After grants are created, grant award letters can be sent to grantees. The letters are found in the Grants Award Letter bucket and can be processed individually or in bulk.
Grant Award Letter Templates
Prior to using grant award letters, load a grant award letter template in System Data. Example templates are available or new ones can be created using the Grant Award Letter - All Fields example. Templates Overview provides guidance for building and uploading templates.
Process Letters in Bulk
- After creating a grant with an award letter, navigate to the Grants page and click the Award Letter bucket.
- Print or email letters using one of the options listed below.
Option 1: Email Award Letters
- Click Email Award Letters in the left-side menu.
- Check the box for each grant award letter to be emailed, and then click Email Grant Award Letters.
- Click [Yes] to confirm.
A background job is created for emailing the letters.
Option 2: Print Award Letters
- Click Print Award Letters in the left-side menu.
- Check the box for each grant award letter to be printed, select the letter format, and then click Print Grant Award Letters.
- Letters can be printed in either .pdf or msword format.
- Letters can be printed in either .pdf or msword format.
- Click [Yes] to confirm.
A background job is created for printing the letters.
After the background job processes, click the File name to print the letters.
Process Letters Individually
- After creating a grant with an award letter, navigate to the Grants page and click the Award Letter bucket.
- Click the ID of the award that needs the letter.
- Click the Award Letter print or email option.
- [pdf]
- [word]
- [email]
Additional Grant Award Letter Actions
- Mark Award Letter Sent - Changes the grant record to indicate an award letter has been sent.
- Unset Award Letter Needed - Removes from the grant record the designation for an award letter being needed.
- Set Award Letter Template - Select an award letter template for specific grants.