I would like to upload an external document to an Organization record -or- a Request record in GIFTS Online. How can I go about doing this correctly?
1. Open the Organization or Request record where you would like to upload your file to 2. Within the record, click the New tab > click on Document 3. A new Document record will open up > within the record, click 'Browse' 4. A window will appear that will allow you to search for the document you wish to upload 5. Once you locate the document, click the document > Click 'Open' in the lower right corner 6. Click 'Save' > A prompt appears that informs you the file is uploading > The document is now saved to the Organization -or- Request record