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  1. Essentials
  2. Activities
  3. General Settings

Pacts (via Activity)

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Last updated 1 month ago

IN THIS ARTICLE

Pacts are the feature through which standard users can share their activity records to third-parties. These are typically funding opportunities. Activity records can be linked to multiple Pacts, which should help reduce the threat of duplication for this important work.


Pacts via Edit Activity

Pacts are a key feature in FieldDoc that allow standard users to share their activity records with third parties—typically organizations managing funding opportunities or broader programmatic initiatives.

Think of a Pact as a bridge between your project work and the entities that review, support, and track it.

There are multiple connection points between Pacts and individual activity records. From within the Edit Activity, users can:

  1. Check to confirm which Pacts are associated with the Pact.

  2. Create a new Pact.

  3. Link to an existing Pact.

Dig In! Interactive Tutorial

Learn more!

Pacts