Csuite files: Add "create folder" ability to funds/Donor Portal files
Would it be possible to add the ability to have folders for funds and within the Donor Portal? We are finding the ability to add files useful, but having the ability to organize files into folders would be more efficient and make the files easier to find. Thanks!
Sally Weisman commented
I vote for this request 200%! This is super important - the portal is cumbersome due to our inability to organize donor documents and it is only a matter of time before our donors complain. At this point, we may cease uploading documents until it is resolved. Many thanks!
Reid DiRenzo commented
I agree this would be super helpful. After three years of having CSuite and uploading letters some funds have well over 100 documents that are unmanageable for them to find. I also agree that we should be able to edit the file name after the fact. There could be a typo or we could have changed how we label files. It makes it hard for consistency reasons to have not delete a file, then reupload and rename.
Wendy Ponting commented
It would also be helpful to be able to edit the file description field after the file has been uploaded.
Sara Cryan commented
Coming from the FIMS world, this is something that our foundation truly misses. It was very convenient to have a link to all our of files (especially historic information before going digital) each individual fund.