To the Cloud! Tips & Tricks to Link Online Documents to Raiser’s Edge

As many organizations migrate to web-based document repositories from network drives, linking to documents in Raiser’s Edge presents unique challenges. What happens when your network drive disappears and your linked documents on the Media tab go away? When organizations decide to decommission and retire the network drive in favor of a web-based document repository, what options become available to simulate this media tab functionality?

We must consider that these documents are now available via a web page URL instead of a traditional network file path. Raiser’s Edge doesn’t really handle the storage and usage of URLs all that well, but there are a few solutions to consider:

1. Notepad– Notepad offers the ability to simulate the media tab closer than any other option. Fields such as Date, Type, and Description are similar between the two. The actual URL of the document could be placed in the Note section.

2. Attributes – If you don’t need to classify or categorize your document, you could capture the URL in an attribute.

3. Phones/Emails/Links – The only place designed to capture a URL is in the Phones/Emails/Links section. In a Pre-RE 7.94 system, you would need to create multiple “phone types” to account for potentially more than 1 document. However, in a RE 7.94 system, the same phone type could be used more than one time.

For more solutions, we would love to work with you to discover the best method for linking to your online documents in Raiser’s Edge! Our professional services team is always here to help!

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