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Cody Davis

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Articles

Recent activity by Cody Davis

  • March 2025 Release: Import Award History, Reimbursement invoices and Review process

    Updated Import Applicant Award History Organization Owners, Program Owners, and Program Managers have the option to import awarded application history details from their legacy system to their Next...

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  • How to Import Applicant Profiles

    Contents Overview What is the "Profile Import" Feature? Step-By-Step Instructions Prepare Your CSV File Template Step 1: Download & Copy the Template Step 2: Check Your Required Fields Step 3: En...

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  • Test Mode vs. Publish

    OverviewAfter the workflow of a program cycle has been built, it should be tested before publishing to the intended audience to ensure the program cycle will run as intended and that all components...

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  • Select Award Recipients (Deadline-Based Cycles)

    Contents Overview What is Award Recipient Selection? Step-By-Step Instructions Start Final Decision Select Candidates for Awards (Add Selected) Review or Remove Your Selections (View Selected) Can...

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  • Access Submissions During an Intake Round

    OverviewThis article provides information about how administrators can view individual submissions collected by intake rounds in program cycles.Access Submissions During an Intake RoundOnce a submi...

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  • Forms Basics

    Contents  Overview Access Forms Organization Level: Profile Forms Cycle Level: Eligibility, Intake, Feedback & Report Forms Related Articles  OverviewThis article describes the basics of forms...

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  • Add a Section

    Contents Overview Form Sections Add a Section Add a Standard Section Add a Request Section OverviewThis guide shows Program Admins how to add a section on a sectioned form in Next.  Form Section...

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  • Add a Form Field

    OverviewThis article covers how to add a form field to a form in a program cycle in Next. In the example below, an Intake Form is shown, but the process of adding a form field to a form in other ar...

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  • Setting Up the Individual Profile Form

    Contents Overview Step-By-Step Instructions Access Profile Forms Set Up the Individual Profile Form Related Articles OverviewThis step-by-step guide shows Organization Owners how to set up the I...

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  • Account Setup (Administrator)

    Content Overview Step-By-Step Instructions Accept Email Invitation Sign Up Using Personal Information Sign Up With Google OverviewThis step-by-step guide shows administrators how to set up their...

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