User

Stacey Sveum

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Articles

Recent activity by Stacey Sveum

  • Advanced Reporting | Creating Dashboards and Visualizations

    OverviewThis article covers how to create and manage dashboards and visualizations in Advanced Reporting in Submittable Next, including searching for your data, building and fine-tuning visualizati...

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  • Direct Awarding

    Contents Overview What is Direct Awarding? Step-by-Step Instructions Step 1: Enable Direct Awarding Step 2: Import Applicant Profiles (if needed) Step 3: Select Awardees Step 4: Assign Award Agreem...

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  • Email Communications: Variables Reference Guide

    Contents Overview Key Terms What are Email Communications Variables? Variables Reference Table Table Key Intake Phase Variables Review Phase Variables Award Phase Variables Post Award Phase Variab...

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  • Managing Organization Applicant Team Members

    Contents Overview Who Are Organization Applicant Team Members Step-By-Step Instructions Manage Existing Team MembersChange Member Roles or Remove Members Add New Team Members Invite New Members...

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  • Why Is My Tax Identification Number Needed?

    The organization you're applying to verifies your tax identification number to ensure compliance and confirm your identity. This verification process helps protect you and the organization by valid...

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  • How to set up your budgets

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  • IRS-TIN Verification

    Contents Overview  What Is IRS-TIN Verification  Step-By-Step Instructions Enable IRS/TIN Verification Once Enabled: Applicant Experience Individual Applicants Organization Applicants Unders...

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  • Using Identity Verification

    Applicant Identity Verification GuideHow to Verify Your Identity Start the Applicant Profile setup (typically the first page of your application) Click the blue "Proceed to Verification" button at...

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  • How to set up your email templates

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  • How to test your program

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