My Profile

Each user who has a SmartyFile account also has a personal My Profile section where they can keep their contact details up to date. This information can then be auto-filled into forms from funders who use SmartyGrants. 

Table of contents

Update user details

While in the My Profile tab, select the pencil icon to edit or add contact information. 

My Profile page that shows the Details tab

Pre-fill user details

You can pre-fill information using details from your individual profile (My Profile) when completing a submission through any funder using SmartyGrants.

You will have the option to pre-fill information if/where requested when clicking into a pre-fillable form field. As long as you have completed your My Profile details on SmartyFile, when you next log in to SmartyGrants to start or continue a submission, you will see the details available.

preview of an example form that show the prefill dropdown field

Note: Pre-fill is optional. You can still manually update any field - i.e., override the pre-fill results with your own answer - if you want to.

Personal file storage

Files can be stored in the Files tab of My Profile. These files can then be easily accessed by you while completing any attachment fields or questions in forms powered by SmartyGrants.

You will have a maximum of 2GB of file storage. If this storage limit is reached, you can delete any files that are no longer required or whose expiry date has passed.

The maximum individual file size that can be uploaded is 25MB and must be of a file type supported by SmartyGrants. For a full list of file types supported by SmartyGrants, please see here.

Upload files

From My Profile, select the Files tab. Then:

  1. Select the Add File button.

image-20260326-122501.png

  1. Select the file you would like to upload to SmartyFile from your device's file browser by selecting Browse.

Arrow points to the 'browse' button

  1. You can add an optional description and expiry date.

Screen shows the Description field and Expiry Date fields

  1. Select the Add button.'Add' button

Edit files

From My Profile, select the Files tab. Then, select the pencil icon next to the file you wish to edit.

image-20260326-123018.png

From the pop-up window, you can replace the file with a new file, update the description, and update the expiry date. Once you’ve made changes, select Save.

Screenshot of the pop-up window showing the three types of file modifications

Using files in forms

Once files have been uploaded into SmartyFile, they will be available as an option when filling out a form from funders powered by SmartyGrants. To do this, when filling out a form:

  1. Select the Select stored file button.

Highlighting the 'Select stored file' button

  1. Select the file you would like to upload from the available options by selecting the checkbox to the left of the file name.

    1. You can search for a file by name using the Search field in the top right.

    2. If the file you are looking for is not shown, please confirm that it has been uploaded correctly, and the expiry date (if set) has not passed.

Screen shows example files that have been uploaded and that can be selected

  1. Once you have selected the file you wish to upload into the form, select Add to form.

Highlighting the 'Add to form' button

  1. Once the button has been selected, the file will have been uploaded.

Screen shows a file successfully added to a form

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