Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit GIFTSONL-I-122 Edit and save documents created in a batch.

Save edits made to documents created "in batch." Merged

GO has a wonderful correspondence feature allowing multiple documents to be created in batch.  However, if any edits are necessary to the batch document, the edits are not saved.  To save the edits, one has to save the document locally and then upload the documents to the individual requests/contacts/organizations.  Multiple steps, multiple documents, and time-consuming!  So, it really isn't time-saving to try to use the batch document process.  To maintain the integrity of the grantmaking record, the edits should be saved in GO. 

In 2011-12, the GIFTS classic version allowed batch documents to be edited and saved.  With new technology it is possible to make edits in shared documents on shared work spaces; therefore, it appears logical to me that it should be possible to edit and save to batch documents. 

I'd like to see these features available in GO.

  • Guest
  • May 24 2017
  • Reviewed: Voting Open