Skip to content
← GLM & SLM Idea Lab

How can we improve GLM and SLM? Search or submit ideas below.

GLM & SLM Idea Lab: Merge Docs

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Saving all documents in one packet

I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.

For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.

This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.

Currently, we have to go to each separate proccess to create packets and save...very time consumming!

7 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Rachel shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Shelley Wujcikowski commented  ·   ·  Report

    We too would like a way to download all of the documents and forms by organization.

  • Chris Dahl commented  ·   ·  Report

    Hi Rachel,

    Thanks for the feedback. I'll have to do some thinking about where it makes the most sense to try to display access to this feature. It's certainly not a trivial effort, but I see the value in what you are suggesting.

    Thanks,
    -chris

  • Rachel commented  ·   ·  Report

    Yes Chris, that is correct, a print packet for ENTIRE applicant request with all documents and forms. I'm not sure where the best place to access it would be. Right now it's very tedious trying to save mulitiple packets and documents to our files.

  • Chris Dahl commented  ·   ·  Report

    Hi Rachel,

    Thanks for submitting this suggestion. I've heard some similar ideas every now and then, including http://community.foundant.com/foundant/topics/print_packet_for_a_whole_process. That idea is more about batch print packets, but it's related.

    When I saw the title for your idea, I assumed it was an idea for saving (downloading) all the documents associated with a given applicant request, but after reading it, I don't think that's correct.

    So to clarify ... when you say you want "a way to export all documents, applications, evaluations, etc. for an org (for each particular process)" ... there's a lot going on there. Examples always are helpful. I read this as saying that you would like the ability to create a print packet for an entire applicant request. This packet would include each form (LOI, LOI Eval, App, App Eval, Follow-ups [if any]) and the documents associated with each form (essentially the file upload questions). Is that correct? And where would you like to access this functionality - the request summary page?

    Thanks,
    -chris