organization documents that applicant can upload to, in a key place on dashboard
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be a key place on their dashboard where these documents are visible, and where the applicant can submit an update (if any). That way the applicant can check whether we have the latest one before applying for a new grant. It would be great, too, if that field could be pulled into the application and the applicant could upload to it if it's missing or incorrect. (Ideal world, I know!) Also, it would be helpful if the item would flag if overdue (they all have different expiration dates/end dates.)
Right now, I believe the organization documents are hidden away under organization history. We don't want to allow access to organization historical grant amounts - so we have had it hidden by support. It's not ideal for the documents to be in such an out-of-the-way place, anyway.
Mary Giraulo
shared this idea
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