The customer has a difficult time matching downloaded documents from the Post Acceptance grid, they have to manually match the files since the only identifiers are numbers. The optimal situation would be:
From the Post Acceptance Grid be able to download documents in the following manner:
Folder that is titled: "Portfolio Name and Award Period", then within that folder the name of the applicant (Display name) with their respective uploaded documents
Employee Name | Mary Brown |
Client Name "shard name" | sunysuffolk, boisestate, southalabama |
User | System Admin |
Functional Unit | Post Acceptance |
Please see merged enhancement from KU for additional use case. This challenge applies to all grids with documents, not just the post-acceptance grid.
Similarly, southalabama would like the PA bulk actions grid download report to be more user-friendly. Specifically, they are wondering if there is a way for the downloaded report to have a hyperlink to the folder with the downloaded image/document. They take the downloaded report and manually format the path into a hyperlink to send to their donors.
Yazmin Zalazar from boisestate would like to see the same. She also would like to see this for downloaded documents in Opportunity Grids.