Store and find your organization’s documents faster.

Not-for-profits are often short on staff and yet have an enormous number of documents. Grant proposals, internal governance, and fund-raising often create mountains of paper. Sometimes the principal work of a non-profit can also be paper-intensive, especially if it is research- or issue-oriented. Searching for existing documents is typically a huge inefficiency.
 

Improve collaboration and the review process for grant writing and submissions.

Use Docassist to eliminate the risk associated with using the wrong versions of documents, where duplicate and even triplicate copies exist on shared file folders. Allow for the tracking of changes by the user, and reference previous versions for efficient review and update. Docassist’s powerful Advanced Workflow can ease the internal approval process for grant submission drafts–not only moving drafts in an orderly process from one reviewer or approver to another, but also providing a dashboard view that allows a manager to see the current status of all pending draft submissions.
 

Quick and easy access for remote users.

Make it easy for your entire organization to access your important documents from anywhere, at any time of day or allow such access selectively, depending on your needs. You can also restrict remote access to certain users or certain IP addresses, as well as to specific folders and workflows.
 

Connect and extend your other information systems.

Extend your existing information systems – whether it’s a donor database, accounting system, or HR application – to allow your employees to search, access and view corroborating and evidentiary documents which support records and transactions. Access donation receipts and third-party disbursement documentation directly from these existing systems, allowing you to respond to requests for additional information quickly.