Taking Raiser's Edge Paperless has never been easier!
Efficient flow of gift documents through an organization is essential to your development operations. Misrouted, misplaced or lost gift documents can cause a number of problems-especially with donors.
PaperSave offers an integrated document management solution seamlessly integrated with the Raiser's Edge so that documents can be electronically added and retrieved by while eliminating time from your process. Key benefits include:
» One Click Access to Documents from RE Records
» 7 Methods of Document Capture including MS Office
» Integration with RE Query
» Electronic Gift Review
» Gift Process Automation
Once click access to documents from every Raiser's Edge record. PaperSave dynamically captures information from the supporting RE 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 the RE record. Our method of integration eliminates the need for programming or costly setup time to operate efficiently.
Comprehensive Document Capture. Whether you are capturing documents from a scanner, a network copier/scanner, fax machine, email or Microsoft Office, PaperSave allows you to capture documents into your process regardless of how they are received or created.
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Scanned Images |
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ScanNow™ |
Scan Documents directly to records right from the desktop. One click!
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ScanLater™ |
Scan documents in stacks and let PaperSave do the work. PaperSave will read the ScanLater barcode and automatically match the physical document to the corresponding record or transaction.
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ScanFirst™ |
Enter transactions directly from an image within a Workflow Queue. PaperSave automatically attaches the original image to the transaction and eliminates all of the time needed to file a paper document! |
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Electronic Documents |
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Capture email and attachments and seamlessly enter them into a workflow or associate with an existing record in the system. All from a click of your tool bar within Outlook®. |
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Microsoft Office® Files |
Whether it is a PowerPoint®, Word® or Excel® document you’ve received or created, seamlessly add it to a record or enter it into the workflow from your tool bar. |
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File Manager |
Simply right click from any supported file type and be able to add document seamlessly into PaperSave. |
Integration with RE Query. PaperSave harnesses the power of the Raiser's Edge query by allowing you to pull supporting documents for any query you create. When you add a document to PaperSave is it not just integrated with the record but all of the data contained on the record. Image retrieving documents by any field defined on a record. If that is not enough, with our seamless SharePoint, search content of a document.
Electronic Gift Review. Instead of photocopying gifts and passing copies around the office, PaperSave will immediately image and route gifts based on your review process and associated business rules. Reviewers can annotate documents and add information for the gift processors. Know where your gift documents are through all steps of the process. » Learn More
Gift Process Automation. PaperSave allows you to automate your gift entry process while reducing the cost to process each donation. Information is automatically captured off of the gift coupon/remittance and entered into the RE:Batch screen. Designed for organizations who have to hire temporary staff to process during peak volumes or organizations who want to maintain overhead costs without having to hire additional gift processors. » Learn More
