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Help articles focused on helping organizations manage their Submittable accounts.
151 articles in this collection
Written by
Keriann Strickland,
Pam English,
and
Natalya DeRobertis-Theye
How can I find our Account ID number?
How to find your Account ID number.
Written by
Pam English
Updated over a week ago
Additional Forms
Additional Forms enhance your submissions with data collection, file uploads, and payment options.
Written by
Pam English
Updated over a week ago
Gallery
Submittable's Gallery feature is a powerful tool for presenting submissions publicly or privately.
Written by
Pam English
Updated over a week ago
Eligibility Forms
Determine applicant eligibility before they submit.
Written by
Pam English
Updated over a week ago
How large can file uploads be?
Default size limits for uploading documents to file upload form fields.
Written by
Pam English
Updated over a week ago
Reference Forms
Learn how Reference Forms can enhance a submitter's application.
Written by
Pam English
Updated over a week ago
Form Building & Editing
What is Address Verification?
Address Verification allows organizations to collect valid address data from applicants.
Written by
Pam English
Updated over a week ago
Additional Form Collaboration
Organizations can allow Collaboration on additional forms. Submitters can invite collaborators. Collaborators can see and contribute.
Written by
Pam English
Updated over a week ago
Scheduling an Additional Form
Schedule an additional form to be sent in the future.
Written by
Pam English
Updated over a week ago
Social Security Number / ITIN Form Field
Request SSNs and ITINs using this form field.
Written by
Pam English
Updated over a week ago
How can I make my full application available to applicants ahead of time?
Here's how to make your full application available to applicants ahead of time by linking a PDF to your Project Guidelines.
Written by
Natalya DeRobertis-Theye
Updated over a week ago
How can I accept applications from nonprofit organizations?
Submittable allows grantmakers to accept applications from nonprofit organizations.
Written by
Pam English
Updated over a week ago
What does each Form Field do?
Learn about what each Form Field does, and how to use them when building forms.
Written by
Pam English
Updated over a week ago
How can I use the Bank Details (US) form field?
Securely collect bank details information from your applicants.
Written by
Pam English
Updated over a week ago
How can I create a Hidden Project?
Create a Project that applicants can only access if you provide them with a direct link.
Written by
Pam English
Updated over a week ago
How does the Number field work?
Details about using the number field in Submittable.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
What does each Form Field option do?
Form field options enable you to configure and customize each field in your form.
Written by
Pam English
Updated over a week ago
Can I make changes to a live Project or Form after receiving submissions?
Important information to know before making changes to a live Project or Form.
Written by
Pam English
Updated over a week ago
Scheduling a Submission Deadline
Scheduling your deadline during Submittable's business hours can be advantageous.
Written by
Pam English
Updated this week
What will fields marked "concealed response" look like to my reviewers?
You can choose to conceal fields completely, or let reviewers know which fields have been hidden.
Written by
Pam English
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
Internal Forms
Provide useful internal documentation to your organization's review team.
Written by
Pam English
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
Pam English
Updated over a week ago
How does the Submission Name field work?
The Submission Name field can be the searchable title for your incoming submissions - or you can opt for numbering.
Written by
Pam English
Updated over a week ago
Charity Check
Automatically verify applicants' Employer Identification Number (EIN) with Charity Check.
Written by
Pam English
Updated over a week ago
Funds
Use Funds to track your organization's budget and keep a current record of your awards and payments to applicants.
Written by
Pam English
Updated over a week ago
Collaboration for Submissions
Organizations can allow multiple users to collaborate on applications.
Written by
Pam English
Updated over a week ago
How can I add Branching to my Project?
Use Submittable's Form Logic feature to build branching based on submitter responses.
Written by
Pam English
Updated over a week ago
How do Auto Labels and Custom Auto Labels work?
Set up auto labels to create the most accurate tags for your incoming submissions.
Written by
Pam English
Updated over a week ago
What kinds of file types can I accept in my form?
Accept over 70 file types when adding a File Upload field to your form.
Written by
Pam English
Updated over a week ago
How can I create an Additional Form?
How to create (and delete) additional forms.
Written by
Pam English
Updated over a week ago
How can 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
Pam English
Updated over a week ago
How can I add fees throughout my Form?
Use the Add Payment form field option to collect fees and payments in a variety of form field types.
Written by
Pam English
Updated over a week ago
Can I request metadata when submitters upload a file?
Gather descriptive information about uploaded files with metadata fields.
Written by
Pam English
Updated over a week ago
Can I charge submission fees in a non-US currency?
Choose the currency you'd like to receive for submission and additional fees.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I offer a discount to certain submitters?
Use a hidden Project to offer reduced submission fees.
