Self-Guided Implementation

this is a work in progress

Intro

Getting Started

You're being invited to your account!

Preparing for a successful build and launch

Set up Organization's Profile

Customize Look and Feel

Form Building and Projects

Overview of Projects and Forms

Self-Assessment

Create at least one Initial Form

Create a Project

Create a Default Submission Response

Submit a test application

Review application in the Submitter Portal

Editing Your Form

Review Workflows

Review Workflows Overview

Self-Assessment

Set up a Review Workflow in a Project

Review Team Permissions

Invite your team

Assigning your team

Test your Review Workflow

Edit Review Workflow as needed

Reporting Tools

Reporting Overview

Create a Standard Report

Revise Forms/Projects as needed

Ready, Set, Launch

Best Practices to prepare for, communication with submitters, and reviewers

Considering Open For Editing

Create your response templates

LAUNCH

Change the status of a submission

Filter your view

Send and Manage Additional Forms

Wrapping up your application cycle

Review Learnings

Archive Submissions

Archive Projects

Export Submission Data

Stay in the know about recent feature releases:

What's New with Submittable: Q2 2023

Join the Submittable product marketing team for an action packed quarterly webinar: review what was released in Q2, catch a live demo of our new CRM tools and Request Forms, and more!

Watch Webinar

What's New with Submittable: Q1 2023

Join the Submittable product marketing team for an action packed quarterly webinar: review what was released in Q1, catch a live demo of our new employee engagement tools, and more!

Watch Webinar

Wrapping Up 2022, Looking Ahead to 2023

Join the Submittable product marketing team for an action packed quarterly webinar: review what was released in Q4, summarize 2022 in full, and finally look towards Q1 of 2023.

Watch Webinar