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Create funding agreement and folder from proposal record

Create funding agreement and folder from proposal record

Your proposal records delay agreement creation and leave program staff without signed documents or audit-ready folders. Create the agreement and linked folder so reviewers have files same day.

Create funding agreement and folder from proposal record

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Overview

Proposal updates automatically produce a populated funding agreement and a named folder, eliminating manual file wrangling. Program coordinators and legal reviewers get the complete packet linked to the record same day, speeding review and retention.

Create funding agreement and folder from proposal record