This page has been requested by different parties and it will have a variety of sections based on usage.

Uploading a document to a request

Make sure that the document has been saved in a local computer (on your computer or in N drive).

To add a document to a request, search for the request and open it by double-clicking on the item in the list:

It opens in request module window. From the top ribbon menu, select "New" and then choose "Document":

Adding a document to a requirement

Make sure that the document has been saved in a local computer (on your computer or in N drive).

Open the requirement.

From the top ribbon menu, select "New" and then choose "Document":

New Document Module

The document module starts up. To upload the file, click on "Browse"

When clicking "Browse", a file explorer pops up:

Simply browse to the location of the document you want to upload, choose the file and click the "Open" button. This will add it to the document module in Blackbaud:

On the document screen, choose a meaningful title and you can copy that to the Subject as well:

You can also make the document "Shareable". This will expose it to external parties (reviewers, etc). Then "Save & Close".