With alumni records and contribution information comprising thousands — if not millions — of documents, data has to be processed and managed effectively and efficiently. With electronic document management and BPM/Workflow tools, DocFinity gives you easy and secure access to donor information and relations-management records, improving gift-recognition and outreach processes.
Checks can be scanned and stored electronically, triggering the workflow to send thank-you notes and tax forms to donors. The workflow enables you to add any other procedures that are part of your process. And staff members can answer status inquiries about donations and check deposits immediately, at any time during the process.
DocFinity monitors donor files, letting users update personal information about any alumnus over the Web. Other pertinent information is stored electronically for easy access and retrieval, simplifying gift processing and records management. And since DocFinity integrates with the other software applications used for the business needs of the department, it helps you save time, prevent data redundancy, and reduce errors.