Resource Center
Digital Document Workflows for Nonprofits
Nonprofits often work with board members, volunteers, donors, partners, and community members in different locations. Digital workflows can reduce paper delays and make records easier to manage.
Steps to follow
- 1Identify the forms and approvals your organization sends repeatedly.
- 2Use templates for common letters, consent forms, and partner documents.
- 3Send documents for signature instead of collecting scans or photos.
- 4Keep completed documents and activity records together.
- 5Use vendor workspaces when the nonprofit also manages partner or supplier documents.