Configure Grants Management Release version: Australia Updated March 17, 2026 1 minute to readConfigure the foundational details of Grants Management. Configure Restricted Caller Access (RCA) for Document TemplatesAllow secure, controlled access for generating results letters.Assign user personas, roles, groups, and responsibilities in Grants ManagementBy default, Grants Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform.Toggle character count display for form fields in Grants ManagementToggle the character count for form fields in the Grants Management to display the remaining number of characters available in the text field.Configure a retention policy for grant cases in Grants ManagementSet up an Archive Rule to automatically purge active grant cases and their associated data after a set period of time.Configure a currency in Grants ManagementGrants Management currently only supports single-currency mode.Configure export application functionality in Grants ManagementConfigure the export to PDF functionality so that grants program can export grants proposals directly to PDF.
Configure Grants Management Release version: Australia Updated March 17, 2026 1 minute to readConfigure the foundational details of Grants Management. Configure Restricted Caller Access (RCA) for Document TemplatesAllow secure, controlled access for generating results letters.Assign user personas, roles, groups, and responsibilities in Grants ManagementBy default, Grants Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform.Toggle character count display for form fields in Grants ManagementToggle the character count for form fields in the Grants Management to display the remaining number of characters available in the text field.Configure a retention policy for grant cases in Grants ManagementSet up an Archive Rule to automatically purge active grant cases and their associated data after a set period of time.Configure a currency in Grants ManagementGrants Management currently only supports single-currency mode.Configure export application functionality in Grants ManagementConfigure the export to PDF functionality so that grants program can export grants proposals directly to PDF.