# Tahua Help Center

## Help Center

- [Developer Platform](https://help.tahua.io/readme.md): Welcome to your team’s developer platform

## Knowledge Base

- [Knowledge Base](https://help.tahua.io/knowledge-base/readme.md)
- [Welcome to Tahua](https://help.tahua.io/knowledge-base/administrator-help-guides/welcome-to-tahua.md): A little bit about us...
- [Getting Started](https://help.tahua.io/knowledge-base/administrator-help-guides/getting-started.md): You've just signed up for your business to use Tahua, and we're here to help you make your grants management process as pain-free and seamless as possible.
- [Getting Started as an Administrator](https://help.tahua.io/knowledge-base/administrator-help-guides/getting-started/getting-started-as-an-administrator.md)
- [Understanding the Typical Grant Workflow](https://help.tahua.io/knowledge-base/administrator-help-guides/getting-started/understanding-the-typical-grant-workflow.md)
- [Setting up Your Organisation](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation.md): If your organisation has just signed up to use Tahua to manage your grants process, there are some things you need to configure before you go live. This section explains these settings in more detail.
- [Configuration Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings.md): Before you go live and invite others to access the system, please ensure you have reviewed your organisation settings.
- [Information Sharing Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/information-sharing-settings.md)
- [Application Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/application-settings.md)
- [Assessment Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/assessment-settings.md)
- [Contract Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/contract-settings.md)
- [Verifier & Institution Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/verifier-and-institution-settings.md): Institutions, Verifiers, Platforms, Commissioners...our customers all have the ability to configure this setting and define it based on what makes sense to their stakeholders.
- [Setting Up Email Reminders](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/setting-up-email-reminders.md): Tahua can automatically send reminder emails for Grants, Applications, Offers, Assessments, Milestones and Contracts. Here's how to set one up.
- [Setting up your Organisation Brand Assets](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/setting-up-your-organisation-brand-assets.md)
- [Setting up SAML SSO with Microsoft Azure](https://help.tahua.io/knowledge-base/administrator-help-guides/setting-up-your-organisation/setting-up-saml-sso-with-microsoft-azure.md)
- [Administrator Portal Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview.md): Learn everything you need to know about the key features and navigation of the Tahua administration portal.
- [Administrator Portal](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/administrator-portal.md): The Administrator Portal is your central hub for managing all aspects of your grant program in Tahua.
- [Administrator Dashboard](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/administrator-dashboard.md): When you first log into the Administrator Portal, you'll see your Dashboard. This is your home base for monitoring activity across your grant program.
- [Template Management](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management.md): Organisations have the ability to use "Templates" to automate their workflows.
- [Using the Form Builder for Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/using-the-form-builder-for-templates.md): The form builder for templates works virtually the same across the board for the different workflows, however there are a few nuances (particularly for the "letters").
- [How to upload files for use in templates](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/how-to-upload-files-for-use-in-templates.md)
- [Export Form Templates to PDF](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/export-form-templates-to-pdf.md)
- [Change form template type](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/change-form-template-type.md)
- [Personalisations in Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/personalisations-in-email-templates.md): Learn how to manage your email templates from content and formatting to Personalisations.
- [Template Locking](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/template-locking.md)
- [Administrator Permissions & User Management](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management.md): When your organisation registers with Tahua to use the platform to manage your grants, you will receive an initial email directly from us to set up your first Administrator account.
- [Setting Up an Account in Tahua](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua.md): Here you'll find all the information you need when it comes to signing in, setting up a new administrator, assessor, applicant, multi-user accounts, and troubleshooting potential problems.
- [Sign in to Tahua](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/sign-in-to-tahua.md): Quick and easy guide for the two different methods of signing in.
- [Invite a New Administrator](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-new-administrator.md)
- [Invite a New Assessor](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-new-assessor.md)
- [Invite a New Applicant](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-new-applicant.md)
- [Transferring Applicant Records](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/transferring-applicant-records.md): From time to time, you may encounter Applicants that have signed up more than once on the Portal, and you may wish to consolidate their accounts, or move records to a new entity. Here's how to transfe
- [How to unlock a user after too many password attempts](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/how-to-unlock-a-user-after-too-many-password-attempts.md)
- [Invite a User to an Existing Organisation](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-user-to-an-existing-organisation.md)
- [Troubleshooting Applicant Invites](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/troubleshooting-applicant-invites.md)
- [User Multi-Role - Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/user-multi-role-overview.md)
- [Granting an Applicant Role to an Assessor](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/user-multi-role-overview/granting-an-applicant-role-to-an-assessor.md): Give an existing Assessor an Applicant Role too, so they can act as both from one login.
- [Granting a Verifier Role to an Applicant](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/user-multi-role-overview/granting-a-verifier-role-to-an-applicant.md): Give an existing Applicant a Verifier Role too, so they can act as both from one login.
- [Granting an Applicant Role to a Verifier](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/user-multi-role-overview/granting-an-applicant-role-to-a-verifier.md): Give an existing Verifier an Applicant Role too, so they can act as both from one login.
- [Granting an Assessor Role to an Applicant or Verifier](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/user-multi-role-overview/granting-an-assessor-role-to-an-applicant-or-verifier.md): Give an existing Applicant or Verifier an Assessor Role too, so they can act as both from one login.
- [Profile Management for Administrators](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/profile-management-for-administrators.md)
- [Switching Between Admin and Assessor Mode](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/profile-management-for-administrators/switching-between-admin-and-assessor-mode.md): If you hold more than one role in Tahua, switch between Admin Mode and Assessor Mode from your profile.
- [Reset Password](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/reset-password.md): If you or one of your Users have forgotten your password, there are a couple of options to facilitate a reset of the password.
- [Managing Applicants and Users](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/managing-applicants-and-users.md): Tahua is an authenticated system, which means all applicants must register before they can apply for funding.
- [The Notification System](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/the-notification-system.md): An important feature of the Dashboard is the notification system at the top of your screen.
- [Internal Comments](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/internal-comments.md): Internal Comments let Admins leave admin-only notes and updates on records throughout Tahua — visible only to your team, never to Applicants, Verifiers or Assessors.
- [Email Preferences](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/email-preferences.md)
- [Email Logs](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/email-logs.md): As an Administrator, you have the ability to see all the automated emails that have gone out to Applicants, Assessors, and other Administrators.
