Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and update all letters at one time.
Tiffany Caron
shared this idea
This workflow today can be completed from Request and Decision.
-sammie
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Sharie Dodge
commented
I understand it can be done by clicking away to Request and Decisions, but it would be more convenient if it could be done from the Approval page. I got confused as to why my menu did not match the one on the instructions in the how to guide, as the pages look similar. I thought it was a setting that needed to be turned on to allow us to batch create merge documents, but there are just extra steps to navigate to THE page that hosts the workflow. Adding the option to the Approval page would reduce friction.