Registration management
- Applicants
Find an applicant, read their registration, review it, and manage the people who act for them.
- Checklist - Registrations
What to check before a registration template goes live.
- Frequently asked questions about registrations
Short answers about registration types, reviews and unclaimed applicants.
- Importing and adding applicants
Add one applicant by hand, or import many from a CSV file, and choose whether to invite them.
- Registration templates and types
Build the registration form applicants fill in, and set up the registration types that use it.
- Transferring applicant records
Move an applicant's applications, contracts and milestones to another applicant, or delete an applicant.