Access PaperSave options from the Plug Ins section
Follow the below steps to access various PaperSave options from the Plug-Ins section within the Blackbaud Raiser’s Edge:
1) Login to Raiser’s Edge and click on Plug-Ins in the Raiser’s Edge bar on the left side of the screen, as shown below.
2) Once Plug-Ins page opens, select PaperSave as shown below.
3) Once you click on PaperSave, it opens the PaperSave Options window, which gets automatically minimized. You can hover on the Raiser Edge application icon on the taskbar and select PaperSave Options to maximize the window, as shown in the below screen.
4) Now, PaperSave Options window as shown below will appear on the screen.
Note: If PaperSave options are disabled, then you can click on Enable PaperSave and then login to the configured PaperSave tenant. Click here to learn more about enable/disable PaperSave.
Now, click on the following links to further learn about the options available in PaperSave Options window:
- Connect to PaperSaveCloud
- Enable/disable PaperSave
- Open Workflow
- Open Auto Entry
- Search for documents
- Add document(s) to a query result
- Show documents related to a query result
- Print coversheets from a query result
- Standalone documents (i.e., PaperSave documents)
- View Gift records pending commit
- View Constituent records pending merge
- Help
- About Us
- Reset Credentials
