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...

Hello Everyone, If you haven't already done it, I would highly recommend checking out the Blackbaud User Society website ( www.blackbus.org ). I am in the process of doing this very same thing for our RE procedures and standards, and some kind souls have uploaded different examples of procedures...

I'm taking on the job of creating a policies and procedures manual for Raisers Edge. It's a pretty daunting task and I'm considering taking the online classes offered by Blackbaud -- they cover Constituents, Configuration & Administration, Gift Records, and Reports & Queries. It's...