Now there is a dedicated place for storing finance documents on a donor’s record. Stock receipts, communications from the donor regarding financial matters, or any other sensitive document can be stored here securely.

The new Giving > Documents tab can be viewed and accessed only by Finance users. The profile’s owner will not see this tab unless they also have the Finance role.

A new Search Builder condition, Has Finance Docs , has been added so that you can easily find people who have finance documents on their records. To read more about how to manage documents on this tab, read here.