Karen,
We migrated from RE to a different CRM around 2018. We also had PaperSave. An outside vendor built us a new, searchable database for the documents. Search results return a hyperlink to the document. Our new CRM has what in RE would be an attribute noting there is a papersave document available. Now I think we could put it directly in the CRM but at the time that wasn't feasible or cost effective.
Madeleine
Madeleine Marchaterre, Senior Manager of Development
150 South Wacker Drive, Suite 2000, Chicago, IL 60606
main: 1.312.236.7240 | direct: 1.312.795.6098
mmarchaterre@catholicextension.org
CATHOLIC EXTENSION
Building Faith | Inspiring Hope | Igniting Change
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Madeleine Marchaterre
Senior Manager of Development
Catholic Extension
mmarchaterre@catholicextension.org------------------------------