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
www.catholicextension.org
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Madeleine Marchaterre
Senior Manager of Development
Catholic Extension
mmarchaterre@catholicextension.org------------------------------
Original Message:
Sent: 10-10-2022 04:10 PM
From: Karen Cunningham
Subject: PaperSave Document Storage
Greetings,
We have used PaperSave for storing gift documentation and acknowledgement letter copies for about 10 years. With the ability to attach documents in RE-NXT and increasing PaperSave pricing, we are considering not renewing our current PaperSave agreement. If you have worked through a similar change, I'd appreciate hearing how you navigated the process, particularly in terms of stored documents. Are there ways to liberate, migrate and/or otherwise secure these documents for future post-PaperSave access?
Thank you,
Karen
Karen Cunningham
Development Operations Coordinator
North Shore Country Day
310 Green Bay Road, Winnetka, IL 60093
P: 847.881.8842
E: kcunningham@nscds.org
NSCDS.ORG