Define contact lookup lists; e.g. organisation types, phone types, position roles.
Design and management of smart forms, and how to map smart forms for use.
Define information necessary to manage the documents stored against Applications and Projects.
With Templates management, you can create and maintain letters and emails generated by the system (e.g. application submission confirmation, forgotten password, notification of application outcome, funding agreement etc.). Available in System Settings >> Templates.
Configure application content and behaviour
Configure project content and behaviour
How to configure External Reviews, Panels, and Meetings including definition of types, management defaults, and behaviour.
Background tasks run behind-the-scenes to automatically perform such functions as generate email reminders, populate the milestone slippage report, and distribute emails. You can set the recurrence using a variety of options including daily, weekly, monthly and yearly.
Perform configuration tasks that require technical skills or restricted access.
Configure presentation of the External Portal.