SurePact | Knowledge Base
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SurePact Records
Getting Started (For All Users)
Funding Programs (For Grantmakers)
Creating & Managing Funding Programs
Application Round(s) Setup
Application Review, Allocations, Funding Agreements
Funding Opportunities (For Applicants & Recipients)
Applying for a Funding Opportunity
Tracking & Managing Applications
Grant Management & Reporting
SurePact Records
Portfolios
Projects & Contracts
Project Management
Managing Contracts Within Projects
Risk, Compliance & Asset Management
Risk & Issue Management
Asset Management
Administration & System Setup
Common Processes
Release Notes & Support
What?! Version 7 Already?
What's New in Version 6?
Version 8, let's create!
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SurePact | Knowledge Base
SurePact Records
Getting Started (For All Users)
Funding Programs (For Grantmakers)
Creating & Managing Funding Programs
Application Round(s) Setup
Application Review, Allocations, Funding Agreements
Funding Opportunities (For Applicants & Recipients)
Applying for a Funding Opportunity
Tracking & Managing Applications
Grant Management & Reporting
SurePact Records
Portfolios
Projects & Contracts
Project Management
Managing Contracts Within Projects
Risk, Compliance & Asset Management
Risk & Issue Management
Asset Management
Administration & System Setup
Common Processes
Release Notes & Support
What?! Version 7 Already?
What's New in Version 6?
Version 8, let's create!
SurePact Records
Records are the foundation of SurePact, storing critical data for grants, projects, contracts, and assets.
Understanding Records in SurePact
Accessing & Navigating Records in SurePact
Creating, Cloning, Editing and Archiving
Linking & Managing Records
Managing Documents in SurePact