- To download and install the RE7 Export Wizard, please refer to BB731114.
- Once the RE7 Export Wizard is installed, please read the Process Documentation PDF for detailed instructions on how to submit your records.
- The user will need administrator rights on the workstation that is being used for the export.
- The user will also need Microsoft .NET Framework 4 installed.
For questions about your WealthPoint project, please email TACoordinators@Blackbaud.com.