diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/03-donating-to-pledge/index.md b/docs/01-engage/04-donations/06-allocations/04-pledges/03-donating-to-pledge/index.md index fc7ec2664..83f8970ca 100644 --- a/docs/01-engage/04-donations/06-allocations/04-pledges/03-donating-to-pledge/index.md +++ b/docs/01-engage/04-donations/06-allocations/04-pledges/03-donating-to-pledge/index.md @@ -7,7 +7,7 @@ In Engage, a donor can donate towards a specific pledge anytime after its creati To make a donation towards a pledge, follow the steps defined. -**1.** View an existing pledge from an account's giving profile by clicking the **pen icon** or and click the **Donate to this Pledge** option. +**1.** Select a pledge from an account's profile: **Giving** section, by clicking the **pen icon** under **Pledges** or and click the **Donate to this Pledge** option. ![Donate to a Pledge](./donate-to-pledge.png) diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/confirm-move.png b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/confirm-move.png new file mode 100644 index 000000000..ea9ff9773 Binary files /dev/null and b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/confirm-move.png differ diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/index.md b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/index.md new file mode 100644 index 000000000..3671c011b --- /dev/null +++ b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/index.md @@ -0,0 +1,26 @@ +--- +title: Moving a Pledge to Another Account +sidebar_position: 4 +--- + +In Engage, a donor can move an existing anonymous or dedicated account pledge to another donor account. This can occur due to many reasons like donor preferences, donor leaving a pledge or a pledge not completing on time. + +To move a single pledge, follow the steps defined. + +**1.** Select a pledge from an account's profile: **Giving** section, by clicking the **pen icon** under **Pledges** or and land onto the pledge screen. *"The selected pledge can be anonymous or dedicated to a donor account"*. + +![search pledge](./search-pledge.png) + +**2.** Click the **three dots (...)** and select **-> Move**. A dialog appears asking to move the pledge. + +- If you are moving an **anonymous pledge**, select the donor account and click **Next**. + +![move anonymous pledge](./move-anonymous-pledge.png) + +- If you are moving a dedicated **donor account pledge**, choose whether to move the pledge to a **different account** and select the donor account, or make it **anonymous**, and click **Next**. + +![move account pledge](./move-account-pledge.png) + +**3.** Lastly, another dialog appears asking to **confirm the move**. If you are proceeding correctly, click **Confirm** and the pledge moves from its old location to the new one. + +![confirm move](./confirm-move.png) \ No newline at end of file diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/move-account-pledge.png b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/move-account-pledge.png new file mode 100644 index 000000000..0ef331901 Binary files /dev/null and b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/move-account-pledge.png differ diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/move-anonymous-pledge.png b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/move-anonymous-pledge.png new file mode 100644 index 000000000..6a09c5447 Binary files /dev/null and b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/move-anonymous-pledge.png differ diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/search-pledge.png b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/search-pledge.png new file mode 100644 index 000000000..9152fd549 Binary files /dev/null and b/docs/01-engage/04-donations/06-allocations/04-pledges/04-move-pledge-to-another-account/search-pledge.png differ diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/cancel-pledge-screen.png b/docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/cancel-pledge-screen.png similarity index 100% rename from docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/cancel-pledge-screen.png rename to docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/cancel-pledge-screen.png diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/index.md b/docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/index.md similarity index 77% rename from docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/index.md rename to docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/index.md index 45deba979..7608bc9c0 100644 --- a/docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/index.md +++ b/docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/index.md @@ -1,13 +1,13 @@ --- title: Cancel Existing Pledge -sidebar_position: 4 +sidebar_position: 5 --- In Engage, you can cancel any existing pledge. Cancellation can occur due to many reasons e.g. an account that created a certain pledge got closed, the pledger had some financial issues or unanticipated events occurred like emergencies etc. To cancel a pledge, follow the steps. -**1.** View an existing pledge from an account's giving profile by clicking the **pen icon** or and click its reference. +**1.** Select a pledge from an account's profile: **Giving** section, by clicking the **pen icon** under **Pledges** or and click its reference to land onto the pledge screen. ![Search pledge Gif](./search-pledge.gif) diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/search-pledge.gif b/docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/search-pledge.gif similarity index 100% rename from docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/search-pledge.gif rename to docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/search-pledge.gif diff --git a/docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/select-cancel.png b/docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/select-cancel.png similarity index 100% rename from docs/01-engage/04-donations/06-allocations/04-pledges/04-cancel-existing-pledge/select-cancel.png rename to docs/01-engage/04-donations/06-allocations/04-pledges/05-cancel-existing-pledge/select-cancel.png