Upload a Document to a Request, User, or Organization

Throughout your Grant Lifecycle Manager(GLM)/Scholarship Lifecycle Manager(SLM) site, there are several locations where you can upload documents for reference. This includes documents related to a request, user, or organization. 

1. Navigate to the relevant Request Summary, User Summary, or Organization Summary page.  
   • This can be done from a workload page or one of the search pages such as Requests & Decisions search page and Users search page. Click the name of the request, user, or organization to reach the Summary page.
     
     
2. Click the Documents tab. 
3. Click Upload a File, and then select the document to be uploaded from your computer. 
   • Alternatively, drag and drop a document from your computer.
     
     
4. Enter a Description, select the Document Type, and then click Save. 
   
   
   • The available document types are defined by the system and cannot be changed.
   • By default, these documents are visible to internal users only. User Summary documents cannot be made visible to the applicant.
     • If a document is being uploaded to the Request Summary or Organization Summary, check the Show Applicant this Document box if desired to allow an applicant to see the document.
       
       
       • For a Request Summary document, if Show Applicant this document is checked, the document will be available on the applicant's dashboard underneath the relevant request. 
       • For an Organization Summary document, if Show Applicant this document is checked, the document will be available on their Organization History page if the applicant has access to view their organization's history.