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(Updated in 2.7.0) Email Attachments -- Save text before uploading doc

I've had a problem where I am editing an email template to be sent to a grantee, then I upload a document. When the email form reappears, the editing I did has disappeared. I just sent an email with an attachment that was supposed to have been edited, but I realized it was the unedited version after I had hit send.

Please help us not have to edit the email twice -- or worse, send an incorrect email!

Ideas that come to mind to avoid this problem:

  1. Allow us to save the edited email before uploading a document;

  2. Putting the upload attachment option at the top of the email form;

  3. Warning us that entering the upload attachment page will erase the edits we made on the email.

I think I learned this the last time I sent out templates with attachments, but forgot it in the week since I did that.

Thanks for considering this (important to me) fix.

Idea posted October 9, 2011 by Colleen Reed, Healthcare Initiative Foundation

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  • Chris Dahl commented  ·   ·  Report

    Hi Hollis & Colleen,

    We made some updates to GLM last night. The focus was mainly on upgrading some of the technologies that we use, but we also put in a fix for this issue. You should now be able to make edits and then update your attachments without losing your edits. We also made a minor change so that after you send an email, it keeps the edits you made so that you can easily see what you just sent. There's a reset button that will allow you to then reset the form.

    Please let us know if you see any issues with these changes.

    Thanks

    posted April 13, 2012 by Chris Dahl, Foundant Technologies

  • Daren nordhagen commented  ·   ·  Report

    Hollis & Colleen,

    Personally, I consider anything that causes any user to lose data a cardinal sin. At a minimum we need to improve our instructions/warning messages but hopefully there's something we can do to help the software more reliably handle the situation you've described. I'll make sure we look into it.

    posted April 3, 2012 by Daren Nordhagen, Foundant Technologies

  • Ideas commented  ·   ·  Report

    When you watch the video on email templates, it mentions that the LAST thing you do before hitting send is "upload the attachment."

    If you've made any changes (and I tailor every email template to applicants or evaluators), including inputting the addressee information, ALL INFORMATION IS LOST when you upload the attachment. The screen refreshes, and presto, all the data that I may have spent 15 minutes inputting is gone and I have to go back and reconstruct the edits to the template and re-enter addresses. This is annoying and it seems the simplest fix would be to put the upload attachment option at the top of the email form as Colleen mentions above. I agree a warning would be helpful, but does not solve the problem if you're going to lose your data. A save button at the bottom of the text box BEFORE you get to the upload option PLUS a warning that if not saved, all data will be lost, would also be a helpful solution.

    I've had the same experience as Colleen, where once I discovered this, I realized I needed to upload the attachment first. But a few weeks later, I completely forgot and followed the steps as you outline them only to find I did the same thing all over again--lost all my data that I'd taken pains to input. This seems like a simple fix. Thanks for working on it.

    Thanks

    posted March 19, 2012 by Hollis Hope, EBS Support Services, LLC