Overview

Documents in FutureFund Connect lets your unit upload, generate, and manage important PTA files. Documents can be tied to tasks and activities, submitted for approval, and tracked through the review process. This keeps all of your unit’s critical paperwork organized and accessible in one place.

Your state PTA may provide document templates that standardize filings across all units. FutureFund Connect also includes file generators — workflow-driven tools that create documents automatically using data already in the system, so you spend less time on manual paperwork.

How to Upload and Manage Documents

1. Navigate to your unit’s Documents page from the main menu.
2. Click Upload Document to add a new file.
3. Select the file from your computer and provide a title and any relevant details.
4. If the document is tied to a task, you can attach it directly from the task’s workflow.
5. To submit a document for approval, open the document and click Submit. The document will be routed to the appropriate reviewer(s) based on your organization’s approval chain.
6. Track the document’s status (draft, submitted, approved, rejected) from the Documents page.

To generate a document using file generators:

1. Open the task or workflow that requires a generated document (e.g., bylaws generation).
2. Follow the guided workflow steps, filling in the required fields.
3. The file generator pulls data from existing records and transforms it into the correct format (e.g., converting 15.00 to $15.00 or fifteen dollars and zero cents).
4. Review the generated document and submit it for approval.

Additional Features

• Document Templates: Your state PTA provides standardized templates for common filings, ensuring consistency across all units.
• File Generators: Workflow-driven document creation using Liquid templates that automatically pull and format data from your unit’s records.
• Data Transformations: File generators convert raw data into properly formatted output — numbers to currency, dates to readable formats, amounts to written words.
• Multi-Level Approval: Generated documents (such as bylaws) can be routed through unit, council, district, and state levels for approval.
• Status Tracking: Every document shows its current status so you always know where it stands in the review process.
• Task Integration: Documents can be attached to tasks and activities, keeping related items together.

Tips

• Use file generators whenever available — they reduce errors by pulling data directly from the system rather than requiring manual entry.
• Review generated documents carefully before submitting, even though the data is auto-populated. Verify that all fields look correct.
• If a document is rejected, check the reviewer’s comments for specific feedback on what needs to be corrected.
• Keep your unit’s profile and financial information up to date so that file generators produce accurate documents.
• Document templates are managed by your state PTA — if you need a new template or notice an issue, contact your state PTA administrator.