How To View a Document

One or more files may be uploaded into a folder at a time. Each file must be smaller than 1GB. Files uploaded to an object's Tools tab>Documents will also appear in Documents. 

1. Open Documents>folder.
2. Click a file name.
    Note:Depending on your browser settings, the document may download automatically.

--OR--

1. Open an object record, such as a fund, grant, or individual.
2. Open the Tools tab>Documents.
   
3. Click a file name.