- [Administrator Permissions](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/administrator-permissions.md): Administrator permissions control what actions an admin can perform — approving payments, sending decisions, changing settings. They work alongside Admin Groups, which control which records an admin c
- [Admin Groups & Data Access Rules](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules.md)
- [How to Create an Admin Group and Set Data Access Rules](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules/how-to-create-an-admin-group-and-set-data-access-rules.md): Step-by-step instructions for creating an Admin Group and configuring its Data Access Rules.
- [Example Admin Group Configurations](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules/example-admin-group-configurations.md): Common Admin Group and Data Access Rule setups to use as a starting point for your own organisation.
- [Admin Approval Limits](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-approval-limits.md): Set per-admin financial approval limits to control the maximum amount an individual Admin can approve for Decisions, Contracts, and Milestones.
- [Registration Management](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management.md): In order to use the Tahua platform, your applicants are required to sign-up to the secure Tahua system. To do this, they fill out a registration template, which is created by your Administrator/s.
- [What are Registration Templates?](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/what-are-registration-templates.md)
- [Understanding Registration vs Application Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/understanding-registration-vs-application-templates.md): It's important to understand the difference when setting up the different template types in the Administrator section Tahua.
- [Registration Type Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/registration-type-settings.md): This article is for Administrators setting up Registration Types, including the GST Field that determines whether GST is applied to an Applicant's bills.
- [Accessing Registration Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/accessing-registration-templates.md)
- [Changing an Applicant's Registration Type](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/changing-an-applicants-registration-type.md): This article is for Administrators who need to move an Applicant to a different Registration Type, for example from Individual to Company.
- [Modifying Registration Templates After Launch](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/modifying-registration-templates-after-launch.md): If you've already had applicants fill in an existing registration template, but you now need to collect different/additional information from them, read on...
- [Replacing a Registration Template with a New Form](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/replacing-a-registration-template-with-a-new-form.md): This article is for Administrators who want to start using a new Registration Template while keeping existing Applicants on their current form.
- [Registration Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/registration-email-templates.md): There are various email templates that recipients can receive which help streamline the Registration process, which all enable Admin to customise them.
- [Importing & Adding Applicants](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/importing-and-adding-applicants.md): This article is for Administrators who would like to add Applicants to Tahua individually, or import multiple Applicants at once.
- [Adding a Single Applicant](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/importing-and-adding-applicants/adding-a-single-applicant.md): This article is for Administrators who would like to add a single Applicant to Tahua.
- [Importing Applicants in Bulk](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/importing-and-adding-applicants/importing-applicants-in-bulk.md): This article is for Administrators who would like to import multiple Applicants into Tahua at once from a spreadsheet.
- [Checklist - Registrations](https://help.tahua.io/knowledge-base/administrator-help-guides/registration-management/checklist-registrations.md): Ready for your Registration Template to go live? Ensure you've double checked the following:
- [Funding Rounds and Grant Management](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management.md): Once you have set up registration template/s (which enable prospective applicants to sign up to the Tahua portal), you are ready to create your first funding round.
- [Create a Grant Round](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/create-a-grant-round.md)
- [Setting the Funding Type for a Grant Round](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/create-a-grant-round/setting-the-funding-type-for-a-grant-round.md): This article is for Administrators who need to decide between a Fixed Amount or Application Form Field funding type when setting up a Grant Round.
- [Copy Grant Round](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/copy-grant-round.md)
- [Edit Draft Grant Round](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/edit-draft-grant-round.md)
- [Application Management](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/application-management.md): This article provides an overview of Application administration functions that are available to Admins.
- [Manage Grant Rounds](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/manage-grant-rounds.md): This article is for Administrators who would like to manage an existing grant.
- [Deleting a Grant](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/manage-grant-rounds/deleting-a-grant.md): This article is for Administrators who would like to delete a grant.
- [Unpublishing and Editing a Grant](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/manage-grant-rounds/unpublishing-and-editing-a-grant.md): This article is for Administrators who need to make changes to a grant after it has already been published.
- [Messaging Applicants](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/manage-grant-rounds/messaging-applicants.md): This article is for Administrators who would like to message an Applicant about their grant application.
- [Changing the funding round end date](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/changing-the-funding-round-end-date.md): If you've set up a funding round, and decided during the round that you need to extend the end date, you can do this without having to unpublish and edit the funding round.
- [Multi-Stage Grant Rounds](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/multi-stage-grant-rounds.md)
- [Landing Pages](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/landing-page.md): This article is for Administrators who would like to add a Landing Page to a Grant.
- [Funding Round Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/funding-round-email-templates.md)
- [Checklist - Funding Rounds & Grant Management](https://help.tahua.io/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/checklist-funding-rounds-and-grant-management.md): Ready for your Funding Round to go live? Ensure you've double checked the following:
- [Applications](https://help.tahua.io/knowledge-base/administrator-help-guides/applications.md): This section covers managing Application templates and Applications themselves, from creation through to submission and beyond.
- [Application Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-templates.md): This article is for Administrators who would like to create and manage application form templates.
- [Editing or Duplicating an Application Template](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-templates/editing-or-duplicating-an-application-template.md): This article is for Administrators who would like to edit or duplicate an existing application form template.
- [Creating Tables](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-templates/creating-tables.md): Tables can be a helpful way to capture information from your Applicants within templates. There are a few things to note when adding tables to your templates, which we detail below.
- [Field Events](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-templates/field-events.md): Using Field Events to show conditional follow-up questions. Fields controlled by Field Events are completely hidden when their condition isn't met, keeping the form clean and straightforward.
- [Personalisations & Field Tags](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-templates/personalisations-and-field-tags.md): Learn about how you can use field tags to create personalisations.
- [Enable Repeatable Sections in the Template Builder](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-templates/enable-repeatable-sections-in-the-template-builder.md): This allows you to create sections that respondents can repeat — e.g. letting someone upload multiple files, add multiple team members, or submit more than one entry within a single section.
- [How to Manage Application Collaborators](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/how-to-manage-application-collaborators.md): This article covers how to manage Application Collaborators on behalf of an organisation (as the Administrator).
- [Inviting a New Collaborator to an Application](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/inviting-a-new-collaborator-to-an-application.md): You can now invite someone to collaborate on an Application even if they have never used the Portal before. This explains how the invitation works, and exactly what a Collaborator can and cannot see.
