Attaching files through PaperSave within a Batch

Gabriela Johnson
Gabriela Johnson
First Anniversary
in Blackbaud CRM™ General Discussions

When uploading a file from the “Workflow Entry Viewer” where we have files loaded in there, within the batch on the PaperSave tab we click to add a file and normally the “workflow entry viewer” refreshes and the file is auto attached. Lately this function seems to be disabled and now when clicking to add a window pops up to manually attach and save a file.

Is there a place where this could potentially be re-enabled? Is this a me problem, or are other people experiencing this as well? Any insight would help. Thanks!

Comments

  • Rivki Raphaelson
    Rivki Raphaelson
    Tenth Anniversary Name Dropper Facilitator 1 Loyalty Badge

    We have this occasionally. It's possible to fix but impossible to remember which setting. We have to keep going back to support. This is an incredibly non-intuitive product.

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