Shout Out for Improved Document Upload Feature

Paula Lentoni

LOVE, LOVE, LOVE the ability to Drag & Drop documents into a grant record.

I just had a grantee inform me that they uploaded the wrong year for a 990. I simply deleted the old one and dragged/ dropped the new file in.


You guys definitely got this right!!


Thanks!

Paula Lentoni

Rachel Rosen

Wonderful, Paula! We're glad you like it .

Deena Lauver Scotti

I did not know about this! Thanks for posting Paula. It really is great! ?

Jen Hammerstrom

This is a great feature! Wondering if this will be the only way to attach an email to a record once we are solely using SKY? Currently when uploading an email to the database via Outlook, with the checkbox on the export options you can opt to load any attachments separately from the email itself. Our staff likes this option and makes it easy to find attachments to emails without digging for them.

Louisa Robinson

Drag and drop??! No way! This is a brilliant tip!! Why arent they publishing all these lovely quick win features?!

Louisa Robinson

I cant get the drag and drop to work with emails though - please let me know if im missing anything with this. I have opened up to add a document, got as far as the pop out box - which allows me to drag and drop physically documents in word/excel/pdf - but it wont let me drag and drop an email message which we do keep records of in our requests

Jen Hammerstrom

Louisa - the only way I can get emails to work with this method is drag and drop them when they are not open. I just click and drag the item directly from my inbox.

Magda Galindo

Hi Paula. Could you provide a bit more information on this feature? I just took a SKY documents and email class and the instructor mentioned that drag and drop is not an option right now unless it is to attach a document to an email you are sending out through the system. Thanks.

Magda

Chrissy Haskell

Hi Magda,


It looks like the drag and drop feature works for uploading a new document, you have to perfectly drag it to the "Choose File" button on the record.

Paula Lentoni

Here are some screenshots.

Select - Add document and drag/drop the file.