- [Enabling Application Collaborators](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/enabling-application-collaborators.md): Control whether Applicants can add Collaborators to their Applications — as an organisation-wide default, and per Funding Round.
- [How to Create an Application on Behalf of an Applicant](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/how-to-create-an-application-on-behalf-of-an-applicant.md)
- [How to Submit a Late Application](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/how-to-submit-a-late-application.md): If an applicant needs to submit an application after your funding round has closed, here's how to get it in - whether or not they'd already started it.
- [Submitting a Late Application (Not Yet Started)](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/how-to-submit-a-late-application/submitting-a-late-application-not-yet-started.md): This article is for Administrators completing a late application on behalf of an applicant who never started one before the funding round closed.
- [Submitting a Late Application (Already Started)](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/how-to-submit-a-late-application/submitting-a-late-application-already-started.md): This article is for Administrators who need to let an applicant finish and submit an application they'd already started before the funding round closed.
- [Exporting Applications](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/exporting-applications.md)
- [Application Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/application-email-templates.md): In Tahua, when you set up your Grant round, you can also set up automated templates for your Applicants to keep them up to date with where they are in the application process.
- [Editing Applications After Submission](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission.md): There are several options to collect more information and/or edit an Application after it has been submitted.
- [Unlock an Application](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/unlock-an-application.md): If an application requires editing after submission, you have the option of "unlocking" the application and opening it up for the Applicant for a certain period of time.
- [Request More Information](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/request-more-information.md): This article is for Administrators who would like to request additional information for an Application.
- [Applicant Requests to Edit](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/applicant-requests-to-edit.md): After an Applicant has submitted their Application, they have the option to request to edit it.
- [Admin - Edit Application on Behalf of the Applicant](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/admin-edit-application-on-behalf-of-the-applicant.md): If you're an Administrator and you want to edit an Application on behalf of the Applicant, these are the steps you would take to do so.
- [Checklist - Applications](https://help.tahua.io/knowledge-base/administrator-help-guides/applications/checklist-applications.md): Ready for your Application Template to go live? Ensure you've double checked the following:
- [Assessments](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments.md)
- [Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/overview.md): This article is for Administrators who want to learn about the Assessment process.
- [Assessment Decisions](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-decisions.md): This article describes how you can add a decision step to your Assessment workflow in order to collect if an Assessor wants to participate and undertake an Assessment.
- [Assessment Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-templates.md): This article is for Administrators who would like to create and manage assessment form templates.
- [Assessment Scoring](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-scoring.md): Discover the different options available for Assessment & Application scoring.
- [Assessment Round Setup](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-round-setup.md): Understand the steps to create an Assessment Round in Tahua.
- [Assessment Round Management](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-round-management.md): This article describes the administration functions available on a Published Assessment Round.
- [Assessment Sharing](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-sharing.md): This article explains how to share assessment information with Assessors, Applicants and/or Verifiers.
- [Assess Application as an Admin](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assess-application-as-an-admin.md): This article is for Administrators who would like to be an “Assessor” of a Grant
- [Conflict of Interest](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/conflict-of-interest.md): This article is for Administrators who would like to understand how to manage conflicts of interest (COI) declarations in the assessment process.
- [Assessment Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-email-templates.md)
- [Assessment Reporting](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-reporting.md): The Reporting tool in the Tahua platform enables Admins to create customised reports, including reports which enable a summary/overview of assessments/assessment rounds.
- [How to combine assessments with different templates into a single report](https://help.tahua.io/knowledge-base/administrator-help-guides/assessments/assessment-reporting/how-to-combine-assessments-with-different-templates-into-a-single-report.md)
- [Decisions](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions.md)
- [Decisions Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions/decisions-overview.md): This article is for Administrators who want to make a decision on a Grant Application.
- [Decision or Contract first?](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions/decision-and-contract-order.md): This article is for Administrators taking a successful Application from a Funding Decision through to a signed Contract, and wondering what to do first.
- [Create Decision](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions/create-decision.md): This article is for Administrators who would like to create a Funding Decision.
- [Decision Letter Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions/decision-letter-templates.md): This article is for administrators who want to create a decision letter template when making a Decision.
- [Review Decision Request](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions/review-decision-request.md): This article is for Administrators who would like to review a funding decision for another Administrator.
- [Decision Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/decisions/decision-email-templates.md)
- [Contracts](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts.md)
- [Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/overview.md)
- [Contract Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates.md)
- [Setting up your Contract Template](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/setting-up-your-contract-template.md)
- [Personalisations & Field Tags](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/personalisations-and-field-tags.md): Learn about how you can use personalisations to pull through automatically, in order to build your own contract templates.
- [Contract Personalisations](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-personalisations.md): A full reference of every personalisation tag available when building a Contract Template, what it looks like once inserted, and how to add your own using Field Tags.
- [Renaming & Deleting Field Tags](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/renaming-and-deleting-field-tags.md): How to rename or delete an existing Field Tag from Settings, and what happens to your Contract Templates, Application Templates and reports when you do.
- [Contract Signatories](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories.md): Depending on how you have set up your contracts, you can have Contracts between Funder & Applicant; Funder, Applicant & Verifier/Institution; or Funder & Verifier.
- [Funder - Applicant Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories/funder-applicant-contract.md): This article details how a Contract works that needs to be signed by a Funder (the Organisation) and an Applicant.
- [Funder - Applicant - Verifier Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories/funder-applicant-verifier-contract.md): This article details how a Contract works that needs to be signed by a Funder (the Organisation), a Verifier (Institution) and an Applicant.
- [Funder - Verifier Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories/funder-verifier-contract.md): This article details how a Contract works that needs to be signed by a Funder (the Organisation) and a Verifier (Institution).
- [Formatting Contract Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/formatting-contract-templates.md)
- [How are bank accounts handled?](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/how-are-bank-accounts-handled.md)
- [Contract Tags](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-tags.md): If your Organisation needs a more flexible way to group and filter contracts along arbitrary dimensions such as priority, region, programme, or review status, Contract tags may be the way forward.
- [Signing a Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/signing-a-contract.md): This page details how Applicants, Verifiers/Institutions and Admins go about signing a contract, after it has been sent.
- [Uploading an already-signed Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/uploading-a-signed-contract.md): If a Contract has already been signed outside Tahua, you can upload the signed PDF instead of building and signing it in the portal.
