Altru Digital Filing

Scanning and sorting documents

1. Scan the documents and send to Membership Associate, who will drop files into the Altru-Digital Filing folder (in the Student Worker Box folder)
2. 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

1. On the constituent record, click “+ Attachment” (under the Documentation and Interactions section)
2. For Membership documents, set type as Membership
3. Enter the title, following the naming conventions below
4. Set the Date to the date on the document
5. Enter your name in the Author field
6. Hit Choose File
7. Select and upload the file
8. Click Save

Hard copy filing

1. Once the digital files are uploaded to Altru, move the files to the Archived folder
2. 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]