Applications & Form Approval Process

Configure an application for specific individuals and members, and optionally set up an approval process for others to review, edit and approve or deny

Configure Application or Form

Set up an application and customize the form to include optional and required variables, inputs and liabilities to agree with

  • Create
    Create one or many applications for individuals to fill out for your unique purposes
  • Embed Videos and Resources
    Add videos to the application or form so you can include training or informational material in the workflow
  • Private or Public
    Make the application or form public or private for individuals to fill out anonymously or via a login

Approval Process

When multiple stakeholders need to approve and get confirmation and approval, we have an approval process to allow this to happen

  • Approve or Deny
    Set up a workflow to determine who in addition to you would need to approve the application
  • Select Stakeholders
    You can select one or many individuals to be stakeholders to review, edit and approve or deny the application from going to the next step in the workflow
  • Manage Workflow
    Determine if you want the workflow to be a simple signup process or if it requires additional approvals from individuals to review and provide their input

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As of May 20, all fifty states have begun the process of a safe reopening. Your institution, organization, or office might be considering what this means for the upcoming months. While some will opt to continue working, learning, and engaging remotely, others will decide to return to in-person activity in…

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As we adjust to the new “normal” in the age of COVID-19, nonprofit and higher education fundraising teams are adjusting as well. Hosting an in-person gala, organizing a marathon or meeting face to face with donors are things of the past (for now), and organizations must find new ways to…

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