Manage Program Settings

Overview 

The new settings page allows you to manage and configure all aspects of your program - from core setup to emails, forms and review workflows. Use this page to customize how your program operates and how users interact with it. 

Program Settings

Manage core details of your program in one place: 

• Program Type
  Define the type of program (ex. Award, Nomination, Scholarship)
• Full Program Name
  Set the full display name of your program as it should display to users
• Submission Type
  The term that best describes the submission process (ex. Nomination, Application, Entry)
• Submission Tags
  Add and manage tags to organize and filter submissions (ex. Eligible, Ineligible)
• Program Banner Image 
  Upload and manage the banner image displayed across this program. 

Email Settings 

Configure how emails are sent and when notifications are triggered: 

• Email Address Used for Sending Emails
  Set the sender email address for this specific program
• Email Sender Display Name
  Customize the name recipients see
• Email Notification Triggers
  Control when automatic emails are sent to submitters, reviewers, and admins
  • Send email when submission is finalized
  • Send email when admin marks submission as final
  • Send email when review is submitted as final
  • Send email when admin finalizes review
  • Send email when submission is withdrawn
  • CC admin on final submission by applicant
  • CC admin on final submission by administrator

Form Settings

Customize how your submission behaves and how users interact with it: 

• Allow Only One Submission Per User 
  Restrict users to a single submission
• Redirect to Dashboard After Final Submission
  Automatically return users to their dashboard after submitting as Final
• Remove Save Buttons Once Submitted as Final 
  Prevents edits after final submission
• Show Previous/Next Buttons for Tab Navigation 
  Enable step-by-step navigation through form
• Save as Draft Button Text 
  Customize the save as draft button text
• Submit as Final Button Text 
  Customize the submit as final button text
• Save Options for Reference Providers 
  Select the save options provided to your reference providers: Draft Save, Draft Save and Exit the form, Final Save
• Auto Save Submission
  Auto saves submission if user is idle for 20 minutes

Review Settings

Configure how reviews are structured and completed:

• Review Phase 
  Set which review phase is currently active for your program
• Auto Save Review 
  Enable automatic saving of review progress
• Review Groups
  Create reviewer groups

Best Practices

• Review your program settings before opening submissions 
• Use email triggers to automate key communications 
• Configure form settings to match your submission process 
• Set up review settings early to streamline evaluation workflows

See It in Action 

Want a guided walkthrough of the new Settings experience? Explore how to manage settings, configure forms, and control emails step-by-step.