Attachments

Attachments are files such as images, PDFs, Word documents, and Excel spreadsheets you upload or link to from records.

From a record, select Add under Attachments and attach a saved file or link to an online file. After you enter details and save, Raiser’s Edge NXT automatically scans the file for viruses to protect you from downloading malicious content.

Note: You cannot edit file details while a file is scanning. If Raiser’s Edge NXT detects that a file is potentially malicious, it blocks the upload. We recommend you remove the file from your local machine and contact your administrator. You can also delete the attachment upload attempt from the record.

To download an attachment, select Download from the attachment’s menu.

Note: To enable the ability to attach files to multiple types of records, attachments added in the web view don't appear in the database view.

To upload a file saved locally or on your network — such as an image, a scanned PDF, or a Microsoft Word document — to the record of a constituent, action, gift, event, opportunity, campaign, fund, or appeal:

  1. Select Add under Attachments.

  2. Move the file to Drag a file here, or select the box to browse to and choose the file.

  3. After you insert the file, enter a name, description, choose tags to help identify it, and select a date to associate with it.

    Tip: To remove a file, such as if you choose the wrong one, select Delete.

  4. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To link to a file online — such as a picture, blog post, or YouTube video — or in a cloud storage account to the record of a constituent, action, gift, event, opportunity, campaign, fund, or appeal:

1. Select Add under Attachments.

2. Under Link to a file, enter the file's web address and select Done.

3. Enter a name, description, choose tags to help identify it, and select a date to associate with it.

Tip: To remove a file, such as if you enter the wrong URL, select Delete.

4. Select Save.

Tip: We strongly recommend you save these files as attachments in the web view instead of in the database view. For more information, see What happens when I upload an attachment in database view?.

Note: Admins! To enable people at your organization to attach files to campaigns, funds, or appeals, you must first choose which security groups should manage attachments for those records. For information, see Attachments Security.