Grant Paperless PDF

Paperless Attachments for Outbound Grant Requests Available in DRM

 

Updated Merge Fields Catalog 6-27-2023

Includes Grant Category To Group Typed of Grants

 

Important notice: this is using the Merge Fields Catalog as PDF to view the fields that are available from DRM database.

Must identify if they are populating accordingly to submitted info and fields that are not coming from the database that may be needed.

 

STEPS: 3 Steps

1. Submit a Grant Request.  Match-Create-Import.

2. Use the Grant ID and LastName or Title to pull the PDF.

Confirm all the info submitted in the Grant Request is available.  Submit the Paperless PDF with attachments and images.

3. Pull the PDF again using the same Grant ID and LastName or Title.  You should now see also the attachments submitted.

Please report separate ORG Request vs PERSON Request.

 

Include a CHECK in the INITIALS FIELD of the PDF to accept Initials!

Also, try adding additional attachments.

CONFIG TEMPLATE

This template controls the elements:

FOOTER: Footer Title, Footer Descriptions

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