When users create write-ups and correspondence for Blackbaud Grantmaking (GIFTS Online) records, they save as Activity records as well as Documents that are accessible on the Blackbaud Grantmaking desktop site. When using the Blackbaud Grantmaking Mobile Application, however, users will receive an error stating that the document cannot be found. The reason for this is due to the fact that write-ups and correspondence rely on an encrypted connection between the user's workstation, Blackbaud Grantmaking and SharePoint. The same functionality does not yet exist on mobile devices.
Since this functionality does not yet exist, we have written up an Idea for users to vote and comment on - we hope to see this functionality added to the Blackbaud Grantmaking Mobile Application moving forward. Please click the link below for more details:
If it is urgent that a specific Write-Up or Correspondence document be made available to mobile users, please take the following steps:
1. Once you have saved the document for your record type (Organization, Request, Payment, etc), open the document in Blackbaud Grantmaking. 2. After opening the document, go to Actions tab > Merge Documents to PDF 3. In the Merge Documents to PDF window, confirm that the document appears listed to the right 4. Assign a File Name to the .pdf file to the left > click into any other field > Merge to PDF 5. This will save the document as a PDF and should be made available on all devices 6. If prompted to Open, Save, or Cancel, you may choose Cancel as the file is already saved into Blackbaud Grantmaking