Form Designer Template 62

• Form Designer Template: Quick Start Guide
• Upgrade Existing Opportunities to the Form Designer Template (Migration Tool)
• Form Designer Template: Comparison Chart with Other Templates
• Form Designer Template: Core vs. Pro Comparison Chart
• Form Designer Template: Requirements Page Guide

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Managing Users 16

• User Roles & Permissions
• Editing User Roles
• Users from Outside the Organization
• Adding a User
• Editing User Profile

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Creating Opportunities 33

• Differences among Templates, Drafts, and Launched Opportunities
• Create a Template
• Create an Opportunity (Template Selection Screen)
• Sharing Templates with other Administrators
• Copying Text from Another Source

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Routing Steps 37

• Edit Routing Step after Reviews Are Assigned
• How to Rank Applications Using Routing Steps
• Approve/Do Not Approve Routing Step
• Comments and Ratings Routing Step
• Form Designer Routing Step

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Notifications 22

• Notification Emails List
• Review Requests Digest Email
• Reviewer Notifications and Reminders
• Editing an Email Template (Notifications)
• Notification Email Templates for Reviewers

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Progress Reports 22

• Assigning Progress Reports
• Schedule Progress Report Reminders
• Edit Progress Report Deadline
• Assign Progress Report within Individual Application
• Batch Assign Progress Reports to Multiple Applications

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Reference Letters 8

• Configuring Reference Letters
• How a Letter Writer Submits a Letter
• Reference Letter Deadline
• Change Reference Letter Writer Email Address
• Share Reference Letter Upload Link

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Managing Opportunities 23

• Data Grid
• Edit an Opportunity
• Add Viewer to Opportunity
• Make a Copy of a Launched Opportunity
• Video Collection: Opportunity Management

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Letter of Intent (2-Phase) Opportunities 9

• Video: Letter of Intent (Part 1) - Creating and Managing First Phase
• Video: Letter of Intent (Part 2) - Converting or Awarding Directly
• Can I build the full application or competition at the same time as the Letter of Intent (LOI)?
• Awarding Directly From a Letter of Intent
• Letter of Intent (LOI) Conversion Process

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Managing Applications 40

• Editing an Application after Submission
• Accessing Reviewer Comments and Scores for Applications
• Administrator Starting Draft or Submitting Application by Proxy
• Administrators: How to Edit a Draft Application
• Asking for Application Changes or Edits throughout Your Process

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Managing Reviews 22

• Reviewers Unable to See Assigned Reviews
• Assigning New Reviewers
• Assigning Reviewers by Batch
• Assigning Reviewers to an Individual Application
• Identify Correct SSO Email Address

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Reports & Exports (Excel) 11

• Admin Guide to Reports and Data Exports
• Video: Generating Reports from the Reports Tab
• List of Opportunity-Level Reports (Download Reports to Excel)
• Reports about Reviewers
• Potential Awardees vs. Actual Awardees Columns

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Microsites 9

• What is a microsite?
• Overview of Microsites vs. Standalone Sites
• Move Opportunity from One Microsite to Another
• Rename a Microsite
• Create a Direct URL for a Microsite

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Pivot Integration 9

• Video: Pivot Integration
• How do I set up my account?
• Do I need to have accounts in both systems?
• How do I push from Pivot to InfoReady?
• Creating a Template to Use with the Pivot Integration

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