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Micall Searles

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Articles

Recent activity by Micall Searles

  • Setting Up & Using Smart Summary

    Contents Overview  What is Smart Summary?  Step-By-Step Instructions Add a Customized Smart Summary Prompt to an Intake RoundTips for Writing Clear Prompts Generate a Smart Summary What Happen...

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  • Sort & Filter Applications (Intake & Review Rounds)

    Contents Overview  What is Sorting & Filtering? Step-By-Step Instructions  Open the Intake or Review Round  Customize Your ViewShow or Hide Columns  Sort & Filter Applications  How to Sort Appl...

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  • How to Reverse a Disqualified Application

    Contents Overview  What is the Disqualification Reversal Feature?  Step-By-Step Instructions  What Happens After You Reverse a Disqualified Application?  Application Status  Applicant Email Notifi...

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  • Set Up a Review Round

    Contents Overview Understanding Review Rounds in Your Award Cycle Workflow Step-By-Step Instructions Navigate to the Workflow Builder Set Up a Review Round Rename the round (if desired) Select a ...

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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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  • Setting Up & Using Smart Reviewer

    Contents Overview  Quick Video Walkthrough What is Smart Reviewer?  Before You Begin: Set Up Your Custom Feedback Form  ⚠️ Field Type Limitations in Custom Feedback Forms 💡 Tips for Creating an Ef...

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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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  • 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 Considerations When to Close a Cycle Closing Rolling vs. Deadline-Based Cycles What Happens When You Close a Rolling Cycle?...

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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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