Grant: Allow files to stay attached with recurring grants
Recurring Grants
We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.
Erica Walker
shared this idea
2/14/2024: Grants: Added new functionality to Recurring Grants that will copy attachments from the Recurring Grant to the new grant that is created.
No Permission Changes.
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Laura Moon
commented
When a donor requests a grant on the portal all of the accompanying items should carry with it--currently the notes will but the attachments will not.
It is incredibly challenging to check a colleagues work if it doesn't carry from the request and isn't reportable in the grant report.
Thanks.