New grants workflow- document tab
The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?
I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting there. This is after all of my grants are completed and mailed of course.
Jennifer Brambley
shared this idea
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Sara Watson
commented
I would love the option to Mark ALL Documents Sent without having to click into each individual batch. Not only for our weekly process to clear out all documents after we've emailed/printed, but also for one off scenarios where we have to regenerate grant letters for past grants. I just had to pull a number of past grant letters for a grantee, and have to then select each one individually to mark it as sent.