Uploading Scanned Documents to Research Tab

I would be very interested too…has anyone created a printer driver that links directly to Tess?

Marie

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Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jack Mitchell-Shelley
Sent: Tuesday, February 28, 2017 3:48 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Uploading Scanned Documents to Research Tab

I'm wondering if there is a quick way to scan documents directly to the Research Tab? The only system we have in place currently requires us to manually scan items, rename them, and then physically upload them to the Constituent Record. 

If there is a way to bypass the hard drive and simply scan these direct to the records, I'd love to know!

Any assistance would be greatly appreciated.

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We use OptiView to store our documents.  The uploading isn’t any easier, but the documents are linked to the reference number on the Contributions tab.  This makes retrieving the appropriate documents much easier!  With OptiView open, we only have to double click on the contribution to pull up the documents.

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