OpenWater

Zack Schwartz

Kunal Johar

Leila Younes

Choose your applicant settings, categories, and build your submission form

Setup your submission form

Prevent applicants from submitting more than one submission

Limit the number of submissions per applicant

Clone submissions to other categories, select multiple categories to submit to at once

Allow applicants to copy their submissions to multiple categories

Change the message that appears on the confirmation pop up when an applicant submits

Customize the save and finalize pop up message on submission

Choose when OpenWater validates a field on the submission form

Validate submission form fields on each page or only on final submission

Team submissions, collaborators, and multiple editors for a single submission

Allow multiple people to work on a submission together

Allow users to skip the login / registration process on a program by program basis.

Allow guests and anonymous users to submit a form

Choose which fields are read only vs which can be edited in multi-round applications.

Allow applicants to edit previous round fields when submitting details in a later round

Applicant settings

Understand how categories and sub-categories work and when to use them.

Use best practices for categories and sub-categories

Add and manage your categories for your program

Configure and setup your categories

Change an existing field to be dependent on another field

Field aliases are also known as Developer Names and are used in email templates and reports.

Learn how Field Aliases work and why they are important

Test your submission form by accessing your direct to program url

Access the public submission form URL, also known as the Direct To Program link

Add and modify submission form fields, create multi-page forms, move fields between pages, and setup conditional logic branching

Build your submission form

Show or hide submission fields depending on which category is selected by the applicant

In multi-round workflows, let applicants edit their applications where you do not need to retain the previously provided data

Allow applicants to edit prior submission data in a later round

Julia Delk

Configure the submission form

The submission form field that identifies the submission by name

Use best practices for the application field and category field

Submission form field type: Single Line Text

Add paragraph, longer text, or advanced formatting text options for applicants

Submission form field type: Multiline Text

Allow your entrants to check off multiple boxes on the submission form.

Submission form field type: Checkboxes

Multiple choice form field that also allows conditional logic branching

Submission form field type: Radio List

Select a value from a drop down menu and provide conditional logic branching

Submission form field type: Drop Down

Add purely instructional text or headings to your submission form for styling purposes

Submission form field type: Separator

Pre-populate your submission form with your applicant's information to save them time

Submission form field type: User Profile

Submission form field type: Date

Submission form field type: Email

Ensure that applicants type in a valid numeric type into the form

Submission form field type: Number

Allow applicants to upload files to the submission form

Submission form field type: File Upload

Add a url, link, or website field to your submission form

Submission form field type: Url or Website

Collect applicant phone numbers in a proper phone format based on their country selection.

Submission form field type: Phone Number

Easily add an address field to your submission form

Submission form field type: Address

Add a third party form, letter of reference or letter of support to the form

Submission form field type: Letter of Recommendation

Permit applicants to add multiple items or people to a table on the submission form

Submission form field type: Table of Items

Allow applicants to type an EIN number to validate a charity or nonprofit

Submission form field type: Charity Check

Use a field to accept a digital signature directly in your submission form

Submission form field type: Digital Signatures

Alexis Gabriela Rodriguez

The different types of submission form fields

Send an email to the submitter or another individual once the submission has been received

Send a confirmation email after applicant completes submission

Edit confirmation page, allow applicants to share their submissions on social networks.

Customize the confirmation page text displayed to the applicant after submission

Setup confirmation email and page

Require applicants to agree to terms and conditions on their submission

Save time building repeatable form fields on your submission form by saving a template

Create reusable form field templates

Add fields only accessible to administrators.

Create an admin only field for internal notes on an application

Provide an offline form to users who do not have internet access

Export a blank submission form to Word to use as a sample

Submission form best practices

When applicants print their submission to PDF, override the default OpenWater PDF appearance with your own custom layout

Set custom PDF output for applicants

Merge word docs, powerpoint files and other PDFs uploaded to a submission.

Limitations of merged PDFs for custom PDF layout settings

Prevent a user from submitting based on conditional logic

Automatically block submissions if they violate eligibility rules

For example, only 50 submissions allowed in total for a program

Limit the total number of submissions allowed for a program

Specify how the "Name of a Submission" appears in various places

Configure the template for the Application Field

Also known as setting up a Program Manager

Limit a backend admin user to a specific program

Award points automatically based on conditional logic. Also known as Auto-Scoring.

Automatically apply points to a submission

Advanced applicant settings and options

ASI Client Support

Find answers and get help from Intercom Support and Community Experts

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