How To Upload Templates

Step 1: In the console, go to Utilities/Customize Database/Lookup Lists

Nonprofit CRM Upload Templtes

Step 2: Choose the area (e.g. Donation) and “File” under Lookup List, and then click “New”

Nonprofit CRM Upload Templtes

Step 3: Give the file a descriptive name, and then choose the file from your computer

Nonprofit CRM Upload Templtes

Step 4: Choose “Document Template” under Lookup Lists, and then click “New”

Nonprofit CRM Upload Templtes

Step 5: Give the Template the same name as the file, then choose the file from files stored in Database Nonprofit CRM Upload Templtes

Step 6: Repeat that process for any templates you want to use for the website

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