Crimson FAQ - Gift Attachments and Batch Attachments

Use the Crimson Gift Attachment or Batch Attachment Features to store Check images, Donation Forms, or other related gift level documents in Crimson.

Gift Attachment

Take the following steps to add an attachment to a single gift:

  1. Find the existing gift and open the gift details.
  2. Click the  button
  3. The Attachment window will open. Click the  button
  4. Name the attachment to be uploaded. Ex: Check 1002
  5. Click the  button. Your computer folders will become available.
  6. Select the Document you would like to upload from your computer. NOTE: Attachments must not exceed 4MB.
  7. The document will automatically save. Repeat as needed.
    • Click  to download the document.
    • Click  to delete the attachment.

Batch Attachment

Take the following steps to add them as an attachment to the batch header.

  1. Group together scanned checks or donations forms related to your Data Entry batch into one scanned file or save individual documents to be loaded one at a time, as separate attachments. NOTE: Attachments must not exceed 4MB.
  2. Open the saved Batch Header (this can take place before or after the batch has been loaded, but the Batch Header must first be Saved).
  3. Click the  button.
  4. The Attachment window will open. Click the  button.
  5. Name the attachment to be uploaded. Ex: Check 1002
  6. Click the  button. Your computer folders will become available.
  7. Select the Document you would like to upload from your computer. NOTE: Attachments must not exceed 4MB.
  8. The document will automatically save. Repeat as needed.
    1. Click  to download the document.
    2. Click  to delete the attachment.
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