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Checklist - Applications

What to check before an application template goes live.

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Ready for your Application Template to go live?

Ensure you've double checked the following:

  1. Preview your application template: open it in the Form Builder and select Preview.
  2. Make sure each application gets a title. The form needs an Application Title field before the Grant's set-up can move past the Application Form step, unless the Grant's Application title on the Details step is Pre-formatted text.
  3. Add a Currency field, if your Grant's Funding Type is Application form field.
  4. Set up Field Tags, if you want data to pull into contracts, letters or reports: give the field a Field Tag in its Properties.
  5. Set up Field Events, if you want conditional or follow-up questions: select the field whose answer decides and choose Create new Event.
  6. Choose this template from Application templates on the Application Form step of a Grant, and publish the Grant.
  7. Review the emails under Communicate > Email templates, in Applicant emails > Application.

Labels that name Grant and Application use your organisation's own term if you've renamed it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.