Documents

Organizing documents (with video)

The Documents feature allows you to upload & store forms and records for your group. Consider uploading your Meeting Minutes, Bylaws, 990(EZ) forms and other IRS documentation, Meeting Agendas, Check Request Forms, Audit Findings, NSF Check Letters, Flyers, etc.

Creative ways to utilize the Documents feature

The Documents area allows you to upload & store forms and records for your group. This article shares ideas & tips for how you might effectively use this feature.

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