Document Management for Blackbaud

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Document Management for Blackbaud – Financial Edge, Raisers Edge and Blackbaud CRM

With MaxxDynamics, documents related to any nonprofit business transaction are accessed directly from Blackbaud’s RE, FE and CRM applications for instant access. MaxxVault supports both on premise and hosted cloud solution for Blackbaud customers.

Document Management for Blackbaud Software Solutions

MaxxDynamics, from MaxxVault LLC, provides a direct link between Blackbaud Financial Edge, Raisers Edge and CRM and the MaxxVault document management repository. MaxxDynamics makes it possible for Blackbaud users to scan documents directly into and easily retrieve documents from the MaxxVault repository in one easy step. MaxxDynamics AP automation software makes approving invoices more efficient with integrated workflow and digital signatures from within the Blackbaud products. MaxxDynamics CRM integration makes contract management more efficient for Blackbaud users. Since documents are captured and retrieved directly from the Dynamics interface, users are not required to learn any other systems or software.

New invoices and other incoming documents contain information that must be entered into Blackbaud RE, FE or CRM system. When an employee is done entering the information from the document, they can immediately scan it into the MaxxVault repository. The employee places the document into the scanner then either selects “MaxxVault Scan” from the Blackbaud application menu, or use the hot key shortcut to scan the document. The user has the ability to review the scanned pages for image quality and, when satisfied, confirm the scan by pressing the “Save to MaxxVault” button. The transaction’s data values (including those just entered) are used as identifying metadata and are sent to MaxxVault along with the document image. Scanned and indexed in one easy step, MaxxDynamics also ensures the document is filed into the appropriate MaxxVault folder. MaxxVault also supports documents being scanned in via network scanner and indexing can be automated via OCR zone batch templates, barcode or database lookups.

Once the document is securely stored into MaxxVault, it can be retrieved again just as easily. When reviewing a transaction in Blackbaud FE, RE or CRM, an employee can instantly find any and all supporting documents. From the Blackbaud applications menu – FE, RE or CRM (or via keyboard shortcut), the employee selects the “MaxxVault Search” option. MaxxDynamics automatically pulls from the active Blackbaud screen the appropriate search criteria, conducts the search in MaxxVault, and presents a list of all relevant documents. The employee may now open and the documents of their choice. The employee can also complete a workflow process or even share documents securely too external 3rd parties with MaxxVault’s MaxxSafe option.

blackbaudlogo11MaxxDynamics provides one-click Document Scanning Solution, indexing and searching for users for Blackbaud users. As a result, users can input, file and complete their work with greater speed and efficiency. In addition, since the documents are stored in MaxxVault Enterprise they are secure and managed according to your specifications for records management and legal compliance. Blackbaud solutions makes managing your nonprofit business simple; adding document management for Blackbaud with MaxxDynamics makes it easier. The following screenshots feature MaxxDynamics integration with Blackbaud FE and RE.

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