Right now, when we need to link to a document (PDF, image, excel file) from an application, we upload the document in CSRconnect to generate a link. Could we somehow use that same capability within GrantsConnect?
Client Name | All |
Employee Name | Sarah Anderson |
Yes! When the client has a set of terms and conditions or additional information, we often recommend they create a link for the applicant to be able to click on and download a PDF because it's too much information to put on an application. If they have an instance of CSRconnect, they can upload a document and generate a link. If they don't have CSRconnect, we ask them to upload it in their own system to generate a link, which I think should be a functionality of our system.
Thank you for your feedback. Could you please provide a specific use case or two of how you would use this functionality?