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Generating and sending documents

Updated

In eGRANT, in addition to contracts, you can also generate other documents. To do this, use the „Templates“ tab in the programme-level menu.
In it, you upload a document template, generate it for specific applications, and also from here send to the applicants' email addresses.

You can use templates for example for:
  • Multiple contract types – in case you do not use a single contract template for all applications.
  • Various opinions or calls – any official text documents that you need to send to applicants by email.
See also

Creating a document template

Uploading a template document to templates

Open the „Templates“ tab in the programme-level menu.

Nahratie vzorového dokumentu do šablón

  • Click on the „Create new template“ link in the upper left above the table.

  • The „Create template„.

  • Enter the name template name by which you can easily recognise it.

  • Click the „Upload“ and upload a template document (a Word document containing specific codes in places where data is automatically pulled from eGRANT).

  • Select the format of the generated document.
    If you want to individually edit the generated documents afterwards, select Microsoft Word, otherwise select PDF.

  • Click the „SAVE“.

  • If you need to edit something in the template, click the „Edit“ button in the template list, and then re-upload a new version. Do not forget to save.
    If any documents were generated using an older version, generate them again.

Generating documents

Attention!

If you use templates for generating different contract versions, you generate these contracts in the „Contracts“.
In the „Templates“ tab — you only upload the template document.

  • Open the „Templates“ tab in the programme-level menu.
    A list of uploaded templates will open.

  • For the template you want to generate, click the „Manage“ link in the „Actions“ column.Manage„.

A list of a list of applications for which you can generate the selected template.

Generovanie dokumentov

  • If you want unsubmitted applications to also be displayed in the list, check „show unsubmitted applications too“.

  • Select the applications for which you want to generate documents (or click „Select all“).

  • Click „Generate documents for selected“.

  • For those applications in the list for which you generated a document, a „Actions“ Download“ link appeared in the Actions column.
    If you want individually edit the generated documents:
    4.1 click the „Download“ link – the document will be downloaded to your computer, where you can edit it,
    4.2 by clicking the „Manage“ link, the option to upload an edited document for a specific application will become available.

Sending documents

After you have generated documents for specific applications, you can send them to the applicants.

Attention!

To be able to send the generated documents, you must have a cover email created that will be sent to the applicants together with the document. You can create it in the "Bulk notifications".

See also

Create/edit a bulk notification

In the „Templates“ tab, after clicking „Manage“ for a specific template, a a list of applications where you generated documents will open.

Odosielanie vygenerovaných dokumentov

  • If you want unsubmitted applications to also be displayed in the list, check „show unsubmitted applications too“.

  • Select the applications for which you want to send the generated documents (or click „Select all“).

  • Select the cover email that should be sent to the selected applications with the generated document as an attachment.
    By clicking the arrow, a list of created bulk notifications will open, from which you can choose.

  • Click „SEND GENERATED DOCUMENTS BY EMAIL“.

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