Chuck
My feedback
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98 votes
Hi All,
Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.
I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.
Let me know your thoughts.
-SammieAn error occurred while saving the comment Chuck
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4 votes
Hi All,
Curious if the appropriate flow would that if a request is reassigned all assigned and draft follow ups assigned to that contact are automatically reassigned?
this would leave any submitted forms with the originally owner, and would also leave any form assigned to another contact at the organization un touched.
That approach seem correct?
-sammieAn error occurred while saving the comment Chuck
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That approach would work for us.
thanks!
Chuck
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3 votesChuck
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48 votes
Hi Everyone,
We are currently talking about making an update that would allow a site to have all of their follow ups open through the life time of the grant. I am looking for clients to validate this work we will also be looking for beta testing of this functionality.
If you would like to be included in either group please reach out to me.
sammie.holzwarth@foundant.com
-sammieAn error occurred while saving the comment Chuck
commented
Since our main reason for wanting this is so grantees can review and start working on later followups, our preference is for a process setting.
An error occurred while saving the comment Chuck
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I agree with the points below. For our grantees, it's mainly so they can see what they will need to work on for their progress reports when they haven't completed prior follow-ups such as grant agreement, so the due dates and reminder emails aren't an issue (follow ups would still be due in chronological order).
Chuck
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2 votesChuck
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37 votesChuck
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An error occurred while saving the comment Chuck
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As long as there is security for self adds (so people can't add themselves without an access code or some kind of authorization), self-adding would save time for us.
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9 votesChuck
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97 votesChuck
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5 votes
An error occurred while saving the comment Chuck
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We are still struggling with this. When applicants update their organization address, the address for the primary contact stays the same, so letters (and checks) can be sent to the old address.I suggest allowing applicants to update the addresses for anyone at their organization.
Chuck
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57 votesChuck
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45 votes
HI Everyone,
want to give you an update that we are currently in conversations around changing the structure of follow ups as a setting.Will work to keep you updated in the coming week/months.
-sammie
An error occurred while saving the comment Chuck
commented
The default should be to allow grantees to submit their next follow up (even if the prior one has not been marked complete yet.)
Chuck
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47 votesChuck
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53 votesChuck
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32 votes
Hi All,
just wanted to give an update that batch approval is still on our radar as added functionality to GLM.
Best
SammieChuck
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An error occurred while saving the comment Chuck
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Would love to have this feature!
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59 votes
Mariah,
Thank you for weighing in on the other side of this suggestions.
Do you want to control adding people OR if there was an email to the site administrator when a change was made would this be helpful in your situation?thanks
sammieChuck
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An error occurred while saving the comment Chuck
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Pretty sure this is a feature you can ask support to turn on
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1 voteChuck
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22 votes
Hi All,
Merged to similar ideas together so we can see the discussion in one spot.While we have heard this in the idea lab and in multiple user groups and you fly, we buys I believe we still have some outstanding questions before this hit the GLM roadmap.
1) Is this on the request or organization level or both?
2) would you want to limit the number of documents someone could upload, labeling specifically what needs to be uploaded? A concern that we have heard in the past is just an open upload area might be filtered with clutter, thoughts on that?
3) Do they need due dates/expiration dates? How will you know they a still current?Thoughts are just a couple thoughts I have right off the bat. Thanks for helping to continue the conversation.
SammieChuck
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18 votes
Hi Minerva,
Thank you for your suggestion.
We have recently been discussing the idea of adding task items to GLM.
These could be actions to assign to yourself or other users in the systems. This seems like it would accomplish what you are looking for but would love to hear more feedback from you and others.
Thanks
-chrisChuck
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25 votes
Hi Everyone,
Would love some additional insight on this item.
When are you notifying student:
-Deadline approaching
-Decisions
-Reminders for upcoming follow upsAm I missing any other times?
For those of you who use a service already would you mind sharing the name
Thanks
-SammieChuck
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5 votesChuck
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Grant agreements are the only use we're thinking of. The integration you describe sounds good, although I hope there is away for the followup to be assigned to a different person than the person who has to DocuSign.