How To Save an Application Form as a Template

Application forms are customized forms that capture applicant information and responses. Once applicants submit applications, reviewers may score applications based on form responses.

Prerequisite: Must be an Organizational Admin or Fund Admin

Once an application form has been created, it can be saved as a template. These templates can be editable and/or automatically added to all new opportunities, if desired. The application form templates can be managed and created from Award Management>Form Templates.

1. Open Award Management>Fund Opportunities or >Grant Opportunities.
2. Click an opportunity name.
3. Open the Configuration tab>Application Forms.
4. Click the  (Edit icon) next to an application form name.
   
5. Click Save as Template.
   
6. In the pop-up window, add Template Name.
7. Add a template Description (optional).
8. Check the Add template to all new opportunities checkbox to add the template to all new opportunities that are created. The template can be reordered or deleted from each opportunity.
9. Check the Allow editing on opportunity checkbox to allow users to edit the template on each opportunity.
10. Click Save as Template. The template can be viewed, edited, copied, or deleted from the Form Templates list.