Additional actions available in a grant request or invitation

Within every grant request or invitation is the Actions section. Once you open a request or invitation, the Actions section will show on the right-side of your screen. Below, we’ll go over the steps to take when using these additional actions.

In this article:


Edit request

Note: To protect the accuracy and intent of the original grant application, only edit an applicant’s request if it’s absolutely necessary. If you need the applicant to make changes to their application, use the ask for revisions function instead.

  1. Open the request.
  2. Select Edit request from the Actions section. A form will open with the basic information provided by the cause in the application.
  3. Edit the fields. Only some fields will be available to edit. Others are locked.
  4. When you’re done editing, scroll down and select Save Grant Request.

Delete a request: At the bottom of the form there is the option to delete the request. Only delete requests if they are test requests or manually created in error. Otherwise, we recommend updating the status of a request to Declined (which may trigger an automated email) or Cancelled (if the request is not being considered). This will maintain the accuracy of reporting for your program. If a request is approved with a payment that is processing or paid, the request cannot be deleted.

Ask for revisions

Discussed in the article: resubmit a grant request.

Manage email

Discussed in the article: manage your grant request emails.

Add attachment

  1. Open the request.
  2. Select Add attachment from the Actions section.
  3. Choose a file from your computer.
  4. (optional) Add a description for the file.
  5. Select Upload.

After uploading, you’ll be taken to the Attachments tab where you can see the list of all attachments for the request, as well as the options to download or delete. Note: Make sure you don't delete attachments submitted by the cause. We recommend that you only delete attachments that you added in error.

Export PDF

  1. Open the request or invitation.
  2. Select Export PDF from the Actions section.
  3. In the pop-up window, choose which details you want to include in the PDF (request details, reviews and comments, cash and in-kind payments).
  4. Select Save & Export PDF.
  5. The PDF will appear in your downloads and open on your screen for you to save or print.

Audit log

The audit log tracks all changes and actions done on a request or invitation. The log is an excellent record-keeping tool, especially if you have multiple users or if an error was made and you need to troubleshoot where it happened.

  1. Open the request or invitation.
  2. Select Audit log from the Actions section.
  3. The log will open and the list of actions will be ordered by date (newest to oldest).

If you see a user listed as SYSTEM, that means that the action was automated, such as an automated email notification to the cause. You can print the log by selecting, you guessed it, Print at the bottom of the log.

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