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  1. Right now, Foundant does not allow you to create and format a Merge Template that you can then use as the Print Packet associated with each form. The editing capabilities for the Print Packets are extremely limited and there is certainly room for formatting and content improvements. It would be very helpful if admins were able to create and format a Merge Template in a way that is most supportive for their team and evaluators and use that as the Print Packet.

    3 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  2. It would be a nice option to have the ability to archive merge templates in the system like the emails.

    8 votes

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  3. When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.

    5 votes

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  4. When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.

    9 votes

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    1 comment  ·  Merge Docs  ·  Admin →
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  5. Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.

    5 votes

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  6. On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.

    1 vote

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  7. Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.

    1. download the field codes
    2. make sure you no to answer "No" when the popup comes up
    3. copy and paste the codes into the template in Word
    4. upload the template
    5. go to Requests and Decisions and search for the appropriate requests and decisions, and
    6. create the documents.

    1 vote

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  8. I would like to be able to edit name/description of a template w/o having to re-upload it. Thanks

    16 votes

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    2 comments  ·  Merge Docs  ·  Admin →
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  9. Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.

    2 votes

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  10. When creating merge documents, it would be really useful to be able to include attachments that are uploaded to applications into a Word document. Currently this can be done when creating PDFs but not Word docs.

    3 votes

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  11. We'd like to be able to insert the "next installment" in our letters to grantees vs. a table that shows all installments. At this time the table is our only option aside from merging the total award amount.

    2 votes

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  12. 4 votes

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  13. I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.

    For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.

    This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.

    Currently, we have to go to each separate proccess to create packets and save...very time consumming!

    5 votes

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    4 comments  ·  Merge Docs  ·  Admin →
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  14. It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.

    posted September 11, 2013 by Julia Boerth, First Hospital Foundation

    5 votes

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    3 comments  ·  Merge Docs  ·  Admin →
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