Configure Grants Management

Configure the foundational details of Grants Management.

1. Configure Restricted Caller Access (RCA) for Document Templates
   Allow secure, controlled access for generating results letters.
2. Assign user personas, roles, groups, and responsibilities in Grants Management
   By default, Grants Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform.
3. Toggle character count display for form fields in Grants Management
   Toggle the character count for form fields in the Grants Management to display the remaining number of characters available in the text field.
4. Configure a retention policy for grant cases in Grants Management
   Set up an Archive Rule to automatically purge active grant cases and their associated data after a set period of time.
5. Configure a currency in Grants Management
   Grants Management currently only supports single-currency mode.
6. Configure export application functionality in Grants Management
   Configure the export to PDF functionality so that grants program can export grants proposals directly to PDF.

Parent Topic:Configuring Grants Management