Allow admins to customize the fields included in the Application Packet
I love that the Application packet brings everything in, including attachments! But it brings everything in...
We create packets for external reviewers, and I'd like to be able to customize the fields included in the Application Packet. To cut down on paper for the ones that print--and to make it easier for reviewers to see only the necessary sections--we only want to include certain fields in the reviewers' packet (i.e., they don't need address, etc., and we don't want them seeing the hidden questions or things we've turned off for that round).
I know I can do that some of that by logging in as each applicant and printing their application packet, but I don't want to have to do that each time. And that still brings in info that isn't germane to the reviewers. If I run a report, that lets me get the info I need, but it doesn't give me the attachments.
It would be great if there was a way to customize the Application Packet when I'm logged in as the admin.
Christine
shared this idea
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Hi Christine,
Based on what you are describing, it sounds like merge templates & the create documents function in GLM may help achieve what you want. I would suggest reaching out to your CSM or support@foundant.com to learn more about how merge templates could potentially help your process.
Thanks-Sammie