Attach Files to Any Record in the Raiser's Edge

Ever wish you had a convenient place to store files that relate to a specific constituent, gift, fund, appeal, etc? Now you do! From nearly any record in the Raiser's Edge, you can simply select the MagicFolder link from the toolbar to open the folder specifically for that particular record.

Now you can easily centralize your documents without cluttering your Raiser's Edge database! To get started, simply download and unzip the setup application attached to the most recent release notice in this forum, then double-click on  setup.exe and follow the prompts. When using MagicFolder for the first time, you will need to specify a shared folder location that is the "root" folder for all your folders. Simply specify a location that is shared on the network and accessible to the appropriate users. You can use either UNC (like "\\server\Directory") or mapped drive (like "N:\directory\") nomenclature, just make sure it's a shared location that is common to all users of MagicFolder. If you ever need to change the location of the root folder, just ctrl-click on the MagicFolder link to reopen the settings page.
 

That's all there is to it. 
 
Many clients ask us how we can make a living giving away free software. The answer is simple: volume!  But if you like what we're doing, please help us out by tweeting about it, friending us on Facebook, writing to our mothers to let them know that we are contributing to society, or perhaps even checking out our other products for the Raiser's Edge and Financial Edge. Thank you as always for your support!

To get started with MagicFolder, simply download the latest version from our MagicFolder forum (sign-in required).