If you require additional folders or Fundraising Types in the Fundraising tab for your portal documents, you can add them by following the instructions below
- Navigate to Setup inside of Salesforce
- In the Quick Find search bar in the top left, type, object
- Select Object Manager
- Find the Document Object
- Select Fields & Relationships
- Select the Fundraising Type Field
- In the Values Section, click the New button
- Add the values that you would to be available for the Fundraising Type. For this example, I will use My New Type. Then, select the record type you would like the new picklist value to be available for and click Save
- Now, when you upload documents to the Fundraising tab, the new Fundraising Type should be available
