Blog

Salesforce handles documents attached to one account or opportunity well. However, shared files get hard to find and keep current when the same sales deck, price…

There are lots of reasons why you might need to migrate a document library away from SharePoint. Sometimes the organization chooses the move. Sometimes the contract…

If your association’s MemberClicks website has slowly turned into a holding place for PDF links, you’re in familiar territory. Board packets, bylaws, forms, minutes, member resources…

A standard Wix page is fine when you only have a few documents to share. You can add buttons to PDFs, paste file links into page…

You’ve been sent a 48-page lease and you need the renewal date before a call. The file opens fine, but scrolling line by line feels absurd…

A Google Drive embed code lets you display files directly on your website. It’s an excellent way to keep people on your website instead of sending…

Lots of organizations keep their documents in Dropbox. Policies, board papers, forms and manuals all sit in neatly organized folders. Sooner or later, you need those…

If your organization is anything like ours, Google Drive is where your documents already live. Everything gets updated there, everyone knows their way around it, and…

“SOP” stands for standard operating procedure, a written step-by-step instruction for doing a routine task the same way every time. An SOP library is a single,…

Cloud document management means storing, organizing and working with your documents through software that runs over the internet, rather than on a computer or server in…