Overview
The Documents page serves as a document library in Instrumentl for all your grant-related files. Store records like budgets, full proposals, LOIs, executive summaries, common application responses, mission statements, board lists, and anything else that you’d like to keep accessible for you and your team.
You can also add files directly to specific funding opportunities in your Tracker via the 'Documents' tab of a saved grant page.
Functions and features
Save time putting together new proposals through easy access to your library of commonly used documents and successful grant application submissions.
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 anytime. Share the knowledge.
With Instrumentl Apply, our AI grant-writing tool, your document library is the source from which Advisor tailors smart Answer Snippets to help you craft winning proposals. Continue storing your best work in the library to compound the knowledge that the Advisor uses to derive source info—this creates even better AI-generated responses to application questions!
When using the Award Assistant, our AI post-award management tool, you can attach grant award agreements that are already in your library directly to an awarded opportunity to extract & review key compliance information. Any documents previously attached to the opportunity will automatically save to the library as well.
Adding documents
Directly upload to the library
Documents uploaded directly to the document library are not initially associated with any saved opportunity or project. You can later add documents stored in the library to a saved grant from within that grant's 'Documents' tab.
From the left-nav menu, select Documents to navigate to the document library.
From there, click +Add Document near the top-right corner of the library.
From the dropdown menu, select either Upload from computer or Add link to shared file.
Once you upload a document directly to the library, it's now securely stored in Instrumentl. From here, you can customize the title or preview the file.
Notice that documents uploaded from within the library have nothing in the 'Opportunity' column because they aren't tied to any saved grant or project.
Store within a saved grant
You can attach documents directly to a saved opportunity in your Tracker. Open the saved grant and go to the 'Documents' tab.
Next, click + Add Documents. Select one of the three options from the dropdown menu: Upload from computer, select from document library, or Add link to shared file.
Note: When you upload a document to a specific opportunity in Instrumentl from your computer or add a link to a shared file, it automatically syncs to your Document Library as well.
External links to shared files
You can connect shared files from external cloud storage using URLs/links to your Instrumentl document library! This creates a universal hub for your team to access all resources, even those outside of Instrumentl. Spare yourself the extra steps of downloading and re-uploading files by saving the file's URL to your Instrumentl library. This way, any changes are dynamically updated on Instrumentl's side, since the link points to the external file where they were made.
Note: The ability to add a shared file/external link to the document library is available starting on the Discover Plan and select legacy offerings. If you don't see the option to "Add link to shared file", then your account is likely subscribed to a plan that doesn't include this feature.
How to add a link to a shared file:
Once you select + Add Document, you'll see the option to add a link to a shared file.
From there, assign a name and paste the URL.
Once you click Done, Instrumentl will securely store the link.
Your Document Library helps close accessibility gaps, strengthens your team, and supports your success. Wherever you choose to log in, your files will follow!
Preview documents
Instead of downloading a document stored in Instrumentl each time you want to view it, you can preview it in a new tab!
Hover your cursor over the document title to check for the "preview" button. Currently, Instrumentl supports previewing .docx, PDF, and URLs (external links to shared files).
To view Excel/.xlsx, .png and .jpeg documents, you must download them to your computer, as previewing these file types is not currently supported.
Search your documents
The search bar within the Documents page supports searching by file name, document title, project, opportunity name or text within documents.
Delete a document
To delete an attached document from an opportunity, navigate to the saved grant's 'Documents' tab.
Click the trash can icon on the right-hand side of the file.
Next, select either Remove from this grant only or Remove from document library.
The former (Remove from this grant only) will unassociate the document from the saved grant it was once added to, but the file will remain stored on the Documents page (i.e., the doc library).
The latter (Remove from document library) will delete the file entirely from your Instrumentl account—the saved grant's 'Documents' tab as well as from the library.FAQs
FAQs
Do I have to upload a document to a particular opportunity?
Do I have to upload a document to a particular opportunity?
Nope! You don't have to designate an Opportunity when uploading a document to Instrumentl. To add an "unassociated"/general document, go straight to the Documents page and select + Add Document.
Can I organize the Document Library with sections or folders?
Can I organize the Document Library with sections or folders?
Yes, you can! Learn more about document folders here!
Can I sort the Document Library by any column? What about filtering?
Can I sort the Document Library by any column? What about filtering?
Documents are ordered in the Library by 'Date Added', with the most recent upload first. Currently, there are no other options.
However, you can filter the Document Library by 'Project' and type keywords into the search bar to find specific documents.
Contact us
If you have any questions about the Document Library, message our friendly Support team when logged in, or email us at hello@instrumentl.com.