What's New

Users now have the ability to view Documents that are not accessible by Microsoft Office in a new tab. A new button has been added to the Document record called 'Open file' that allows viewing of PDFs and images. Users can also download the file using the hyperlink on the Record.

Users now have the ability to search by a Request or by Document. When users search for a Request, and select the ellipsis on the specified row for the content menu, they can choose 'Open in Office for the web' as an option. This will open the document in a separate tab for viewing.

Note: If the user does not have Microsoft Office 365, the document will be viewable only. Additionally, Doc type files will only be viewable.

When users view a record from the content menu, the 'Open in Office for the web' button will appear on the document. Users will still have the ability to replace the file using the Replace file button.

Users now have the ability to batch delete Request records from Workspace.

Go to Workspace, and select Requests, then click the checkbox on multiple Requests and this will prompt the Delete button on the option menu at the bottom of the screen. When you select Delete it will prompt a confirmation for deletion and provide a checkbox option to delete related personal information from the audit history.

Note: You cannot delete a request if you have a paid payment on the Request or if you have a payment that has been associated with a budget.

Users now have the ability to batch delete Contact records from Workpace.

Go to Workspace, and select Contacts, then click the checkbox on multiple Contacts and this will prompt the Delete button on the option menu at the bottom of the screen. When you select Delete it will prompt a confirmation for deletion and provide a checkbox option to delete related personal information from the audit history.

Note: You cannot delete a contact if it is associated with a User record.

We added a column to Contacts called Last Request Create Date that will allow users to see the last request date created for each contact.

Applicants now have the option to cancel their application on new forms on the Applicant Portal.

Note: This is only active on the new Grantee Portal.

When applicants submit an application, they can go into Manage for their application on the Applicant Portal and decide if they want to cancel the application. Once an applicant cancels, it will automatically update the request record with a 'Withdrawn by applicant on Date' message.

Note: The applicant can do this at any time during the application process.

Users can now access a new column called 'Last Request Create Date' in the Contact view that will show the most recent request create date from Request related records Audit column.

Go into Workspace , select Contacts, click Edit columns, then scroll or search for Last Request Create Date.

Admins are now able to review more information regarding Revision requests under the new Revision requested tab.

Go into Pending Submissions, under the Pending tab, click the ellipsis on a row and select Consider. This will open to a page with the checkbox option to Publish for Revision. When this checkbox is selected the submission will then appear under the Revision requested tab with application information.

Users can now search on Declination Reason using the Full search option to help pull reports about disposition and access more information about declined reports and the reason for why it was declined.

Go into Workspace , select Full search, click Add Filters, then scroll or search for Declination Reason.

Note: It can also be saved as a column.

There has been a change for creating Review Rules (for some of you)

You can create Review rules to automatically assign reviews for applications that come in.

Note: They must be assigned to application forms.

1. From Application, select Manage forms, then click into a form to access the Form Builder toolbox and locate the ReviewRules form field.

2. Select the rules to apply to the application form, then Save and Close.

Tip: To make it hidden, select Edit, then uncheck 'Clear value when hidden' and select 'Always hide component' in the dropdown. This will allow it to be active on the form, but the applicant will not be able to view it.

Users can add Same as Organization Primary Contact on new forms via the Form Builder toolbox (for some of you)

1. From Application, select Manage forms, then click into a form to access the Form Builder and locate the Same as Organization Primary Contact form field. It is just a checkbox. It does not have logic connected to the tables by itself and will not automatically hide the request.

Note: If Organization contact is the same as the request, when checked by the applicant, the contact in the Request Contact Table marked "is Primary", will be used as the Organization Primary Contact. If the organization only wants one request contact, you must add advanced conditional logic. The checkbox won't have advanced logic to hide that.