Generate Correspondence

The Selected Grant Details screen opens when you click Generate Correspondence in the Search for Grant Awards or Grant Portfolio screen, or when you initiate an action that requires sending correspondence to the grantee, such as a Return Continuation action.

This screen shows information about the grant recipient(s) you who will receive the correspondence:

Selected Grant Details screen

Follow these steps to compose and send the message:

  1. Review the selected grants, then scroll down and select a message template from the drop-down menu.
  2. Use the calendar picker to select a send date.
  3. The grantee addresses are entered automatically, but you can add CC: addresses if you want, separated by commas.
  1. Enter a Subject and compose your message in the Body field.
  2. If you want to add file attachments to the message, drag and drop the files onto the upload area, or click Add files to browse and select files.
  3. The selected files appear in the upload area. Click Remove to remove any unwanted files.
  4. Click Generate Email to send the message.

NOTE: A copy of the sent message along with all file attachments is stored in the Grant Folder's Correspondence section.