Files

The Files tab within a >project< allows users to organize and manage O365 documents that are important to the grants management process. Files that are shared via Cycles should be a file link from Filing Tree.

NOTE: In Sharepoint, remember to set link share settings to “People in your organization” and uncheck “Allow editing”.

Add a file

Choose a project record, and navigate to the "Files" subtab. Select “New”.

Enter the link, title, and other relevant fields then click "Save".

NOTE: The file URL is the link to the file. If sharing a document link, it's important that the document not change locations (i.e. folders) because this will break the link and make the document inaccessible from Cycles unless updated with the new link.