Set Up Document Templates

Document templates can be used when you need to send a document with specific GrantsConnect data to applicants and Grant Managers. For example, this could include a Grant Agreement that needs to be signed and uploaded into a form or even an Award Letter that's sent with an approval email.

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.