Sheila Steger
My feedback
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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 An error occurred while saving the comment Sheila Steger
commented
Currently, we have to add each email to Docusign individually, and then upload each Grant Agreement to be signed. We were hoping there would be something like: "Send to Docusign" so the recipient's name and email would populate with the Grant Agreement into Docusign. Then we just send the Agreements to be signed from Docusign.
When we get notification that they are signed, we download them from Docusign and then upload the signed agreement into the Grant in Foundant. We are doing 300+ at a time, so the integration would be a huge time-saver.
Sheila Steger
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8 votes
Hi All,
This is the view we introduced for User Merge. Would this same layout be helpful organization
An error occurred while saving the comment Sheila Steger
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Yes, Sammie, that view would be helpful.
Sheila Steger
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45 votesSheila Steger
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60 votesSheila Steger
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An error occurred while saving the comment Sheila Steger
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Would love it if this could be added! Voted for it in March, 2019 but will vote for it again today :)
An error occurred while saving the comment Sheila Steger
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I would love to see if there is a way we could "flag" or color code an organization that we might need to look further into before we send them an application.
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10 votesSheila Steger
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57 votesSheila Steger
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4 votesSheila Steger
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15 votesSheila Steger
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6 votesSheila Steger
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25 votesSheila Steger
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8 votes
Hi All,
I recently merge the idea to CC the admins on the account created email because I believe the ideal could be a new notification to admins instead of just CCing on the one to organization.
If this is incorrect and you prefer the CC please feel free to create a seperate idea or we can continue the pros/cons in this thread.
Best
sammieAn error occurred while saving the comment Sheila Steger
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Not sure I understand your response to this. I, as an administrator, would like to receive a cc email whenever an organization creates an account AND whenever a user changes any information. Currently we have users who overwrite previous user information with their own because they can't add a user to their org profile. This makes for makes for messy record keeping on our end.
Our foundation has a "no reply" address as our default.
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15 votesSheila Steger
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18 votes
Trying to understand duplicates, and give better clean up/merge tools is something we are currently digging in to understand better.
This issue sounds like multiple user creating the same organization, is that correct?
-sammie
An error occurred while saving the comment Sheila Steger
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It would be nice to be able to see the organizations that you want to merge side by side so it is easier to determine which org to keep. Right now you have to go way back to the beginning and search for the organization again and hope you aren't clicking into the one you just looked at. The merge process is very tedious and time consuming when you are trying to figure out which organization to merge into and what information would be lost in the merge.
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2 votesSheila Steger
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2 votesSheila Steger
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3 votesSheila Steger
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94 votes
Hi Everyone,
thank you all for those of you that reach out to me and let me interview you around your needs with this functionality.
these conversations helped us to scope what we think is a great first version of this functionality. We will be continue to implement and plan this work in the start of 2022 so i will continue to keep this thread updated.
-sammie
Sheila Steger
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An error occurred while saving the comment Sheila Steger
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Batch assigning follow-ups would be great and/or the ability to assign follow-ups with a delay in the visibility on the applicant dashboard (like the Show Application Status in days on the Settings page).
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3 votesSheila Steger
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65 votesSheila Steger
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53 votesSheila Steger
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Hi Frances,
In DocuSign, you can assign multiple signers and/or set an order for them to sign. In other words, two people are sent a document to sign, or you can set it so that one person signs first and then it goes to the second for a secondary signature.
You can also give the recipient the ability to "re-assign" the document to another person if they are not the correct signatory.
Hope that helps.
Sheila