Meghan

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  1. Collaborator Field

    26 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Meghan commented  · 

    Thanks Sammie. That would solve my organization's present day needs, as we currently do not pull the Collaborator information into any reports.

    Meghan supported this idea  · 

  2. Funder Communication in Collaboration

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meghan supported this idea  · 

  3. Award Details tab with Application & Approval Sub-tabs

    1 vote

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    0 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meghan shared this idea  · 

  4. Email Button on Request Summary Page

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Two contacts assigned to grant applications.

    58 votes

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    7 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Meghan commented  · 

    We would find this useful too! In addition to staff turnover at the small non-profits we work with, we have certain follow-ups (e.g. funding terms and conditions) that need to be submitted by an authorized signatory for the organization and that person is not usually the grant manager.

    Meghan supported this idea  · 

  6. Customize file download name

    16 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Meghan commented  · 

    Agreed! We download the application packages so they can be uploaded into a separate Board Mgmt software - and the renaming slows down the grant management staff quite a bit.

    Meghan supported this idea  · 

  7. Docusign integration

    103 votes

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    21 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi All,

    Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.

    I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.

    Let me know your thoughts.
    -Sammie

    Meghan supported this idea  · 

  8. administrator comments

    4 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Meghan commented  · 

    Thanks for posting this Anna!

    The inclusion of this function in the GLM would save our organization and our users a lot of time. We have Collaborators working on Applications and Follow-ups quite often and use the Admin Comments to seek clarification from folks or to request additional information. Since Collaborators can not see the Admin Comments (or receive system notifications) it puts a lot of burden on the Grant Manager or the 'named' Applicant to PDF the application and send on to the Collaborator so they can make the necessary updates.

    Meghan supported this idea  · 

  9. Collaborator Receive Emails

    12 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meghan supported this idea  · 

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