infoodle provides document storage that keeps files linked to the contacts, transactions and records they relate to so information is easy to find when it matters.
Document Storage supports charities and nonprofits that need to keep files organised, accessible and linked to the right records.
Documents are stored against the relevant records, so files stay connected to the people, transactions or activity they relate to. This reduces the need to search across separate systems or folders.
Examples:
Keep documents organised and accessible to the right people, without relying on external file systems for everyday reference.
Includes:
Storing documents alongside records helps support internal governance, audits and compliance processes by keeping related information together.
This makes it easier to trace decisions, transactions and activity when required, and gives a full picture of each contact record when you need it.
It also supports distributed teams and remote working. Staff in the field or working from home can access consistent, up-to-date documents and records without relying on shared drives or physical files. A practical step toward a paperless office.
Documents can be linked to contacts, donations, payments, receipts and reporting features, so records remain complete without duplicating files.
Churches storing documents linked to people and giving
Find out more →Youth & Family Services managing participant records
Find out more →Health & Disability charities maintaining supporting documentation
Find out more →Charities and nonprofits needing central access to key files
Find out more →Book a demo or start a free trial today.
