The File Locations tab in User Options allows each user to specify the locations where files are created when performing certain functions in The Raiser's Edge:

  • The Word Processing Documents/Letters file path determines where a merge letter is created in Mail.
  • The Crystal Reports Database file path currently does not have any functionality.
  • The AddressAccelerator Data Files file path indicates where the AddressAccelerator data files are installed.
  • The Export/Import file path determines where files exported from Export, Query, Mail, and Import are created.
  • The Excel Spreadsheets file path determines where Excel files are created when right-clicking in a grid and selecting Export grid to Excel. (If the user right-clicks and selects Export Grid, the export file is created at the location specified on the Export/Import row.)


To set a default location:

  1. Put the cursor in the Location field.
  2. Click the ... on the far right.
  3. In the new window, find the desired file location or folder to save to.
  4. Click OK.
  5. Click Apply.
  6. Click OK.


Notes:

  • Specified locations in User Options will override throughout RE even if a specific location is saved. If different locations are needed (say for different mail merges), then leave Location blank for that file type so the different locations can be saved.
  • These defaults do not apply to saving in applications opened from The Raiser's Edge, such as Word, Excel, or Adobe Acrobat Reader
  • In Blackbaud Hosting, a local location can be defaulted to export/save files to your computer or a network location. (Notes: For best performance, save to your local workstation and then move to a network/shared drive. Drive mapping / this default may not function if working in the Raiser's Edge-NetCommunity plug-in. Switch to the The Raiser's Edge ### orange RE icon instead.)