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Upload Individual PDF Forms

After an individual PDF form has been downloaded and filled out, it can be uploaded to your Workspace via the Upload link on the Manage Workspace page, under the Forms tab.

How to Upload an Individual Form

  1. In the Forms tab of the Manage Workspace page, click the Lock link on the form record. You may also begin by clicking the Upload link, and the system will lock the form for you and record this action in the Activity tab.

  2. Click the Upload link and, in the pop-up window, select the saved form PDF file (on your computer) to upload to the workspace.

Note: Before uploading a form made up entirely of empty optional fields, make sure you have clicked the Check for Errors and Save buttons (even though no text has been entered). The Form State field under the Applicant & Workspace Details section of the cover page should read "No Errors".

  1. Click the Upload button.

  1. If an earlier version of the form has been uploaded to the workspace, you will receive a notification confirming that you want to overwrite the old version. Click Yes.

  2. After uploading, an on-screen prompt will ask you whether you would like to unlock the form. Click Yes or No.

  3. After a few moments, the Application Package Forms table under the Forms tab on the Manage Workspace page will be refreshed, and the uploaded form’s status will be updated to Passed. The upload count will be increased by one.

Note: If you receive a message that says, “Action cannot be performed due to Workspace changes. Please refer to the Activity tab for more details,” check to see if the form is Locked by another user. If so, review the Unlock Forms help article.

Upload a Previously Completed Form

Applicants can upload a saved Workspace form, either from their own or from other organization workspaces, when applying for new funding opportunities. To be uploaded successfully to a new workspace, the saved form must share the exact name and version of the form in the new funding opportunity.

When a reused form is uploaded to a new workspace, the information on the form’s cover sheet will be updated to match the current workspace. Other form data will not be changed.

How to Upload a Previously Completed Workspace Form

  1. Locate the saved form on your computer’s hard drive.

  2. Ensure the form is a match with the required form in the current workspace by comparing the name and version number.

  3. In the Forms tab of the Manage Workspace page, click the Upload link next to the desired form to upload.

  4. Select the saved form you would like to reuse.

  5. Click the Upload button.

  6. You will see the “Upload from Different Workspace” alert that reads, “The form selected to upload is from a different workspace. Do you want to continue with the upload?” Click the Yes button.

  7. The form will be uploaded to the workspace, the Application Package Forms table under the Forms tab will be refreshed, and the uploaded form’s status will be updated.

Note: When reusing a form, remember to update any data fields that are no longer current or relevant.


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