TABLE OF CONTENTS

Administrators can add the Co-Applicants field as an additional requirement to any place in the form. This question allows applicants to list other individuals involved with their submission. 


Notes:
- This feature is only for administrative purposes. It does NOT give co-applicants access to the application within InfoReady.
- Co-applicants will not receive any notifications automatically. If the primary applicant wants them to be notified, Administrators should also include the Add Contacts for Notifications tool so the applicant can include co-applicants in email notifications about the application.
- If you don't want reviewers to see the identity of co-applicants, make sure to hide this info from them. See step 4 below.


Administrator View (Requirements Page)

In the expanded toolbar on the left side, add by selecting Co-Applicants as shown below.

Admin view of Application Keywords field

Once added to the desired location in the form, the Settings panel immediately opens on the righthand side of the screen:


1. Edit the field label to clarify to customize the term (optional).

2. Add instructions (optional).

3. Specify the maximum number of co-applicants allowed.

4. Choose to show or hide (default) co-applicant data from reviewers.


Default Configuration

Admin view of default co-applicant panel

Customized Configuration Example

Admin view of customized configuration

Field Configuration


4. Click Field Configuration to expand the co-applicant field options panel.

5. Edit field label(s) as desired. All 9 fields are listed below. (Note: Additional fields cannot be added).

  • Prefix
  • First Name
  • Last Name
  • Email - Must be required field, and label cannot be edited.
  • Affiliation
  • Professional Title
  • Specific Expertise
  • College
  • Department

6. Select if each field should be Excluded (i.e., not displayed to applicants) Optional, or Required.


7. Repeat steps 4-6 for all fields, and then scroll up and click the arrow (shown below), or click onto the main part of form (i.e., middle of page) to collapse the configuration panel.Admin view of collapsing configuration panel

Applicant View

  • Click Add {Co-Applicant Term} to display relevant fields.
  • Fill in all required fields and any relevant optional fields.

Applicant view of co-applicants section

Expanded applicant view of relevant fields

  • Click Add {Co-Applicant Term} link to add additional co-applicants.
  • Click Remove {Co-Applicant Term} link to remove a co-applicant entry.
  • Once the maximum number of co-applicants have been added, the Add {Co-Applicant Term} link will not display.


Applicant view of Add and Remove functions

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.