One place to view all documents
As it works now, we can upload documents to an organization or request and applicants upload documents into our letter of inquiry, application and follow-up forms. The downside is that when we go to look for a document, we have to know exactly where it was uploaded.
It would be amazing to have one place on the Organization Summary page where we can see all uploaded documents for that organization in one place, with columns showing when the document was uploaded, which Project Name it is associated with, which form it is located in, etc. It would also be amazing to have the same on the Request Summary page, where we can see all uploaded documents under that request, regardless of whether it was uploaded by Foundation staff or Applicants.
This would save a lot of time spent searching for documents.
Thanks much for the suggestion. Internally, we have discussed something like this to help improve access to documents as we have realized it can be a pain point for users. I really appreciate the details you provide here in the suggestion – that definitely helps me understand more completely what you’re looking for.
I’m not sure when we may be able to tackle this, and I can’t promise that our implementation will match exactly what you’re proposing, but I do think we need to start considering adding something like this.
Thanks again for taking time to provide feedback!
We would also like the option to determine which items get added to the Documents tab. FollowUps for us are quarterly reporting and budget/work plan revisions. We wouldn't want to upload the attached photos or minutes, but their revised budget or revised work plan is important.
I am a new user coming from a different record system that had a pre-application and final application record. I really like the idea of listing everything in 1 area. I also think that we should have the ability to move certain documents that are considered "applicant final" version, into our follow-up record. This would make for a complete application record and 1 stop for what administrator's compile/view for the final application.
Dana Jeffery commented
If I remember correctly this used to be how the document uploads worked, back in 2012 or so, but a release somewhere along the way separated this out.
It may have been the Comments section from a request, or both, as they would appear on both the Request page and the Organization Profile page.
I agree though, because there are times that something is pertinent to the specific request, but the organization as a whole.
Right now I just upload on both pages...
Marissa Vix commented
I so agree with this. I tried to resolve the document mess by putting everything into a Merge Document that we could save in Request Documents so that they could all be together. However this took many steps since only PDFs can be pulled into a Merge Document. If there's a way to change that, I would welcome that sort of solution as well. Anything would help! Thank you for considering this pain point!