- [Adding Milestones to a Live Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/adding-milestones-to-a-live-contract.md): You've made a Contract live and realised more Milestones are needed. You can still add them, but they won't appear on the signed Contract document unless you create a Variation. This explains both opt
- [Creating a Contract Variation](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-variations.md): Use a Contract Variation to formally amend a signed Contract, for example to add a Milestone or change a Milestone's date or amount.
- [Terminating a Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/terminating-a-contract.md): If a fully signed Contract needs to be ended early (i.e. the Applicant is no longer eligible for the funding), this process can be done in Tahua.
- [Withdrawing a Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/withdrawing-a-contract.md): If a Contract needs to be pulled before it's finished being signed, use Withdraw rather than Terminate.
- [Completing a Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/completing-a-contract.md): Once a Contract's milestones are all settled, mark the Contract itself as Complete so its status reflects that the work is finished.
- [Contract Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-email-templates.md)
- [Contract Execution & Milestone Payments](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-execution-and-milestone-payments.md): When a contract is created in Tahua, it goes through a review and signing process before any milestone payments can be made. Here's how the full process works.
- [Milestone Ordering on a Contract](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-execution-and-milestone-payments/milestone-ordering.md): You can now choose the order in which milestones are presented to the applicant when creating or varying a contract. This article explains how milestone ordering works and when changes take effect.
- [Milestones](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones.md)
- [Milestones Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/milestones-overview.md): This article is for Administrators who want to learn more about Milestones and Payments.
- [Contract vs Application Milestones](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/contract-vs-application-milestones.md): Contract Milestones and Application Milestones become visible to the Applicant under different conditions. This explains the difference, and why a published Milestone can still be missing from the App
- [Milestone Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/milestone-templates.md): If you create a Milestone Template, you don't have to create your Milestones from scratch every time you issue a new Contract.
- [Applicant & Verifier Milestone Creation](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/applicant-and-verifier-milestone-creation.md): Let Applicants and Verifiers/Institutions create and submit their own Milestones directly, without waiting for an Admin to set one up for them.
- [Create Singular Milestone](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/create-singular-milestone.md): A Singular Milestone is when you create a Milestone for only one Application.
- [Create Milestone Batch](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/create-milestone-batch.md): This article is for Administrators who would like to set up a Milestone Batch to create Milestones for multiple Applications at once.
- [Review a Milestone for an Admin](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/review-a-milestone-for-an-admin.md): This article is for Administrators who have been requested to review a Milestone that has been created by another Administrator.
- [Manage Milestones](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/manage-milestones.md): This article is for Administrators who would like to manage existing Milestones.
- [Milestone Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/milestone-email-templates.md)
- [Milestone Invoices (Xero)](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/milestone-invoices-xero.md): If you need to collect an Invoice from your Applicants within a Milestone, and want this to automatically push through to Xero via your Xero integration, follow the steps below.
- [Milestones FAQs](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/milestones-faqs.md): This page contains some common questions we receive in regards to using Milestones.
- [Payments](https://help.tahua.io/knowledge-base/administrator-help-guides/payments.md)
- [Payments Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/payments/payments-overview.md): Get a high level understanding of Payments in Tahua and how they work.
- [Create a Batch Payment](https://help.tahua.io/knowledge-base/administrator-help-guides/payments/create-a-batch-payment.md): If you have multiple completed Milestones that are now sitting ready for payment — you can process them in a "Payment Batch".
- [Create a Payment Against One Milestone](https://help.tahua.io/knowledge-base/administrator-help-guides/payments/create-a-payment-against-one-milestone.md): This article is for Administrators who would like to set up a Grant payment.
- [Payments Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/payments/payments-email-templates.md)
- [Payments FAQs](https://help.tahua.io/knowledge-base/administrator-help-guides/payments/payments-faqs.md)
- [Fund Management](https://help.tahua.io/knowledge-base/administrator-help-guides/fund-management.md): Funds are an opt in feature (i.e. they are disabled for organisations by default). If you think your organisation could benefit from using the funds module, please get in touch with Tahua Support.
- [Reports](https://help.tahua.io/knowledge-base/administrator-help-guides/reports.md): Using the Reports function gives you the option to build various reports - depending on the information you want to gather.
- [Using Data Tables](https://help.tahua.io/knowledge-base/administrator-help-guides/reports/using-data-tables.md): By ensuring you've set up your templates correctly, using Field Tags, you can create various tailored reports.
- [How to pull fields from different forms into a single report](https://help.tahua.io/knowledge-base/administrator-help-guides/reports/how-to-pull-fields-from-different-forms-into-a-single-report.md)
- [Folders](https://help.tahua.io/knowledge-base/administrator-help-guides/reports/folders.md): When using data reports, you can opt for different access/privacy levels for your reports. You can choose private (just for your eyes), organisation wide, or restricted to specific Admin groups.
- [Verifiers & Institutions](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers.md)
- [Verifiers/Institutions - Overview](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/verifiers-institutions-overview.md): Institutions, Verifiers, Platforms, Commissioners...our customers all have the ability to configure this setting and define it based on what makes sense to their stakeholders.
- [Verifiers/Institutions - How it works](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/verifiers-how-it-works.md)
- [Verifier/Institution Email Templates](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/verifier-institution-email-templates.md): There are various email templates that recipients can receive which help streamline the Verifier/Institution process, most of which enable Admin to customise them.
- [Verifier/Institution FAQs](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/verifier-institution-faqs.md)
- [Institution Emails & Notifications](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/institution-emails-and-notifications.md): You can decide at an Organisation level what emails and notifications you want Institutions to receive.
- [Configuring Institution Settings](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/institution-emails-and-notifications/configuring-institution-settings.md): Institution settings control how Institutions interact with Applicants and what access they have across your organisation. To configure these, go to Settings > Organisation > Edit Details.
- [Decision Letter Emails & Notifications](https://help.tahua.io/knowledge-base/administrator-help-guides/verifiers/institution-emails-and-notifications/decision-letter-emails-and-notifications.md)
- [Questions & Comments](https://help.tahua.io/knowledge-base/administrator-help-guides/questions-and-comments.md): Need more help, or have feedback for us?
- [Assessor Home](https://help.tahua.io/knowledge-base/assessor-help-guides/home.md): Learn how to view and manage grant assessments.
