The Benefits of Cloud Computing for Nonprofits
It's a new era for nonprofits. Managing documents used to be difficult enough, but now we have to do so in the cloud. Nonprofits need a guide on how to use this technology effectively and efficiently. That is what this blog post will provide!
You're Probably Using Cloud-Based Tools
Right Now
You've appreciated the convenience and
security of cloud-based document storage if you've ever uploaded a file to the
Internet for someone else to download and evaluate. In reality, cloud storage
has gotten so common and user-friendly that you are most likely already
utilizing it in your everyday operations. There are a few cloud storage options
to choose from, including Box, Google Drive, Microsoft SharePoint Online, and Adobe
Document Cloud (DC).
Box
The Docupile is a cloud-based content management
and file-sharing solution that may be used to store, send, and collaborate on
virtually anything you digitally produce at your nonprofit. It's simple to
manage file security, and because the program is integrated with Office 365,
you may modify Word documents, PowerPoint presentations, and more without
having to download the file itself.
Google Drive (Part of G Suite)
Google Drive is a popular way for both
businesses and individuals to store, share, and collaborate on papers, sheets,
and slide presentations online. It's an important component of Google's G
Suite, which includes Google Docs, Sheets, Slides, and other applications.
Between Gmail and Google Drive, each user can keep up to 30 GB of documents
(including pictures).
Microsoft SharePoint On-Line
You may use the latest version of
SharePoint Online to develop and run your intranet without a server or local
installation. It's a cloud-based collaborative software that allows you to set
up an employee intranet and create spaces to store and access papers (both
internally and externally).
Although SharePoint Online appears to be
a stand-alone product, it is part of the Office 365 bundle and works with
Microsoft Word, Excel, and PowerPoint. Each user gets up to 1 TB of storage.
Adobe Document Cloud (DC) — Acrobat Pro
DC
Adobe Acrobat Pro DC provides the most
recent edition of Acrobat as well as Adobe Document Cloud (DC) features. Adobe
DC allows you to store and send files online, as well as allowing for
e-signatures, document tracking, and other features. Adobe Acrobat Pro DC works
well with Microsoft Word, allowing you to convert Word documents into editable
PDFs and vice versa with ease.
These three cloud-based programs are all
useful for saving and managing papers online, although their scope, intended
usage, and functionality vary. Many businesses employ a mix of all three to
some extent.
Create an Easy Naming Convention to Make
It Easier to Find Files
It's critical to have a consistent naming
system for all of your documents, whether you use Microsoft Word or Notepad.
Whatever method you employ, stick to it.
The following style is an example:
DATE_TITLE_AUTHOR
20180815_An Amazing Blog Post_SJ
This method is quite beneficial because
it will sort files by date. In addition, keep an eye on folders and subfolders.
Don't be excessively general or overly specific. The better it is for people to
navigate online storage, the more productive and less cluttered they will be.
How to Manage Collaboration in the Cloud
The ability to work on a single document
from anywhere in the globe is one of the most appealing aspects of electronic
document management for non profit. Whatever you're working on - from
any device - has functionality built in to modify, comment on, and share it,
regardless of the cloud solution you're using.
Adobe Acrobat Pro DC is a powerful PDF
creation and editing program. A document can be distributed to a large group of
people, allowing many reviewers to see and build on each other's comments – all
with only a single trackable link.
When multiple people work on a document
together, they may leave comments, mention individuals, and swiftly search the
document. Even individuals who don't have Adobe Acrobat Pro DC can join in the
activity. You'll also get real-time notifications whenever documents are
opened, commented on, or completed as the document's owner.
You don't have to go all-in to the cloud
right away. You can take a little step in that direction even if you're not
quite ready. To ensure that all of your local files are uploaded to the cloud
for maximum protection and accessibility, be sure you're utilizing a syncing
technology like SharePoint or Box.
It's also worth noting that, in the
cloud, keeping track of how you name documents for collaborative work is still
vital. It's usually a good idea to duplicate, rename it, and share it with the
same group of people if a document has gone through a complete round of edits.
