Add an Email from Outlook to the Grant File - Step 4


Screen image of this step


The New Record window displays the following fields:

 

- Document Type: the section of the Grant File to which the document will be saved

- Email Subject: from the Subject line of the email

- Award Number: the PR/Award number to which the email is associated

- Personally Identifiable Information indicator

- Subject: the Grant File subject to which the email pertains

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