E-documents
Last updated
Last updated
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
Document Creation: Admin sets up document templates.
Member Interaction: Members receive notifications to sign or upload documents.
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.
