Katie Dailey
My feedback
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12 votes
Hi Rebecca,
Thank you for the feedback.
Now that we have deadlines on all form types we have talked about adding deadline notifications. However, we are looking at how we can do this in a cleaner way than how notifications currently appear in a stage.Best
sammieKatie Dailey
supported this idea
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6 votes
I love this idea. It is our vision for custom columns to be available throughout the system, and as we plan this work it is great to help us prioritize as well as understand the use cases.
Keep your eyes on release notes as we will be tackling this throughout the year.
Katie Dailey
supported this idea
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6 votes
Hi Meg,
Thanks for your feedback. I think in the original design we really expected people to Process or Request and not be using them both in one site. However, you explain makes a lot of sense.
I think there is room for us to play with how these two tools can play with each other in the filtered view and the org hierarchy chart.
As we look at this functionality I may reach out.
Best
sammieKatie Dailey
supported this idea
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16 votes
Hi Julia,
Thank you for your feed and the thoughtful consideration of late notifications for others, I know they are no fun when I receive them myself.
You are correct that most of our scheduled emails will be sent out at night do to the service we current user. However, as we look at 2019 we are considering at how we send automated emails out of the system and I will bring this thought to our conversation.
- Sammie
Katie Dailey
supported this idea
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103 votes
HI All,
Thank you for the feedback thus far.
I think we are leaning towards the idea of denotating specific fields to be reportable. Do you have examples of the fields you would most like report on?
As for calculations which ones do you need? we know sum for sure, are there others?
More to come!
sammieKatie Dailey
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18 votesKatie Dailey
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7 votesKatie Dailey
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6 votesKatie Dailey
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30 votesKatie Dailey
supported this idea
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102 votes
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.
-SammieAn error occurred while saving the comment Katie Dailey
supported this idea
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4 votes
We are currently in the beta process of rolling out this functionality.
If you like to be in this group please reach out to me sammie.holzwarth@foundant.comsammie
Katie Dailey
supported this idea
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any movement on this idea?