- [Creating an Account](https://help.tahua.io/knowledge-base/assessor-help-guides/creating-an-account.md)
- [Changing Your Email Address](https://help.tahua.io/knowledge-base/assessor-help-guides/changing-your-email-address.md): This article is for Assessors who need to change the email address they sign in with and receive emails at.
- [Assess Grant Applications](https://help.tahua.io/knowledge-base/assessor-help-guides/assess-grant-applications.md): This article is for Assessors who have been assigned an Application for assessment — start here for an overview of the process, then follow the links below for details on each step.
- [Understanding Your Dashboard](https://help.tahua.io/knowledge-base/assessor-help-guides/understanding-your-dashboard.md): This article is for Assessors who want to understand their Dashboard — how to find assigned Applications, read statuses, and filter or search your assessments.
- [Deciding Whether to Assess](https://help.tahua.io/knowledge-base/assessor-help-guides/deciding-whether-to-assess.md): This article is for Assessors on an Assessment Round that asks you to confirm whether you're willing to assess an Application before you begin.
- [Declaring a Conflict of Interest](https://help.tahua.io/knowledge-base/assessor-help-guides/conflict-of-interest.md): This article is for Assessors who need to declare whether they have a Conflict of Interest before assessing an Application.
- [Confidentiality Agreements](https://help.tahua.io/knowledge-base/assessor-help-guides/confidentiality-agreements.md): This article is for Assessors whose organisation requires you to agree to a confidentiality agreement before assessing Applications.
- [Completing an Assessment](https://help.tahua.io/knowledge-base/assessor-help-guides/completing-an-assessment.md): This article is for Assessors who are ready to review an Application and submit their Assessment.
- [Viewing Shared Assessments](https://help.tahua.io/knowledge-base/assessor-help-guides/viewing-shared-assessments.md): This article is for Assessors who have had Assessment information shared with them by an Admin, separate from their own assigned Assessments.
- [Exporting Assessments and Applications](https://help.tahua.io/knowledge-base/assessor-help-guides/exporting-assessments-and-applications.md): This article is for Assessors who want to download an Application or their Assessment for offline reference.
- [Video Walkthrough: Account Setup & Assessments](https://help.tahua.io/knowledge-base/assessor-help-guides/setup-your-account-and-perform-assessments.md): A short video walkthrough of creating your Assessor account and performing an Assessment, alongside the full written guides.
- [Applicant Home](https://help.tahua.io/knowledge-base/applicant-help-guides/applicant-home.md)
- [Accounts](https://help.tahua.io/knowledge-base/applicant-help-guides/accounts.md)
- [Applicant Registration](https://help.tahua.io/knowledge-base/applicant-help-guides/accounts/applicant-registration.md): This article is for those who wish to create an account to apply for and manage Grant Applications.
- [Profile Management for Applicants](https://help.tahua.io/knowledge-base/applicant-help-guides/accounts/profile-management-for-applicants.md): This article is for Applicants who wish to edit their profile.
- [Organisation Management](https://help.tahua.io/knowledge-base/applicant-help-guides/accounts/organisation-management.md)
- [Grant Applications](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications.md)
- [Apply for a Grant](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/apply-for-a-grant.md)
- [Edit & Submit Application](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/edit-and-submit-application.md)
- [Manage Applications](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/manage-applications.md)
- [Information Requests](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/information-requests.md)
- [How to Collaborate on an Application](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/how-to-collaborate-on-an-application.md)
- [Application Notes for Applicants](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/application-notes-for-applicants.md)
- [Milestones](https://help.tahua.io/knowledge-base/applicant-help-guides/milestones.md)
- [Applicant Milestones](https://help.tahua.io/knowledge-base/applicant-help-guides/milestones/applicant-milestones.md)
- [Communication](https://help.tahua.io/knowledge-base/applicant-help-guides/communication.md)
- [Conversation](https://help.tahua.io/knowledge-base/applicant-help-guides/communication/conversation.md)
- [Integrations Home](https://help.tahua.io/knowledge-base/integrations-help-guides/home.md): Using Xero, QuickBooks Online, MYOB or Accredo? Find out about how you can integrate with these systems using Tahua.
- [Xero](https://help.tahua.io/knowledge-base/integrations-help-guides/xero.md)
- [Getting Started with Xero](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/getting-started-with-xero.md)
- [What does the Xero Integration do?](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/what-does-the-xero-integration-do.md)
- [Payment Integrations](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/payment-integrations.md): If you're using Xero or QuickBook, you can integrate these with your Tahua account. This saves your organisation time, and means your Tahua records and Accounting records are constantly syncing.
- [Milestone Payments Using a Xero Integration](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/payment-integrations/milestone-payments-using-a-xero-integration.md): This guide explains how a payment batch moves from creation through to reconciliation, across Tahua, Xero, and your bank, for milestone payments.
- [Application Payments using a Xero Integration](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/payment-integrations/application-payments-using-a-xero-integration.md): This guide explains how a payment batch moves from creation through to reconciliation, across Tahua, Xero, and your bank, for application payments (i.e. when a milestone is not used to payment).
- [Credit Notes with a Xero Integration](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/payment-integrations/credit-notes-with-a-xero-integration.md): How credit notes raised in Xero flow back into Tahua as Milestone Credits, reducing the outstanding amount on a milestone.
- [Xero FAQs](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs.md)
- [Syncing Milestone Errors](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs/syncing-milestone-errors.md): If a Tahua Milestone cannot be synced with Xero, an email advising that the sync was unsuccessful will be sent.
- [Lock Dates and Xero Syncing](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs/syncing-milestone-errors/lock-dates-and-xero-syncing.md)
- [Invoice Field on a Template](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs/invoice-field-on-a-template.md): If you require Applicants to upload an invoice in order to trigger a payment, you must ensure your Milestone Deliverables template is set up correctly.
