Purpose: This procedure will demonstrate how to add an email from Outlook to the Grant File using TRIM.
G5 Role: G5 Program Office
Navigation Path: My Grants > Award Record
Prerequisites: The prerequisites for this topic are:
1. The award must be in Obligated status.
2. The user must be the assigned ED Program Contact for the award or a member of the grant team.
3. TRIM must be installed on the user's computer and the TRIM add-ins must be properly configured for Outlook.
4. The user must have an account in TRIM and be added to a user group.