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Remind and withdraw stale drafts

Remind applicants about a draft nobody has edited, and withdraw it automatically if nobody comes back to it. Off until you turn it on.

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A draft application nobody touches can sit in a round for months. Stale drafts reminds the applicant after a number of days without an edit, can remind them again, and can withdraw the draft if nobody comes back to it. The same reminders cover an Information Request the applicant has not answered. Every setting is off until you turn it on, round by round. Grant, Application and Applicant are your organisation's own terms if you've renamed them.

Before you start

  • You need permission to edit and publish the grant. Without it you can see the settings but not change them.
  • The settings save on their own, so you can change them after the round is published.

Turn on reminders

  1. Open the grant. Before it is published, go to the Details step of its setup and open Advanced Settings. Once it is published, Advanced Settings is on the grant's Details tab.
  2. Tick Remind about stale drafts under Stale drafts.
  3. Enter Remind after (days): the days since the draft was last edited before the first reminder goes.
  4. To remind again, enter Repeat every (days) and Up to (reminders), the most reminders to send. They go together: a repeat needs a maximum.
  5. Select Save stale drafts. Backed says Stale drafts saved.

To turn the reminders off again, untick Remind about stale drafts and save. Every setting is cleared.

Withdraw a draft automatically

Withdraw after a further (days) withdraws a draft that is still not edited that many days after its first reminder. It is available once Remind after (days) has a number, and it must be at least seven days and no fewer than Remind after. Leave it blank never to withdraw.

Seven days before the withdrawal, the applicant is sent Your application will be withdrawn and their draft shows the date and the reason. Saving a change to the draft stops the countdown.

Withdraw when an Information Request is unanswered

An Information Request the applicant has not answered is reminded on the same days as a draft. Tick Withdraw when unanswered and enter Withdraw unanswered after (days) to withdraw the application if the request is still unanswered that many days after it was sent. The period counts from the day the request was sent, not from its first reminder. Responding to the request stops the countdown.

If Backed refuses the settings

These settings do not fit together. shows on the field to correct. A withdrawal period must be at least seven days and no shorter than the first reminder, a repeat needs a maximum, and nothing can be set without Remind after (days).

What the history shows

An application withdrawn this way shows Withdrawn automatically in its history, with the reason: the draft was not edited, or an Information Request went unanswered. No person is named, because nobody withdrew it by hand.

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.