How Do I Attach Grant Documents?

Grants are typically defined as money awarded to your organization that is not expected to be repaid. In many cases there is an application process associated with being awarded the money. Additionally, specific deliverables and metrics may be expected by the granting organization. 

Adding a New Document

The Grant Management tool in Virtuous includes features that allow for storage of documents related to a Grant application, including the actual application, provided financial reports, and other materials vital to the granting process. When viewing a specific Grant, on the main "Grant" tab, these documents will be visible in a list on the right side of the screen.

To add a new document, select the blue "Add a Document" button on the main Grants screen, or navigate to the "Documents" tab in the upper left.

There, you will see a space in the upper left that says "Add a File."

Select anywhere within the dotted border to search your computer for the file you wish to add and select it. Alternatively, you may select and drag a file from your computer and drop it within the dotted border to upload the file.

Be sure to clearly name your file, as this name will be used to identify the document in Virtuous.

Document Requirements 

Attached documents must be one of the following file types:

• PDF
• DOC or DOCX (MS Word)
• CSV
• TXT
• XLS or XLSX (MS Excel)
• Jpeg
• PNG
• GIF

Note: While basic image files are supported, audio and video files, including .WAV, .MP3, .MP4, and .MOV, are not supported.

Dragging an entire folder from your computer will upload any files within that folder that are valid, though you may also see an error pop-up if the folder contains unsupported file types. 

To learn more about managing Grants in Virtuous, check out this collection of Support Articles covering the topic.