This article describes the default behaviour of a highly configurable system. Your version of Community Investment Enterprise may appear or behave differently depending on user permissions and custom configurations.
The submitter portal allows applicants to start and save applications so that they can be completed later or view past submissions. It is also where grant requirements are fulfilled and applicants can seek support.
The submitter portal displays the following key areas to manage applications.
Get Started
Select Get Started to launch the eligibility quiz or get started on an application.
Notifications
Check proposal notifications, such as requests for additional information and application updates.
My Proposals
Users can access a table of previously saved or submitted proposals. This provides a quick snapshot of the status, date, and key details of each proposal. Submitters can also:
View proposals:
- Select a specific proposal from the grid to view the entire proposal in detail.
Delete not submitted applications:
- Users can delete a previously saved, not submitted application.
- This helps declutter the proposal list, ensuring only relevant and active proposals are kept.
Print proposals:
- Open a proposal and select Print. Select Print at the top of the page to print a hard copy for reference or documentation purposes.
- Select To PDF to convert the proposal to a PDF format for easy sharing and distribution.
Email correspondence tracking:
- Select Emails next to a proposal to view all archived system-sent emails related to each proposal.
- Select a specific email to read it at the bottom of the page.
Duplicate submitted proposals:
- Select Duplicate to create a copy of a previously submitted proposal directly from the home page.
- This feature is valuable for scenarios where a similar proposal needs to be resubmitted, saving time and effort by copying the existing structure and content.
- The duplication process includes copying over some answers from the original proposal.
Additional actions or edits requested on a proposal
If additional actions or edits are required for a proposal, submitters are notified by email to complete them in the system. The My Proposals list displays a '!' next to a proposal if there are actions required. If the proposal is opened, a Required Actions menu appears at the top of the proposal with links to complete the required action.
Help
An interactive Help page to provide program-specific FAQs as well as immediate answers to common technical questions and the ability to submit a support request directly to Benevity.