Importing

Margaret Halbert
Margaret Halbert
Sixth Anniversary
in Blackbaud Grantmaking™ General Discussions
Is there a way to import WORD or EXCEL documents into a grantee's documents history after a grant has been paid?  For example, a Due Diligence Approval Form (WORD), Copy of Grant Check, Copy of Grantee's Acknowledgement Letter (WORD), etc.?

Comments

  • Tania Yannarilli
    Tania Yannarilli
    Ninth Anniversary Kudos 2 Name Dropper Participant
    Hi Margaret:


    There is a link that can be added to Outlook that allows you to upload items into BBGM. I use it all the time. You can get information for it on the BB website.
  • Paula Lentoni
    Paula Lentoni
    Tenth Anniversary Kudos 2 Name Dropper Participant

    You can attach them all at once through
    Outlook or upload them individually.

     

     

     

     

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