Within a grant record, you can attach two separate kinds of documents:
- A document from your device.
- A document from the web.
Attaching a Document
- Search and find the existing grant record.
- In the left-hand menu, click on Documents.
- On the right-hand side of the screen, you will see buttons for two separate options: Link New Web Document and Link New Database Document.
Linking a New Web Document
- Period: Select the budget period for this document using the drop-down menu.
- Period Document Type: Select the type of document using the drop-down menu, or click
to create a new document type. - Url: Enter the URL of your document, or where your document is online.
- Comments: Enter any relevant comments on the document.
- Create and Cancel: Click Create to upload the document, or Cancel to return to the Documents screen without
Linking a New Database Document
The upload form for a New Database Document is the same as the form for a New Web Document, except instead of a Url fields, there is an Upload button.
Click on Upload to attach a document from your computer.
Please note: You can only upload file types csv, doc, docx, xls, xlsx, jpg, txt, pdf, tiff, png, ppt, pptx, pptm, and msg. If you wish to attach a video or Google Drive document, you can use the New Web Document option.