Modify or Delete a Document in the Grant File


Concept

In this topic, you will learn how to modify or delete a document in the Grant File.


Steps:

  1. Click the My Grants link to view the list of assigned awards.

    Step 1
  2. Select the desired award by clicking the PRAward Number link.

     

    In this example, select award Z420C130004.

    Step 2
  3. Click the Grant File tab to view the documents within the Grant File.

    Step 3
  4. Click the Modify link to modify the desired document.

     

    In this example, click the Modify link to modify the Training Document.

    Step 4
  5. The Modify Document window will appear.  All fields in this window can be modified.

     

    In this example, we will edit the Section type, add a document, and add a note.

    Step 5
  6. Click the Section field to modify the section of the Grant File to which this document is saved.

    Step 6
  7. Select the desired section from the dropdown list.

     

    In this example, select Section 1: Award.

    Step 7
  8. Note: After uploading, the new document will appear beneath the existing one.  This new document will override and replace the existing document in the Grant File.

    Step 8
  9. Click in the Notes field to enter a brief description of the new document. 

    Step 9
  10. Enter the desired information in the Notes field.

     

    In this example, enter "The grantee submitted a revised form."

    Step 10
  11. After reviewing your updates, click the Save Document button to save your changes.

    Step 11
  12. A message will appear to confirm that the document has been saved successfully.

    Step 12
  13. Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.

    Step 13

Congratulations!

 

You have successfully modified a document in the Grant File.