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Create draft grant agreement from updated funding record

Create draft grant agreement from updated funding record

Your funding agreement records miss linked draft documents, leaving coordinators without a review-ready contract. The workflow creates a draft and attaches its link so reviewers see the file same day.

Create draft grant agreement from updated funding record

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Overview

When funding records update, missing or unlinked agreements stall approvals and outreach. This flow creates a draft from your template and links it back to the record, so coordinators and contract managers get a review-ready document the same day.

Create draft grant agreement from updated funding record