Attachments

You can attach files of any type to an email and a journal transaction, as well as upload account photos.

Note: We strongly encourage you to check all attached files for viruses. eTapestry does not check attached files for viruses and is not responsible in the event of data loss, corruption, or any other problems caused by attachments with viruses.

You can add an attachment to a journal entry after that journal entry has been saved. Journal entries that allow attachments include gifts, pledges, pledge payments, disbursements, recurring gifts, contacts, and notes. Your journal entry must be saved before you can attach anything to it.

Transactions include gifts, pledges, pledge payments, disbursements, and recurring gifts.

  1. From an existing transaction, click Attachment Info. The attachment section opens.

  2. Click Browse to search for and select the attachment you want to add to this transaction.

  3. Click Attach to attach the file. A link to the attachment appears in the attachment
    section. To remove an attachment, click X to the right of the attachment.

  1. From an account record, click Browse in the Attachment section and select the attachment.

  2. Click Attach to attach the file. A link to the attachment appears in the attachment section. To remove an attachment, click X to the right of the attachment.

To include an attachment in a mass email you add the attachment to the email template. You must save the template first and then go back into the template to view the attachment section.

  1. From an existing email template, scroll to the bottom to view the Attachments section.

  2. Click Browse to search for and select the attachment.

  3. Click Attach to attach the file. A link to the attachment appears in the attachment list. To remove an attachment, click X to the right of the attachment.

You can upload any image to an account's home page. eTapestry supports .jpeg, .png, and .gif file formats.

  1. From an account's home page, click Update Account Photo in the Picture tile.

  2. Click Browse on the image upload page to search for the image file that you want to upload.

  3. Select the size at which the image should be stored. By default, eTapestry displays the image at a size no bigger than 150 x 150 pixels. However, you can choose to store the image at either 500 x 500 pixels, or a custom size.

  4. Click Upload Now to upload the image and return to the account's home page. To remove an image, click Remove Account Photo.