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Help articles focused on helping organizations manage their Submittable account(s).
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163 articles in this collection
Written by
Emily Freeman,
Ben Bloch,
Keriann Strickland
and 1 other
How can I set a submission cap limit?
Set a maximum number of submissions to receive per form or project.
Written by
Ben Bloch
Updated over a week ago
What are Eligibility Forms?
Determine applicant eligibility prior to their submitting Initial Forms.
Written by
Ben Bloch
Updated over a week ago
What's the difference between Project Guidelines and General Guidelines? How can I create and edit them?
Project Guidelines provide specific Project instructions. General Guidelines provide information about your organization and mission.
Written by
Ben Bloch
Updated over a week ago
How can I use the Group Assign feature?
Assign a pre-formed group to review your organization's incoming submissions.
Written by
Ben Bloch
Updated over a week ago
How can I integrate Submittable Submission Data into Salesforce?
Automate the sending of Submittable submission data to Salesforce.
Written by
Ben Bloch
Updated over a week ago
How large can file uploads be?
Default size limits for uploading documents to file upload form fields.
Written by
Ben Bloch
Updated over a week ago
How can I add a hyperlink or downloadable file to my form? (original form engine)
Enable submitters to download a file from your cloud storage.
Written by
Ben Bloch
Updated over a week ago
How can I enable submitters to work on submissions collaboratively?
Organizations can optionally enable multiple users to work on an application together.
Written by
Ben Bloch
Updated over a week ago
How do I allow a submitter to edit an additional form?
Enable submitters to edit a completed additional form.
Written by
Ben Bloch
Updated over a week ago
How do I create an Additional Form?
Use Additional Forms to gather more information from submitters.
Written by
Ben Bloch
Updated over a week ago
How can I send an Additional Form?
Send an Additional Form after you've created it.
Written by
Ben Bloch
Updated over a week ago
What are Additional Forms?
Additional Forms have been upgraded to include new capabilities and features.
Written by
Ben Bloch
Updated over a week ago
How can I track sent Additional Forms?
Check the status of an additional form after you send it.
Written by
Ben Bloch
Updated over a week ago
How do Auto Labels and Custom Auto Labels work?
Rename auto-labels to create the most accurate tags for your incoming submissions.
Written by
Ben Bloch
Updated over a week ago
What does each Form Field tool do?
Learn what each form field is for, and how to use them for building your form.
Written by
Ben Bloch
Updated over a week ago
How can I add payments throughout my form?
Use the "Add Payment" form field option to collect fees and payments across various form fields with the Smart Fees feature.
Written by
Ben Bloch
Updated over a week ago
How do I add a table to my form?
Add a responsive spreadsheet to your form.
Written by
Ben Bloch
Updated over a week ago
What notifications should I expect to receive from Submittable? When do I receive them?
Submittable sends you notifications for important account related activity. Here's some helpful information about when you'll receive them.
Written by
Ben Bloch
Updated over a week ago
When should I change the status of submissions?
Helpful tips for maintaining an efficient workflow as you evaluate submissions.
Written by
Ben Bloch
Updated over a week ago
How can my organization use Submittable's Funds feature?
Use Funds to track your organization's budget and keep a current record of your awards and payments to applicants.
Written by
Ben Bloch
Updated over a week ago
How do I set up automatic scoring for a Custom Review form?
Attach numeric scores to responses in a review form and conveniently view results.
Written by
Ben Bloch
Updated over a week ago
How can I add a payment option to an Additional Form?
Add a fee to an Additional Form.
Written by
Ben Bloch
Updated over a week ago
How do Reference Forms work?
Create Reference Forms for your submitters to send to their recommenders.
Written by
Ben Bloch
Updated over a week ago
How can I set up Multiple Stage Reviews (MSR) for received submissions?
Submittable makes it easy for you to implement multiple review stages with the Review Workflow feature.
Written by
Ben Bloch
Updated over a week ago
How can I Safelist Notification Emails from Submittable?
If you're not receiving expected emails from submittable.com, it may help to safelist our notifications with your email service provider.
