AssociationSphere

The documents grid shows all documents across all constituents that have been stored in AssociationSphere. You can also add or delete documents from the d...

There are multiple ways to create a new document.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, ...

Once you are logged into AssociationSphere and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the t...

From the main Documents grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit button...

You have two options, you can either export the data displayed on the documents grid itself into an excel file or you can download the actual document files...

You can search for a specific document by entering any text in the search field located in the upper left corner of the Documents grid. To clear the search ...

To open a document that is stored in AssociationSphere, click on the Hyperlink that appears in the File Name column for that document on either the main D...

These are keywords that you can add to a document that users can use to search with. For example, you could add a pledge as a tag, so when a user searches...

Document categories allow you to group documents for easier searching and reporting.

Yes, you can click on the up and down arrows of the drop-down box and click on “New/Edit”. Type in the new document category you want to add and click on ...