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Create, Use, and Save Custom Templates

Insert your templates in new or existing grant cycles. Templates are available for Custom Narrative, Custom Calculation, and Intent to Apply pages.

A GIF of how to insert the new page templates feature in GO Smart.
Alt-text Image Description
Step One – Create a Template: A user clicks the Create Template button within a Custom Narrative, Custom Calculation, or Intent to Apply page, names the template, and saves it.
Step Two – Insert Template: When adding a new page to a cycle, a user selects the saved template from a dropdown menu, renames the page, sets the sequence, and clicks Add.
Step Three – Manage Templates: A user navigates to the My Templates tab to view the list of saved templates.

💾 Save a Page as a Template

  1. Go to Grant Editor → Cycle Pages.
  2. Select the Program and Cycle that contains the page to be templatized.
  3. Click the blue ✏️ pencil icon to view the desired page.
  4. Click the Create Template button (next to Preview Page).
  5. Enter a unique name (up to 50 characters) in the Save Template pop-up modal.
  6. Click the Save Template button.

💡 Tips:

  • Templates exist outside of specific cycles and can be edited at any time.
  • Editing a template does not automatically update any pages already inserted into an application; the edited template must be reinserted to apply changes.
  • Edits made to a page after it has been inserted will not affect the original template.
  • Custom Narrative and Custom Calculation templates can be used in Interim and Final Reports. Intent to Apply pages can only be used as is.

🔨 Manage Saved Templates

  1. Navigate to Grant Editor → My Templates.
  2. View the table of all saved templates for the agency.
  3. Perform the following actions from the table:
    • View: Click the eye icon 👁 to preview the template.
    • Edit: Click the pencil icon ✏️ to open the template in the page editor.
    • Delete: Click the trash bin icon 🗑 to delete the template permanently.
    • See Full List: Click this link in the Assigned Cycle column to see a list of every cycle where the template has been used.

📌 Insert a Template into a Cycle

  1. Go to Grant Editor → Cycle Pages.
  2. In the Add New Page section, select a page Type (Intent to Apply, Custom Narrative, or Custom Calculation).
  3. If saved templates of that type exist, a Template dropdown menu will appear.
  4. Select the desired template from the Template dropdown.
  5. Rename the title if desired (the template name will automatically populate the Title field).
  6. Set the Sequence for the new page and click Add.

📝 Note:

The new page is added to the cycle, pre-populated with the content and settings from the template, and can be edited independently of the original template.

⚠️ Alert:

  • Intent to Apply page settings must be adjusted each time the template is inserted.
  • Sum Numerical Item (Information) fields on an inserted Custom Calculation template page need to be resaved to confirm the range.
Contact the GO Smart team to request that this feature be enabled for a trial period or to purchase continued access.
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