Add file Share Options
Currently, when a file is shared, it's only shared to the Fund Advisor Portal. We would like to see some file sharing options where we can choose where we would like to share the file to, and allowing to share to multiple areas. For example:
1. Share to Advisor Portal
2. Share to Grantee Portal
3. Share to Donor Portal
4. Share to Fund Profile
5. Share to Profile
We have started to send Welcome Letters from Opportunities. When we share the auto attached welcome letter, we would typically share this on the Advisor Portal and the Fund profile.
This would save time with attaching/sharing files within CSuite and the portal.
3
votes
Tiffany Caron
shared this idea
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Anonymous
commented
We need to share it to more places.