Organization User Manuals

It is important to document the policies, procedures, and best practices specific to your organization. This information can be vital for training new staff and for encouraging consistency.

Consider documenting the following information in files to share with other eTapestry users.

• Your security policy, including who users should contact if they don't have security rights to specific parts of the database that may need updated

• Guidelines for sending communications, including receipts and thank you letters

• Your process for cultivating donors

• Your plan for cultivating prospects for major gifts

• When specific reports should be run and who should receive copies of the results

• Guidelines for regular and special events

• Guidelines for social media

• Tasks specific to your organization

After you save the information to files, you can upload it to eTapestry. Select Help, User Manual. The User Manuals page appears. To browse and select the file from your computer, click Choose File. Under Tasks, click Save.

Any user at your organization can access the files on this page. When a user selects one to open, it downloads to the computer. To update a file, download it to your computer to make the necessary updates. When you are done, delete the file from the page and then upload the latest version.