Are you responsible for getting grant agreements back to the funder?
This task of signing off on grant agreements continues to be kind of muddy at my org. Drives me crazy. A recent awarded grant had 4 forms they wanted completed. 2 were clearly fiscal in nature, 2 were to be signed by AOR with 8 spots for her initials. The forms were on a merry-go-round from me to fiscal to the PI on the grant. Working remotely means everything is moving around through email. I used to run down the hall!
Any advice to keep this in check?
Thanks in advance!
Answers
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Diane, are they signing the documents within a PDF?
If so, could you send to one person first, then re-save that document, send to the next person? I typically have to do the one person at a time routine on online / pdf contract signatures.
Stephany Hessler
Grant Management Professional
Experience in: Grant research, writing, donor cultivation. Securing private, corporate and federal funding.
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Most of the time, yes, they are pdfs. i'll try this and see if it works. thanks for your response!!
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Let me know how you make out. I will say, a lot of times I send the PDF to leadership/PI to review - either a pdf email or on paper - and tell them if they are good with it to let me know and I'll add their signatures in on the PDF - since I have their signatures to do that.
Stephany Hessler
Grant Management Professional
Experience in: Grant research, writing, donor cultivation. Securing private, corporate and federal funding.
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We have been using hellosign to collect electronic signatures on agreements and other forms. It gives you the ability to select where on the document an initial, signature, or date should appear and then an audit trail showing when signatures were added is attached to the completed document. You can also choose an order or simultaneous invite for multiple signers on one file.
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