How do I create new file classifications for gifts?

Following these steps, create the new classification for gifts assigning the table corresponding to the type of record you are attaching the file to (e.g. donation or pledge).

Since files may be related to donations or pledges, we recommend creating separate file classification types, one linked to the Donations table and the other linked to the Pledges table with a description to match each table to ensure there is no confusion when uploading the file to the record.

Classification 1: 

  • Description: Donation
  • Table: Donations

Classification 2: 

  • Description: Pledge
  • Table: Pledges