Use E-Signatures to Build Efficiency
This is a scenario that many of us have
encountered: you receive an email with a signed form attached. You may print
out the form, sign it, scan or photograph it with your phone, and send it as an
attachment of your own.
While this approach is undeniably an
improvement from waiting for forms to arrive through the United States Postal
Service, it's still a time-consuming and inconvenient procedure. The answer?
Use electronic signatures.
Docupile enables you to submit and send
documents for electronic signing through the cloud. You may share a file with
any user and have them add their signature from virtually any device using the
It's also important to remember that the person receiving the document does not
need Docupile software installed on their computer in order to sign it. There
are several ways in which this tool may help nonprofits:
Fundraising: Applying for a grant, renewing your membership, and signing a
contract.
Human resources: Policy, new hires, and change form.
Volunteer management: Solicitations, waivers, and event registration are all examples of
non-application/waiver processes.
Procurement: The following resources are available: tender documents, purchase
orders, and scope of work.
Legal: All of that
jargon is important, but if you're relying on it, you could be in big trouble.
Finance: Internal approvals, expense reporting, and auditing are not things
that have to be done.
IT:
Maintenance authorization, monitoring of asset integrity and repair, incident
reporting, and compliance.
Docupile works with other programs you
may already be utilizing at your organization, such as Microsoft Word, Outlook,
SharePoint, and more. For example, you can attach a Word document that requires
a signature as a single file or directly from Outlook. Other efficiency-building
integrations are also available with Box, Google, Oracle, SAP, Apple, and
Salesforce software.
Adobe Acrobat Pro DC also provides
e-signature features, utilizing Adobe Acrobat Pro DC's e-signing and send and
track capabilities. Simply utilize a PDF or a form to record a signature
location, and send it to the specified person. That person may sign from a
laptop, desktop computer, smartphone or tablet.
You may also keep track of who has
signed, completed, and returned the form in real-time. So if you're using
Microsoft Office 365, don't forget to check out Acrobat Pro DC's seamless
integration with Word, PowerPoint, SharePoint, and Outlook.
Permissions settings can help you secure
your Mac.
Adobe Digital Document Management, which
is cloud-based, enables you to restrict who has access to documents and
permissions to alter or update them after they're received. This capability is
critical when sending or collaborating on sensitive information.
The Box provides file and folder
encryption, as well as a single location for managing access to all of your
files. There are also remote logout and data-erasing capabilities. These
features can help you keep your data out of the wrong hands if your computer is
stolen or subjected to an unforeseen calamity.
Once a PDF has been created in Adobe
Acrobat Pro DC, you may set a variety of security measures for it. You can set
limitations on who can modify or copy files you send by clicking the Restrict
Editing button.
If you're creating a file straight from
Acrobat Pro DC, you can also choose to publish sensitive information as long as
the document is not being published. You can set a number of restrictions,
including the ability to redact information, password-protect, and prohibit
copying and editing by taking this action. You may also restrict whether or not
your PDF can be printed.
You may also restrict access to
productivity apps such as Docs, Sheets, and Slides in Google G Suite (such as
restricting access to individual spreadsheets). To prevent others from editing
your page, make sure that they can't. You may also limit access to individuals
working for the same company.
Within Office 365, apps (such as Word,
Excel, and PowerPoint) may be used to set access permissions for a large number
of configurations. SharePoint also permits you to share documents with varying
levels of access controls. Each has various sharing settings for both internal
and external use. You may also make any Word document read-only, as well as
restrict whether or not a file can be downloaded from SharePoint, and you may
do it all with one line of code.
Finally, Office 365 includes additional
security features that examine critical data and personally identifiable
information on the fly. A content control policy enables you to identify, evaluate
and control all types of information on the Internet. It can also provide
checks to ensure that sharing is intentional rather than accidental, such as
donor credit cards and beneficiary identities.
Take Advantage of the Cloud's Ability to
Manage Documents
The world's information is rapidly moving
to the cloud, and this shift has given significant boosts in document
management online.
Comments
Post a Comment