Program Creation

Plugins

• Guidestar Charity Check Plugin
• CardView Plugin
• Webforms

Review Portals

• Review Portal Bulk PDF
• Reviewer sign-up process
• Login Consent
• Review Portal Plugin Setup
• Program Manager
• Assignments: Manual Assignments

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General Information

• Extending a Workspace with Plugins
• Overview of Portals

Forms

• Forms
• Linking Forms
• What are the country and state codes?
• Summary Fields
• Field Advanced Options
• Form Builder Overview

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Submission Portals

• Profile Mapping / Auto Populate
• Portal Language Translation
• Requests
• Progress Reporting
• Creating a Profile Form
• Submission Portals