The General template is available for our Platinum and Gold Levels of Service, or can be purchased separately. This template offers more flexibility than the standard Funding template, which makes it ideal for:

There are a few main differences on the General template, compared to the Funding template:

Details Page

Requirements Page

  • Only three required default fields: First Name, Last Name, and Title
  • The labels for all three required default fields can be edited.
    • Quick Tip: The Title field can be customized to collect other relevant information, like nominee name, ID #, travel location, etc.

Title text field highlighted by red outlined box.

More General Template Resources

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.