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, mission statements, board lists, and anything else that you’d like to keep accessible for you and your team.
Four key reasons to take advantage of 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. Share the knowledge.
If you use Apply Advisor, our AI grant writing tool, your document library is the source from which Advisor tailors smart Answer Snippets to assist you in crafting winning proposals. Continue storing your best work in the library to compound the knowledge Advisor uses to derive source info — this creates even better AI-generated responses! Learn how to use documents in Apply Advisor here.
If you use the Award Assistant, our AI post-award management tool, you can attach grant award documents 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. Learn how you can upload documents to the Award Assistant here.
Uploading directly to the Document Library
Navigate to the bottom left of your screen to access the Document Library.
From there, select +Add Document at 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. Standard+ features are marked by the purple lightning bolt symbol.
Once you upload a document to the Document Library, it's now securely stored in Instrumentl. From here, you can customize the title.
Attaching a document to a specific opportunity
Your team can attach documents directly to a saved opportunity in their Tracker. Click into the saved opportunity in your Tracker and open the Documents 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 whenever you attach a document to a specific opportunity on Instrumentl, it will automatically sync to your Document Library as well.
To delete an attached document from an opportunity, first click the trash can icon to the right of the file. Next, you can choose remove it from either just that opportunity, or from the document library altogether.
Attaching External URLs and Links to the Document Library
You can also connect external URLs and links to your document library! This creates a universal hub for your team to see all resources, even if they live outside of Instrumentl. Spare yourself the extra steps of having to download and re-upload files already saved in an up-to-date URL.
Note: Adding external URLs and links is a feature available on beginning on Standard Plans and above.
External URLs can be added to an Opportunity page or directly in the Document Library:
When a URL is added to the Documents 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 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, the link will be securely stored in Instrumentl.
Your Document Library helps bridge gaps in accessibility, allowing you to strengthen team cohesion and solidify your success. Wherever you choose to log in, your files will follow!
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 a document, go straight to the Document Library as outlined above.
Note: Any documents uploaded straight to the Library cannot be added to a specific project, but you can filter the library by Project to view all documents directly attached to opportunities from a particular Project.
Can I organize the Document Library with sections or folders?
Can I organize the Document Library with sections or folders?
Currently the Document Library does not yet support organizing documents into folders. However, we're looking into adding this feature down the road, so stay tuned on What's New!
Can I sort the Document Library by whatever column I want? What about filtering?
Can I sort the Document Library by whatever column I want? What about filtering?
Documents are ordered in the Library by "Date Added" starting with the most recent upload. Presently there's no other sort option.
However, you can filter the Document Library by Project, and you can type keywords into the search bar to locate specific documents.
Contact Us 
If you have any questions about the Document Library, message our friendly Customer Support team via the chat bubble when logged in, or email us at hello@instrumentl.com.