The second step in creating is building the form that applicants will fill out on the Requirements page. In addition to basic things like contact information, you should include requirements that will help reviewers evaluate the application during the review process. Below is a brief description of each field on this page with links to related articles. 


Note:  The full list of features is described below, which are part of our Gold, Platinum, and Enterprise licenses. If you are interesed in any feature not currently showing on your site, contact your account manager or submit a support ticket.


Design Tools and Form Fields

  • Build a bulk of the application using a variety of question field types. Make them required or optional, and drag and drop to re-order. Add instructions to clarify how each should be filled out.
  • Require any number of file uploads. Make each required or optional, and specifiy file types. The files become a part of the application packet when downloaded as a pdf by reviewers and administrators.


InfoReady Tools

Applicant-Driven Routing Steps - Require applicants to list one or more pre-approver email addresses for their application. The individuals will automatically be assigned as reviewers when the application is submitted.


Co-Applicants - Collect data on other contributors to the application.


Reference Letters - Select the number of letters and make them required or optional. Applicants will enter the email address of the letter writer(s). Each will receive a direct, link to attach their letter to the application (no login or account creation required).


Application Keywords - Allows applicants to tag their applications with pre-defined keywords. Make this section required or optional.


Need more info? Check out our Form Designer Quick Start

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.