Overview
The Application Submission Form is the final checkpoint in your application process, designed to gather essential information from applicants before they finalize their submissions. This strategic component serves multiple critical functions:
Collects sensitive but necessary information required for legal compliance or institutional criteria
Provides a dedicated space for applicant consent and agreements
Supports conditional logic to show relevant questions based on applicant circumstances
Creates a standardized way to identify applications that may need additional review
The Submission Form appears as the last step before an application is completed, ensuring all critical information is captured before the applicant finalizes their submission. The form appears as a modal/pop-up.
Form Fields
Default Fields
By default, the following fields are automatically added to the Submission Form section:
Have you ever been expelled or academically dismissed from school? (
user-applications-submission-school-problems)Please Explain (
user-applications-submission-school-problems-explanation)Have you ever been convicted of a felony? (
user-applications-submission-convicted)Please Explain (
user-applications-submission-convicted-explanation)Markdown Field (custom text that corresponds to the agreement acknowledgment)
I Agree (
user-applications-submission-legal-note-confirm)Sign your name (
user-applications-submission-electronic-sign)
You can edit these labels and help text in the submission form settings to better match your institution's terminology or requirements. Or, if you choose, you can delete the default fields.
Custom Fields
You can customize the form by adding additional questions relevant to your institution's specific needs. Common additions include:
Certification statements that require applicant acknowledgment
Additional background questions specific to your program
Consent fields for institutional policies
To edit your application's submission form, open the application editor and click "Submission Form" from the left menu under "Content."
Using Conditional Logic
The Submission Form supports conditional logic, allowing you to create dynamic question paths based on applicant responses. This ensures that:
Applicants only see questions relevant to their specific circumstances
The submission process remains streamlined and focused
You can collect additional details when necessary based on initial responses
For example, if an applicant indicates they have been academically dismissed, you can display follow-up questions requesting an explanation, documentation, or other pertinent information.
Responses + Flagging for Review
All responses to the submission form questions will appear on the application preview and PDF for easy reference during the review process. This ensures that:
Reviewers have immediate access to critical information
All sensitive disclosures are properly documented
The complete submission record is preserved in the application PDF
You can create a calculated segment of contacts who select "true" for fields on the submission form. This allows you to quickly identify contacts needing additional review based on their answers. For the default fields, you could use the two application filters: Discipline: Convicted and Discipline: School Problems.
You can take it a step further by using that segment in a workflow to:
Assign review tasks to internal users
Apply specific labels to these contacts
Implement other custom processes based on your institution's workflow needs
Using segments and workflows can help streamline the review process.
Best Practices
Keep the Submission Form concise and focused on essential information
Use clear language when asking sensitive questions
Provide explanatory help text to guide applicants
Regularly review your submission form settings