Organizations

What are Eligibility Forms?

Determine applicant eligibility prior to their submitting Initial Forms.

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

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

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

How can I provide a downloadable file for applicants to complete and then upload to an application?

Use cloud storage to provide a downloadable file that applicants can complete and upload to your Project.

Written by Ben Bloch
Updated over a week ago

What currencies can be applied in a number form field?

When using a number field to show currency, select from the following list.

Written by Ben Bloch
Updated over a week ago

What does each Form Field option do? (New Form Engine)

Form field options enable you to configure and customize each field in your form.

Written by Ben Bloch
Updated over a week ago

Can I make changes to a live Project after receiving submissions?

Important Information to know before making changes to a live Project.

Written by Ben Bloch
Updated over a week ago

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 fields marked "blind" look like to my reviewers?

You can choose to conceal blind fields completely, or let reviewers know which fields have been hidden. (New Form Engine)

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 over a week ago

What are Internal Forms? (New Form Engine)

Provide useful additional internal documentation to your organization's review team

Written by Ben Bloch
Updated over a week ago

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 over a week ago

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

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? (New Form Engine)

Automatically verify applicants' Employer Identification Number (EIN) with Charity Check.

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 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

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 add Form Logic to my Project? (New Form Engine)

Use Submittable's Form Logic feature to build submission and review forms that branch out or terminate based on submitter responses.

Written by Ben Bloch
Updated over a week ago

How do I create or edit a submission form? (original form engine)

Build or edit a submission form in Submittable's original form engine .

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. (original form engine)

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 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 create an Additional Form?

Use Additional Forms to gather more information from submitters. (New Form Engine)

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 can I add payments throughout my form?

Use the "Add Payment" form field option to collect fees and payments in a variety of form field types with the Smart Fees feature.

Written by Ben Bloch
Updated over a week ago

How do I duplicate a submission form?

Duplicate any form with the click of a button. (original form engine)

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

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 archive Forms?

Archive inactive Forms to remove them from Search Filters. (original form engine).

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?

Choose which currency you'd like to receive for submission fees.

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

Can I charge a fee on my form?

Optionally charge fees for submissions and applications.

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 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 Reference Forms work?

Create Reference Forms for your submitters to send to their recommenders.

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

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 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? (original form engine)

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 of Use 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?

Maximum characters allowed in your Guidelines area(s).

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

How do I delete a form?

Permanently remove a form from your forms list. (original form engine)

Written by Ben Bloch
Updated over a week ago

How do I use the Title field in my submission form? (original form engine)

Title field entries create the searchable name for submissions in your Submissions List.

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 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 does the cover letter field work?

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

What happens when I make a team member inactive?

De-activating a team member can temporarily free up space on your team

Written by Ben Bloch
Updated over a week ago

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 manually assign submissions to team members for review?

Assign Submissions from your Submissions List view, or from the Submission Details view.

Written by Ben Bloch
Updated over a week ago

How do I un-assign submissions?

Manually un-assign 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?

Use the randomization feature to quickly and equitably assign submissions to your team .

Written by Ben Bloch
Updated over a week ago

How do I edit a team member's account?

Edit team member titles, permission levels, or enable/disable team member accounts.

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?

View a progress report of your review team's activity.

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

What sent-from email address will show when I send messages?

Options for controlling your sent-from address when sending messages.

Written by Ben Bloch
Updated over a week ago

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 allow a submitter to edit a submission? (New Form Engine)

Open submissions for editing by your request, or in response to submitters' requests.

Written by Ben Bloch
Updated over a week ago

How do I ensure new submissions get an automated response?

Designate the automatic response submissions will receive.

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? (Original Form Engine)

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 Inge Erickson
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? (original form engine)

Instructions for creating and sending additional forms using Submittable's original form engine.

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

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

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 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 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

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 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 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 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 export basic submission form data?

Download submission form data from your organization's submissions list.

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 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 delete a submission?

Delete a submission after you have placed it in a terminal status.

Written by Ben Bloch
Updated over a week ago

How do I replace a file in a submission?

Replace submitted file in Submittable's original form engine. (original form engine)

Written by Ben Bloch
Updated over a week ago

How can I track sent Additional Forms?

Check the status of Additional Forms after they are sent.

Written by Ben Bloch
Updated over a week ago

How do I use Search Filters to find specific submissions ?

Filter to find the particular submissions in 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 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 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 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 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 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

How do I set up a blind review process? (new form engine)

Instructions to set up a blind review process for your team.

Written by Ben Bloch
Updated over a week ago

How do I build a Custom Review Form? (New Form Engine)

Create Custom Review Forms that you can use for any Project.

Written by Ben Bloch
Updated over a week ago

How can I set up Multiple Stage Reviews for received submissions? (new form engine)

Submittable makes it easy to implement multiple review stages with the Review Workflow feature.

Written by Ben Bloch
Updated over a week ago

Can reviewers edit finalized review forms?

Organization administrators can let reviewers edit completed reviews, or lock them to prevent edits after finalizing. (New Form Engine)

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

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

Can I batch archive or batch delete submissions?

Written by Ben Bloch
Updated over a week ago

How does Basic Yes/No/Maybe submission rating 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 set up a Review Workflow for my Project?

Attach a Review Form to your Project and assign your team.

Written by Ben Bloch
Updated over a week ago

How do I set up a blind review process?

Instructions to set up a blind review process for your team.

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 batch export custom review data? (original form engine)

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 designated 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? (original form engine)

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?

Set your reviewer account to show uploaded files as soon as you click into Submission Details.

Written by Ben Bloch
Updated over a week ago

When should I change the status of submissions?

Helpful tips for maintaining an efficient workflow while evaluating submissions.

Written by Ben Bloch
Updated over a week ago

How can reviewers attach a file to a submission note?

Reviewers can attach files to notes on a submission being reviewed.

Written by Ben Bloch
Updated over a week ago

How can I share my team'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

How can I set up Multiple Stage Reviews for received submissions? (Original Form Engine)

Submittable makes it easy to implement multiple review stages with the Review Workflow feature.

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 archive Projects?

Archive inactive Projects to remove them from your Search Filters.

Written by Ben Bloch
Updated over a week ago

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 over a week ago

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 having?

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?

Use Submittable's API to access your submissions data programmatically.

Written by Ben Bloch
Updated over a week ago

How do I use Zapier to connect my Submittable to 3rd Party apps?

Use Zapier to push data from Submittable to other applications.

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

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

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 address to place online images into response templates.

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 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

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 does Submittable check for submission files that may contain viruses?

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 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 my organization's call deadline show for submitters in other time zones?

Submitters in different time zones will see your call deadlines in relation to your organization's designated time zone.

Written by Ben Bloch
Updated over a week ago

What notifications should I expect to receive from Submittable as a reviewer for an organization?

As a team member of an organization, you can choose whether or not to receive notifications about the submissions to which you're assigned.

Written by Ben Bloch
Updated over a week ago

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

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

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

What happens to my organization's account if we exceed our free submission limit?

Take action if you are nearing your free monthly submission limit and don't want your Project to be paused.

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 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

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

Why did I get an error message when paying my account invoice by credit card?

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 do I set up my organization's Public Profile?

Create or edit your organization's Public Profile.

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

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 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

What causes a submission to change from New to In-Progress?

Information about administrative actions that affects submission status.

Written by Ben Bloch
Updated over a week ago

How can I archive or un-archive received submissions?

Un-clutter your active Submissions List by archiving old submissions you're no longer reviewing.

Written by Ben Bloch
Updated over a week ago