Hello All,
My Chief Development Officer and I would like to go green/digital with our department paperwork. You know how development people LOVE to have things in their hands. Have any organizations gone through a scan and upload process? I am looking for some suggestions on and implementation and on-going maintenance plan. Did you hire a firm, or do it in house? What kind of timeline did you work with? Did you start with your most recent files and work backward? Any help is appreciated.
Thanks,
Marie F. Kocher
Development Assistant
Kansas City Ballet
Mark, out of curiosity, have you had to work around any issues with multiple documents associated to the same ref_no? I'm thinking of multi-installment pledges where the associated documentation may include an initial acknowledgement, reminders for outstanding payments, a final ack when the pledge is fully paid, etc. Or does OptiView allow for multiple documents to all be housed under the umbrella of a single ref_no? Thanks!