- [QuickBooks Online](https://help.tahua.io/knowledge-base/integrations-help-guides/quickbooks-online.md)
- [Getting started with QuickBooks Online](https://help.tahua.io/knowledge-base/integrations-help-guides/quickbooks-online/getting-started-with-quickbooks-online.md)
- [What does the QuickBooks Integration do?](https://help.tahua.io/knowledge-base/integrations-help-guides/quickbooks-online/what-does-the-quickbooks-integration-do.md)
- [MYOB](https://help.tahua.io/knowledge-base/integrations-help-guides/myob.md)
- [Getting Started with MYOB](https://help.tahua.io/knowledge-base/integrations-help-guides/myob/getting-started-with-myob.md)
- [What does the MYOB Integration do?](https://help.tahua.io/knowledge-base/integrations-help-guides/myob/what-does-the-myob-integration-do.md)
- [Payment Integrations](https://help.tahua.io/knowledge-base/integrations-help-guides/myob/payment-integrations.md)
- [Milestone Payments Using a MYOB Integration](https://help.tahua.io/knowledge-base/integrations-help-guides/myob/payment-integrations/milestone-payments-using-a-myob-integration.md): This guide explains how a payment batch moves from creation through to reconciliation, across Tahua, MYOB, and your bank, for milestone payments.
- [Application Payments using a MYOB Integration](https://help.tahua.io/knowledge-base/integrations-help-guides/myob/payment-integrations/application-payments-using-a-myob-integration.md): This guide explains how a payment batch moves from creation through to reconciliation, across Tahua, MYOB, and your bank, for application payments (i.e. when a milestone is not used for payment).
- [MYOB FAQs](https://help.tahua.io/knowledge-base/integrations-help-guides/myob/myob-faqs.md)
- [Accredo](https://help.tahua.io/knowledge-base/integrations-help-guides/accredo.md): Ever wondered how the Accredo integration workflow looks? Check out the diagram below...
- [API Access](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access.md): Connect your own systems to Tahua using the API. Create OAuth credentials and use them to authenticate API requests.
- [Creating API Credentials](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/creating-api-credentials.md)
- [Using the API](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/using-the-api.md)
- [API Reference](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference.md)
- [Funding Applications](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference/funding-applications.md)
- [Funding Rounds](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference/funding-rounds.md)
- [Registration Entities](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference/registration-entities.md)
- [Contracts](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference/contracts.md)
- [Milestones](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference/milestones.md)
- [File Inputs](https://help.tahua.io/knowledge-base/integrations-help-guides/api-access/api-reference/file-inputs.md)
- [AI Assistant Access (MCP)](https://help.tahua.io/knowledge-base/integrations-help-guides/ai-assistant-access.md): Connect an AI assistant such as Claude to Tahua using MCP. Ask questions about your funding rounds, applications, assessments, contracts and payments in plain language, with secure read-only access.
- [Connecting an AI Assistant](https://help.tahua.io/knowledge-base/integrations-help-guides/ai-assistant-access/connecting-an-ai-assistant.md)
- [What can the AI assistant see?](https://help.tahua.io/knowledge-base/integrations-help-guides/ai-assistant-access/what-can-the-ai-assistant-see.md)
- [Managing and Revoking Connections](https://help.tahua.io/knowledge-base/integrations-help-guides/ai-assistant-access/managing-and-revoking-connections.md)

## Product Updates 

- [Coming Soon: Registration, Contract Management, CRM and AI Assistant Improvements](https://help.tahua.io/product-news/2026/readme.md)
- [September 2026 - Product News](https://help.tahua.io/product-news/2026/september.md): Learn about the latest features that have been added to Tahua
- [Self-service hosted MCP](https://help.tahua.io/product-news/2026/september/admin-read-mcp-self-service-connect.md)
- [Connect GUI AI assistants to hosted MCP by pasting a URL](https://help.tahua.io/product-news/2026/september/mcp-dynamic-client-registration.md)
- [Optional MCP access to form and assessment answers](https://help.tahua.io/product-news/2026/september/mcp-form-answers-opt-in.md)
- [Assessment read access in tenant admin MCP](https://help.tahua.io/product-news/2026/september/admin-read-mcp-assessments.md)
- [Contracts, milestones and payments read access in tenant admin MCP](https://help.tahua.io/product-news/2026/september/admin-read-mcp-delivery.md)
- [Application funding decision in tenant admin MCP context](https://help.tahua.io/product-news/2026/september/admin-read-mcp-application-decisions.md)
- [Organisation-supplied milestones](https://help.tahua.io/product-news/2026/september/organisation-supplied-milestones.md)
- [Contract expiry email reminders](https://help.tahua.io/product-news/2026/september/contract-expiry-reminders.md)
- [Archive contracts](https://help.tahua.io/product-news/2026/september/archive-contracts.md)
- [Assign a Milestone to a Contract](https://help.tahua.io/product-news/2026/september/assign-milestone-to-contract.md)
- [Show the contract number on the applicant's contract page](https://help.tahua.io/product-news/2026/september/applicant-contract-number-display.md)
- [Safer deletes for form files and applicant merges](https://help.tahua.io/product-news/2026/september/safer-destructive-admin-deletes.md)
- [Add a Non-Monetary payment option when configuring a Milestone](https://help.tahua.io/product-news/2026/september/non-monetary-milestone-payment-option.md)
- [Milestone-specific Xero account code selection](https://help.tahua.io/product-news/2026/september/milestone-xero-account-code.md)
- [Hide declined and withdrawn applications from milestone selection](https://help.tahua.io/product-news/2026/september/hide-declined-applications-from-milestone-selection.md)
- [Decision Required and Decision Declined assessment status filters](https://help.tahua.io/product-news/2026/september/decision-required-assessment-filter.md)
- [Continue to next assessment button](https://help.tahua.io/product-news/2026/september/continue-to-next-assessment-button.md)
- [Let anyone with access to a Shared Assessment download it as a PDF](https://help.tahua.io/product-news/2026/september/shared-assessment-pdf-download.md)
- [Applicant notes organisation setting](https://help.tahua.io/product-news/2026/september/applicant-notes-organisation-setting.md)
