How to Upload a Document to the Grants Module

Documents can be uploaded into the Contact, Event, and Grant Modules.

Here are step-by-step instructions on how to upload a document to a Grant:

1. In the left navigation bar, click Grants, then select the grant where you want to add a document.

2. Select the ‘Documents’ tab.

3. Click on the ‘Add Document’ button to upload a new file.

4. Search and pick out the file that you want to add. After browsing, press ‘Open.’ This will allow you select the one that you want to upload into Eleo and it will add it to to the list of files under the Documents tab of this module.
5. 1. You now have options to either export your file using the 'Download Document' icon or delete your document using the trash can icon.