Written by
Ben Bloch
Updated over a week ago
How does Submittable check for submission files that may contain viruses?
All submissions with files 300mb or less are scanned for viruses when the submission is received.
Written by
Ben Bloch
Updated over a week ago
How can I send a reminder to submitters who need to complete an additional form?
Send reminder messages to submitters who have an outstanding additional form.
Written by
Ben Bloch
Updated over a week ago
How can I contact submitters who have started a draft submission but not yet submitted it?
Use the Draft Submissions feature to contact applicants who have started a saved draft.
Written by
Ben Bloch
Updated over a week ago
What causes a submission to change from New to In-Progress?
Some additional information on administrative actions that can affect submission status.
Written by
Ben Bloch
Updated over a week ago
How can I download a record of the Activity Feed for a submission?
Download a .csv file of the Activity Feed for a particular submission.
Written by
Ben Bloch
Updated over a week ago
What happens when I make my form Live?
With the Live checkbox active, you can set a start date in the future or make your live form hidden.
Written by
Ben Bloch
Updated over a week ago
How can I upload a list of options to a dropdown list, multiple response, or single response field?
Use prepared .csv and .xlsx files to instantly populate long lists of response choices.
Written by
Ben Bloch
Updated over a week ago
How does Submittable's Dashboard work?
Use Submittable's Dashboard feature to quickly visualize important data about your submissions.
Written by
Ben Bloch
Updated over a week ago
How do I set up General Guidelines for my organization? And how are they different from Form/Project Guidelines?
Best practices for providing useful General Guidelines to your submitters.
Written by
Ben Bloch
Updated over a week ago
How do I set up my organization's Public Profile?
Create or edit your organization's Public Profile from within your account.
Written by
Ben Bloch
Updated over a week ago
How can I make a test submission to a form I've built?
Test submissions are a great way to check your form and make adjustments before you make it live.
Written by
Ben Bloch
Updated over a week ago
How can I get an offline list of my organization's team members?
Download a .csv spreadsheet with contact information for your organization's team.
Written by
Ben Bloch
Updated over a week ago
How can my organization optimize communications with submitters?
Tips for fostering effective communications with submitters to your organizations' calls.
Written by
Ben Bloch
Updated over a week ago
How do I switch between my personal Submittable account and my team account(s)?
Use the dropdown in the upper right area of the page to conveniently toggle between your personal account and your team associated account.
Written by
Ben Bloch
Updated over a week ago
How can I view my organization's income reports?
Use our Reporting feature to track your paid submissions for each month.
Written by
Ben Bloch
Updated over a week ago
How can I export my review team's submission notes?
Use Submittable's reporting tool to download an offline copy of your review team's notes.
Written by
Ben Bloch
Updated over a week ago
How does the cover letter field work?
Written by
Ben Bloch
Updated over a week ago
How does Submittable's In-App Messaging feature work?
Submittable enables you to send and receive email messages that can be viewed and tracked within our platform.
Written by
Ben Bloch
Updated over a week ago
How do I create a Dropdown list?
A dropdown list can save space in your form.
Written by
Ben Bloch
Updated over a week ago
How can I limit multiple submissions from the same user?
Prevent users from making more than one submission to the same form.
Written by
Ben Bloch
Updated over a week ago
How can I view 360° and VR video content?
Submittable's media player includes capabilities for viewing 360° and Virtual Reality videos.
Written by
Ben Bloch
Updated over a week ago
What is single sign-on and how does it work?
Single sign-on simplifies the sign-in process for employees or team members of an organization.
Written by
Ben Bloch
Updated over a week ago
How do I delete a form?
Permanently remove a form from your forms list.
Written by
Ben Bloch
Updated over a week ago
How do I use the Title field in my submission form?
Title field entries create the searchable name for submissions in your Submissions List.
Written by
Ben Bloch
Updated over a week ago
Can reviewers edit finalized review forms?
Organization administrators can enable reviewers to edit reviews after they've been submitted, or lock them to prevent edits.
Written by
Ben Bloch
Updated over a week ago
Form Building & Editing
When should I close my open call for submissions?
Scheduling your call to close during Submittable's business hours can be advantageous.
