Creative Ways to Utilize Documents
The Documents feature allows you to upload & store forms and records for your group. Following are some ideas for how you might effectively use this feature:
- Create folders to organize “like” items. For example, you might make a folder for IRS documents/correspondence, or Meeting Minutes, or Bank Statements. Then upload those so they’re all stored in a single easy-to-access place.
- If you’re holding virtual meetings, create a folder for each meeting where attendees can download the materials you’ll be referring to (eg Treasurer’s Report, Meeting Agenda, supporting documents that are important to share).
- Create a Reimbursements folder so coaches, teachers, etc. can upload a receipt & form to then get reimbursed.
Here’s a screenshot of how an organized, useful Documents area might look:
Here’s a look at how you might organize the documents for your Meetings: