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Micall Searles

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Articles

Recent activity by Micall Searles

  • Managing Goals & Milestones After Receiving an Award

    Contents  Overview What are Goals and Milestones? Step-By-Step Instructions Access Your Goals and Milestones View Goal Details Mark a Milestone as CompletedWhat Happens After I Mark a Milestone a...

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  • Customize Form Fields

    Contents Overview Step-By-Step Instructions Add a Label & Help Text Edit the FieldEdit the field settings Related Articles OverviewThis guide shows Program Admins how to customize (configure) ...

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  • Setting Up the Organization Profile Form

    Contents Overview Step-By-Step Instructions Access Profile Forms Set Up the Organization Profile Form 1. Select the Organization tab. 2. Enable Compliance & Profile Lookup Options (Optional) Com...

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  • About Profile Forms

    ⚡Next Quick Guide What Are Profile Forms? Profile forms collect basic information about applicants and program members. Applicants complete or confirm their profile before starting an application,...

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  • Email Communications: Default Setup & Recommendations

    Contents Overview Key Terms Default Setup and Recommendations by Email Trigger Intake Review Awarding Post Award Eligibility OverviewThis guide shows Program Admins which email communications in...

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  • Initiating General Amendments to Award Agreements

    Contents Overview  What are General Award Agreement Amendments?  ⚠️Important Notes Step-By-Step Instructions Initiate an Amendment Make Changes Notify the Awardee What Happens After Notifying th...

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  • Creating & Using Applicant Insight Forms

    Contents Overview  What is the Applicant Insight Form?  Step-By-Step Instructions Step 1: Build the Applicant Insight Form  Add Form Fields  Copy, Reorder, and Delete Form Fields  Publish the For...

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  • How to Invite Organization Members

    Contents Overview  Key Terms  Step-By-Step Instructions Go to User Management  Invite New Organization Members Add Additional Members (Optional) Send Invitations What the Organization Member ...

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  • Highlights for Reviewers

     Transcript: Here are some of the highlights for reviewers on Submittable.One, they can easily see what reviews are due from them across programs and review stages all in one portal.Two, they can a...

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  • How to Complete a Goals & Milestones Section in an Intake Form (Applicants)

    Contents Overview  What are Goals & Milestones What You'll See in the Goals & Milestones Section  How to Complete Goals  How to Complete Program-Created Goals How to Add Your Own Goals (If Allowed...

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