SW-117857 - USA (Florida) - Cloud-Based Document Management System - Deadline August 21,2026

(1) Vendor needs to provide cloud–based document management system. • Cloud based document management system that integrates natively with Edge NXT and Blackbaud CRM.• System must operate seamlessly within both platforms, including full compatibility with their security models, file structures, and user permissions• Revenue document imaging & data extraction – the solution must: scan revenue documents directly into the system. • Optical Character Recognition (OCR) OCR must support: Advanced search across all stored documents. • Secure Document Storage: All documents must be stored in a secure, compliant environment.• Gift Agreement Workflow: The system must include: A configurable workflow for gift agreement creation, review, and approval.• User Experience Requirements: Drag and drop upload functionality • Instant document preview: Ability to scan directly into the system (for designated staff) • Search & Retrieval • Blackbaud Query Integration: The system must return all documents associated with the results of a Blackbaud query.