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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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6 results found

  1. Merge Templates Revisions

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

    15 votes

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    2 comments  ·  Merge Docs  ·  Admin →
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  2. Including attachments when creating Word merged documents

    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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    0 comments  ·  Merge Docs  ·  Admin →
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  3. Merge just the next installment

    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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    1 comment  ·  Merge Docs  ·  Admin →
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  4. Merge Templates: Field Codes for Evaluation Forms

    The title sums it up :)

    4 votes

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  5. Saving all documents in one packet

    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!

    4 votes

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    4 comments  ·  Merge Docs  ·  Admin →
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  6. Print Packets - Form Title on Cover Page

    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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