We have released a bunch of administration tools over the last month or so and wanted to give them some visibility for you to use.
Rich Text Field - A new field type for your forms
We have added a new field type which allows you to capture formatted responses from your applicants called "Rich Text". This is available within all of your form template types and can be used for a range of scenarios to get a richer level of information.
Changing Template Types
Have you ever created a template only to realise it was created as the wrong type? You can change template types easily without technical assistance - read our help article
Export Form Templates to PDF ( without using them )
Historically you could only export form templates to PDF while they are in use e.g. Registration, Funding Application, Assessment or Milestone. However there are times when you might want to export these PDFs independently to be shared or reviewed internally or with stakeholders.
This functionality has been added to make this a one click job - read our help article
Applicant Transfer Records
We have provided an easy way to transfer all applicant records to a new owner, this includes applications, milestones and contract records. Transfer records can be helpful if you are looking to merge applicants together or if there is a unique requirement to move existing records to a new entity - read our help article
