Create New Document Templates

Document templates can be created by selecting Create template in the Settings > Document Templates area. You can also create copies of existing templates.

  1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

  2. After signing in, select Settings in the side navigation and then Document Templates.

  3. In Document Templates, you can create a new template from scratch by selecting Create template.

    The Settings > Document Templates area allows you to create and manage document templates and merge documents.

    Note: The Import document templates button allows you to import templates exported from another environment, such as when migrating your content from UAT to Production. It only accepts *.bin files and cannot be used to upload document files like .pdf or .docx.

  4. In Create Document Template, enter a name.

  5. Select Create template to continue to the Manage Template page.

  6. From Manage Template, take any of the following actions to customize the template.

    • Edit the template name.

    • Add content to your template, such as text, images, and tables.

      Tip: Select the Page break icon (or Insert > Page break) in the editor toolbar to force a page break in the document.

    • Select the Insert Token toolbox to add tokens to the template content.

      Tip: Tokens allow you to add field responses, applicant details, information about budgets and funding sources, and more to the document.

    • Select Format document to update the page's margins.

    Edit the content of a document template in the Manage Template page.

  7. Select Save template to save your changes.

 

Frequently asked questions (FAQ)

  1. In Settings > Document Templates, select the ellipsis icon next to the template and then Copy.

    Select Copy from the template's tool options to create a copy of the template.

  2. In Copy Document Template, select Copy to confirm you want to create a new template.

You'll be automatically taken to Manage Template to update its name and content.