User guides

Learn the core GrantableHQ workflows.

Practical guides for setting up awarded grants, tracking requirements, organizing evidence, creating reimbursement draws, and building audit packages. Each guide includes a short recording outline for future how-to videos.

Quick start

Getting Started with GrantableHQ

Set up your workspace, create your first funder and grant, and understand where requirements, documents, reimbursements, and audit packages live.

8-10 minutes
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Grant setup

How to Add a Grant and Track Requirements

Create a complete grant setup with funder, award details, recurring requirements, special requirements, risk levels, and evidence expectations.

6-8 minutes
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Documents

How to Upload Evidence Documents

Upload award files, reports, invoices, payroll reviews, and other backup documentation so evidence is available for requirements, spend events, and audit packages.

5-7 minutes
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Reimbursements

How to Create a Reimbursement Draw

Enter draw and reimbursement activity, validate dates against the grant period, track requested, approved, and received amounts, and include admin or indirect costs when allowed.

7-9 minutes
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Audit readiness

How to Build an Audit Package

Create an auditor-ready package with grant summary, funder details, requirements, draw activity, spend events, document names, and included files.

6-8 minutes
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Use guides with the demo workspace.

The seeded demo data gives you realistic grants, requirements, draw requests, spend activity, documents, audit packages, and prospect CRM records to use while recording training videos or onboarding early users.