Add additional "Document Types" under Request Documents
Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.
Cathy Luce
shared this idea
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Patrick Buesching
commented
I agree with the below comments because the document type choices are not comprehensive enough to cover even a small amount of document types for the work we do
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Anonymous
commented
Our organization would like to tailor the "Document Type" selection to our needs. Currently, the list is not relevant to our needs therefore we continue to select "other" each time.
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Cindy Carey
commented
We would love to customize the Document Description so we don't have to choose other and type the document name every time. And if we could have more than 4 types. Thank you!