Files where you work
Upload and organize files within the records and workspaces where they are used.
Organize Your Team
Keep important nonprofit documents connected and easy to find.
Securely organize, share, and manage files alongside the people, programs, events, campaigns, cases, and governance activities they support. Documents are stored where the work happens, giving authorized users the context they need without creating duplicate copies everywhere.
Connected file library
The challenge
Important nonprofit files may be spread across cloud drives, email attachments, local computers, and physical folders. Staff can struggle to find the latest version, understand who has access, or connect a document to the donor, participant, program, event, case, or board decision it supports.
The More Good Together approach
More Good Together lets you upload and organize files within the records and workspaces where they're used — with folders, categories, tags, version history, and access controls — so authorized users always find the latest approved version in context.
Key benefits
Store documents where the work happens.
Consistent organization
Create folders, categories, tags, and descriptions for consistent organization.
Controlled access
Control access to confidential, internal, board, client, or public documents.
Preview and download
Preview common file types and quickly download approved versions.
Version clarity
Track version history and reduce confusion about the latest document.
Find anything fast
Use global search and filters to locate files across the organization.
Feature details
Secure, connected document management.
Central file library
Access authorized documents across programs, campaigns, events, contacts, workspaces, cases, and governance records.
Record-level attachments
Attach files directly to the relevant person, organization, donation, volunteer, member, program, event, campaign, case, meeting, or task.
Folders and categories
Use folder structures, categories, tags, document types, and naming standards to keep information consistent.
File upload and preview
Upload documents, spreadsheets, presentations, PDFs, images, and other supported files and preview common formats.
Version management
Upload revised versions while preserving prior versions, dates, contributors, and notes.
Permissions and confidentiality
Restrict sensitive documents by role, workspace, team, module, or individual user.
Document metadata
Capture titles, descriptions, owners, effective dates, expiration dates, related records, and custom tags.
Search and filters
Find documents by keyword, filename, type, owner, date, module, category, or connected record.
Sharing
Share documents with authorized internal users and, where enabled, controlled external participants or board members.
Expiration reminders
Track documents such as certifications, agreements, insurance records, waivers, and policies that require renewal.
Audit history
Record uploads, downloads, replacements, deletions, access changes, and other important document activity.
Retention and archive
Apply organizational retention practices and archive documents without losing historical context.
Product walkthrough
See it in action.
Placeholder captures below — swap each for an approved product screenshot before publishing.
Connected file library
Record attachments
Document detail and version history
Use cases
How nonprofit teams use it.
- Store signed volunteer waivers and certifications within the volunteer profile.
- Keep campaign creative, sponsorship agreements, budgets, and final reports in the campaign workspace.
- Organize board packets, policies, minutes, resolutions, and governance records with controlled access.
- Attach assessments, consent forms, referral documents, and service plans to authorized case records.
- Maintain program manuals, participant materials, outcome evidence, and grant documentation in one connected location.
One connected platform
Every document, connected to the work it supports.
Documents connect to the people and work they support. Instead of hunting through drives and inboxes, your team finds the right file — in the right version — attached to the contact, program, event, case, or board record it belongs to.
Explore more of Organize Your Team
Organize your files.
Keep nonprofit documents secure, versioned, and connected to the people and work they support.