Cayuse Proposals allows you to attach PDF documents to your proposal to provide important supporting information for your submission. You can also upload the original format of the file, if there is one, to facilitate making changes to the file later. These source files will not be submitted.
Attaching a PDF Document
Each area where a file can be attached to a proposal form in Cayuse Proposals will show the name of the attachment point on the left, and show two buttons on the right: Add and Delete. Delete will be disabled unless an attachment has been added.
To add an attachment:
- Click Add to launch the Upload Attachment dialog.
- Note that the default attachment name is based on the attachment point.
- Click the first Browse button to select the PDF file. Browse for and select the file you want to attach from your computer, drive, or network.
- If you want to add a source file as well, click the second Browse button and find the source file to include.
- If you need to change the name of the attachment (for example, if agency policy requires a particular attachment name), edit the text in the Name field.
- Click Upload.
- The document(s) will be uploaded, and you'll see links you can click on to review them. Click pdf to view the PDF, and click src to view the source file.
Cayuse recommends reviewing attachments after upload to ensure the upload completed successfully.
Clicking Delete will remove both files. If you want to replace just one file, just select Add again and upload a new document in place of the existing one.
Cayuse Proposals can submit only PDF documents as attachments. You can upload and attach a source file for your records, but only the attached PDFs will be submitted. PDF files containing active form fields cannot be uploaded, to avoid errors when the proposal is submitted through Grants.gov. See Grants.gov and Agency PDF Requirements for information on creating PDFs, 'flattening' PDFs, and meeting other Grants.gov and agency requirements.
What if my opportunity specifies a non-PDF format?
Agencies will sometimes request documents in other formats, or even request active PDF forms. In many cases, they will accept a flat PDF version of the file containing the relevant information, as long as the original file can be provided on request. In these cases, Cayuse recommends submitting the PDF via Cayuse Proposals and including the source file in the proposal for later use. The source file will not be submitted directly to the agency, but can be sent separately if needed.
In rare cases, an agency may require submission in another document format. While normal users will be unable to upload non-PDF attachments, a local System Administrator can upload non-PDF attachments by following the Attaching Non-PDF Files guide.
If the agency is requesting submission of a PDF but requires that it contain active form fields, contact your local administrator to help you with that process, or contact Support.
Biosketches are usually uploaded and attached to Professional Profiles as described in Managing Personal Information. However, they can also be attached directly to proposals, as with any other proposal document.
Attaching Letters of Support
You may upload Letters of Support to the Research Plan page and check the inclusion box. If you have separate PDFs of several letters of support, click Append. Cayuse Proposals adds the appended PDFs on to the existing PDF. This avoids any issues with bundling.
You may attach up to ten PDFs in this section; although, if you are submitting a proposal to NIH, you should follow the new guidelines regarding the content of the appendices.