TrustRadius
PaperSave Saves Fundraisers Time
https://www.trustradius.com/document-managementPaperSaveUnspecified85101
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January 14, 2019

PaperSave Saves Fundraisers Time

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with PaperSave

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.
  • PaperSave allows for a more integrated look at our constituents, which in turn, allows us to develop more strategized asks.
PaperSave works well in part due to its database integration functionality. It allows our team to use Raiser's Edge (our main tool as it's our constituent database) without having to constantly switch back and forth between programs. It's simple enough for new staff members to learn as part of their on-boarding process and hasn't caused any major issues for our team.
Similar to what I mentioned earlier in this review, the main pro of PaperSave for my company is its Raiser's Edge integration. The program loads immediately as soon as Raiser's Edge is launched so there's no need to open separate programs. The documents and queries loaded from PaperSave into Raiser's Edge were simple to upload and read.
PaperSave is extremely easy to use and integrate into any fundraising office. If your company is using Blackbaud products, PaperSave will integrate seamlessly with Raiser's Edge and Raiser's Edge NXT. The ability to save documents to records seems like such a simple concept, but because Raiser's Edge doesn't offer this function in its own program, PaperSave is a life saver.
PaperSave was extremely easy to integrate into Raiser's Edge.
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.