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Integrating PaperSave With Blackbaud's Raiser's Edge |
  
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Integrating PaperSave With Blackbaud's Raiser's Edge |
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Integrating PaperSave with Blackbaud's Raiser's Edge
PaperSave offers a seamlessly integrated document management software with the Raiser's Edge so that documents can be electronically added and retrieved while eliminating time from your process. PaperSave dynamically captures information from the supporting card or transaction and stores it as meta-data with the supporting document in the PaperSave database. This allows documents to be retrieved within a click or two from any Raiser's Edge record. Our method of integration eliminates the need for programming or costly setup time to operate efficiently.
Key Benefits Include:
| • | Fast, efficient set-up |
| • | Eliminate physical storage space requirements |
| • | Rapid document retrieval by multiple methods including drill down and Query integration |
| • | Reduced audit preparation time |
| • | Fewer lost documents |
| • | Increased efficiency |
| • | Eliminate photocopying |
| • | Reduce gift processing costs |
PaperSave's integration with Blackbaud's Raiser's Edge is available on below 3 actions:
| • | Saving Records: PaperSave easily integrates into the Blackbaud's Raiser's Edge system by prompting you to add documents into the system and responding to events whenever a PaperSave enabled record is being used. This allows you to easily save documents and related records at the time a record is created. You should below prompt on saving a record, asking, if you would like add PaperSave Document to this transaction. Clicking on Yes button will open, PaperSave Add Document form and their you will have the ability to add document to PaperSave using various methods. |
| • | Integrating with Records: The PaperSave Settings functionality provides options to enhance your work with scanned documents. In the newly improved Workflow Section, you can now electronically manage your inner-office paper flow. Additionally, you can also manage the access rights for a specific document and set appropriate security settings for specific users. You should see below prompt while working with the records in Blackbaud's Raiser's Edge, if PaperSave Workflow Entry Viewer Interface is kept opened. Click on Yes button, if you want to associate the document opened in Workflow Entry Viewer to the selected record in Blackbaud's Raiser's Edge. |
| • | Finding Records having PaperSave Documents: Locating documents associated to records is now easy with PaperSave. A PaperSave notification automatically pops-up alongside any record that has documents associated to it. Finding a document is easy, as the records and other documents associated to it are tagged. The easiest way to search through all records is to search globally. You should see below notification if a PaperSave document already exists for the selected record. You can click on the notification and view the document related to this record. |
PaperSave's Run Time Window:
On PaperSave's Integration with Blackbaud's Raiser's Edge, PaperSave's Run Time Application will be displayed in the system Run Time. You should see PaperSave icon as displayed below. Right click on PaperSave Run time icon to open the Run Time menu. You should see options as displayed in the following image.
Figure 1: If the PaperSave's Integration mode is Windows:
Figure 2: If the PaperSave's Integration mode is Web:
PaperSave's Menu within Host Application (here, Blackbaud's Raiser's Edge):
Open Host Application (here, Blackbaud's Raiser's Edge). Select the Transaction Type. Below displayed window will open. You should see PaperSave menu, that consists of PaperSave related options viz; PaperSave Add Documents, PaperSave Show Documents and PaperSave Show Associated Documents as displayed in following image.
