Keeping paper records (vs. everything online)
The New Mexico Humanities Council has recently moved to Foundant for its grant management software and, with staff working from home due to pandemic, I'm more reluctant to print out paperwork (LOI, application, evaluations, etc.) for grants being awarded. It seems easier to "store" all documents in Foundant, use Foundant's email system for communications and attach documents to organization's records than making a paper file for each grant awarded, etc. Our previous system was custom made and application information (only) kept on our website - all follow-up was done on paper and we have filing cabinet drawers full of paper files.
When our auditor has visited annually, I usually get a list of files they would like to review and pull the paper files for them to review/inspect.
I'd like to hear others' thoughts on how they may have transitioned (or not) from paper to digital records and how it has worked.
Thanks for being willing to share!