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.