Reviews (1-1 of 1)
January 14, 2019
Score 8 out of 10
PaperSave is being used in our Advancement division. The program has been integrated into Raiser's Edge so all fundraising staff have access to view noteworthy documents for our constituents. They also have the ability to add documents to records for other Major Gift Officers and front-line fundraisers to review if needed. The program helps our organization have a more detailed overview of our individual constituents. Raiser's Edge has many fields, however, there's no particular place where we can add specific documents and upload them to a record. While the notes area of Raiser's Edge is helpful to get a better idea of what steps have been taken with a constituent, PaperSave allows for a more comprehensive snapshot of an individual.
- Upload documents.
- Integration with Raiser's Edge.
- Seamless functionality.
- The interface could be updated.
- The program sometimes will continue to run in the background after Raiser's Edge is closed.
- Initial use can be a little confusing to learn.
Read this authenticated review
PaperSave is ideal for any fundraising company. Its ability to import spreadsheets from queries and import documents into constituent records is an invaluable tool for a fundraiser. Though the program sometimes has its hiccups, overall it serves its intended functions quite well.
PaperSave Scorecard Summary
PaperSave is a document management software offering from PaperSave. It includes features such as document management and electronic workflow and transaction (invoice and gift) automation solution.
Categories: Document Management