Set Up Document Templates

Document templates can be used when a document containing data from the GrantsConnect system needs to be sent to an Applicant or Grant Manager. For example, this may include a Grant Agreement that will need to be signed and uploaded into a form or an award letter that will be sent with an approval email.

Warning: Permissions are required to create and manage document templates. Learn more.

Tip: After a document template has been created, it can be pulled into an application as a merged document. For more information, see Add Merge Documents to Applications.