Organizations

Help articles focused on helping organizations manage their Submittable account(s).

Keriann Strickland avatar Pam English avatar Natalya DeRobertis-Theye avatar
146 articles in this collection
Written by Keriann Strickland, Pam English, and Natalya DeRobertis-Theye
Form Building & Editing

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.
Natalya DeRobertis-Theye avatar
Written by Natalya DeRobertis-Theye
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.
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Written by Pam English
Updated this week

How can I use the Bank Details (US) form field?

Securely collect bank details information from your applicants.
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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.
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Written by Pam English
Updated over a week ago

How does the Number field work?

Details about using the number field in Submittable.
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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.
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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.
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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.
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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.
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Written by Pam English
Updated yesterday

Scheduling a Submission Deadline

Scheduling your deadline during Submittable's business hours can be advantageous.
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Written by Pam English
Updated over a week ago

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.
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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.
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Written by Natalya DeRobertis-Theye
Updated over a week ago

Internal Forms

Provide useful internal documentation to your organization's review team.
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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.
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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.
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Written by Pam English
Updated over a week ago

Charity Check

Automatically verify applicants' Employer Identification Number (EIN) with Charity Check.
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Written by Pam English
Updated over a week ago

How can I enable submitters to work on submissions collaboratively?

Organizations can allow multiple users to collaborate on an application.
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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.
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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.
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Written by Pam English
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
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Written by Pam English
Updated over a week ago

How can I create an Additional Form?

Use Additional Forms to gather more information from submitters.
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Written by Pam English
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.
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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 with the Smart Fees feature.
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Written by Pam English
Updated over a week ago

Can I request metadata from submitters when they upload a file?

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Written by Pam English
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.
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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.
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Written by Pam English
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
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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.
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Written by Pam English
Updated over a week ago

How do Reference Forms work?

Create Reference Forms for your submitters to send to their recommenders.
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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.
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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.
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Written by Pam English
Updated over a week ago

How do I add a Terms of Use checkbox to my submission form?

Add a Terms of Use agreement that submitters must agree to before submitting.
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Written by Pam English
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.
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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.
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Written by Pam English
Updated over a week ago

How can I delete a Form?

Permanently delete a form from your Forms list.
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Written by Pam English
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.
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Written by Pam English
Updated over a week ago

How do I create a Dropdown list?

A dropdown list can save space in your form.
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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?

Use prepared .csv and .xlsx files to instantly populate long lists of response choices.
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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
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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.
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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.
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Written by Pam English
Updated yesterday

How can I unassign submissions?

How to manually unassign submissions.
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Written by Pam English
Updated yesterday

How do I add a team member?

Easily send invites to people you want to include in your organization's team.
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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.
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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.
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Written by Pam English
Updated yesterday

Can I randomly assign submissions to a set number of reviewers?

Use the randomization feature to quickly and equitably assign submissions to your team .
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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.
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Written by Pam English
Updated over a week ago

Progress Reports

View a progress report of your review team's activity.
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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.
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Written by Pam English
Updated over a week ago
Submitter Communication

How can I extend a deadline to a select group of submitters?

Instructions on how to extend a deadline to specific submitters.
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Written by Pam English
Updated today

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

Options for controlling your sent-from address when sending messages.
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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.
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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.
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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 submitters' requests.
Pam English avatar
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.
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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.
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Written by Pam English
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.
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Written by Pam English
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.
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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.
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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.
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Written by Pam English
Updated over a week ago

How do I add a publication date to a submission?

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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.
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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.
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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.
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Written by Pam English
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. (Includes video tutorial.)
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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 who have an outstanding Additional Form.
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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.
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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.
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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.
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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.
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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.
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Written by Pam English
Updated over a week ago

Standard Reports

Create, save, and download customized reports generated from submission data.
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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.
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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.
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Written by Pam English
Updated over a week ago

How do I delete a submission?

Delete a submission after you have placed it in a terminal status.
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Written by Pam English
Updated over a week ago

How can I track Additional Forms?

Check the status of Additional Forms after they're sent.
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Written by Pam English
Updated over a week ago

Search Filters

Filter to find specific submissions in your Submissions List.
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Written by Pam English
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.
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Written by Pam English
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.
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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.
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Written by Pam English
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.
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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.
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Written by Pam English
Updated yesterday

How can I view Income Reports?

Use the Reports feature to track your paid submission and add-on fees.
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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.
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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.
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Written by Pam English
Updated over a week ago

How can I set up Multiple Stage Reviews for received submissions?

Submittable makes it easy to implement multiple review stages with the Review Workflow feature.
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Written by Pam English
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.
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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 personally-identifying applicant information from reviewers.
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Written by Pam English
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.
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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.
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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.
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Written by Pam English
Updated over a week ago

Can I batch archive or batch delete submissions?

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Written by Pam English
Updated over a week ago

How can I set up a Review Workflow for my Project?

Attach a Review Form to your Project and assign your team.
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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.
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Written by Pam English
Updated over a week ago

What is the Completed status intended to indicate?

The "Completed" status provides a more neutral terminal status option.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Pam English
Updated over a week ago
Other

DocuSign Integration

Send a document from your organization's DocuSign account to a submitter for signature.
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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.
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Written by Natalya DeRobertis-Theye
Updated over a week ago

Project Management

How to archive or delete inactive Projects
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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.
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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).
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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.
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Written by Pam English
Updated this week

How can using Submittable increase the number of submissions your organization receives?

Submittable provides tools that help you reach your submitters.
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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.
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Written by Pam English
Updated over a week ago

How can I turn off notifications from Submittable?

Choose whether or not to receive notifications from Submittable.
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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 13 different languages.
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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.
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Written by Pam English
Updated over a week ago

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

Use Zapier to push data from Submittable to numerous other applications.
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Written by Pam English
Updated this week

How can I report a Submittable user who is displaying inappropriate or abusive behavior?

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Written by Pam English
Updated this week

How do I sync the Calendar with other calendars?

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Written by Pam English
Updated over a week ago

How do I use or remove the Calendar feature?

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Written by Pam English
Updated over a week ago

Video File Transcode Error

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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.
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Written by Pam English
Updated over a week ago

Is Submittable HIPAA compliant?

Submittable is HIPAA compliant and can provide a BAA.
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Written by Keriann Strickland
Updated over a week ago

Is Submittable SOC 2 compliant?

Submittable has undergone a SOC 2 audit
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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.
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Written by Pam English
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.
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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.
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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.
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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.
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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.
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Written by Pam English
Updated over a week ago
Account Settings

Password Requirements

Your Submittable account password must contain certain elements.
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Written by Pam English
Updated over a week ago

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.
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Written by Pam English
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.
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Written by Pam English
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.
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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.
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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.
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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.
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Written by Pam English
Updated over a week ago

Project Guidelines and General Guidelines

How to create and edit Project Guidelines and General Guidelines
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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.
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Written by Pam English
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.
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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.
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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
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Written by Pam English
Updated over a week ago

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

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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.
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Written by Pam English
Updated this week

How do I set up my organization's Public Profile?

Create or edit your organization's Public Profile.
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Written by Pam English
Updated this week