To change your form settings you will need to go into the specific application form’s setting page. To do this:
On the Admin Dashboard, select “Forms”.
Click on the edit button or ‘options" and then click "edit" to access the form settings:
Form Settings
The Overview tab is where you alter the finer details of your application.
Title:If you have decided you want to change the name of your form, this is the window you do it. To do so, you simply click the existing name and it will become an input box for you to edit.
Designated contact:This is where you can assign a team member to be the main point of contact for your form. This contact is automatically notified of messages received from candidates completing your application form.
Deadline: You can set a deadline for your form to close here. This is helpful if you want to close the application at a time you may not be using the system at, e.g. at midnight.
Allow Past Date For Deadline: If you decided you want to close off the application to the public, you can set a deadline in the past. This means that it will not be possible for applicants to apply any longer.
Customer Deadline message: you can customise the message your applicants will see in regards to the submission being open.
Opening date:Similar to the deadline, if you want the application to open at a time when you will not be using the system, e.g Sunday at midnight, you can set a date and time for the application to open.
Category:If you are dealing with a large number of application forms, you can organise them by category. Categories are similar to tags in that they can be used to filter your forms from the public page and the admin side.
Description: You can provide a description for your form. Here you can add instructions for your form or additional information.
Eligibility: Typically this would detail your criteria for eligibility or any other rules which are applicable to the form you are running.
Settings
General
You may want the functionality of each of your forms to differ, therefore we have some additional application settings you can switch on for individual forms.
- Privacy -You have the option to set your form as public or private. A public form will be available on your public landing page, while a private form is only accessible through a share link.
- Multiple Applications Per User - You can enable multiple applications per user, which is useful for users submitting forms on behalf of multiple organizations. It's also useful is you allow multiple entries for a competition etc.
- Office-use only forms - You have the option to enable office-use forms to be created for individual applications.
- Office-Use Only Alias - If you have your Office-Use Only forms enabled, this setting allows you change the name of the form to what you wish to called, eg. Phone Interview.
- Display Summary Questions Numbers - You can enable or disable the summary questions to be automatically numbered. (This will only appear if the application summary form is enabled)
- Editable Comments - You can choose to allow your team members to edit their comments on the form by toggling this setting on.
- Direct Excel Download for Summary (Reports Section) - This option allows you to download an excel file of all your applicants in the report section of your workspace. If you have an extremely large number of applications you can switch this off to be emailed your application file.
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Display Downloadable Media URLs in Summary Spreadsheet (Reports Section) - You can choose to include URL links to the files uploaded to the applications when you download the reports.
- Enable User Profiles - This will allow the profiles feature to be used on this particular form.
- Enable Grant Tracking - This setting activated grant tracking on your form.
- Allow Candidate Draft Application Deletion - You can prevent the applicant from being able to delete their draft application after they've created it.
- Allow Candidate Complete Application Deletion - You can also prevent the candidate from being able to delete an application after they have submitted it.
- Display Application ID On Candidate View - It's possible to prevent the candidate from being able to see their application ID
- Display Email On Application - You can choose not to have the candidate's email hidden when the application is being viewed on the admin side.
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Candidate Attachments Enabled - You can choose whether or not to allow candidates to submit additional attachments externally to the application form.
- Default Comment Visibility - You can set the default comment visibility for your form to be team only or you can include external reviewers and candidates by default.
- Redirect URL - You can redirect your candidates back to your website once they have submitted their application by including a redirect URL here.
- Application Comments Tooltip - You can include a tooltip to appear when hovering over the comments section on the application view to give your team members an indication of what you want to them to comment on.
- Form Type - This will allow you to choose whether you want the question list to be visible to the candidate or not.
Email Templates
This is where you can compose and edit the automated emails that get sent out to applicants depending on their progress. The templates for each form can be made specific. To see how to edit these check out our article here.
Score bars
Here is where you can create the score bars for your team members or external reviewers to rate applicants’ submissions. You can give your scorebars any name you desire and they can be set at any numeric range. You can also include a quick tooltip to let your team members know what they should take into consideration when choosing their score. In addition to this, you can also:
Enable Scoring Notes - You can choose to allow your reviewers to leave comments justifying their score reasoning.
Display Average Score - You can enable this function to give the total average score the applicant has received for their submission.
You can then set up multiple score bars and score groups for your team to fill out.
Application Limits
The application limits can be applied to an application of a form based on the answer to a number type question. For example, if your form involved the applicant purchasing tickets you can set the limit for the candidate only be able to select a certain number. The applications will then be closed once the limit has been reached.
Pre/Post-apply Pop-ups
The team at Submit.com understand the important it is to have your applicants accept certain terms and conditions before they apply to your form. Utilising a pre-apply or post-apply pop-up is a great way to present your candidates with your eligibility criteria, rules and privacy policies. Implementing the pre-apply means that the applicant must agree to your terms and conditions before continuing to the application meanwhile the post-apply pop-up must be accepted otherwise it will prevent them from submitting the application.
Team
The team settings will allow you to manage the team that has access to your form. You can add team members and set up permissions for team members on a per form basis also.
Submit.com understands that you have put important work into establishing your branding which is why we offer the functionality for each form to be tailor specifically to your desired branding. Here is where you can choose the thumbnail image which will appear on the public forms page to your applicants. In addition to this, you can choose a background image and a theme for your form.
Office-Use Only
This is the tab where you create your Office-use form. The form builder is identical to the main form questions builder.