{"id":162,"date":"2017-08-07T20:26:15","date_gmt":"2017-08-07T20:26:15","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=162"},"modified":"2020-06-26T09:28:34","modified_gmt":"2020-06-26T15:28:34","slug":"documents","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/documents\/","title":{"rendered":"Documents"},"content":{"rendered":"\n<p>Admins can ask applicants to upload or link an unlimited number of files to their applications via document requests.<\/p>\n\n\n\n<h2>How It Works<\/h2>\n<p>Documents can be optional uploads or required for submittal for your application.<\/p>\n<p>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 <a title=\"Administrative Documents\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/administrative-documents\/\">Administrative Documents<\/a> to each application.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Set It Up<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Turn On the Feature<\/h3>\n\n\n\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Settings Tab &gt; <em>Additional Program Modules<\/em> &gt;&gt; Documents Tab<\/span><\/p>\n\n\n\n<div class=\"wp-block-ht-blocks-tabs wp-block-hb-tabs\"><ul class=\"wp-block-hb-tabs__nav\" role=\"tablist\"><li class=\"wp-block-hb-tabs__head\" data-tab=\"tabs-0\" data-hb-tabs-tab--state=\"active\"><span class=\"wp-block-hb-tabs__head_item\" for=\"tab0\">Settings Tab<\/span><\/li><li class=\"wp-block-hb-tabs__head\" data-tab=\"tabs-1\" data-hb-tabs-tab--state=\"inactive\"><span class=\"wp-block-hb-tabs__head_item\" for=\"tab1\">Documents Tab<\/span><\/li><\/ul><div id=\"tabs-0\" class=\"wp-block-hb-tabs__content\" role=\"tabpanel\" data-hb-tabs-tab--state=\"active\"><p> Under Additional Program Modules, turn <strong>Documents<\/strong> &#8216;On&#8217;<\/p><\/div><div id=\"tabs-1\" class=\"wp-block-hb-tabs__content\" role=\"tabpanel\" data-hb-tabs-tab--state=\"inactive\"><p>Create a <strong>Documents Tab\/Section <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/tab-labels\/\">label<\/a><\/strong><br><br>Add <strong>Documents Instructions<\/strong><\/p><\/div><\/div>\n\n\n\n<h3>Add Document Requests<\/h3>\n<ol>\n<li>Create your requests using the <strong>Add a Document Request<\/strong> box<\/li>\n<li>Add a description of the requested file<\/li>\n<li><strong style=\"font-size: inherit; letter-spacing: 0px;\">Choose your settings<\/strong><span style=\"font-size: inherit; letter-spacing: 0px;\">: \r\n    \t\t<div class=\"hts-accordion \"  >\r\n\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section hts-accordion__section--active\">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Required<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tWill alert applicants that there MUST be something in that slot in order for the application to be submitted (see note below)\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Trigger an Email<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tWill send admin users an email whenever any applicant uploads something in that slot\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Hide from Reviewers<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tWill keep reviewers from seeing whatever the applicants upload in that slot\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Allow Ext Upload<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tWill 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 <\/span><a style=\"font-size: inherit; letter-spacing: 0px;\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/external-document-uploads\/\">here<\/a><span style=\"font-size: inherit; letter-spacing: 0px;\">)\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-accordion -->\r\n    \t\t<\/span><\/li>\n<li>Click the<strong> Add a Document Request <\/strong>button to create the request.     \t\t<div class=\"hts-messages hts-messages--info   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tApplicants can upload an unlimited number of files on each document request. If you want to add an catch-all request for \u201cAdditional Documents,\u201d you only need to create a single slot \u2013 applicants can put as many files as they need in that slot.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t<\/li>\n<li><strong>Upload a Template<\/strong> \u2013 Once you\u2019ve created the request, you\u2019ll see an Upload Template button to the right of the request in the document requests list. Click it to <a title=\"Uploading Documents\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/file-uploads\/\">upload a document<\/a> template.\n<ul>\n<li>To&nbsp;<strong>delete a template<\/strong>, click the&nbsp;<em>delete&nbsp;<\/em>link next to the link to the template under the document request.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n    \t\t<div class=\"hts-messages hts-messages--success   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tUse the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applicant-view\/\">Applicant View<\/a>&nbsp;to check the document request setup.