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Important Info Sheet

2 years 1 month ago #171966 by Anonymous
Important Info Sheet was created by Anonymous
Hi!
I'm wondering if anyone has an "important info sheet". Something that lists out EIN, Bank info, passwords, ect...so it's all in one place. Would also help with officers transitions.
TIA!
2 years 1 month ago #171981 by Rose H
Replied by Rose H on topic Important Info Sheet
Hi there!
We don't currently have a form like that on our File Exchange. But we like the idea of including some important information on one sheet and are looking at ways to create a document for our File Exchange. One suggestion is to keep password information separate from information like this so you keep the group protected.

Rose
Community Manager
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