Can I send additional forms to submitters to request more information?

Additional Forms allow Level 4 and 5 team members to send requests for more information after submitters have already submitted an initial application. For example, grant organizations can use Additional Forms to request progress reports from their grantees. Or, in a multi-stage application process, organizations can send Additional Forms to applicants who have passed an initial review stage.

The Additional Forms feature is available by request for a fee. If you're interested in using Additional Forms, please contact sales@submittable.com.  


CREATING AN ADDITIONAL FORM

1. Go to More > Configurations > Additional Forms.

2. Click the Create an additional form link.



3. Enter a Form Name. Then, drag and drop form fields from the Toolbox to your form, just like you do in the Category Form Designer.

4. Click Save Form when you're finished creating your form. Then, select Return to list.



SENDING AN ADDITIONAL FORM

1. To send your form to submitters, go to your Submissions list and select the checkboxes next to the submissions belonging to the submitters whom you'd like to contact. Then, click the Send Additional Form icon  at the top of the Submissions list. (Note: You can also send additional forms within the Submission Details page of a specific submission. On the Submissions Details page, select Options > Send Additional Form. The additional form will only go to the submitter who sent that specific submission.)

2. In the Additional Form dialog box, select the Additional Form you'd like to use and type in a Unique Name for the form. The submitter will see the Unique Name at the top of the form.

3. Select a Response Template or type a custom message.

4. Choose your preferred return email address and click Send Additional Form.

5. The submitter(s) will receive an email containing a link to your form. After they fill out and submit the form, you will receive an email notifying you of the completed form. You can see the form data when you click on their submission and expand the form in their Submission Details page:



6. You can also check the status of an additional form by locating the submission associated with it in the Submissions list. A submission for which an additional form was sent will have an Additional Form icon  located to the far right of the submission. Click the icon to see what additional forms were requested for this submission, and whether the submitter has submitted them back to you.

Note:
Submitters can make changes to their Additional Form at any time by going to the link specified above in Step 5, making their desired changes, and clicking "Update." These form updates will then be reflected in their Submission Details page, and you will receive an email notifying you of the updated form.

Organizations

  1. Getting Started With Submittable Guide
  2. How do I create or edit a submission category?
  3. New status: Completed
  4. How do I set up a submission category to sell a subscription or single issue?
  5. How do I use the Form Designer when creating or editing a category?
  6. How do I create a hidden category?
  7. How do I set up a blind review process?
  8. How do I add auto-labels for our submissions?
  9. How do I turn submission categories on and off?
  10. How do I set acceptable file types for a category?
  11. How do I add conditional logic to my submission form?
  12. How do I accept multiple files with a submission?
  13. Can I request metadata from submitters when they upload a file?
  14. How do I manually enter submissions?
  15. Can emailed submissions be automatically added to my submissions manager?
  16. How does submission scoring work?
  17. How do I review, make a note on, and rate a submission?
  18. How do we display submissions online for a public audience?
  19. How do I create a review form?
  20. Can reviewers edit finalized review forms?
  21. How do I hold a multi-round review process?
  22. How do I add a table to my application form?
  23. What spreadsheet formulas can I use in Tables?
  24. How do I add a field for internal use to my application form?
  25. Can I send additional forms to submitters to request more information?
  26. Can I schedule reminders for reviewers to review submissions or for submitters to complete additional forms?
  27. How do I use keyboard shortcuts to navigate between submissions?
  28. How do I add a private note to a submission?
  29. How do I add a Terms and Conditions checkbox to my submission form?
  30. How do I request agreement to terms and conditions when I accept a submission?
  31. What are the character limits for the Category Guidelines and Organization Profile Guidelines fields?
  32. How do I add a publication date to a submission?
  33. How do I use or remove the Calendar feature?
  34. How do I filter and organize the submissions in my submissions list?
  35. How do I label submissions?
  36. How do I assign submissions to team members for review?
  37. How do I automatically assign team members to incoming submissions for a specific category?
  38. Can I randomly assign submissions to a set number of reviewers?
  39. How many submissions are assigned to each team member and how many have they not yet reviewed?
  40. How do I attach a file to a submission?
  41. How do I replace the file on a submission?
  42. How do I send submissions to my Kindle?
  43. How do I delete a submission?
  44. How do I archive or unarchive submissions?
  45. How do I export our submission data?
  46. How do I batch export custom review data?
  47. How do I send an email to a submitter?
  48. How do I ensure new submissions get an automated response?
  49. How do I add a team member?
  50. How do I edit a team member's account?
  51. What does each team member level see?
  52. How do I customize the look and feel of my submission form?
  53. How do I upgrade or downgrade my Submittable subscription?
  54. What is an inactive plan?
  55. How do I sync the Calendar with other calendars?
  56. How do I change the default view displayed in the Submission Details screen?
  57. How do I cancel my Submittable account?
  58. Can I batch archive or batch delete submissions?
  59. How do I add and delete a file for a submission?
  60. How do I change the category of a submission?
  61. Can I integrate my Submittable account with Google Analytics?
  62. Does Submittable have an API?
  63. How do I use Zapier to connect my Submittable app to 3rd Party apps?
  64. How do I use the Submittable plugin on my WordPress site?
  65. How do I allow a submitter to edit a submission?
  66. How do I turn on or off the ability for submitters to request an edit on a submission?
  67. How can my organization receive reference letters?
  68. How can using Submittable increase the number of submissions our organization receives?
  69. How do I view and print submission document files?
  70. Can I charge a fee on my form?
  71. How do I sell memberships, subscriptions, or merchandise in my submission form?
  72. Can I charge submission fees in a non-US currency?
  73. What happens to my organization's account if we exceed our submission limit?
  74. Why did I get an error message when paying my invoice by credit card?
  75. Video File Transcode Error
  76. How do I unassign submissions?
  77. How do I remove a team member?
  78. How do I use response templates to send automated email messages?
  79. I have a Yahoo! or AOL email address. Why do my organization's emails come from notifications@email.submittable.com?
  80. How do I duplicate a submission category or form?
  81. How do I archive a submission category?
  82. When I do a batch file export, can I copy all files attached to the exported submissions into a single destination directory in Windows?
  83. How do I promote my organization’s creative call?

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