Program Settings

Build and customize your program(s), including your award cycles, forms, workflow, and communications.

Program Setup

Set Up a Program

Duplicate (Copy) a Program

Set Up Program Member Types

Set Up & Manage an Invite-Only Program

Award Cycle Setup

Approvals

Email Communications

Add Budget Categories to a Cycle

Cycle Settings: Financials Overview

Navigating Cycle Settings

Direct Awarding

Add New Program Members

Award Cycle Basics

See all 27 articles

Form Basics

Forms Basics

Add a Form

Build a Form

Rename a Form

Delete a Form

Change Form Structure

Form Sections

Add a Section

Using the Budget Section Field

Section Description

Configure a Request Section

Expand or Collapse a Section

Rename a Section

See all 10 articles

Form Fields

Add a Lookup Field to a Form

Add a Masked Field to a Form

Setting Up the Payees Form Field

Customize Form Fields

Creating Global Fields

Add a Form Field

See all 15 articles

Form Types

Eligibility Forms

Intake Forms

Request Forms

Building Custom Review Feedback Forms

Create New Post Award Report Form