Adding Additional Fundraising Types & Fundraising Folders

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

1. Navigate to Setup inside of Salesforce
2. In the Quick Find search bar in the top left, type, object
3. Select Object Manager
4. Find the Document Object
5. Select Fields & Relationships
6. Select the Fundraising Type Field
7. In the Values Section, click the New button
8. 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
9. Now, when you upload documents to the Fundraising tab, the new Fundraising Type should be available