A Guide to Digitally Storing Documents

Charity Digital news explains that there are many reasons to store paper documents at your charity’s offices or an external storage facility and  help you to review some of the best methods for digitally storing documents and provide some tips for streamlining the process.

There are many reasons why you need to keep documents for instance HMRC requires you to keep legal and financial documentation, such as invoices, contracts, and bank statements, for six years. If you offer a service that requires you to keep medical records, best practice is to retain them for ten years after the last patient interaction. You may also have documents that relate to donors, service users, volunteers, or research grant recipients that need to be stored safely.

The reasons to go paperless are compelling: costs are lower, security is greater, and any action to reduce the environmental impact of our organisations has become a moral imperative.

To read the article in full click here.

Source: Charity Digital News