Written by
Ben Bloch
Updated over a week ago
What will happen if I edit a review form?
You can edit review forms on Submittable, and your changes will retroactively impact previous reviews.
Written by
Natalya DeRobertis-Theye
Updated this week
Can I edit a live form after receiving submissions? (Original Form Engine)
You can make changes to forms after receiving submissions, but be aware your changes will impact previous submissions.
Written by
Ben Bloch
Updated this week
What are the different form types available in my organization's account?
Your Submittable account includes different form types designed for different uses.
Written by
Ben Bloch
Updated over a week ago
Getting Started With Submittable Guide
How to set up a new Submittable account and launch your first call for submissions.
Written by
Ben Bloch
Updated over a week ago
How does the Submission Name field work?
The Submission Name field will be the searchable title for your incoming submissions. Or opt not to use it and numbers will be assigned.
Written by
Ben Bloch
Updated over a week ago
What does the Charity Check form field do?
Automatically verify applicants' Employer Identification Number (EIN) with Charity Check.
Written by
Ben Bloch
Updated over a week ago
How do I customize the look and feel of my organization's Submittable site?
Personalize the look and feel of your Submittable landing page.
Written by
Ben Bloch
Updated over a week ago
How do I automatically collect submitter contact information?
The Require Address feature enables organizations to collect submitters' contact information, without having to ask for it within a form.
Written by
Ben Bloch
Updated over a week ago
How do I create or edit a submission form?
Build or edit a submission form for your potential submitters.
Written by
Ben Bloch
Updated over a week ago
How do I use the Form Designer when creating or editing a form?
Helpful information on building forms with our original form designer.
Written by
Ben Bloch
Updated over a week ago
What does each Form Field option do?
Choose the settings for each form field to make your form function according to your needs.
Written by
Ben Bloch
Updated over a week ago
What kinds of file types can I accept in my form?
Accept over 50 file types when adding a File Upload field to your form
Written by
Ben Bloch
Updated over a week ago
How do I set acceptable file types for a form?
When adding a file upload field to a form, designate which types of files to accept.
Written by
Ben Bloch
Updated over a week ago
How do I accept multiple files with a submission?
Written by
Ben Bloch
Updated over a week ago
How do I duplicate a submission form?
Written by
Ben Bloch
Updated over a week ago
How do I archive a submission form?
Written by
Ben Bloch
Updated over a week ago
Can I request metadata from submitters when they upload a file?
Written by
Ben Bloch
Updated over a week ago
Can I charge submission fees in a non-US currency?
Written by
Ben Bloch
Updated over a week ago
Can I charge a fee on my form?
Set fees for submissions and applications
Written by
Ben Bloch
Updated over a week ago
How can I offer a discount to certain submitters?
Use the hidden forms feature to offer reduced submission fees.
Written by
Ben Bloch
Updated over a week ago
How do I sell memberships, subscriptions, or merchandise in my submission form?
Use the Add-On Payments feature to sell additional items from within your form
Written by
Ben Bloch
Updated over a week ago
How do I set up a submission form to sell a subscription or single issue?
Use Add-On Payments in our original form engine to sell subscriptions or single issues in a form.
Written by
Ben Bloch
Updated over a week ago
What spreadsheet formulas can I use in Tables?
When adding a table to your form, here are the excel formulas that can be used.
Written by
Ben Bloch
Updated over a week ago
How do I use conditional logic in my submission form? (original form engine)
Use the Form Logic feature to create submission and review forms that unfurl based on specific responses.
Written by
Ben Bloch
Updated over a week ago
How can my organization request and receive supporting documents?
Easily send requests for supporting documents to outside parties on behalf of applicants.
Written by
Ben Bloch
Updated over a week ago
How do I turn submission forms on and off?
Use the Live checkbox under General Settings to make forms findable.
Written by
Ben Bloch
Updated over a week ago
How do I create a hidden form?
Create a non-public form that applicants can only access if you provide them with the specific link.
Written by
Ben Bloch
Updated over a week ago
How do I add a Terms and Conditions checkbox to my submission form?
