Allow Applicants to copy all the info from an old application into a new one all at once.
Because we have many repeat grantees, it would be useful for them to be able to copy one of their old apps into a new one and then make the minor necessary changes as needed (date and amount, for instance). This would keep them from having to re-enter a lot of information every time they apply for a grant. Thanks!
Idea posted September 26, 2011 by Kendra Hendren, Dietel Partners, LLC
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Vonda commented
This would be a great feature because many of our applicants are not able to use the PDF and cannot download the software because they are prevented from any downloads at their organization.
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Jessica commented
This would help us as well. Especially when it comes to report fields which do not carry over into different processes.
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Deb Callies commented
We would like a copy function as well, especially one that includes any uploaded documents so that the applicant only needs to upload one time for multiple requests.
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Ideas commented
Kendra,
Do you change your applications much from cycle to cycle? If so, that might make this a bit challenging. Today we generally recommend that applicants create a print packet (PDF) of their previous application and then simply copy and paste from it to their new application. Are you applicants balking at this type of workflow? I'd love to understand a bit more about this request. Thank you for the suggestion!
posted October 5, 2011 by Raymond Burket, Foundant Technologies