Applicant Settings
Note: All instructions assume that you are logged into OpenWater as an admin, and that you are starting on your instance dashboard.
Advanced Round Settings
Applicant settings will cover two areas. The first is located under 'Round Settings > Advanced > Settings tab.` This allows us to set the Submission Finalization Action.
- Complete
This option will mark applications as complete upon submission.
- Require all Submissions to be approved by an admin staff member before sending to Reviewers
This option enables 'Pending Approval.' Each application will require an admins approval to moving into the reviewing pool.
- Automatically forward all Submissions to next round (to enable auto-forwarding you must add another round)
This options will forward applications to the next round in the program.
Applicant Program Settings
The second area covered is located under 'Program Settings > Applicant Settings.' In this configuration, you can setup the following items:
- Limit Number of Applications per Applicant
This option will allow you to set the maximum number of applications that an individual submitter can submit to the program.
- Category Selection Options
This option allows you to select how many categories a submitter can choose on a single submission.
- Disabled
This option will disable multiple category selection.
- Allow Users to Copy Submissions
This option will allow submitters to copy their application between categories.
- Allow Users to Select Multiple Categories to Submissions
This option allows the user to submit to multiple categories simultaneously.
- Disabled
- Show checkbox to submit to another Category
This options adds a checkbox that users select to submit to another category.
- Custom Save and Submit Popup Message
This field allows you to change the message that shows before a user submits their application. (Tip: You can use a \n in this field to create a line break)
- Validation
This option will allow you lets you choose when required fields and eligibility rules are applied.
- Validate Each Application Page on Save and Next
This option will validate every time a submitter saves a page.
- Validate Entire Application on Save and Submit / Add to Cart
This option will validate upon final submission of the application.
- Validate Each Application Page on Save and Next
- Applicant Withdraw
This option allows applicants to withdraw their submission by themselves.
- Application Contributors
This option allows multiple contributors to work on a single application together.
- Application Export
This option allows the submitter to export their application.
- PDF Setup
This option will allow you to set the maximum number of applications that an individual submitter can submit to the program.
- Generate Image Thumbnails
This option will add thumbnails from submitted images to the PDF.
- Max Height
This option sets the max height of the thumbnail.
- Max Height
- Merge Uploaded PDFs
This option will merge uploaded PDFs into the exported PDF.
- Merge Uploaded Word Docs (doc, docx, rtf)
This option will merge uploaded Word Docs into the exported PDF.
- Merge Uploaded PowerPoint Presentations (ppt, pptx)
This option will merge uploaded Powerpoint Presentations into the exported PDF.
- Generate Image Thumbnails
- Override Application Field Template
This option allows you to override the title field for an application with variables from the submission..
- Limit Total Number of Applications for Program (for all Applicants)
This option allows you to limit the number of applications to the program. This is an overall restriction. Submissions will close if this number of completed applications are submitted.
- Submitter Login Restrictions
This option will allow you to restrict who can access the submission form.
- Require Login
This option will require submitters to login before completing the submission form.
- Allow Guest Registration
This option allows guest to register to make a submission..
- Force Guest Access for Anonymous Users
This option will allow anonymous users access to submit a submission. Note: Applications cannot be re-accessed by submitters with this option.
- Require Login