The Documents Library

The Documents Library shows all the documents in your organization in one place, with tools to search, filter, and manage them.

Written By Philip Deng

Last updated 4 months ago

Layout

Top Bar

  • Search name… — find documents quickly by title

  • Filter by records — narrow results to specific funders, opportunities, or other linked records

  • + New document — create a new document directly from the library

Table of Documents

  • Name — the document’s title (click to open in editor or view mode; sortable)

  • Records — shows linked records; click Assign records to connect a document with funders, opportunities, or grants

  • Updated at — the date and time of the most recent change (sortable)

  • Actions — a three dots menu (…) with additional options

Actions

From the Actions column (three dots menu):

  • Edit document name — rename the document

  • Show Document History — view version history for the document

  • Copy Link — copy a shareable link to the document

  • Export to .docx — download the document in Microsoft Word format

  • Delete — permanently remove the document from your organization

💡 Deleting a document is permanent and cannot be undone.

Navigation

  • Click any document title in the table to open it in the editor

  • Use breadcrumbs at the top of the screen to return to the Documents Library or the associated project

✅ Key takeaway: The Documents Library is your central index of all grant-related documents. From here you can search, filter, create, export, rename, link, or delete documents across your organization.