Learn about the available document import options for Grantee Portal Intake Forms utilizing request document publishing.
During the import process of a submitted Grantee Portal Intake Form, a GivingData user will have two options for any file that a Grantee Portal User has uploaded to a document publishing intake form field.
Import options include:
- Replacing the existing document on record with the file that the Grantee Portal User has uploaded
- Importing the file as a new document, with the same name as the originally published document
Begin the Grantee Portal Intake Form import process from the request record, or from the Grantee Portal Intake Form Dashboard.
During the File Uploads step, there are two import options for a file that was uploaded to the document publishing intake form field. Options include: Replace existing document or create a copy of the document).
Note that replacing the document will overwrite the original document on file. Creating a copy of the document will save the grantee's version as a new document on the request record and preserve the original document.
If 'Create a copy of the document' was selected during the import process, the new document will appear on the Request Documents page marked as a copy with the import date.
If 'Replace existing document' was selected during the file import process, the following modal will appear. Type REPLACE in the text box, then select Confirm.
Note that the original document will be overwritten with the edited version submitted by the grantee.
Related articles:
- Adding Document Publishing to a Grantee Portal Intake Form Template
- Publishing Request Documents to a Grantee Portal Intake Form