Written by
Ben Bloch
Updated over a week ago
How do I add a field for internal use to my application form?
Written by
Ben Bloch
Updated over a week ago
What are the character limits for the Form Guidelines and Organization Profile Guidelines fields?
Written by
Ben Bloch
Updated over a week ago
How do I add video, images, and hyperlinks to my guidelines?
Easily insert visual media and links into your organization's guidelines using our text editor.
Written by
Ben Bloch
Updated over a week ago
How can I make my organization’s Submittable page and submission forms accessible?
Tips to maximize the accessibility of your organization’s Submittable site.
Written by
Ben Bloch
Updated over a week ago
Team Management
Which administrative capabilities are activated at each permission level for your team?
Choose from five different permission levels to manage the administrative capabilities of each team member.
Written by
Ben Bloch
Updated over a week ago
How do I assign submissions to team members for review?
Written by
Ben Bloch
Updated over a week ago
How do I unassign submissions?
Written by
Ben Bloch
Updated over a week ago
How do I add a team member?
Easily send invites to people you want to include in your organization's team.
Written by
Ben Bloch
Updated over a week ago
I have been invited by an organization to be a reviewer. What are my next steps?
What to do when you receive an invitation to be on a review team.
Written by
Ben Bloch
Updated over a week ago
How do I remove a team member?
How to remove a team member and what will happen to their review data after they're removed.
Written by
Ben Bloch
Updated over a week ago
Can I randomly assign submissions to a set number of reviewers?
Written by
Ben Bloch
Updated over a week ago
How do I automatically assign team members to incoming submissions for a specific form?
Set up auto-assignments under the Assignments and Notifications tab in your form designer.
Written by
Ben Bloch
Updated over a week ago
How many submissions are assigned to each team member and how many have they not yet reviewed?
See a progress report of your review team activity.
Written by
Ben Bloch
Updated over a week ago
Submitter Communication
What do I need to know if I have HTML response templates?
Submittable added a WYSIWYG text editor to response templates. If you had previously implemented HTML, read this before you make any edits.
Written by
Natalya DeRobertis-Theye
Updated over a week ago
How do I allow a submitter to change their reference?
You can let your applicants change their reference(s) by opening their submission to editing.
Written by
Natalya DeRobertis-Theye
Updated over a week ago
How do I ensure new submissions get an automated response?
Written by
Ben Bloch
Updated over a week ago
How do I use response templates to send messages?
Use response templates to save time when sending messages to your submitters.
Written by
Ben Bloch
Updated over a week ago
How do I send a message to multiple submitters at once?
Send a message to multiple submitters at once from your organization's Submissions List page.
Written by
Ben Bloch
Updated over a week ago
How do I allow a submitter to edit a submission?
Open a submission for editing when you receive a submitter's edit request.
Written by
Ben Bloch
Updated over a week ago
How do I turn on or off the ability for submitters to request an edit on a submission?
Enable or disable the ability for submitters to request edits on their submissions.
Written by
Ben Bloch
Updated over a week ago
How do I request refunds for my submitters?
Contact us with a set of required information to request refunds on behalf of your submitters.
Written by
Emily Freeman
Updated over a week ago
How do I enable submitters to send a message about a submission?
Activate this setting in your account to enable submitter communication.
Written by
Ben Bloch
Updated over a week ago
Can I send additional forms to submitters to request more information?
Written by
Ben Bloch
Updated over a week ago
How do I add a publication date to a submission?
Written by
Ben Bloch
Updated over a week ago
How do I request agreement to terms and conditions when I accept a submission?
Written by
Ben Bloch
Updated over a week ago
I have a Yahoo! or AOL email address. Why do my organization's emails come from notifications@email.submittable.com?
Written by
Ben Bloch
Updated over a week ago
Reports & Data
How do I report on a multi-stage review process in Advanced Reporting?
Watch this video tutorial to learn how to report on your multi-stage review process in Advanced Reporting.
Written by
Natalya DeRobertis-Theye
Updated yesterday
How do I report on Funds in Advanced Reporting?
Watch this video tutorial to learn how to report on Funds in Advanced Reporting.
