Is your non-profit organization cluttered with volunteer applications, donor records, board member files and tax returns? Increase your file organization and staff productivity with a structured yet customizable document management solution, built to reward storage reductions, improve workflow and provide immediate access to volunteer-related information.
Whether you run a charity, campaign or creative space, isn’t it time to take your non-profit organization to the next level? Let’s dive deeper into how non-profits today are greatly benefiting from going paperless with the help of document management software:
Streamline repetitive business processes
Today there is a constant growing demand for tools that will allow non-profit businesses to capture content, extract high value data and automate processes. Because of this, many non-profits are turning to document management to improve the flow of information from donor, to organization and final recipient. If document circulation within your organization has proven overly time-consuming, improve efficiency and boost company-wide productivity by going paperless. Highly intuitive document management solutions can be easily adapted to automate any paper-intensive process to free your staff members from repetitive tasks. Easily scan and properly store paperwork into the electronic repository for immediate future search and retrieval.
Reduce paper usage and associated costs
Are filing cabinets taking over your non-profit workspace? Think about that storage area that could be repurposed as your cause continues to grow. By turning paper records digital, not only are you eliminating filing cabinets to free up space but you are also simplifying the search, compile and creation of information to improve productivity.
Easy form submission
Quickly and easily create customized web based forms through the highly intuitive eForms creator tied to your document management system. Donors will only have to submit data once, as certain information fields can be automatically repopulated onto associated forms to streamline organizational efforts of the sensitive information gathered. After completion, the submitted forms are captured directly into the document management repository and are fully indexed by form data
Stay secure and in compliance
Advanced document management systems allow scanned images to be managed electronically into your workflow to safeguard heavy paper trails. Standard security measures include permissions based levels of access, encryption of document content, individual user security settings, audit trails, history logs and more. Your non-profit business can operate with confidence knowing documents are safe from mismanagement. Document management software creates a secure database of sensitive non-profit documents including volunteer applications, donor records, tax returns and more.
This article originally appeared in: Square 9 ECM Blog