workflow improvement

Nathaniel Ifeanyi

Hello, Please I want to know if there is way to scan physical document and input it into raiser edge nxt, when importing this information into raiser, we can code them and assign the donor to a batch. the goal is to eliminate the manually typing this information into raiser edge. because if I am able to scan say 20 or more cheques and the information are extracted and it reflect as a list on RE, It is easy to assign this donation to donors on the system through a linked option and create new account for new donor.

Crystal Bruce

@Nathaniel Ifeanyi Hi! This was in eTapestry, I moved it to Raiser's Edge NXT. Thanks!

Alex Wong

@Nathaniel Ifeanyi
Not available from RE NXT directly. Not sure if there is such an app in the marketplace.

You can create this yoursevles using Power Automate and SKY API.