Standard Sections
Training
SmartySessions
Resources
Getting Started
Using SmartyGrants
Integrations
News
SmartySkills
Hide navigation
Using SmartyGrants
Account settings
Funding
General
Backup Files & SFTP
Reply-to Email
API Keys
Applicant Website
Files
File Upload Restrictions
Multi-factor Authentification (MFA)
User Access
Add Users
Edit User Details
Forgotten Passwords / Reset
View User List & Audit History
My Account
Recent Logins
Auto classification
Acquittals
Analytics
Analytics overview
Analytics default dashboards
Sharing, importing, and exporting dashboards
Filtering and drilling-down
Creating and managing custom dashboards
Applications
Entering hard copy applications into SmartyGrants
Reopen a form
Add additional form for applicant
Change Application User
Application History Tab
View and Filter Applications
Query Search
Record Decisions & Funding Amount
View unsubmitted applications
Bulk Action Options
Assessment & Assessors
CLASSIE
Calendar
Contacts
Setting up Contact Types & Contact fields
Create/View/Filter/Edit contacts,View History and Contacts on Applications Tab
Merging duplicate contacts
Tags, Flags & File notes
Snapshot download, Importing contacts and other Bulk Updates
Contact Fields
FAQ's
Applicant FAQ's
User FAQ's
Forms
Administration (Internal Form)
Standard Fields
Update an existing form to use Standard Fields
Grid Layouot of sections
Form Elements and Questions Types
Validation Settings
Standard Field Settings
Assessment Form (Internal Form)
Form Settings
Archive Forms
New Zealand - Charities and Companies Register Lookups
Using Contact Fields in a Form
Creating Forms
Reference Fields
Calculated Fields
Insert Hyperlink into Form
Editing and applying changes to a form
Customise the submission confirmation message
Copy a form
Test Round / Testing a Form
Example Instructions/Statements
View Responses Only
Acquittal (External Form)
Conditional Logic
Choice Lists
Smart Choice Lists
Funding and Payments
Gender Lens
Grant Programs
Create a Grant Program
Edit Program Settings
Set program application numbers
Archive Programs
Grant Rounds
Create a Grant Round
Set round application numbers
Private Grant Rounds
Late Submission
Round Snapshot Report
Publicise your Grant Round
Manage your website links
Archive or Delete a Grant Round
Multiple round time zones
Grantmaking Toolkit
Mailouts
Outcomes Engine
Example Outcomes Frameworks
Outcomes Engine Reporting
Updating your Outcomes Framework
Frequently Asked Questions
Reports and Correspondence
Templates and Rules
Customise Tag Formats
Default Templates Available
Round Snapshot Reports
Create a template
Customise Templates
Run a report
Errors and Troubleshooting
Dashboard
SmartyGrants Maps
Search
Tasks
Variations
Workflow
Show navigation
FAQ's
Search
x