Admins can ask applicants to upload or link an unlimited number of files to their applications via document requests.
How It Works
Documents can be optional uploads or required for submittal for your application.
You can also provide a template for applicants to download, fill out, then upload to their application as well. You can also upload your own Administrative Documents to each application.
How to Set It Up
Turn On the Feature
Program Setup > Settings Tab > Additional Program Modules >> Documents Tab
- Settings Tab
- Documents Tab
Under Additional Program Modules, turn Documents ‘On’
Create a Documents Tab/Section label
Add Documents Instructions
Add Document Requests
- Create your requests using the Add a Document Request box
- Add a description of the requested file
- Choose your settings:
RequiredWill alert applicants that there MUST be something in that slot in order for the application to be submitted (see note below)Trigger an EmailWill send admin users an email whenever any applicant uploads something in that slotHide from ReviewersWill keep reviewers from seeing whatever the applicants upload in that slotAllow Ext UploadWill allow applicants to send a link to someone to upload a file to that slot in their application without needing to be logged in (learn more here)
- Click the Add a Document Request button to create the request.
- Upload a Template – Once you’ve created the request, you’ll see an Upload Template button to the right of the request in the document requests list. Click it to upload a document template.
- To delete a template, click the delete link next to the link to the template under the document request.
A Note about Required Documents
If you are hosting multiple types of applications in a single program and a document is required from applicants submitting one type of application but not another, we recommend using one of two options:
If the different types of applications are significantly dissimilar and it is critical that you be able to require different types of files from different applicants, you may need to split your program into multiple programs, which would allow you to add document requests and make them “required” as necessary.
Other Document Request Locations
Program Setup >> Financial Tab >> Report Tab
- Pre-Application Tab
- Financial Tab
- Report Tab
The Pre-Application Tab allows for document requests required for approval of the pre-application
An Invoice can be requested through the Financial Tab
Reports – Documents are requested and submitted during each reporting period.
Adding one document request and setting it to appear in the Reports means that each report will have a copy of that document request in which applicants can upload files pertinent to that report.