Manage Attachments

Some form fields allow or call for attachments, which must be in the form of a PDF. Please review the NIH eRA guidelines for formatting attachments before attaching documents.

https://grants.nih.gov/grants/how-to-apply-application-guide/format-and-write/format-attachments.htm

 

IMPORTANT: You must use unique file names for multiple attachments within the same form. Duplicate file names can exist across multiple forms.

Add Attachment

To add an attachment:

1. From any area on a form with an attachment field, click the Add Attachment button.



A popup opens from which you can search for the file.

2. Use the Browse button within the popup to search for the PDF file.
3. With the file selected, click the Submit button.

For fields allowing a single attachment, the Add Attachment button on the form field is replaced by the Replace Attachment, Delete Attachment, and View Attachment buttons. The attached file name displays within the field.

Fields allowing multiple attachments display the files in a table. Update and View buttons display for each attached file.

Replace Attachment

File attachments display differently depending on whether the field allows for one attachment or multiple attachments.

To replace an attachment from a field allowing only one attachment:

1. From any form field with an added attachment, select the Replace Attachment button.



A popup opens providing the ability to search for the file.

2. Use the Browse button within the popup to search for the PDF file.
3. With the file selected, click the Submit button.

The form field displays with the replaced attachment

To replace an attachment from a field allowing multiple attachments:

1. Select the Update button in the Update Attachment column for the specific file. (click to view)

   

   A popup opens for providing the ability to search for the file.

2. Use the Browse button within the popup to search for the PDF file.

3. With the file selected, click the Submit button.

   The table is updated with the new file.

Delete Attachment

File attachments display differently depending on whether the field allows for one attachment or multiple attachments.

To delete an attachment from a field allowing only one attachment:

1. From any form field with an attachment, select the Delete Attachment button.



A delete confirmation window displays.

2. Confirm the deletion by selecting the Continue button.

To delete an attachment from a field allowing multiple attachments:

1. Click the checkbox in the Delete on Save column for the specific file.

2. Select the Save and release Lock button.

   

   The attachment is removed from the table.

View Attachment

File attachments display differently depending on whether the field allows for one attachment or multiple attachments.

1. For fields allowing only one attachment: From any area on a form with an attachment added, select the View Attachment button.

   

   -OR-

   From fields allowing multiple attachments: Select the View button in the View Attachment column for the specific file.

   

2. Select the Open button to view the attached file or the Save button to save the file locally.