- [TinyMCE images are now uploaded to server storage](https://help.tahua.io/product-news/2026/september/tinymce-server-image-upload.md)
- [Grant Applicant and Assessor roles from the Admin profile page](https://help.tahua.io/product-news/2026/september/grant-roles-from-admin-page.md)
- [August 2026 - Product News](https://help.tahua.io/product-news/2026/august.md): Learn about the latest features that have been added to Tahua
- [Application Collaborator Improvements](https://help.tahua.io/product-news/2026/august/application-collaborator-improvements.md)
- [Contract Number column and search](https://help.tahua.io/product-news/2026/august/contract-number-column-and-search.md)
- [Configurable columns on Applicant/Verifier Contracts and Milestones lists](https://help.tahua.io/product-news/2026/august/configurable-contract-milestone-list-columns.md)
- [Contract Title personalisation on Milestone emails](https://help.tahua.io/product-news/2026/august/contract-title-personalisation-on-milestone-emails.md)
- [Reopen a closed milestone from the milestone actions menu](https://help.tahua.io/product-news/2026/august/reopen-a-closed-milestone-from-the-milestone-actions-menu-restoring-it-to-its-pre-close-state.md)
- [Access Granted email notifications for new User Modes](https://help.tahua.io/product-news/2026/august/access-granted-email-notifications-for-new-user-modes.md)
- [Deleting an Applicant User or Registration confirmation modal](https://help.tahua.io/product-news/2026/august/delete-applicant-user-confirmation-modal.md)
- [July 2026 - Product News](https://help.tahua.io/product-news/2026/july.md): Learn about the latest features that have been added to Tahua
- [Redesigned internal notes combined feed](https://help.tahua.io/product-news/2026/july/redesigned-internal-notes-combined-feed.md)
- [MYOB AccountRight Integration](https://help.tahua.io/product-news/2026/july/myob-accountright-integration.md)
- [Automatically expire stale Xero connections after 55 days of inactivity](https://help.tahua.io/product-news/2026/july/automatically-expire-stale-xero-connections-after-55-days-of-inactivity.md)
- [Enforce two-factor authentication for admin users](https://help.tahua.io/product-news/2026/july/enforce-2fa-for-admins.md)
- [Manage fund allocations on a payment via a new Funds tab](https://help.tahua.io/product-news/2026/july/payment-funds-tab.md)
- [Add a due date filter and sortable Due Date column to Milestone Batches](https://help.tahua.io/product-news/2026/july/milestone-batches-due-date-filter.md)
- [Add Verifier filter to the Select Applications modal](https://help.tahua.io/product-news/2026/july/verifier-filter-for-select-applications-modal.md)
- [Converted multiple Assessor, Applicant, and Verifier emails to Previewable](https://help.tahua.io/product-news/2026/july/converted-multiple-assessor-applicant-and-verifier-emails-to-previewable.md)
- [Resource Tags Management](https://help.tahua.io/product-news/2026/july/resource-tags-management.md)
- [June 2026 - Product News](https://help.tahua.io/product-news/2026/june.md): Learn about the latest features that have been added to Tahua
- [Applicant/Verifier Milestone Submission](https://help.tahua.io/product-news/2026/june/applicant-milestone-submission.md)
- [Require application when creating milestones setting](https://help.tahua.io/product-news/2026/june/require-application-when-creating-milestones-setting.md)
- [Add Payment button on Application Decisions sidebar](https://help.tahua.io/product-news/2026/june/add-payment-button-on-application-decisions-sidebar.md)
- [Payment Batch index accordions lazy-load via AJAX](https://help.tahua.io/product-news/2026/june/payment-batch-index-accordions-lazy-load-via-ajax.md)
- [Sync bank account to Xero contact for application payments](https://help.tahua.io/product-news/2026/june/sync-bank-account-to-xero-contact-for-application-payments.md)
- [Sync applicant bank account details to Xero contact on milestone bill sync](https://help.tahua.io/product-news/2026/june/xero-bank-account-sync.md)
- [Registration review status](https://help.tahua.io/product-news/2026/june/registration-review-status.md)
- [Grant Applicant Role creates a RegistrationEntity via modal](https://help.tahua.io/product-news/2026/june/grant-applicant-role-creates-registration-entity-via-modal.md)
- [Admin datetime picker for application unlock deadline](https://help.tahua.io/product-news/2026/june/admin-datetime-picker-for-application-unlock-deadline.md)
- [Shared conversation between linked applications and contracts](https://help.tahua.io/product-news/2026/june/shared-conversation-between-linked-applications-and-contracts.md)
- [Notify institution when Letter of Offer is sent to applicant](https://help.tahua.io/product-news/2026/june/notify-institution-offer-sent.md)
- [Notify verifier when Letter of Decline is sent](https://help.tahua.io/product-news/2026/june/notify-verifier-on-decline-letter.md)
- [Data Report Folders](https://help.tahua.io/product-news/2026/june/data_report_folders.md)
- [Configurable API base domain](https://help.tahua.io/product-news/2026/june/configurable-api-base-domain.md)
- [Tenant-specific API credentials management](https://help.tahua.io/product-news/2026/june/tenant-specific-api-credentials-management.md)
- [True Select All for Application Selection Modal](https://help.tahua.io/product-news/2026/june/true_select_all_for_application_selection_modal.md)
- [May 2026 - Product News](https://help.tahua.io/product-news/2026/may.md): Learn about the latest features that have been added to Tahua
- [Decision templates library](https://help.tahua.io/product-news/2026/may/decision_templates_library.md)
- [Allow admins to revert COI revocations](https://help.tahua.io/product-news/2026/may/allow_admins_to_revert_coi_revocations.md)
- [Bulk unshare assessments from view assessments modal](https://help.tahua.io/product-news/2026/may/bulk-unshare-assessments.md)
- [Conflict Of Interest Status field in assessment data reports](https://help.tahua.io/product-news/2026/may/conflict-of-interest-status-report-field.md)
- [Applicant emails for payment batch approved and payment paid](https://help.tahua.io/product-news/2026/may/applicant-payments-email-notifications.md)
- [Admin email notification when a contract is fully signed](https://help.tahua.io/product-news/2026/may/admin-email-notification-contract-fully-signed.md)
- [QuickBooks Location (Department) support](https://help.tahua.io/product-news/2026/may/quickbooks-location-support.md)
- [Exempt from Xero syncing flag on milestone forms](https://help.tahua.io/product-news/2026/may/exempt-from-xero-syncing-flag-on-milestone-forms.md)
