Templates and checklists

Good documents start with good structure. These templates and checklists are the starting points we wish every records team had on hand: practical, plain, and free to use however you like. No form to fill out to read them.

They are also a preview of how PaperlessZen™ thinks about documents. A retention schedule is a policy that has to be enforced, not just written. A board minute is a record. A contract or a grant agreement is a set of obligations. The templates make that structure visible, and PaperlessZen is what keeps it findable and tracked once the documents are signed.

Records and governance

• Records retention schedule template
• Board minutes template
• Legal hold checklist

Going paperless

• Document digitization checklist
• Dataverse storage audit checklist

Agreements

• Gift agreement template
• Pledge agreement template
• Donor file audit checklist

A note on these

These templates are practical starting points, not legal advice. Agreements that create real obligations should be reviewed by your own counsel before you use them. Think of these as a well-organized first draft, not a substitute for the judgment your institution and its lawyers bring.

Want the documents you build from these to stay findable and their obligations tracked once they are signed? That is exactly what PaperlessZen does. Book a demo and see it on your own files.