Skip to main contentThe 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.
