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18 results found

  1. When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.

    3 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  2. 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.

    6 votes

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

    13 votes

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  4. When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.

    2 votes

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  5. When creating merge docs, it is required to choose .pdf, .doc, or zip. I wish this option appeared at the TOP of the merge docs, so that we didn't have to scroll to the bottom of a long list of templates. It would also be nice to be able to set one or the other as the default.

    1 vote

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  6. Include mergeable fields to be used in templates and reporting based on the staff member assigned to the request. Currently, there are only merged fields for the applicant assigned to the request, not the internal staff member.

    1 vote

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  7. 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.

    12 votes

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  8. 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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  9. 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.

    7 votes

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  10. 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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  11. 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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  12. 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.

    4 votes

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

    19 votes

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  14. 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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  15. 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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  16. 4 votes

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  17. 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!

    6 votes

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    4 comments  ·  Merge Docs  ·  Admin →
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  18. 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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