In this topic, you will learn how to add an email from Outlook to the Grant File using TRIM.
Steps:
In Outlook, click on the Email Subject to view the message.
Step 1Click on the Add-Ins tab to view the TRIM Integration features.
Step 2Click the Catalogue icon to open the New Record window.
Step 3The New Record window displays the following fields:
- Document Type: the section of the Grant File to which the document will be saved
- Email Subject: from the Subject line of the email
- Award Number: the PR/Award number to which the email is associated
- Personally Identifiable Information indicator
- Subject: the Grant File subject to which the email pertains
Step 4Enter the information in the Award Number field.
In this example, enter "Z420C130001".
Step 5Mark the Personally Identifiable Information (PII) checkbox to indicate that the email contains PII.
Step 6Click in the Subject field to select the subject of the email.
Step 7Select the appropriate Subject from the dropdown list.
In this example, select Personnel.
Step 8Click the Ok button to save the email in TRIM.
Step 9The TRIM title next to the email subject indicates that the email has been saved successfully.
We will now use G5 to view the email in the Grant File.
Step 10Click the My Grants link to view the list of assigned awards.
Step 11Select the desired award by clicking the PR Award Number link.
In this example, select award Z420C130001.
Step 12Click the Grant File tab to view the documents within the Grant File.
Step 13Click in the Section field to select a specific section of the Grant File.
Step 14Select Section 3: Correspondence.
Step 15The email now appears in the Grant File.
Step 16Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.
Step 17Congratulations!
You have successfully added an email from Outlook to the Grant File.