Settings and activity
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15 votes
Aaron Spevacek
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92 votesAaron Spevacek
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12 votesAaron Spevacek
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48 votesAaron Spevacek
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81 votesAaron Spevacek
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25 votesAaron Spevacek
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27 votesAaron Spevacek
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91 votesAaron Spevacek
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2 votes
An error occurred while saving the comment -
2 votes
An error occurred while saving the comment Aaron Spevacek
commented
Jodi - It might be worth talking about this workflow with your CSM (or me). I don't know that we can deliver everything you'd want but we might be able to help you track which form has completed each review step using internal fields and a report.
- Aaron
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8 votes
An error occurred while saving the comment Aaron Spevacek
commented
This suggestion makes sense. But in the meantime, there are a couple of things we've helped clients do as an alternative.
One thing we've done is work with clients to narrow down the places on the letter where the personalization occurs. If you're able to do that you might be able to add the personalization to the approval form so it is included in the mail merge without the need to edit a Word document. You can even put some logic in the merge template to help manage this. Then you would be able to merge directly to PDF and upload at the same time.
I've also seen a trick for editing longer blocks of approval letter text by copying them into text area questions on an approval form.
Feel free to follow up with me or your Client Success Manager about either of these options.
Douglas - We might be able to help you track who has signed the confidentiality statements in the user record. And there is even a work flow that requires you to flip an evaluator to the applicant role so that they can fill out some paperwork that might be helpful. This is something your CSM could help you think through.