Bulk Upload Files to Fund Advisor Portal
It would be very helpful to be able to bulk upload files to the fund advisor portal so that the documents are available either to all users of the portal or all users with grant recommendation privileges, etc. For example, to make our quarterly investment performance report available to all users or to make guidance for donor advised grantmaking available to all users with advisory privileges.
Jesika Ellis commented
Tyler, Your comment would go a long way to helping us with our needs!
Jeanette Kelleher commented
Re your comment: This doesn't quite get at what we need for a couple of reasons:
--As an example, we would like to be able to upload the appropriate quarterly investment returns as a file for the funds that are in our investment pools. But since, for examples, the non-endowed DAF's should be getting the short-term results while the endowed DAFs should be getting the long-term results, and the individually managed endowed DAFs should be getting neither. So we cannot quite grab the list we need using division, group, or subgroup.
--The files uploaded only show at the division/group/subgroup level - wherever you upload the file. So if you are in CSuite (not the portal), in a fund, you cannot know if a particular file is visible to that fund. And even if you go check the division/group/subgroup and determine that a file has been shared, you cannot remove it from an individual fund. If you had that capability (so we could remove the fund from, for example, the endowed individually managed DAFs, we might be able to use this feature.
I'm not sure that was sufficiently clear, so please reach out to me if you need more details. Thanks!
Is the ability to upload files to fund groups, subgroups, and divisions, and then publish to the donor portal sufficient?