Save application and share with others

Jane Van Ingen

Hello all.


I was unable to find an answer to this question in either the discussion history, or Knowledgebase. 


When an applicant is working on an application that is powered by Blackbaud Grantmaking, can they save the application and share it with others?


I have a grant writing background, and I know from personal experience that it's helpful to have this option.


Thank you. 


Sincerely,

Jane

Leslie Goddard

Hi
Jane,

 

Yes there is
a feature in their account that they can “send” an application to
someone else to work on.  It’s called “Transfer to new owner”
and it’s a button located to the right of their saved/in progress
application:

 

 

 

 

Leslie Goddard | Senior Donations & Grants Coordinator

o 949 509 6247 | m 949 469 5490

 

4199 Campus Drive, 9th Floor  Irvine, CA 92612  in-n-out.com

This e-mail, including any accompanying attachments, may contain
confidential information that is private, personal, and/or
proprietary, and it is for the sole use of the intended
recipient(s). Any unauthorized review, use, distribution or
disclosure by others is strictly prohibited. If you have received
this document in error, please immediately contact Leslie Goddard
and delete all copies of this message.

Jane Van Ingen

Leslie:


Thank you. I remember learning about that when I took an online applications class; I thought that was for when staff members leave an organization or something.


But if an applicant transfers to the new owner, can the applicant still send out the application?


Thanks,

Jane

Leslie Goddard

Hi
Jane,

 

I haven’t
used this feature much but what happens basically is whoever the
original applicant holder transfer the application to, becomes the
current applicant holder.  The new person can then make any
additions or changes and submit, or transfer back to the original
applicant holder.

 

It’s sort of
clunky, and I personally think it’s better to have a shared e-mail
account for an organization so no one has to do this and they can
just sign in and make changes as needed, but it still
functions.

 

Leslie Goddard | Senior Donations & Grants Coordinator

o 949 509 6247 | m 949 469 5490

 

4199 Campus Drive, 9th Floor  Irvine, CA 92612  in-n-out.com

This e-mail, including any accompanying attachments, may contain
confidential information that is private, personal, and/or
proprietary, and it is for the sole use of the intended
recipient(s). Any unauthorized review, use, distribution or
disclosure by others is strictly prohibited. If you have received
this document in error, please immediately contact Leslie Goddard
and delete all copies of this message.

Jane Van Ingen

Hi Leslie:


That's a great suggestion, thank you!


Thanks,

Jane

Louisa Robinson

Hi Jane


There are actually 2 types of feature - the transfer to new owner as mentioned above - and you can also switch on an option to email a copy of the application - so the user can either email a version to themself or to another mail address. This will leave the application still with the original users account - but its a nice tool to share a copy for review purposes, it comes over like a webpage link/PDF view i believe.


Both buttons can be switched on in the forms manager > Settings > account designer