Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit GIFTSONL-I-1077 SKY- edit documents directly in SKY View with no uploading necessary.

When in request, I need to be able to update/edit and save write ups without having to save a new document Merged

Request; generate write up, choose template; for us, the sheet populates with info our trustees need to see; often I need to add additional info, however I am now unable to save this document with the edits; its making me save and upload a new document.

  • Guest
  • Sep 22 2021
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  • Kari Parkhurst commented
    September 24, 2021 14:13

    I absolutely agree with this! This needs to be corrected ASAP!
    It has created a huge issue, because I wasn't aware that this feature didn't carry over to SKY view, so I now have to make sure the correct docs are saved in Blackbaud. The process of saving the document, editing and reuploading is incredibly time-consuming. Users need to be able to save documents directly in Blackbaud.