The Complete System Administration Tutorial

If you are the system administrator for your review process, this post is for you. There’s a lot to this post, but your role is a mission critical one and I’d hate to leave you without all of the information you need. I recommend you bookmark this post and refer to it if you’re ever unsure of what to do. Of course, if your question isn’t answered here you can always send us a message and we’ll help you as quickly as possible.

Here’s a summary of what’s covered:

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The Complete Reviewer Tutorial

If you are using to review submissions, you will want to bookmark this post. All of the major features that you can take advantage of as a reviewer are outlined below.

This comprehensive tutorial is made up of five sections:

  1. A Tour of the Main Submissions Page
  2. Diving into the Full Submission
  3. Ranking Submissions
  4. The Dashboard
  5. Progressing Through Your Review Process

By the end of this tutorial, you will have seen and learned of just about everything you’ll need to know to start reviewing. Of course, if anything is unclear or you have any questions whatsoever, please reach out in the comments below or via email.

Let’s get started!

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New Features: List View, Bulk Actions, and Dashboard Upgrade!

The following will be live shortly. We just wanted to give you a heads up so that you can hit the ground running when these improvements go live.

We’ve been listening closely to your feedback and working hard to continually improve our product. We’ve taken your feedback and turned them into some great new features! With this most recent release, we focus on making the process of handling larger volumes of online submissions more efficient for administrators and reviewers, as well as upgrade the Dashboard to include new and useful information to help you stay on top of your review process!

Let’s dig into the details with some pictures and helpful explanations of what’s changed and how it benefits you.

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Making Decisions and Closing Review Process Stages

We’re almost there! By there I mean we’ve almost completed an entire stage of a submission review process together. Of course, this is just one stage of a review process that I created. is meant to be flexible, so don’t worry if your review process looks a bit different.

Today, I’ll show you how to move the submissions that will be continuing on in your review process to the next stage, and how to stop submissions that aren’t successful. My next post will show you how to send customized feedback to every applicant, and that will more or less wrap up the major tasks you’ll complete in a typical review process!

If I’m losing you here, it’s probably because you’re just joining us now. Peruse the links below to get up to speed.

Alright, let’s get to it!

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Rating, Commenting on, and Ranking Online Submissions

Today, we get into the meat and potatoes of We are going to go into the full submission and take a look at our core features including rating, commenting, note taking, and ranking. This is where the organization that adds to the online submission management and group decision-making process becomes apparent.

If you’re joining in on our series of product feature posts for the first time, I recommend you take a look at some of the posts below.

Ok, let’s jump into the fun stuff!

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Easily Import Your Online Submissions Into

In today’s post, I am going to show you how to import your online submissions into for review. Today’s example assumes you are importing from .CSV and therefore not using our Wufoo integration.

You will be amazed by how easy it is to go from an intimidating spreadsheet to a user friendly online submission review environment.

If you’re new here, you may want to browse the following links to get caught up in this walk through series.

Great! Now let’s get going with today’s tutorial. This is where the fun begins!

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Wufoo Form Builder Integration with

Wufoo is an easy to use drag and drop form builder and we integrate with it! For those of you collecting and reviewing online submissions and applications, that means that every time someone submits an application using your Wufoo form, all of that data is automatically imported, organized and ready for review within For an integration so powerful, it’s amazing how easy it is!

If you’re here for the first time, welcome! You may want to browse the three posts that precede this one. I’ve provided a link to each of those below for your convenience.

Now that we’re on the same page, let’s dive head first into this Wufoo integration, shall we? The word “integration” is much more intimidating than the actual process of integrating, I promise. Continue reading

Online Submission Software System Administration

An important part of adopting new cloud-based submission management software is ensuring that your current process can be carried over to this new platform. Not only should you be able to carry it over, but it should be quick and easy to do so. We know that if  it’s difficult to even get this new platform up and running it just isn’t worth the hassle of switching.

We get it! We’re living in a time when it’s becoming more common for technology to just plain work. You expect it, and you have every right to expect this much.

In last week’s post, I showed you how to set up a custom review process. This week’s post will take you through the system administration menu. In coming posts I’ll show you how to supercharge your experience by enabling powerful integrations with companies like Wufoo, MailChimp, and Constant Contact. Together, these posts will show you just how easy it can be to set up your entire online submission review process.


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Creating an Online Submission Review Process

Many organizations, whether a non-profit or for-profit, want to step into the modern era by moving their online submission review process off of their desks, away from legacy software, and into an elegant online submission management platform.  The initial enthusiasm to make this move is often stifled when it becomes obvious that it will be difficult to migrate their current review process over to this new submission management system. They are either going to have to change the way they work or fight an uphill battle and force this modern cloud based platform into submission.

Both options sound terrible to us!

So, today’s post is going to show you just how easy it can be to create a submission review process with multiple stages. You will also see how easily the decision criteria your review team currently uses to evaluate submissions is transferred into, so that you aren’t changing the way you work. This post combined with others to come will take you through the entire workflow.

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Startup Incubator Success Tracked in

In a great post by Jesse Rodgers of TribeHR, he mentioned the importance of identifying performance metrics for your startup incubator. This can help to determine how effective the startup incubator is (or isn’t). At the core of his message is measuring certain performance metrics at the application, in program (accepted), and out of program (graduated) stages and everywhere in between. In this post, we will show how can serve a secondary function of tracking startup incubator success.

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The Ultimate Decision-Making Mobile Application

Today’s post is a little different from the others…

We’re officially announcing the mobile application that will work on your smartphone and tablet!

It allows the reviewer to carry out all of their main responsibilities such as reviewing online applications, giving overall ratings and/or individual ratings for each piece of decision criteria, and to read and write internal and external comments.

Pretty awesome, eh?

You know what else is awesome? You have access to this right now! So log in, and I’ll take you through the application!

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