The first step to getting started in Submittable is building a form. There are seven types of forms in Submittable:
Initial Forms: The main application form that your submitters will fill out.
Eligibility Forms: A way to screen applicants through your eligibility criteria that applicants must pass before seeing the main application.
Request Forms: Collect information from applicants using specified data.
Internal Forms: A form to collect supplemental, internal-use-only information on an application.
Additional Forms: For progress reports or other data you collect from applicants throughout the life of your program.
Reference Forms: A form you can create for the use of third-party references you will add to an Initial or Additional Form.
Review Forms: A form to collect qualitative and quantitative feedback on applications from your assigned reviewers.
Always begin with an Initial Form.
Creating an Initial Form
From the main page of your Submittable account, click Forms in the top navigation bar:
By default, you'll be on the Initial Forms tab. Click + New Form on the right side of the page:
Give your Initial Form a name.
Submission Name Field
If you would like your submissions to be identified with a unique title, click the Add Submission Name Field box:
Adding a Submission Name Field lets you view and organize submissions by a unique title, such as the applicant's name, the submission title, or the organization name.
If you do not add a Submission Name Field, a numerical value will automatically be assigned to each submission as its identifier.
Add any instructions or guidance for filling in this field.
Add Submission Fee
You can add a submission fee to your project. To do so, check the box and specify the fee amount and currency. Add an optional description below:
Submittable applies a processing fee of 5% + $0.99 to the total submission amount.
Form Fields
Next, decide which Form Fields you would like to add to your form. Select a field from the options on the left, and drag it to your form on the right. Available form fields are:
Name: To request a first and last name
Address: To request an address
Short Answer: To request a short text answer
Long Answer: To request a long text answer
Dropdown List: To allow a single selection from a list of options in a dropdown menu
Single Checkbox: To allow a single selection from a single option
Multiple Response: To allow for multiple selections from a list of options
Single Response: To allow a single selection from a list of options
File Upload: To request a file to be uploaded (you may specify accepted file types out of over 50 possible options)
Table: To embed a spreadsheet for the applicant to complete
Number: To request a number
Social Security Number / ITIN - Request a Social Security number (SSN) or individual taxpayer identification number (ITIN)
Employer Identification Number - Request an Employer Identification Number (EIN)
Unique Entity Identifier - Request a unique entity identifier (UEI)
Date: To request a date
E-Signature: To request a (typed) signature
Email: To request an email address
Website: To request a web address
Phone: To request a phone number
Text Only: To add only text to your form
Reference Form: To request a reference
Divider: Inserts a horizontal line between fields
Single Rating: Assign a numeric value to responses
Multiple Rating: Assign a numeric value to responses
Dropdown Rating: Assign a numeric value to responses
Charity Check: Automatically screen applicants based on their EIN
Bank Details (US): Request routing and account numbers of U.S. banks
Field Options
Field options allow more actions to be applied to the field. The available Field Options are:
Response Required: Requires a response to the field
Inline: Displays fields with multiple options horizontally rather than vertically
Concealed Response: Hides the response from team members according to concealment settings
Auto-Label: Automatically labels a submission with the field value or a custom label
Enable Branching: Enables form logic for that field, which opens other fields based on an applicant's responses
Add Payment: Associates a payment with the field
Additional Tools
Duplicate: To duplicate and edit a field, select the field you wish to duplicate, then select the duplicate option in the top right corner.
Delete: To delete a field, select the field option, then select the trash icon in the upper right corner.
To reorder fields, drag and drop them to your preferred placement.
Also...
Auto-save: Your form will auto-save every few seconds, so you don't need to worry about losing your work.
Preview: To preview your form, select Preview in the top right corner of the screen. This will show you what the applicant will see when they fill out your form. Note: If you're previewing an older version of your form, go to your personal Drafts and delete the draft you see for the project.
Save: When you're finished, click Save.