How To: Link / Unlink Gift Transmittals
Before You Start
- If a gift is to be distributed amongst multiple departments or multiple accounts, then a gift transmittal will need to be completed for each allocation and gift transmittals will need to be linked.
- You may view Gift Transmittal linking information from the Workflow tab.
Step 2 – Find the Gift Transmittal
Step 3 – Link / Unlink Gift Transmittals
- The link to the Link to Gift Transmittals tab can be found in the left navigation, when you are looking at the Gift Transmittal Form or Gift Transmittal Workflow.