Award letters and the award agreement review

Mark the grant awarded

Move the grant's card to Awarded and attach the award letter on its documents panel. GrantCue checks every upload against VirusTotal's records of known malware, and a file can be used once that check finishes.

Let AI read the award agreement (Team and up)

On Team, Organization and Enterprise, Award agreement ingestion reads a signed agreement and drafts its tasks, payment schedules and compliance requirements for you to review. An organization can read up to 10 agreements a month. On other plans, enter budgets, payments and compliance items by hand on the grant's post-award panel.

1. Attach the agreement as a PDF with selectable text and wait for the security check to finish. A scanned or image-only PDF is refused before anything is read, and does not count toward the monthly limit.
2. Choose the file in the Award agreement PDF menu and choose Extract agreement.
3. Review the draft. Edit titles, dates and amounts, then choose Save review.
4. Read the box that says Approval will make exactly these changes. It counts the tasks, payment schedules and compliance requirements that will be created.
5. Approve the setup, or reject the extraction to discard it. Nothing is created until you approve.

The extraction is a draft produced by software. Check amounts and dates against the signed agreement before approving, and remove compliance items that do not apply: the draft lists each reporting duty it finds, including standard ones. If nothing could be extracted, the panel says so and offers only Reject extraction.