Cadence

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    6 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Cadence supported this idea  · 
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    Cadence commented  · 

    Hi Chris and Chuck - for us it's the 'request documents' that we upload as well. For instance, when we send out a grant, we currently receive an acknowledgement back via paper saying the org received the grant - we then scan and upload that to the request (side note - we could explore this as a follow up I suppose too). We also upload a scanned copy of the grant check to the 'request documents' - I'd like to be able to pull a report to ensure that those documents are attached to each grant rather than drilling into each grant to see that way. Personally I don't need the report to provide a link - just the name of the document (or the name that we enter when we upload it, either would work for us).

    Thank you again for looking at this!

    -Cadence

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    Cadence commented  · 

    Yes I was just asking chat support if I could do this! I second that it would be super useful to be able to pull a report for data quality to be able to tell which documents are attached to a project/request instead of having to drill down in each one. Thanks for suggesting.

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