Our document management software reduces administration costs, improves document and donor information security, and enhances productivity. This all equates to lower operational costs, employees with more time to focus on the important aspects of their job, and ultimately, more funds in the pot.
A document management system provides a digital document pool for all of a charity's documents. We can help remove the reliance on paper and costly physical archives and at the same time, increase efficiency and the ability to manage documents compliantly.
The system can be integrated with a CRM, finance or charity management system to link any document with a fundraisers record or invoice with a PO.
This integration streamlines two databases into one system, simplifying information access and improving customer service.
Document management software will assist a charities' Finance and HR departments by effortlessly processing invoices, Gift Aid receipts and expense claims.
We know that non-profit finance processes can be complicated. Unlike businesses, you have specific financial requirements that require very specific reporting and management. This might include:
By digitising documents and the associated processes, tasks and approvals can be automated by the system, removing manual or labour-intensive jobs that are often open to error.
For charities, implementing a digital document management system brings significant operational and compliance benefits. It reduces the time spent retrieving and processing documents, allowing teams to focus more on mission-critical work.
Secure digital storage eliminates the risk of data loss, damage, or theft, while ensuring that important records such as Gift Aid declarations and their supporting documents are easily accessible and safely backed up.
Documents are captured accurately, automatically organised by type, and stored in a centralised digital system, simplifying audits and day-to-day administration. This approach supports compliance with UK legal requirements, streamlines the processing of volunteer and staff expense claims, and removes the inefficiencies of manual filing systems.
By freeing up office space and reducing time spent on document searches, charities can operate more efficiently and direct more resources toward their core purpose.
With our software, we've improved the audit process at The Woodland Trust. Gift Aid forms and other important legal documentation are now securely stored and simple to find. Retention rules have been applied to these documents, ensuring information isn't destroyed before it should be, or kept longer than legally required.
info@doctech.co.uk
0161 647 7040