Print packets allow users to export form information into a .pdf file. Administrators, applicants, board members, and evaluators can each download print packets from different areas of the site, and the data included in each packet varies depending on the user role. To see what the print packets look like for different user roles in your site, you may proxy in as another user with the correct role and download the print packet. The fonts that are supported in print packets are Arial, Calibri, Cambria, MSGothic, and Symbol.
User Role: Administrator, Applicant, Board Member, Evaluator
Use Print Packets to:
- Download individual or batch .pdf files of application, evaluation, and follow up forms for review, record keeping, or sharing with internal teams.
- Provide evaluators with print packets that only display information visible to their role, keeping applicant and administrator-only content out of view.
- Give applicants access to a .pdf of their submitted form responses and any file attachments associated with their request.
The file name structure for print packets in your site can be customized. Reach out to Support to make this customization. The file name structure can include the following:
- Applicant Name
- Organization Name
- Process Name (Universe/Opportunity Name for the Universal Application feature)
- Project Name
- Date Generated
- Additional characters or text
Custom print packets are also available through scoped Expert Assist hours. Visit the Foundant Professional Services and Training page for more information.
Download Print Packets as an Administrator
Administrators can access print packets either individually or in batch. Administrators can disable the ability to download print packets, files uploaded to Documents, or any file included in the form evaluators are assigned to evaluate in site settings.
Download Individual Print Packets
Administrators can download individual print packets from several locations in the site depending on the type of packet needed.
When viewing a completed form, click the Application Packet button to download a .pdf of that form. By default, the downloaded .pdf will have applicant and organization information on the first page in Grant Lifecycle Manager (GLM) only, form questions and responses on the middle pages, and any file attachments from the form at the end. Click Question List to download a .pdf with the questions from the form. This will not include any answers or applicant information.
From any workload page, click the .pdf icon to download the individual print packet for that form in that request.
From the Application Complete or Application Evaluation Assigned workload pages, click the request's checkbox, Batch Actions, then PDF Print Packets or PDF Evaluator Packets.
PDF Print Packets will download a .pdf of the completed application form.
PDF Evaluator Packets will download a .pdf of the evaluation packet.
From the Evaluation Summary page, click Print Evaluation Summary to download a .pdf of the evaluation responses for that request.
From the Process Manager, when editing or previewing a form, click Question List to download a .pdf with the questions from that form.
From the Organization Summary page in GLM only, click Print Packet to download a .pdf containing information about that organization.
Batch Download Print Packets
To batch download print packets, select requests from a workload page and use Batch Actions to download them as a single .pdf or a zipped folder of individual .pdf files. The batch print packet option is only available on the Qualification, LOI, Application, and Follow Up workload pages.
- From the Dashboard, click the workload page that contains the request.
- Check the box next to each request for which print packets will be downloaded.
- Click Batch Actions, and then click one of the options listed.
- There are several options for batch downloading print packets. The print packet that downloads will be specific to the workload page you are on.
- Example: From the Application Complete workload page, the application packet will be downloaded.
- Click PDF Print Packets to download a single .pdf with the information from all selected requests, separated by a page break.
- Click Zip Print Packets to download a zipped folder with individual .pdf's for each selected request.
- Click PDF Evaluator Packets to download a single .pdf with the information from all selected requests, separated by a page break.
- For each request, this will only include information that is visible to evaluators; it will not include questions marked with applicant or administrator visibility.
- The Evaluator Packet options are designed for an administrator to download print packets to provide to evaluators.
- Click Zip Evaluator Packets to download a zipped folder with individual .pdf's for each selected request that only includes information that is visible to evaluators.
- There are several options for batch downloading print packets. The print packet that downloads will be specific to the workload page you are on.
Download Print Packets as an Applicant
Applicants can download print packets for any form they have been assigned or have worked on, including a question list or a full form packet with their responses and file attachments.
Applicants can access the question list packet and any form packet on which they have worked. When previewing, viewing, or editing a form, an applicant can click Question List to download a .pdf of all questions on that form.
When previewing, viewing, or editing a form that has been assigned to them, an applicant can click the Application Packet button to download the print packet for that form. By default, this print packet will include their information, the organization information in GLM only, the form questions and their answers, and any file attachments.
Download Print Packets as a Board Member or Evaluator
Board members and evaluators can download print packets for both the evaluation form and the application form completed by the applicant from several locations within the evaluation.
From the evaluation, click the Evaluation Packet button to download a .pdf of the evaluation form. By default, this contains the applicant and organization information in GLM only, evaluation form questions and responses, and any files uploaded to the evaluation form.
From the evaluation, click the Application Packet button to download a .pdf of the form completed by the applicant.
From the Evaluation Dashboard, click the .pdf icon next to a request to download the evaluation packet for that specific request.
Example Custom Print Packets
The example files below show what print packets look like for different form types, including a proposal, evaluation, request summary, and grant application.