This feature is available with the Advanced license for Grant Lifecycle Manager (GLM) sites. It is available with the Basic license and above for Scholarship Lifecycle Manager (SLM) sites. Contact Support to enable this feature in your site. Contact the Client Success Team with any questions about your license.
Third Party Feature Overview outlines the use of this feature and includes related resources.
In order to add third party questions to a form, a third party question group must first be added.
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the name of the process.
- Click the process stage.
- Click the pencil icon to edit the form.
- Click Add Group.
- Enter a Name for the question group, check the box for Make this an Anonymous Third Party group, and then click Save Group.
- Click the pencil icon next to the Third Party Email question to edit the question label or add instructions for the applicant.
- This is the only question in the group that is visible to the applicant. It is recommended to provide guidance to the applicant that they need to enter the email address for the third party responder of their choice, click Compose Email, and then send an email to the third party asking them to complete the questions on the form.
- This is the only question in the group that is visible to the applicant. It is recommended to provide guidance to the applicant that they need to enter the email address for the third party responder of their choice, click Compose Email, and then send an email to the third party asking them to complete the questions on the form.
- Within the third party question group, click Standard.
-
Build the first question to which the third party should respond.
- After saving the question, it will display a third party icon.
- After saving the question, it will display a third party icon.
Continue adding third party questions as needed.