Written by
Natalya DeRobertis-Theye
Updated yesterday
How can I add an Affiliate ID to my call for submissions?
Use a custom URL extension to track where your submitters are coming from.
Written by
Ben Bloch
Updated over a week ago
Why can’t I get contact information for people with draft submissions?
Our Privacy Policy prohibits sharing submitter personal information for users who have not yet submitted.
Written by
Natalya DeRobertis-Theye
Updated over a week ago
How do I create and download a report?
Create, save, and download customized reports about your organization's incoming submissions.
Written by
Ben Bloch
Updated over a week ago
How do I batch export submission data with attached files?
Export submissions and file contents in bulk from your received Submissions List.
Written by
Ben Bloch
Updated over a week ago
How do I add and delete a file for a submission, or change a form field entry?
Site administrators can add and delete files for a submission, or edit any form field entry.
Written by
Ben Bloch
Updated over a week ago
How do I Archive or Unarchive Submissions?
Archived submissions are removed from your active Submissions list and stored in an archive for future retrieval.
Written by
Ben Bloch
Updated over a week ago
How do I export basic submission form data?
Download a variety of submission form data.
Written by
Ben Bloch
Updated over a week ago
How do I add auto-labels to submissions?
Auto-labels help you easily find and organize submissions.
Written by
Ben Bloch
Updated over a week ago
How do I label submissions?
Use the labels feature to help organize and search for submissions.
Written by
Ben Bloch
Updated over a week ago
How do I delete a submission?
Written by
Ben Bloch
Updated over a week ago
How do I replace the file on a submission?
Written by
Ben Bloch
Updated over a week ago
How do I attach a file to a submission?
Written by
Ben Bloch
Updated over a week ago
How do I use the submission list search filter?
This article describes how to filter for specific submission sets within your submissions list.
Written by
Ben Bloch
Updated over a week ago
How can I rearrange the order of submissions in my submissions list?
Reorder your submissions list, based on criteria such as date, score, category, and more.
Written by
Ben Bloch
Updated over a week ago
Can emailed submissions be automatically added to my submissions manager?
Written by
Ben Bloch
Updated over a week ago
How do we display submissions online for a public or private audience?
Submittable's Gallery feature is a powerful tool for presenting submissions publicly or privately.
Written by
Ben Bloch
Updated over a week ago
How do I view, print, and download submission document files?
Easily print or download files from within a received submission.
Written by
Ben Bloch
Updated over a week ago
How do I manually enter submissions?
Enter a submission manually as an administrator of your organization.
Written by
Ben Bloch
Updated over a week ago
How does Submittable's Advanced Reporting tool work?
Submittable's Advanced Reporting tools lets you analyze submission data from multiple forms in one report.
Written by
Ben Bloch
Updated yesterday
The Review Process
Can reviewers edit finalized review forms? (New Form Engine)
Organization administrators can enable reviewers to edit reviews after they've been submitted, or lock them to prevent edits.
Written by
Ben Bloch
Updated over a week ago
How do I batch accept or decline submissions?
Make status changes to multiple submissions at once from the Submissions List page.
Written by
Ben Bloch
Updated over a week ago
How do I review, make a note on, and rate a submission?
Instructions for rating, reviewing, and commenting on submissions.
Written by
Ben Bloch
Updated over a week ago
Can I batch archive or batch delete submissions?
Written by
Ben Bloch
Updated over a week ago
How does submission scoring work?
Everything you need to know about the basic Yes/No/Maybe rating system.
Written by
Ben Bloch
Updated over a week ago
How do I create a custom Review Form?
Build a review form in the Review Designer tab.
Written by
Ben Bloch
Updated over a week ago
How do I set up a blind review process?
Follow these steps to set up a blind review process for your reviewers.
Written by
Ben Bloch
Updated over a week ago
How do I batch export custom review data?
Export your team review data for easy offline review.
Written by
Ben Bloch
Updated over a week ago
How do I attach a note to a submission? Who will be able to see it?
Notes with different levels of visibility can be attached to submissions.
Written by
Ben Bloch
Updated over a week ago
What is the Completed status intended to indicate?
