Manage Documents - Grants
The interface for managing documents within a grant allows you to assign documents to different phases. However, grant documents can also be managed using the main Grants grid action menu and the Documents module.
Please see general help topics on document management:
- View thumbnail images of documents within the module grid.
- Preview files using the document viewer.
- Edit Microsoft Word and Excel documents directly within Quadra.
- View list of supported file types.
Manage Documents Through the Grants Module
Managing Grant Documents From the Documents Module
Manage Documents Through the Grants Module
In the Grants module, you can view and manage all of the documents for a grant without going through the phase tabs. Select a grant from the main Grants page and click Documents from the action menu.
Manage documents individually for each grant using the action menu.
Managing Grant Documents From the Documents Module
You can store documents related to grants that are not linked to a specific grant or phase.
From the module icon, click the Documents module.
Be sure to select Grants as the module when uploading a new document.
Documents managed from this module will not be available from the Grants module since they do not relate to a specific grant. However, you will be able to store notes and access the document's history.