- [PDF export of Funding Round landing pages](https://help.tahua.io/product-news/2026/may/pdf-export-landing-page.md)
- [Assessor reminder invite or sign-in link personalisation](https://help.tahua.io/product-news/2026/may/assessor-reminder-invite-or-sign-in-link-personalisation.md)
- [April 2026 - Product News](https://help.tahua.io/product-news/2026/readme-2.md)
- [Configurable admin and assessor lists with advanced filters](https://help.tahua.io/product-news/2026/readme-2/configurable_admin_list_with_filters.md)
- [Add configurable list columns for funding applications](https://help.tahua.io/product-news/2026/readme-2/add-configurable-list-columns-for-funding-applications.md)
- [Configurable columns on funding round applications page](https://help.tahua.io/product-news/2026/readme-2/configurable-columns-on-funding-round-applications-page.md)
- [Add Assessment Status field to the application report data source](https://help.tahua.io/product-news/2026/readme-2/add-assessment-status-field-to-the-application-report-data-source.md)
- [Application Owner First Name and Last Name in Application Data Source](https://help.tahua.io/product-news/2026/readme-2/application_owner_first_name_and_last_name_in_application_data_source.md)
- [Assessor data source and applicant account status in Report Builder](https://help.tahua.io/product-news/2026/readme-2/assessor_data_source_and_applicant_account_status.md)
- [Contract Tags](https://help.tahua.io/product-news/2026/readme-2/contract-tags.md)
- [Change Registration Type for Applicants](https://help.tahua.io/product-news/2026/readme-2/change_registration_type.md)
- [Add ability to define content for confirmation instructions](https://help.tahua.io/product-news/2026/readme-2/add-ability-to-define-content-for-confirmation-instructions.md)
- [Add overridable view landing page button text per funding round](https://help.tahua.io/product-news/2026/readme-2/add-overridable-view-landing-page-button-text-per-funding-round.md)
- [Add conversation access for Verifier users](https://help.tahua.io/product-news/2026/readme-2/add-conversation-access-for-verifier-users.md)
- [Admin submit application action for applications in submitted to verifier state](https://help.tahua.io/product-news/2026/readme-2/admin-submit-application-from-verifier-state.md)
- [Allow ability to hide arbitrary field or section from sharing view](https://help.tahua.io/product-news/2026/readme-2/allow-ability-to-hide-arbitrary-field-or-section-from-sharing-view.md)
- [Allow admins to resize sidebar in form editor](https://help.tahua.io/product-news/2026/readme-2/allow-admins-to-resize-sidebar-in-form-editor.md)
- [Allow deleting fields from locked form builder templates](https://help.tahua.io/product-news/2026/readme-2/delete-fields-from-locked-templates.md)
- [Adds toggle to disable scoring for a scorable field with confirmation prompt and background score recalculation](https://help.tahua.io/product-news/2026/readme-2/disable-scoring-for-field.md)
- [Adapt funding round grid columns on dashboard to match number of rounds](https://help.tahua.io/product-news/2026/readme-2/adapt-funding-round-grid-columns-on-dashboard-to-match-number-of-rounds.md)
- [Funding round reminder option to only notify applicants who have not submitted](https://help.tahua.io/product-news/2026/readme-2/funding-round-reminder-unsubmitted-only.md)
- [Show page number and total in applications index footer](https://help.tahua.io/product-news/2026/readme-2/show-page-number-and-total-in-applications-index-footer.md)
- [Remove user from entity confirmation modal](https://help.tahua.io/product-news/2026/readme-2/remove_user_from_entity_confirmation_modal.md)
- [Warn if milestone due date is in the past or far in the future](https://help.tahua.io/product-news/2026/readme-2/warn-if-milestone-due-date-is-in-the-past-or-far-in-the-future.md)
- [Admin approval limits for decisions, contracts and milestones](https://help.tahua.io/product-news/2026/readme-2/admin_approval_limits.md)
- [Email Preview](https://help.tahua.io/product-news/2026/readme-2/email-preview.md)
- [FundraiserOne Contact Sync Integration](https://help.tahua.io/product-news/2026/readme-2/fundraiserone-contact-sync-integration.md)
- [Applicant Verifier Select field designation](https://help.tahua.io/product-news/2026/readme-2/primary-verifier-select-field-designation.md)
- [February 2025 - Product News](https://help.tahua.io/product-news/2025/readme-1.md): Learn about the latest features that have been added to Tahua
- [June 24 - Easier Formatting, Applicant importing & more](https://help.tahua.io/product-news/2024/june-24-easier-formatting-applicant-importing-and-more.md): Find out about the latest updates added to Tahua in June 2024
- [April 24 - Assessment Sharing and Fund Management](https://help.tahua.io/product-news/2024/april-24-assessment-sharing-and-fund-management.md)
- [February 24 - Multi-Stage Grants and Improved Task Management](https://help.tahua.io/product-news/2024/feb-24-multi-stage-grants-and-improved-task-management.md)
- [January 24 - Improvements to Start Off the Year](https://help.tahua.io/product-news/2024/jan-24-improvements-to-start-off-the-year.md)
- [December 23 - Visualisations, Improved Document Builder, Formula Fields and More](https://help.tahua.io/product-news/2023/dec-23-visualisations-improved-document-builder-formula-fields-and-more.md)
- [November 23 - A New Way for Applicants to Collaborate](https://help.tahua.io/product-news/2023/nov-23-a-new-way-for-applicants-to-collaborate.md)
- [August 23 - Update: A Number of Handy Admin Features](https://help.tahua.io/product-news/2023/aug-23-update-a-number-of-handy-admin-features.md)
- [September 22 - Update: A Huge Set of New Features Released in Tahua](https://help.tahua.io/product-news/2022/sept-22-update-a-huge-set-of-new-features-released-in-tahua.md)
- [July 22 - Update: A New Way to Get Around + SSO](https://help.tahua.io/product-news/2022/july-22-update-a-new-way-to-get-around-+-sso.md)
- [May 22 - Update: Tahua Just Got a Whole Lot Friendlier for Mobile Users](https://help.tahua.io/product-news/2022/may-22-update-tahua-just-got-a-whole-lot-friendlier-for-mobile-users.md)
- [v3.11 - Responsive Layouts for Mobile](https://help.tahua.io/product-news/2021/v3.11-responsive-layouts-for-mobile.md)
- [v3.7 - 24th May 2021](https://help.tahua.io/product-news/2021/v3.7-24th-may-2021.md)
- [v3.6 - 10th May 2021](https://help.tahua.io/product-news/2021/v3.6-10th-may-2021.md)
- [v3.5 - 30th March 2021](https://help.tahua.io/product-news/2021/v3.5-30th-march-2021.md)