Automatically save Charity Check | Grantmaking and Foundations Ideas

Automatically save Charity Check report as a document when using Research Guidestar

Client using Research Guidestar feature would like the Charity Check report to be auto-saved as a document record associated to the Organization. As a workaround, they've been clicking into the Guidestar site > download/saving report > uploading as new document record.

Angela Kim
Apr 12 2016
Reviewed: Voting Open

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Automatically save Charity Check report as a document when using Research Guidestar

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