PaperlessZen™ for Blackbaud Raiser's Edge NXT
Advancement shops that run Raiser’s Edge NXT have their giving history in good order. The documents behind that history, the gift agreements, the pledge cards, the side letters, are usually a different story, living in boxes and drives rather than with the constituent they concern. When a gift officer needs the actual agreement, the database cannot hand it over.
PaperlessZen™ is the document layer that makes those agreements as findable as the giving record.
What connects
Documents link to Raiser’s Edge NXT constituents through external references that pair a constituent with its documents in PaperlessZen. Built on identifiers rather than folders, the connection survives reorganizations and keeps ids aligned. Raiser’s Edge stays your system of engagement; PaperlessZen keeps the documents of record.
Where documents show up
Reachable from the constituent your team already manages in Raiser’s Edge. A donor’s agreements, amendments, and correspondence are filed and full-text searchable, so the paper history sits alongside the giving history instead of across town in a box.
A three-step recipe
A signed gift agreement goes from arrival to the constituent in three steps, starting with intake.
The agreement arrives
Intake reads the signed gift agreement and files it against the donor.
The donor is matched
PaperlessZen matches the donor to their Raiser's Edge constituent by identifier.
It reaches the record
The agreement becomes reachable from that constituent, ready before the next ask.
Availability
PaperlessZen is in early beta. The Raiser’s Edge NXT connection uses the same identifier-based approach as our first-class Dynamics embed and is available to early customers on request. See how it supports the gift agreement workflow, then tell us about your setup.
Frequently asked questions
How does PaperlessZen link to Raiser's Edge NXT?
Through external references that map a Raiser's Edge constituent to its documents in PaperlessZen. The link is identifier-based, so it holds as records change and can keep ids aligned between systems.
Will this interfere with our Raiser's Edge data?
No. Raiser's Edge NXT stays the system of record for constituents and giving. PaperlessZen adds the document layer beneath it and does not rewrite your fundraising data.