5 results found
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Option to Create Individual Files When Batch Creating Merge Documents
It would be extremely helpful to have the option of creating individual files when creating merge documents for multiple requests. Currently the only option is to select them one at a time or manually split the single file containing all the requests selected.
1 voteHi Mandy,
when doing batch create of documents you will see the option to do a zip file this will create individual documents in bulk instead of one large file.
If needed reach out to support to learn more.
Best
sammie
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Batch action for merged document
It would make things go much faster if we could select batch, create document, then select the merge file we want. This way all the summary pages for the board book could be generated at once rather than doing this task repeatedly one at a time, separately, for each application.
1 voteAnita,
this functionality is available from the request and decision page. Please reach out to support@foundant.com to learn more.
sammie
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Packet File Names include Organization Name and Project Name
When you download a packet, the system defaults to including the Project Name+"Packet".
In my downloaded file backups, I manually add the Organization Names to the beginning of each of these, and the word, "Application."
Please make it so the file name is:
"Organization Name+Project Name+Form Name/Type"29 votes -
Mail Merge Parameters
The ability to generate mail merge letters connected to grants -- decisions, transmittals, payments etc. -- is critical to us. At the current time there are only two mail merge capabilities: a blank "letter" to a contact at the organizational level and mail merge connected to a decision.
For a one time grant, that is just fine. But, I would suggest that a mail merge capabiity be connected to a payment. For example, if we award a grant with five annual payments, in order to generate a merge document, such as a letter to accompany say the 5th payment, we…
1 vote -
Merge Templates and Commas
I am wondering if it's possible to program the merge fields that contain commas (award amount, amount requested, etc.) so they automatically carry the comma into a merged document? The dollar signs automatically carry over when merging but the commas do not. Currently, I have to do a workaround with the merge fields so the commas carry over when merging into a document. It's sort of a pain and I imagine there are others that would find it easier to have this happen automatically (if possible) rather than doing a workaround. Just curious if this is a possiblity?
Thanks so…
0 votes
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