The Document Library is your central repository on Instrumentl for all your grant related documents. Store documents like budgets, final proposals, executive summaries, common answers, board lists, and anything else that you’d like to keep accessible for you and your team.
What are the benefits of using the Document Library?
Save time putting together new proposals through easy access to your library of commonly used documents and successful funding requests.
Keep your grants process organized in one place. The Document Library makes it easy for your team to access the most up-to-date versions of your grant related documents at any time.
Uploading directly to the Document Library
Navigate to the bottom left of your screen to access the Document Library.
From there, select '+Add Document' in the top right of your screen. You'll have the option to upload a document from your computer, or to add an external link. Note that adding external links is a feature exclusive to the Standard and Professional Plans.
Once you add the document, you'll also be able to select a custom title.
After you upload a document to the Document Library, it will be securely stored in Instrumentl.
Attaching a document to a specific opportunity
Folks can attach documents directly to a saved opportunity in their Tracker. Open the saved opportunity in your Tracker, and navigate to the 'Docs & Resources' tab.
From there, select '+ Add Documents'. You'll have the option to upload from your computer, select a document that already exists in your Document Library, or add an external link. Note that adding external links is a feature exclusive to the Standard and Professional Plans.
Note that whenever you attach a document to a specific opportunity on Instrumentl, it will also be synced into your Document Library automatically.
Attaching External URLs and Links to the Document Library
You can now add external URLs and links to your document library! This can help create one space for your team to see all resources, even if they live outside of Instrumentl. It also saves you from having to download and re-upload files already saved in a URL.
Adding external URLs and links is a feature exclusive to the Standard and Professional Plans.
External URLs can be added to an Opportunity page or directly in the Document Library. When a URL is added to the 'Docs & Resources' tab within an Opportunity, it is automatically added to the Document Library. Conversely, when an external URL is added to the Document Library, this can be linked to an opportunity by using 'Select from Document Library'.
How it works:
Once you select '+Add Documents', you'll see the option to add a link to a shared file.
From there, assign a name and paste the URL.
Once you select 'Done', the link will be securely stored in Instrumentl. This can help your Instrumentl account become one source of truth for all of your grant work and collaboration.
If you have questions about the Document Library, feel free to send us a chat message or email us at [email protected].