Documentation

Managing the Application System

This documentation is for users with a role of Editor. Once you log in to your site you can manage it.

Getting Started

Edit your Programs

Create an Application Cycle

Add a Field to your Application

The Admin Toolbar

Add a new Program

Programs and Application Types

Adding Fields to Applications

Previewing your Application

Editing Existing Fields

Embedded Fields

Managing Form Display

Ordering and Hiding Fields

Managing Application Display

Organization Info Field

Ordering Fields

Field Formatters

Application Workflow

Customizing the Application Workflow

Configuring Application Workflow Emails

Application Cycles

Creating an Application Cycle

Displaying Past Awardees

Approving New Applicants

Customizing User Account Emails

Cutomizing User Profiles

Contacting an Applicant

Adding a Reviewer

Editing a Reviewer

Reviewer Site Use

Adding an Editor

Removing an Editor

Application Review Tools

All Applications per Cycle

Customizing Fields on the All Applications page

Approved for Review page

Review Application Pane

CSV and PDF Exports

Customizing Fields on CSV Export

Customizing Fields in PDF Export

Bulk Editing Applications in a Cycle

Content Management

Manage FAQ Categories

Showing FAQs on Program Page

Adding a Basic Page

Editing a Basic Page

Ordering the Menu Items

Adding a Menu Item

Editing a Menu Item

Removing a Menu Item

Streamline your process with an application management system that's built for you.