Get started with request document publishing by learning how to add a document publishing field to a Grantee Portal Intake Form template.
Document publishing allows users to publish an existing document from a GivingData request record to a field within a Grantee Portal Intake Form. The grantee or applicant will be able to download the document in order to make edits, and can re-upload the edited version of the document to be saved in GivingData.
Once a document publishing field has been added to an intake form, the GivingData user will need to first select the document unique to the request before sending the intake form invitation to the grantee or applicant.
1. Open a Grantee Portal intake form template in Edit mode. Then navigate to the page of the intake form where you'd like to add the document publishing field.
2. Select Add Field from the bottom of the page.
3. From the Add New Field modal, select File Upload.
4. Select Single File.
5. Click on File Download Options and select Attach Published Documents from GivingData.
6. Add a label to the field, and select if it is required. Optionally, add help text and/or conditional logic.
7. Click Save to finish adding the field to the intake form.
