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  • Posted in: GeneralDiscussion

    Hi Kay, and thanks Kenny! I suspect those of us using DocuSign are each setting it up/using it a little differently but I'm happy to share how we plan to use it at Carnegie when we go live on July 1. We did a lot of preliminary thinking and testing to determine what works for us. We are using ...

  • Posted in: GeneralDiscussion

    Just to follow up on what Kenny said, we us this functionality and it has worked well for us to capture both our grantee's signatures and staff signatures. ------------------------------ Deb McBride Tech Support Caring for Colorado Foundation Denver CO dmcbride@caringforcolorado.org --------------- ...

  • Posted in: GeneralDiscussion

    Hi Charlotte, Here's an example of how you can style the compliance warning component itself.  If you need additional text with line breaks, I recommend putting that in a text element below the compliance warning (with the same visibility conditions as the warning), and putting both components ...

  • Posted in: GeneralDiscussion

    Thanks for sharing this Charlotte ! One use case I've wanted to try this on was building out a liquid table of all amendment records on a grant record, showing additional fields on what was changed (beyond what's currently offered by the Amendments component), with a link to open the amendment record ...

  • Posted in: GeneralDiscussion

    Hi Ahson, You could accomplish this with a compliance warning component on the request. E.g. The warning is shown if  any  of the related dynamic card records are in an 'Under Review' state. It could block promotion of the request to 'Granted' if it is shown. If you need more nuanced logic, then a ...

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