Written by
Pam English
Updated over a week ago
How can I add a Table to my Form?
Add a responsive spreadsheet to your form.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I add a Terms of Use checkbox to my submission form?
Add a Terms of Use agreement that submitters must agree to before submitting.
Written by
Pam English
Updated over a week ago
How can I add images, video, and hyperlinks to my guidelines?
Insert visual media and links into your organization's guidelines using our text editor.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I delete a Form?
Permanently delete a form from your Forms list.
Written by
Pam English
Updated over a week ago
How can I make a test submission to a Project?
Test submissions are a great way to check your Project and make adjustments before you make it Live.
Written by
Pam English
Updated over a week ago
How can I upload a list of options to a Dropdown List, Multiple Response, or Single Response field?
You can use prepared .csv files to populate long lists of response choices.
Written by
Pam English
Updated over a week ago
Team Management
What happens when I make a team member inactive?
De-activating a team member can temporarily free up space on your team
Written by
Pam English
Updated over a week ago
Team Permission Levels
Choose from five different permission levels to manage the administrative capabilities of each team member.
Written by
Pam English
Updated over a week ago
How can I manually assign submissions to team members for review?
Assign submissions from your submissions list view or from the submission details view.
Written by
Pam English
Updated over a week ago
How can I unassign submissions?
How to manually unassign submissions.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
Should I remove or deactivate a team member?
How to remove or deactivate a team member and how it affects submissions.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
Progress Reports
View a progress report of your team's review activity.
Written by
Pam English
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
Pam English
Updated over a week ago
Submitter Communication
How can I extend a deadline for submitters?
How to reopen a project to extend a deadline.
Written by
Pam English
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
Pam English
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 can I allow a submitter to edit a submission?
Open a submission for editing to update information or in response to submitter requests.
Written by
Pam English
Updated over a week ago
How do I ensure new submissions get an automated response?
Designate the automatic response submissions will receive.
Written by
Pam English
Updated over a week ago
How can I use Response Templates to send messages?
Use Response Templates to save time when sending messages to your submitters.
Written by
Pam English
Updated over a week ago
How can I send a message to multiple submitters at once?
Use bulk messaging to reach multiple submitters at once from your organization's Submissions List page.
Written by
Pam English
Updated over a week ago
How can I request refunds for my submitters?
Contact us with this required information to request refunds for your submitters.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I add a publication date to a submission?
Add a publication date to literary submissions.
Written by
Pam English
Updated over a week ago
How can I send an Additional Form?
Send an Additional Form after you've created it.
Written by
Pam English
Updated over a week ago
How does Submittable's Messaging feature work?
Submittable enables you to send and receive email messages that can be viewed and tracked within our platform.
Written by
Pam English
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
Pam English
Updated over a week ago
Draft Submissions
Use the Draft Submissions feature to contact applicants who have started a saved draft.
Written by
Pam English
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 with outstanding Additional Forms.
Written by
Pam English
Updated over a week ago
Reports & Data
How does Data Import work?
Watch this video tutorial to learn how to prepare for a successful data import.
Written by
Natalya DeRobertis-Theye
Updated over a week ago
What are Impact Reports?
Impact reporting provides quick and easy data aggregation to help you understand the impact of your programs.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
Standard Reports
Create, save, and download customized reports generated from submission data.
Written by
Pam English
Updated over a week ago
How can I export submission data and attached submission files?
Download submission data and attached files directly from your organization's submissions list.
Written by
Pam English
Updated over a week ago
How can I label submissions?
Use the Labels feature to help organize and search for submissions.
Written by
Pam English
Updated over a week ago
How can I delete a submission?
Delete a submission after you have placed it in a terminal status.
Written by
Pam English
Updated over a week ago
How can I track Additional Forms?
Manage your additional form requests.
Written by
Pam English
Updated over a week ago
Search Filters
Filter to find specific submissions in your Submissions List.
Written by
Pam English
Updated this week
How do I view, print, and download submission document files?
Easily print or download files from within a received submission.
Written by
Pam English
Updated over a week ago
How do I manually enter submissions?
Enter a submission manually as an administrator of your organization.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I view Income Reports?
Use the Reports feature to track your paid submission and add-on fees.
Written by
Pam English
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
Pam English
Updated over a week ago
The Review Process
Building a Custom Review Form
Create Custom Review Forms that you can use for any Project.
Written by
Pam English
Updated over a week ago
How can I set up Multi-Stage Reviews?
Multi-Stage Reviews make it easy to implement multiple review stages within the Review Workflow feature.
Written by
Pam English
Updated over a week ago
Can reviewers edit finalized review forms?
Administrators can allow editable reviews or lock them to prevent edits after finalizing.
