact Profile. 


Click the View icon to the right of a Document in the list to access a link to the document, change its description, or remove it.



You can also manually upload jpg, jpeg, png & pdf documents to a Contact Profile by clicking the Add button at the top right.

In the Add Document window, enter a Name of File that will display in the Documents section (this does not have the be the same as your file name) and optional description. Use the Choose File button to select a file from your computer and click Save when done.