The Files section of CharityEngine® can appear in multiple places across the system. One of the easiest places to purposely access Files is Apps > Contacts > Files > Go.

The Files screen will look like the sample screen below. Use the quick filters to find a file you are looking for.

Use the Advanced Filter to search more specifically.

Click Create New to create a new file from this screen.

Create New

General Tab

Upload the new file under the General tab. Turn the Active switch to Yes or No depending on whether you would like the file to be active.

CRM Tab

Under the CRM tab is the space to insert all the relations management fields. Fill in as many or as few of these fields as you wish.

*Note: CharityEngine® will detect a link between a contact and a transaction, activity, membership, etc. and create an association for the file on its own. This way, a user can access the same file from multiple records but only need to upload it a single time.

Donations Tab

Insert any transaction IDs here that the file could be associated with.

Events Tab

If you would like the file to attach to an event (primary or grassroots), indicate the event under this tab.

Ecommerce Tab

To associate the file with a product order, click the Ecommerce tab and fill out the order field.

Advocacy Tab

Associate the file with an advocacy relation under this tab.

Allowable File Types & Extensions

Listed below are the file types and extensions that can be downloaded to CharityEngine.
 

• Navigating Through CharityEngine with Quick Links
• Merge Contacts
• Data Hygiene: De-Dupe Households
• Home Dashboard: Customizing Favorites List
• Data Importing: How to Import Contact - People Data
• Contacts
• Contacts: How to Create, Use and Manage Cases
• Mobile Pay App
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Trigger Tool – Creating an Opt-In List
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Contacts: Updating Donor Passwords
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• New Filters for building Contacts Reports
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Calculated Custom Fields
• How to Use the Conditional Block
• PayPal/Venmo Gateway Configuration
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Promoting Custom Fields on Contact Summary Page
• Giving History and More Contact Filters
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Developer: Integration with Google Analytics and Google Tag Manager Tracking
• Contact Records: Creating Custom Field Groups and Custom Fields
• Creating Custom Fields
• API Configuration: How to Configure your WealthEngine API Key
• Automation & Workflow: Merging Contacts in Bulk through Importing
• General
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Contacts: Regions in CharityEngine – Where to find them and how to use them
• Online: User Center Configuration
• Communication: How to Send Messages from Listing Screens
• Contact Records: Changing Contact Type
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• Removing Audience Members From Lists
• Data Importing: How to Import Relationships
• Contact Management: Contacts Who Are Online Now
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Memberships: How to Manage Existing Membership Records
• Developer: API - Installing the CharityEngine Public Web API
• Contacts: How to Create and Manage Activities
• How to Create a Solicitor
• MobilePay: Downloading MobilePay by CharityEngine on your Apple Devices
• API: Google Maps Integration for Addresses
• Contact Records: Addresses
• Reports & Analytics: Exporting Large Data Sets - Listing Screen Exports
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Windows MobilePay App Swiper Driver
• Contacts: Creating & Adding Tags or Groups
• Paying Your Bill
• Contacts: How to Identify and Use the Outlook & Constituent Ranking
• Why did my email test go to my SPAM folder?
• Printing the Contact Summary Page
• Configuring Salutations
• Adding Seasonal Address
• Contact Record Page
• Accounting: Accounting and Financial Reconciliation
• Automation & Workflow: Manually Sending Year End Statements to Households
• Global Search
• User Account Settings & Administration
• Contacts - Editing Contact Record Panels
• Sending Tracked Emails
• Contact : Notes
• Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Contacts: How to Create and Manage Household Contact Records
• Data Governance: How to Manage Data Storage Limits
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Configuration: Critical Configuration Setting Monitoring
• Contacts: Adding Contacts to Your Basket for Exporting
• Dashboard: Navigating the Welcome Screen
• Contacts: A Guide to the CharityEngine Projects Feature
• Contacts: Relationships & Connections
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Contacts: How to Create and Manage Organization Contact Records
• How to Use Email Concierge to Perform Tasks in CharityEngine
• Reports & Analytics: How to Use the Constituent Density Report
• Media Channel vs. Response Channel
• Outlook Connector
• Automation & Workflow: Merge History
• Recycle Bin
• Contacts : Deleting Contacts in Bulk
• Contacts : Legacy vs. Compliance
• Leveraging Opportunities for Existing Major Donor Management - Cultivating
• Opportunities - Moves Management: Locating and Managing Existing Opportunities
• API Query Mode
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• Contacts: People, Households, & Organizations search
• Search & Manage Contacts
• General
• Data Importing: Contacts & Use of Contact Matching