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Setup your submission form
Setup your submission form
Choose your applicant settings, categories, and build your submission form
Applicant settings
Limit the number of submissions per applicant
Allow applicants to copy their submissions to multiple categories
Customize the save and finalize pop up message on submission
Validate submission form fields on each page or only on final submission
Allow multiple people to work on a submission together
Allow guests and anonymous users to submit a form
Allow Previous Round Fields to be Edited
Categories
Best practices for categories and sub-categories
Configure and setup your categories
Configure the submission form
Add a Dependent Field to an already built Submission Form
Submission Form: Aliases
Access the public submission form url, also known as the Direct To Program link
Build your submission form
Show or hide submission fields depending on which category is selected by the applicant
The different types of submission form fields
Submission Form: Charity Check
The application field and category field
Submission Form Field: Single Line Text
Submission Form Field: Multiline Text
Submission Form Field: Checkboxes
Submission Form Field: Radio List
Submission Form Field: Drop Down
Submission Form Field: Separator
Submission Form Field: User Profile
Submission Form Field: Date
Submission Form Field: Email
Submission Form Field: Number
Submission Form Field: File Upload
Submission Form Field: Url or Website
Submission Form Field: Address
Submission Form Field: Letter of Recommendation
Submission Form Field: Table of Items
Submission Form Field: Collect digital signatures (premium feature)
Submission Form Field: Phone Number
Setup confirmation email and page
Send a confirmation email after applicant completes submission
Customize the confirmation page text displayed to the applicant after submission
Submission form best practices
Require applicants to agree to terms and conditions on their submission
Best practice for repeatable form fields and adding more items to a submission
Create reusable form field templates
Create an admin notes submission form field for internal purposes
Export a blank submission form to Word to use as a sample
Advanced applicant settings and options
Customize the applicant PDF layout
Limitations of Merged PDFs
Automatically block submissions if they violate eligibility rules
Set limit on the total number of submissions allowed for a program across all applicants
Configure the template for the Application Field
Limit a Backend Admin User to a Specific Program
Automatically apply points to a submission