There are two parts to the Requirements page:
- Part 1 - Form questions and file uploads
- Part 2 - Optional configurations: Reference letters, co-applicant section, and applicant driven routing steps (pre-approver process), acknowledgement
Video highlights include:
- Template Types – 00:18
Funding Template – 00:30
- Default Fields – 00:40
- Special Fields – 01:02
- Moving Order of Fields – 01:46
- Notes to Applicant – 01:58
- Custom Questions – 02:30
General Template – 04:32
- Default Fields – 04:47
- Special Requirement Options – 05:25
- Supporting Documents – 06:00
- Accepted File Types – 07:00
Applicant View Example – 07:25
Questions – 09:11
Video highlights include:
Training Outline – 00:11
- Applicant-Driven Routing Steps – 00:35
- Co-applicants – 03:36
- Reference Letters – 05:27
- Application Keywords – 07:47
- Applicant Acknowledgement – 08:24
Applicant View – 09:15
- Co-applicant Section – 09:21
- Application Keywords Section – 10:06
- Complete Reference Letter Section – 10:41
- Applicant-Driven Routing Steps Section – 11:24
- Applicant Acknowledgement Section – 11:46
- Send Reference Letter Request – 11:58