How do you store documents in GrantHub for proposals that include attachments?
We have an answer library where you can store all of the ‘attachments’ that you typically are asked for (like: your org’s annual report, 501c3 and other static docs). Here are some recommendations in terms of ‘do you attach’ all those documents to the grant record. And if not - is there some other way of indicating what was sent.
There are a couple of recommendations:
- We have a large storage limit, and you could upload all of the files you submitted to the grant opportunity record so you have a complete package of what was submitted. If you pull them from our Answer Library, we help put them into 1 zip file, so you can simplify the number of files listed in your grant docs by putting them into 1 zip file and attaching that. But it would be a best practice to leave the actual proposal document (or a copy of what you entered into the online form) as a separate attachment so you can easily find and read it.
- You could add a note to the grant opportunity listing the ‘supporting documents’ that you sent in. This way you don’t take up storage to attach them repeatedly. But there is a record of what you sent in. And since these file can be included in your answer library – they are also being backed up and managed, even if they aren’t attached to every grant opportunity record.