File Management
Keep all your documents organized and connected. Attach files to any record—from donation receipts to grant proposals—and access them whenever you need.
Attachments
Grant_Proposal_2024.pdf
Award_Letter.pdf
Budget_Worksheet.xlsx
Excel
Site_Photo.jpg
Image
Attach Files Anywhere
Connect documents to the records they relate to throughout the system.
Donors
Gift agreements, pledge cards, correspondence
Grants
Proposals, award letters, reports, budgets
Expenses
Receipts, invoices, approvals
Clients
Intake forms, assessments, case notes
People
Applications, certifications, agreements
File Management Capabilities
Simple, secure document management integrated throughout the platform.
Contextual Attachments
Attach files directly to relevant records—donors, grants, expenses, clients, and more. Documents stay connected to their context.
Multiple File Types
Upload PDFs, images, spreadsheets, Word documents, and more. Support for the file types nonprofits use most.
Quick Upload
Drag and drop files or use the upload button. Simple, fast file attachment without leaving the record you're working on.
File Preview
Preview attached files without downloading. Quick access to receipts, documents, and images right in the interface.
Secure Storage
Files are stored securely with access controlled by user permissions. Only authorized users can view attachments.
Download & Share
Download files when needed for reporting, sharing with stakeholders, or offline access. Easy export capabilities.
Simple Upload Process
Attaching files is quick and intuitive. No complicated folder structures to navigate.
Open Record
Navigate to donor, grant, or other record
Click Attach
Select the attachment option
Upload File
Drag & drop or browse to select
Done
File is linked to the record
Ready to organize your documents?
See how Kindora's file management keeps your documents connected and accessible.
Request a Demo