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GLM & SLM Idea Lab: Merge Docs

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Add the "Create Documents" link to the Payment Tracking page.

It would be very helpful to add the "Create Documents" link to the Payment Tracking page. As it is, I have to back out of that page go do a new search on the Request and Decisions page - to create the same list I had on the payment tracking page - in order to do a group merge to a merge template.

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Pat Davis shared this idea  ·   ·  Report…  ·  Admin →
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  • Catherine Koenen commented  ·   ·  Report

    YES!!!! I would vote for this 10 times if I could. I echo everyone else's thoughts - my workflow would be much more streamlined. Right now if I want to print letters to accompany the checks we cut that month I have to do so through the Requests and Decisions based on the decision date, which is problematic because some of the checks have different decision dates. It's very cumbersome compared to what it could be. Thanks for considering this.

  • Jen Beatty commented  ·   ·  Report

    Yes. Yes. Yes. My check processing would take a very, very small fraction of the time if I didn't toggle back and forth between searching requests and decisions and payment tracking. It would revolutionize the way I interact with the system. Also, batch closing from the payments page would be incredible.

  • Bridget De Leon commented  ·   ·  Report

    Yes!!!! We still mail checks and the only way to create the accompanying payment letters is to go into each request one by one. If we could create these documents directly from the payment tracking page, it would take a FRACTION of the time.

  • Jen Beatty commented  ·   ·  Report

    Yes, yes, yes, yes. And, what if it's an installment payment? That makes batch processing by payment date virtually impossible. I have to go back to Request and Decisions page, search by that, merge, then go in and individually search for second or third installment organizations.

  • Anonymous commented  ·   ·  Report

    Voting for this - it would streamline my workflow to be able to create docs from the payment page as well.

  • Ideas commented  ·   ·  Report

    Hello:

    I'm glad you did this webinar on this feature. I used this feature thorugh the export data option. I believe that this will be much easier. My idea is to include the Evaluation data fields into this option. I send the grant applicants who are denied the reviewers comments and it would be nice to use this feature to create the word document and I woudl just need to edit the document and send it out.

    Thanks for listening and I hope you consider this.

    Idea posted June 27, 2013 by Gloria Dillard, American Osteopathic Association