Carl Turner
Articles
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Show applicant information for reviewing
By default, reviewers see application details only. Applicant information is hidden. If required, you can enable the applicant's name (and selected user fields) to display in reviewing views.Displ...
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Edit or submit an application on behalf of an applicant
As a grant manager, you can edit or submit an application on behalf of an applicant. This can be useful if the applicant is unable to log in, needs support close to the deadline, or requires admin...
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Revert an application to 'in progress'
Reverting an application to ‘in progress’ allows managers to unlock a submitted application so updates can be made or resubmitted.When to use this feature:A grant manager submitted an application ...
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Preview an application
Previewing allows you to see a one-page summary of an application--just as a reviewer would see it--without making any changesFor applicantsIn the Apply workspace, click on the application's nameAt...
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'Possible issue' showing on some applications
In the Manage workspace, you may see "Possible issue" in the 'Status' column for one or more applications. This message is a warning that one or more attachments in the application may be causing ...
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Manage duplicate applications
The manage duplicates feature helps grant managers identify and manage duplicate applications. Duplicate applications are detected based on a configurable similarity threshold and can also be manu...