Process Documents
After you process a grant and print the check, the system shows there are outstanding "documents" to be processed. We have to click "process documents" and mark each one accordingly (print, download,etc.) There is a mark as sent link to select if you've already sent the document. I usually print my letter at the same time I print my check so we don't need the reminder for the letter. I understand some organizations need/want this functionality and I get why it was created.
If you print your grant checks in a batch you can mark the whole batch documents, but if you printed the checks individually, you have to go in each one and mark it.
Can we have a bulk process button so we can mark everything completed? I've been creating my checks one at a time instead of in bulk because it's easier to do a handful of checks individually instead of in a batch with the new process. We are still struggling with this new process by the way. Not efficient for us at all.
Jennifer Brambley
shared this idea
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