Raiser's Edge - Attachments

Attachments

If attachments are added in WebView they are only visible in WebView. Anything added in the Media tab of WebView will show in WebView though

We recommend you manage files under Attachments on records in the web view.

• You can open attachments directly in their native applications such as Microsoft Office or Adobe Acrobat.
• Attachments in the web view upload and open much, much faster than media files in the database view.
• Attachments live in the cloud — not your database — so you can easily access and manage them across devices.

If you instead manage these files on the Media tab in the database view:

• It may take up to 60 minutes for media files added in the database view to appear in the web view, and none over 100 MB appear.
  Tip: Need to attach a file over 100 MB? Save it in a cloud storage account such as Dropbox or Google Drive and then attach its link to the constituent's record in the web view!
• Edits made to media files in the database view — such as to the name, type, or description — don't appear for the corresponding attachments in the web view.