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n\n\n\n<div class=\"wp-block-ht-blocks-accordion wp-block-hb-accordion\"><div class=\"wp-block-hb-accordion__section\" data-ht-blocks-accordion-block-state=\"closed\"><div class=\"wp-block-hb-accordion__title\"><span>Edit a Request<\/span><\/div><div class=\"wp-block-hb-accordion__content\"><div class=\"wp-block-hb-accordion__contentwrap\">To <strong>edit a request<\/strong> in the document requests list, click the grey pencil icon next to that request. You can edit the description, select a new location from the dropdown menu, or check the boxes to mark it required, hide it from reviewers, set an email trigger, or allow external uploads.<\/div><\/div><\/div><div class=\"wp-block-hb-accordion__section\" data-ht-blocks-accordion-block-state=\"closed\"><div class=\"wp-block-hb-accordion__title\"><span>Delete a Request<\/span><\/div><div class=\"wp-block-hb-accordion__content\"><div class=\"wp-block-hb-accordion__contentwrap\">To <strong>delete a request<\/strong>, click the grey trash can. This will remove the request and any associated documents that have been uploaded in that slot.<\/div><\/div><\/div><\/div>\n\n\n<div id=\"documents\">\n<h2>A Note about Required Documents<\/h2>\n    \t\t<div class=\"hts-messages hts-messages--alert   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\t&#8220;Required&#8221; documents will be required in ALL applications. Applicants cannot submit without something uploaded or linked in each required document slot.     \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<p>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:<strong>&nbsp; \r\n    \t\t<div class=\"hts-accordion \"  >\r\n\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section hts-accordion__section--active\">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Do not set the document request to be \"required\"<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tBe explicitly clear in your instructions and in the document request description that the request is required for certain applicants. For example, the description for a document request that is required for applicants submitting \u201cBlue\u201d applications have a description like this: \u201cREQUIRED FOR BLUE APPLICATIONS: 501(c)(3) Designation Letter\u201d\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Set the document request to be \"required\"<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tProvide instructions for your applicants as to how they can exempt themselves. Upload an exemption document as a template that your applicants can download and upload back into that slot to satisfy the system requirement without needing to upload an additional document, if the request does not apply to them and is still marked \"required\".\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-accordion -->\r\n    \t\t<\/strong><\/p>\n<p>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 &#8220;required&#8221; as necessary.<\/p>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Other Document Request Locations<\/h2>\n\n\n\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt;&gt; Financial Tab &gt;&gt; Report Tab<\/span><\/p>\n\n\n\n<div class=\"wp-block-ht-blocks-tabs wp-block-hb-tabs\"><ul class=\"wp-block-hb-tabs__nav\" role=\"tablist\"><li class=\"wp-block-hb-tabs__head\" data-tab=\"tabs-0\" data-hb-tabs-tab--state=\"active\"><span class=\"wp-block-hb-tabs__head_item\" for=\"tab0\">Pre-Application Tab<\/span><\/li><li class=\"wp-block-hb-tabs__head\" data-tab=\"tabs-1\" data-hb-tabs-tab--state=\"inactive\"><span class=\"wp-block-hb-tabs__head_item\" for=\"tab1\">Financial Tab<\/span><\/li><li class=\"wp-block-hb-tabs__head\" data-tab=\"tabs-2\" data-hb-tabs-tab--state=\"inactive\"><span class=\"wp-block-hb-tabs__head_item\" for=\"tab2\">Report Tab<\/span><\/li><\/ul><div id=\"tabs-0\" class=\"wp-block-hb-tabs__content\" role=\"tabpanel\" data-hb-tabs-tab--state=\"active\"><p>The <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/pre-application\/\">Pre-Application Tab<\/a> allows for document requests required for approval of the pre-application<\/p><\/div><div id=\"tabs-1\" class=\"wp-block-hb-tabs__content\" role=\"tabpanel\" data-hb-tabs-tab--state=\"inactive\"><p>An Invoice can be requested through the Financial Tab<\/p><\/div><div id=\"tabs-2\" class=\"wp-block-hb-tabs__content\" role=\"tabpanel\" data-hb-tabs-tab--state=\"inactive\"><p><a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/\"><strong>Reports<\/strong><\/a> \u2013 Documents are requested and submitted during each reporting period.&nbsp;<br><br><em>Adding one document request and&nbsp;setting it to appear in the Reports means that each report will have a copy of that&nbsp;document request in which applicants can upload files pertinent to that report.<\/em><\/p><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,41,40,25,38,27],"ht-kb-tag":[79,80],"class_list":["post-162","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-applicationphase","ht_kb_category-program-setup","ht_kb_category-applicationadmin","ht_kb_category-all","ht_kb_category-postdecisionadmin","ht_kb_tag-jun20","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=162"}],"version-history":[{"count":36,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/162\/revisions"}],"predecessor-version":[{"id":2097,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/162\/revisions\/2097"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=162"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=162"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}