Upload Document to Multiple Records/Bulk Upload

It would be a really useful feature to be able to upload a document to multiple records at once. After a committee meeting we upload a copy of the minutes to all those who have been to that meeting and currently have to do it one record at a time.

  • Sarah-Jayne Craig
  • Apr 25 2023
  • Reviewed: Voting Open
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  • Jane Van Ingen commented
    April 27, 2023 20:54

    Hi. I was just signing on to Ideas to suggest the very same thing. After a committee meeting, I add the meeting minutes to requests they accept and requests they decline. They've made steps to make it easier--like drag-and-drop files and having the ability to add a file a screen earlier than the documents tab--but it's still time consuming.