Add External Files to Applications

External files can be attached to an application, allowing you to keep all collateral associated with it in one place.

1. Navigate to the Applications area.

2. Select the application in the Applications tab to open the Application View.

3. From the Application View, select the Attachments tab.

4. Click on the Add attachment button and then External file.

   

5. In the Add External File screen, provide the following information.

   1. Click on Select file to find and add the file.

   2. Specify who will be able to view the file.

      • All Grant Managers on the application can view the document

      • Only Grant Managers in the current workflow level can view the document

      • Only I can view the document

   3. Optional - Enable the Applicant can view file option to allow the Applicant to see the file in the Applicant Portal.

      Note: Applicants do not receive an email notification when this option is enabled. If you need to notify them, it is recommended to use a custom form or merge document instead. Alternatively, you can send them a Notify of Status email to notify them of the file's availability.

   

6. Click either Save or Save and add another to upload the file and attach it to the application.