Skip to content
← CommunitySuite Idea Lab

How can we improve CommunitySuite? Search or submit ideas below.

CommunitySuite Idea Lab

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Organization of attached files

It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?

144 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Jenny Molyneaux shared this idea  ·   ·  Report…  ·  Admin →
Comments are closed An error occurred while saving the comment
  • Sally Weisman commented  ·   ·  Report

    I vote for this request! It is imperative that Foundant create a solution where a DAF grant letter is uploaded onto the grant is also simultaneously uploaded onto the the donor portal. Our team, having to upload these letters twice, is inefficient and a waste of precious time.

  • Marianne Plath commented  ·   ·  Report

    I actually prefer the documents be attached to the specific records (voucher/grant) so as to not clutter up the fund record itself. My request would be that the 'Attached Files' section, on any record, at least just include a 'date uploaded' column, and be sortable.

  • [Deleted User] commented  ·   ·  Report

    It would also be nice to not have to upload documents on different pages - i.e. the grant award letter on the Grant page, but also on the Fund page. If there was some central location or permission sharing on one page that would be very helpful and save staff time uploading in multiple locations.

  • Sherri Rush commented  ·   ·  Report

    YES! We currently use these four folders in our fund e-files that we'd like to upload to the funds in Csuite: Distributions, Documentation, Gifts, Miscellaneous. If we could have the ability to create folders like these and then sort by date within the folders (or even create sub-folders), it would be wonderful! Thanks!

  • Joel Schwartz commented  ·   ·  Report

    Any type of organization would help. The files are shown in most recently added order. Although subfolders aren't supported (but obviously would be great if they could), it would be nice if any kind of sort was available, or if they could simply be sorted in alphabetical order, either by name or description. That way we could have a naming scheme and create some organization to the listed files.

  • Anonymous commented  ·   ·  Report

    I agree--it would be helpful if all of the attachments were on the fund's main screen instead of being scattered among vouchers, checks, deposits, etc.