Document Management
Non-Profit
Document Management to Improve Operations
Nonprofit organizations must ensure their operations are as efficient as possible so they can provide the best services to their communities. It is no secret that nonprofits operate on limited budgets, and making the most out of their resources is a top priority. However, what may not be a top priority is the organization of all of the documents associated with running a nonprofit. Proper document management can be crucial to your organization when asked to produce donor or tax information for an audit.
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Improve the way your business functions
Our non profit document management services eliminate messy paper files, bulky filing cabinets, and heavy boxes that take up crucial office space. Throughout our 20+ years of experience, we have assisted nonprofit organizations of all sizes with their document management to increase efficiency and reduce costs.
The Benefits of Good Non-Profit Document Management
Free up valuable office space
Certain records must be kept securely for long periods, which means less usable office space. By scanning and securely storing these documents, your organization can use your space more productively.
Access and share information efficiently
Sharing documents has never been more straightforward. By digitizing your paper documents, you and your staff can view the same document at the click of a button. No longer will you need to dig through file cabinets to locate what you need; each document is just a search away.
Improve workflow
Shoreline is proud to assist nonprofits because of their excellent community work. We have seen firsthand how a document management system can benefit the workflow of a nonprofit. Better workflow leads to better operations which ultimately leads to excellent service.
We work with documents specific to Nonprofits such as:
- Client files
- Donor files
- Grant proposals
- Case files
- Funding information
- Board meeting minutes
- Volunteer information
As well as:
- Employee and other Human Resources files
- Financial documents
- Expense reports
- Purchase orders
Shoreline has the experience and expertise to help your nonprofit organize its records, improving the way your business operates. By scanning and digitizing your essential documents, you gain the peace of mind that they are secure and protected and cannot be misplaced.
Our Document Scanning Process
Step 1: Transporation
Our team will pack and retrieve your records.
Step 2: Document Preparation
Prepare the documents for scanning. Remove clips, sticky notes, and other items and make documents ready for the scanner.
Step 3: Document Scanning
Scan documents using our high-speed document scanners.
Step 4: Quality Control
Quality control is performed to ensure readability and quality.
Step 5: Indexing
Index key data per request.
Step 6: Document Integration
We integrate and upload your documents to your document management software.
Consider The Shoreline Difference
With over 20 years of information management experience, our team of experts can address many issues your business may face, including developing a document management plan, designing appropriate file structures and taxonomies, and outlining a destruction plan.
Located in Long Island, New York, SRM offers a full suite of comprehensive offsite document management services and document scanning solutions. We help companies reduce costs and improve efficiency by serving as a trusted advisor and supporting your document management program.
Whether your business has 50 employees or 50,000, our team of professionals understands the challenges of tracking and managing a records retention schedule.
Our Non-Profit Services
Document Scanning
Our document scanning service provides your nonprofit with the files you need in a digitized format. You will no longer need to fax or make copies; instead, just simply search and share your document.
Document Storage
Are your file cabinets maxed out? Are boxes of important information scattered around your office? You may not need these documents daily or even monthly, so scanning may not be the best fit for you. Let us store your essential documents giving you peace of mind that they are safe and secure and out of your office.
Document Management Software
Through a web-based document repository, you can have access to all of your documents in a matter of seconds. Shoreline can load all of your scanned files into an online solution for easy access.
Ready To Transform Your Document Experience?
Whether you'd like to get more office space by outsourcing your documents or decide that you'd like to automate your current document workflow, Shoreline is here to help!
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