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.