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Micall Searles

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Articles

Recent activity by Micall Searles

  • Add Applications to an Intake Round

    Contents Overview What is the Add Applications Feature? Before You Begin Turn on Add Applications Check These Requirements Step-By-Step Instructions Navigate to the Intake Round Add Application...

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  • How to Set Up Approvals for Awarding, Disbursements & Reimbursements

    Contents Overview  What Are Approvals?  Before You Begin: Enable Approver Role & Invite Approvers Step-By-Step Instructions Step 1: Enable Approvals How to Enable Awarding Approvals How to Enable...

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  • Assign Reviewers Manually

    Contents Overview What is Manual Review Assignment? Step-By-Step Instructions Open the Review Round Assign Reviewers Individually or in Bulk What Happens After Manually Assigning a Reviewer? Relate...

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  • Set Up Program Inbox

    Contents Overview What is Program Inbox? ⚠️Before You Begin Step-By-Step Instructions Set Up Program Inbox Authorize Your Email Send Emails from Program Inbox Access and Manage Program Inbox Filte...

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  • Eligibility Forms

    Contents Overview What are Eligibility Forms? Step-By-Step InstructionsHow to Build the Eligibility Form (If informative or preventative are selected) Related Articles OverviewThis step-by-step g...

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  • Intake Forms

    Contents Overview What is an Intake Form? ⚠️Important Notes Step-By-Step Instructions Related Articles OverviewThis guide shows Program Admins how to add an Intake Form in Next.  What is an Intake ...

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  • Closing an Award Cycle

    Contents Overview What Does It Mean to Close an Award Cycle? ⚠️Important Notes When to Close a Cycle Closing Rolling vs. Deadline-Based Cycles What Happens When You Close a Rolling Cycle? What Hap...

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  • Creating and Publishing Award Agreement Templates

    Contents Overview What are Award Agreement Templates? ⚠️Important Notes Step-By-Step Instructions Customize the Template Rename the Template Customize Fields Hide Default Fields Add Fields Move ...

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  • Including Goals & Milestones in an Award Agreement

    Contents  Overview  Before You Begin  Quick Tour  Enable Goals and Milestones on an Award Agreement  💡Pro Tip: How to Remove a Goals & Milestones Section  OverviewThis guide shows Program Admins h...

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  • Downloading PDFs and Exports

    Contents Overview How to Download Files in Next Two Download Methods 💡Tip; How to Know Which Download Experience You'll Get Downloads Page Experience What is the Downloads Page? Files That Use ...

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