How do I customize a grant agreement template?

Grant agreements outline all the details of a participants grant and specify the key terms and conditions which the grant is subject to.

The grant acceptance workflow feature, configured on each plan, allows both a company signatory and a participant to review and sign the agreement through the platform.

Whether you have an existing grant agreement template provided to you from your legal advisor or are drafting your own template from scratch, you can use the platforms placeholder fields to dynamically populate the template for each grant. Remember; All uploaded templates must be in a .docx format.

1. Navigate to the desired plan and enable the toggles 'Stakeholder acceptance' and 'Generate a grant agreement document'

2. In the 'Grant agreement template' section, you will see a clickable link called placeholder fields. Click the link to see a full list of the supported template fields.

3. You can copy the placeholder from the 'Field Name' column and replace any text in your template with that placeholder.
   Example; For the stakeholders name to automatically appear somewhere in your document, paste {stakeholder_name} wherever you would like that value to appear. Note: you can download an example by clicking on the 'Download an example' button at the bottom of the plan screen.