How Do I Download, Complete & Upload a Workspace Form?

The Grants.gov Support Center helps you resolve problems and complete your federal grant applications before the deadline. One of the most common questions the Support Center gets is how to use Workspace forms.

Below are general steps to answer that question. “General” because the steps below depend on whether you are filling out a webform or a PDF version of the form—you get to choose. Since this is the most common Workspace-related question to the Support Center, we know many of you have no problem creating a workspace since the forms are only accessible through that.

Filling Out a Webform

  • Access the Forms tab of a workspace
  • Click the Webforms link under the Actions column
  • Enter the required data in the webform
  • Save your progress & check for errors to see how you are doing

Those are the 4 main steps to filling out a webform in a workspace. For more detailed instructions, please read this help article or watch this video that both explain how to fill out webforms.

Downloading, Completing & Uploading a PDF Workspace Form

The steps for filling out a PDF form from workspace is more complicated, so we recommend you try out the webform version before trying the PDF (but it’s up to you to choose which, unless a webform version is not yet available).

  • Access the Forms tab of a workspace
  • Make sure you and all of your fellow workspace participants have a compatible version of Adobe PDF software
  • Click the Download link in the Actions column and lock the form to work on it exclusively
  • Open the form using only a compatible version of Adobe Reader/Acrobat
  • Enter the required data in the PDF form
  • Save the PDF using only the buttons within the form; do not use the Adobe Save feature as this can introduce errors into the form
  • Access the Forms tab of a workspace again
  • Click the Upload button and locate the saved PDF form

Those are the 8 main steps to downloading, completing & uploading a PDF form in a workspace, but there are other important details you need to know when using the PDF version of the form. Read the Managing Forms help article in the online user guide, which features specific help articles about downloading, locking, completing, and uploading PDF forms.

Comment on this postOriginal post Grants.gov 6/26/17