Written by
Pam English
Updated over a week ago
How can I conceal certain applicant information from reviewers?
Use the Conceal Response feature to reduce bias and hide personal applicant information from reviewers.
Written by
Pam English
Updated over a week ago
How can I Accept or Decline submissions in bulk?
Make status changes to multiple submissions at once from the Submissions List page.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
How can I set up a Review Workflow for my Project?
Customize your review process with Review Workflow.
Written by
Pam English
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
Pam English
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
Pam English
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
Pam English
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
Pam English
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
Pam English
Updated over a week ago
How can I share my team's reviews with submitters?
Submittable's shareable reviews feature allows you to share your team's reviews with submitters.
Written by
Pam English
Updated over a week ago
How can I set up automatic scoring for a Review Form?
Use rating fields to attach numeric scores to responses in a Review Form.
Written by
Pam English
Updated over a week ago
Other
Fraud Prevention for Organizations
Significantly reduce your fraud risk with a Knowledge Based Authentication (KBA) quiz and Identity Verification (IDV).
Written by
Pam English
Updated over a week ago
DocuSign Integration
Send a document from your organization's DocuSign account to a submitter for signature.
Written by
Pam English
Updated over a week ago
FAQ: Sales Tax
As a result of the ruling in South Dakota v. Wayfair, Submittable has begun to collect sales and use tax when applicable.
Written by
Natalya DeRobertis-Theye
Updated over a week ago
Managing Your Projects
How to archive or delete inactive Projects.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
How can my organization use Submittable's Discover feature to promote calls?
Use Submittable's Discover feature to attract more applicants.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I take a screenshot?
Send a screenshot to Submittable’s Customer Support team to help troubleshoot a technical issue.
Written by
Pam English
Updated over a week ago
How can I turn off notifications from Submittable?
Choose whether or not to receive email notifications from Submittable.
Written by
Pam English
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 30 different languages.
Written by
Pam English
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
Pam English
Updated over a week ago
How can I use Zapier to connect my Submittable account to 3rd-party apps?
Use Zapier to push data from Submittable to other applications.
Written by
Pam English
Updated over a week ago
How can I report a Submittable user who is displaying inappropriate or abusive behavior?
Written by
Pam English
Updated over a week ago
How do I sync the Calendar with other calendars?
Written by
Pam English
Updated over a week ago
How do I use or remove the Calendar feature?
Written by
Pam English
Updated over a week ago
Video File Transcode Error
Written by
Pam English
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
Pam English
Updated over a week ago
What is Single Sign-On (SSO) and how does it work?
Single sign-on simplifies the sign-in process for employees or team members of an organization.
Written by
Pam English
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
Pam English
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
Pam English
Updated over a week ago
How does Submittable check for submission files that may contain viruses?
Submissions with files 400mb or less are scanned for viruses when the submission is received.
Written by
Pam English
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
Pam English
Updated over a week ago
Account Settings
1099-K Information
FAQs about the new 1099-K federal reporting requirements.
Written by
Pam English
Updated over a week ago
Password Requirements
Your Submittable account password must contain certain elements.
Written by
Pam English
Updated over a week ago
Billing FAQs
Frequently asked Billing questions
Written by
Pam English
Updated this week
What notifications should I expect to receive to my organization email address?
How to designate your main org email address, and what notifications you should expect to receive there.
Written by
Pam English
Updated over a week ago
How does my Project's deadline appear for submitters in other time zones?
Submitters in different time zones will see your deadlines in relation to your organization's designated time zone.
Written by
Pam English
Updated this week
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
Pam English
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
Pam English
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
Pam English
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
Pam English
Updated over a week ago
Project Guidelines and General Guidelines
How to create and edit Project Guidelines and General Guidelines
Written by
Pam English
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
Pam English
Updated over a week ago
How can 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
Pam English
Updated over a week ago
How do I customize the look and feel of my organization's Submittable Page?
Personalize the look and feel of your Submittable landing page.
Written by
Pam English
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
Pam English
Updated over a week ago
Why did I get an error message when paying my account invoice by credit card?
Written by
Pam English
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 Project.
Written by
Pam English
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
Pam English
Updated over a week ago
Managing Received Submissions
How can I set a deadline on an Additional Form?
Set a soft deadline on your Additional Forms.
Written by
Pam English
Updated over a week ago
How can I allow a submitter to edit an Additional Form?
Enable submitters to edit a completed additional form.
Written by
Pam English
Updated over a week ago
What causes a submission to change from New to In-Progress?
Information about administrative actions that affect submission status.
Written by
Pam English
Updated over a week ago
How can our organization archive or unarchive submissions?
Manage your Submissions List by archiving submissions you're no longer reviewing.
Written by
Pam English
Updated over a week ago