The "Completed" status provides a more neutral terminal status option.
Written by
Ben Bloch
Updated over a week ago
How can I change the title of a received submission?
Change the title of a submission or application after it has been submitted.
Written by
Ben Bloch
Updated over a week ago
How can I schedule reminders for reviewers to complete their assignments?
Send reminders to your assigned team to make sure they complete work on schedule.
Written by
Ben Bloch
Updated over a week ago
How do I change the default view displayed in the Submission Details screen?
Written by
Ben Bloch
Updated over a week ago
How do I send submissions to my Kindle?
Move submission files from your Submittable account to your Kindle.
Written by
Ben Bloch
Updated over a week ago
How can I share my organization's reviews with submitters?
Submittable's shareable reviews feature gives you the option to share your teams' reviews with submitters.
Written by
Ben Bloch
Updated over a week ago
Other
What should I do if my organization is nearing our free submission limit?
Contact our account management team if you need to increase your Free Submission Limit.
Written by
Ben Bloch
Updated over a week ago
Why doesn't Submittable support Internet Explorer 11 or legacy versions of Microsoft's Edge browser?
Submittable no longer supports Microsoft's IE11 browser or Microsoft's Edge browser (Legacy Edge prior to version 20).
Written by
Ben Bloch
Updated this week
How can my organization use Submittable's "Discover" feature to promote calls?
Use Submittable's Discover feature to engage more applicants through our platform.
Written by
Ben Bloch
Updated over a week ago
How can using Submittable increase the number of submissions your organization receives?
Submittable provides tools that help you reach your submitters.
Written by
Ben Bloch
Updated over a week ago
How can I take a screenshot to help the Submittable support team understand an issue I'm encountering?
Send a screenshot to Submittable’s Customer Experience team to easily troubleshoot a technical issue.
Written by
Ben Bloch
Updated over a week ago
Can I view the Submittable platform in a language other than English?
View your organization's Submittable site navigation in any of 13 different languages.
Written by
Ben Bloch
Updated over a week ago
Can I integrate my Submittable account with Google Analytics?
Track site visits and other visitor data for your organization’s submission pages using the Google Analytics feature.
Written by
Ben Bloch
Updated over a week ago
Does Submittable have an API?
Written by
Ben Bloch
Updated over a week ago
How do I use Zapier to connect my Submittable app to 3rd Party apps?
Written by
Ben Bloch
Updated over a week ago
How do I report a Submittable user who is displaying inappropriate or abusive behavior?
Written by
Ben Bloch
Updated over a week ago
How do I sync the Calendar with other calendars?
Written by
Ben Bloch
Updated over a week ago
How do I use or remove the Calendar feature?
Written by
Ben Bloch
Updated over a week ago
Which Form Engine is my organization using?
Submittable is introducing the next generation of our form builder.
Written by
Ben Bloch
Updated over a week ago
Video File Transcode Error
Written by
Ben Bloch
Updated over a week ago
Is Submittable HIPAA compliant?
Submittable is HIPAA compliant and can provide a BAA.
Written by
Keriann Strickland
Updated over a week ago
Is Submittable SOC 2 compliant?
Submittable has undergone a SOC 2 audit
Written by
Keriann Strickland
Updated over a week ago
How do I add an image to my response templates?
Use an HTML image tag to place images into response templates.
Written by
Ben Bloch
Updated over a week ago
Account Settings
How can I change the way Submittable sends monthly payments for my organization's fee-based calls?
Set up or change how your organization receives monthly pay-outs from Submittable.
Written by
Ben Bloch
Updated over a week ago
How can I change my organization's subscription payment information?
Change the payment information for your organization's account subscription charges.
Written by
Ben Bloch
Updated over a week ago
How do I upgrade or downgrade my Submittable subscription?
Written by
Ben Bloch
Updated over a week ago
What happens to my organization's account if we exceed our submission limit?
Written by
Ben Bloch
Updated over a week ago
What is the correct size for the header image on my organization's landing page?
The optimum size for your header image is 984 x 220 pixels
Written by
Ben Bloch
Updated over a week ago