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