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Altru Digital Filing
Altru Digital Filing
Scanning and sorting documents
- Scan the documents and send to Membership Associate, who will drop files into the Altru-Digital Filing folder (in the Student Worker Box folder)
- Once you have the files, drag-and-drop to separate documents from the scan and name the files with this naming convention: YYYYMMDD Jane Doe Gift or YYYYMMDD Jane Doe Letter, using the date on the document (the transaction date for gift documentation and the letter date for a membership card letter)
Uploading documents to Altru
- On the constituent record, click “+ Attachment” (under the Documentation and Interactions section)
- For Membership documents, set type as Membership
- Enter the title, following the naming conventions below
- Set the Date to the date on the document
- Enter your name in the Author field
- Hit Choose File
- Select and upload the file
- Click Save
Hard copy filing
- Once the digital files are uploaded to Altru, move the files to the Archived folder
- File the hard copy in the member’s folder in the Membership filing cabinets
Naming conventions
- YYYYMMDD Membership Cards
- YYYYMMDD Gift Documentation
- YYYYMMDD Gift Membership TY
- YYYYMMDD Gift Membership Notice
- YYYYMMDD Annual Fund TY
- YYYYMMDD [other description, as appropriate]
, multiple selections available,
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