Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit GIFTSONL-I-180 Client would like to be able to attach files to emails created within GIFTS Online.

Generating Emails from Templates and Ability to Add an Attachment from Documents Tab to That Email. Merged

As of now, there is no capability of attaching any documents from the document tab in Gifts Online to an email.  We send out award emails to our grantees which contains our grant contract as an attachment.  Currently, there are four long steps that have to be done.  When you have a lot of grantees to send these too, the steps below take a lot of time. Generate Letter with all the award letters into one continual word document. From Write-up, create the grant contract for each grantee receiving an award. With the word document  which contains all the award letters open on one screen, we openthe first contract on another screen.  With that contract open, we do File, Share, Email, Send as an Attachment. When that email opens, we go back to the award letters, copy the corresponding letter and paste into the body of the email.  We then go back to Gifts Online and copy the email address for the primary contact. To be able to accomplish attaching documents through generating emails from templates would save tremendous time.
  • Guest
  • Aug 11 2015
  • Shipped
  • Aaron Larkin commented
    March 08, 2016 20:23

    I've grouped this idea under our other work concerning attaching GIFTS Online documents and external attachments to emails. This functionality will be available ~4/2/16. Thank you for the submission!

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