Opening a submission for editing benefits both the organization and the submitter. It supports instances where an organization may need to request that applicants make a specific change, while allowing the applicant to maintain their ownership and the integrity of submission content.

Organization team members with permission levels 3, 4, and 5 can select submissions from their Submissions List and open them for editing by submitters.

How to Allow Submitter Edit Requests

Organization administrators can enable ALL their submitters' ability to make edit requests:

1. Under the More dropdown menu, select Account.

2. In the Public Profile section, scroll down to the Allow Edit Requests checkbox. If you would like to enable submitters to send an edit request to you, check this box. It will add a link in the submitter's interface that allows them to send an edit request to your organization's email address.

3. Click Update Profile to save.

Note: Even if you uncheck the Allow Edit Requests checkbox, administrators will still still be able to manually open submissions for editing.

If you've turned on the ability to receive edit requests from submitters and receive an email request from a submitter, the notification email will include a link you can click to take you directly to that submission's details page.

How to Open a Submission for Editing without a request from the Submitter

To open a submission for editing without a request from the submitter, navigate to the Submission Details page for a specific submission.

  1. Click on Open Editing.

2. You'll be prompted to send the applicant a message and a dialog box will open. Select a pre-existing Email Template or write a brief accompanying message to let the submitter know the submission is being opened for editing. If you'd like the applicant to make a specific edit, you can clarify your request in your message.

3. Choose the Send from email address. You can send this notification from your individual email address, or from your organization's email address.

4. Click the Open for Editing and Send Response button.

5. The submitter will receive a notification email and be directed to their submission's Details page, where they can edit the submission and resubmit after making changes.

6. Your organization will receive an email notification stating that the submission was closed for editing by the submitter. The submission will no have an edit icon on the Submissions List.

How to Mark a Batch of Submissions As Editable

1. In your Submissions List, select one or more submissions by clicking the check box(es) on the left-hand side of the screen.

2. After selecting the submissions you'd like to open for editing, click the Open for Editing button at the top of the submissions list.

3. A dialog box will open. Select a Response Template or type a message.

4. Select the desired From email address. You'll have the option to select your personal email address or your organization's email address as the sender.

5. Click the Open for Editing and Send Response(s) button.

Note: Editable submissions will appear in your submission list with a pencil icon next to their title, as seen below:

How to Close a Submission to Editing

To close a submission to editing before the submitter closes it, open the submission from the Submissions tab to view the Submission's Details page and select Close Editing.

To close multiple submissions to editing, go to your Submissions page and select the checkboxes next to the submissions you would like to close. At the top of the Submissions list, click More > Close Editing.


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