Relevant documents, such as donor intent documentation, gift agreements, legal documents, etc., along with notes are able to be attached to their corresponding funds in Balance. Although this documentation also likely exists in other places, such as Advancement files and the donor database, it is often helpful for those managing the endowments to have access to the documentation as well.  

Adding Documentation to a Fund:

If you have never added documents to Balance before, it is first necessary to set up Document Categories under which to file the documentation.  If your Categories are already established, you can skip to Step 5.

1. Navigate to the Funds tab and select the fund you want to attach documentation to.
2. Click on the Documents tab on the Fund profile page.
3. Before you can add documents, you must have at least one Document Category created. Click on 'Manage categories' to add or edit categories. 
4. To create a new Document Category, hit 'Add category' and type in the category name then hit Add. You can also edit or delete existing categories on this screen as needed.
5. Once you have your Document Categories setup, click the blue 'Upload new document' button to attach a document to the fund you've selected.
6. You'll select your file, insert a brief description if desired, select your Document Category, then hit 'Upload document'.
7. You'll receive a notice letting you know that the document was uploaded successfully. From here, you can Edit or Delete in the Actions column.

Please Note: Changes cannot be made in the document itself and saved back to the uploaded document. The document would have to be saved to a local drive and reloaded using the steps above.

Adding Notes to a Fund:

You can also enter free-form Notes for each fund which will not be included on any reports. Notes use the same categories as documentation, so you need to ensure you have at least 1 Document Category setup before adding Notes.

1. Go to the Notes tab on the Fund Profile page and click the blue 'Add new note' button.
2. Enter your Note and select a Category.
3. Hit 'Add note'.
4. You'll then have options to Edit and Delete notes in the Actions column.