From the archive

All posts Advancement Governance Going paperless Document management Works with your stack

You don't have a storage problem. You have a findability problem.

Plenty of advancement shops have already scanned their paper. The documents sit in a shared drive, neatly named, backed up, and almost impossible to search. A PDF of a scan is just a picture of a page

PinnedAdvancement

What forty years of paper is actually costing you

The boxes are easy to ignore. They sit in a storage room, or a basement, or a unit across town, and they cost a few hundred dollars a month. That number is not the problem. The cost shows up the morn

Advancement

Every agreement your gift officers ever attached to a note

Ask an advancement services team where their gift agreements are, and the answer usually comes in layers. The recent ones are in the document system, or at least in a folder someone maintains. The old

Works with your stack

Extracting attachments is the easy part

If your Dataverse storage is full of attachments, you will quickly discover an entire category of software built for exactly this: tools that pull attachment files out of Dynamics 365, park them in ch