E-documents

The E-Documents allows for the creation, customization, and management of essential organizational documents. This module facilitates the digital handling of contracts, membership cards, and more.

Features

• Create and Customize: Administrators can create and tailor documents to meet the needs of different roles within the organization.

• Online Signing: Members can sign contracts digitally, streamlining the process and ensuring efficient record-keeping.

• Account Linking: Signed documents are associated with individual member profiles for easy access and reference.

• Download and Upload: Members can download documents for review and upload signed copies or necessary documentation.

Management

• Located in Organisation Settings -> E-Documents (under the Forms section).

• Administrators can manage document templates, set permissions, and oversee the signing process.

Access

• Members access their documents through the e-Documents tab in their profile.

• Permissions can be set to control who can view, sign, or upload documents.

Use Case

• Ideal for new member onboarding, contract renewals, and updating membership information.

• Reduces the need for paper-based processes, aligning with sustainability goals.

Workflow

1. Document Creation: Admin sets up document templates.

2. Member Interaction: Members receive notifications to sign or upload documents.

3. Document Management: Admins monitor the completion and storage of documents.

Customization Example

• A volunteer contract can be set up with fields specific to volunteer information and terms.

• Membership cards can be auto-generated with member details and branding elements.