Community > Contacts > Documents Tab
The Documents tab allows you to upload documents to save within a Contact’s record such grant proposals, grant applications, volunteer release forms, etc. PDF, Word, Excel, and image files are all allowed.
Upload files up to a maximum size of 30MB per file. Uploading a file with the same name as an existing file will overwrite the existing file.
After making any changes (including deleting a file) you must click the Save Changes button before leaving the page.
To add a description about the file, click the space in the Comment column.
Prohibited Types of Documents
- Copies of checks showing the account numbers
- Drivers licenses, social security cards, or passports
- Photos of credit cards or other secure financial information
- Illegal or illicit information
- Pornographic material
- Copies of copyrighted materials