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This VBA macro allows documents to be linked to constituents. This demo version links documents found in the Docs sub directory of the standard plugins directory (This is normally C:\Program Files\Blackbaud\The Raisers Edge 7\Plugins\Docs but may have to be created). This demo only links images. It also requires that the file name consist of the constituent id. Both of these criteria can be changed to suit your organization's requirements.
Download the zip file and unzip the contents to the Raiser's Edge plugin directory (This is normally C:\Program Files\Blackbaud\The Raisers Edge 7\Plugins)
Go to the Start menu and select Run. Type in:
regsvr32 "C:\Program Files\Blackbaud\The Raisers Edge 7\Plugins\ConDocLinker.dll"
Important If you want to uninstall this file then follow the instructions above but type in:
regsvr32 /u "C:\Program Files\Blackbaud\The Raisers Edge 7\Plugins\ConDocLinker.dll"
Failure to do this before deleting the dll may prevent The Raiser's Edge from being able to start.
Save your images in the directory specified above. Ensure that the filename is of the pattern constituent id, followed by an underscore and then followed by any other characters. In the constituent record select the macro button drop down (The last but one button on the right of the toolbar) and then select the ConDocLinker.mcrDocLinker.DocLinker button. This will open the document linker screen where all the images tied to the constituent will appear. If you have the constituent attribute category "Constituent Linked Document" added on your system then the constituent will be given this attribute. This enables you to select the population of constituents that have a linked document
This demo is free to use as is. Please contact us if you wish to customize some aspect of it. You may want to save the linked documents on a network location, change the file name pattern required or use documents other than images to be linked.
Note this application requires the VBA module to run. If you do not have the VBA module you are still able to test it on the Raiser's Edge Sample database where VBA is unlocked.
Please read the licence agreement before downloading
