Wasn't there a time when RE users could download their P&P manuals to the Blackbaud website for others to view?  We are in the process (finally) of putting one together and I really don't have the time or energy to start from scratch.  I have been an RE user for many years and recall when other users were able to easily share their manuals.  Am I dreaming this?

Hi, Kathy. You are correct: There was previously a section in the forums for client documents. Now, forum users can attach documents to their posts and tag them with the "client document" tag. To locate them, from the main forums page you can select "client document" from the Popular Tags menu on the right side of the page. You can then search within that tag.

I searched on "procedures" and came up with these results:
http://forums.blackbaud.com/search/SearchResults.aspx?q=procedures&tag=client+document&orTags=0

Hope this helps!

Hey Kathy,

You aren't dreaming - you can access shared documents by clicking on "Client Documents" in the Popular Tags panel on the right side of the main Forums page.  It's actually easier to share documents in the new forums - rather than emailing the documents to Blackbaud to be posted, users can post documents to the forums themselves.  If you have anything you want to share in the future, you can do so by following these steps:

1. On the Compose tab, enter a subject and text for your post.
2. On the Options tab, click Add/Update under File Attachment.
3. Browse to the location of the attachment and click Save.
4. Add the client document tag to the post
5. Click Post to post the message and your attachment.

I am going to be honest and say that I do not like this recommendation

I prefer using the client documents section as when you search postings you typically limit to a certain time frame so as not to get a ton of responses - but what if the posting with the document I want was posted 2 years ago? 

I honestly can't even find the search button any more in the forums so when I tried to search to see how it would work I am lost.  Assuming there is one can I search only for postings with attached documents?

I encourage people to use the shared documents for sharing policies, forms, etc.  I would recommend limit linking attached documents to screenshots when you have a question, etc.

Hi, Melissa. In the current forums, there is not a separate Shared Documents section--documents are only available as attachments on individual posts. The previous forums did have a documents section, so I apologize for any confusion the change has caused.

In order to share files, such as policies and forms, they must be added as attachments. We ask users to tag the corresponding post with "client document" so the files will be easy to locate when searching on that tag. (We also go through existing posts to add the tag, when needed. :)

Regarding the search button, it should be located at the top right of the forums page. From the main forums page, if you click the client document tag in the Popular Tags menu (right side), that will limit the results to posts that have attachments. To narrow down the results, you can enter a keyword in the Search field at the top of the page and leave the search option set to "Current Tags" instead of "Entire Site."

Hope that clears things up, and please let me know if you have any questions.