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How to create an application on behalf of an applicant

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How to create an application on behalf of an applicant

This article describes how to create an application from scratch on behalf of an applicant. This could be for a hard copy, PDF, or email provided directly from the applicant, or if you need to backload applications.

1

Go to the Grants/Funding Rounds area and find the Grant you want to complete the application within. Click the down arrow on the right hand side of its row and click on "Complete Application on Behalf".

Complete Application on Behalf
2

Select the applicant

Select the applicant you are filling the application on behalf of. If the applicant does not exist in the system you will need them to register or invite them into the system under Users > Applicants.

Select Applicant
3

Complete the application

Click "Select" and this will take you through to the application form to complete.


  • Application Templates

  • Create a Payment Against One Milestone

  • How to manage Application Collaborators

  • Troubleshooting Applicant Invites

  • Invite a New Applicant

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