Help Guide for Applicants
Some of the features of SmartyGrants are:
- You can save your progress and return to complete your application at a later time or date;
- Your application is stored online, therefore there is nothing for you to save to your own computer, and;
- You can be certain that a grantmaker has received your application when you submit it.
Table of contents
Step 1 - View and Navigate the application form
View the Form
When you first access SmartyGrants, you will either be taken straight to the Form Preview, or you will be presented with the following options.
To preview the entire application form, simply click on Preview the Form.
This will show you the form in preview mode.
NOTE: You can't fill out the form while in preview mode. In order to complete the form you need to complete Step 2.
You can navigate through the application form either by clicking on buttons above the form to move between individual pages, or by using the navigation bar on the right to jump to specific pages or sections within a page.
Step 2 - Apply and register
When you are ready to start your application, simply click on the Fill Out Now button
Login and Register
Once you have registered an account, you will use the same username and password for any additional applications you may create in the future by any grant maker using SmartyGrants.
For New Accounts
Passwords must be longer than 8 characters in length and must meet 2 of the following requirements:
You will then need to confirm your password and click Confirm Registration.
You will then be able to select the grant program you wish to apply for. Click on Start a New Submission for the one you want.
For Existing Accounts
Have you forgotten your password? Click on the 'forgotten your password?' link. This will ask you to insert what your username (e-mail address) is, this will then send you an e-mail with a reset password url link. Click on the link and you will be prompted to set a new password.
Step 3 - Fill out the application form
It is highly recommended that you click Save Progress every 10 to 15 minutes when you are filling out a form.
Elements of the page
The following elements can be found on the application form.
Current Rounds Page
Fill in the form
You can now complete the application form by providing the required responses.
If you are attaching files, you need to allow for sufficient times for the file to be uploaded to the page. You should not navigate to another page until the file has been successfully attached, otherwise the file upload will be cancelled.
Please Note: There is a maximum file limit of 25 megabytes. However, it is strongly recommended you try to keep files under 5 megabytes.
To attach a file simply follow these steps:
Navigate between pages
To navigate between pages you can either use the Navigation Bar or the Next Page and Previous Page buttons at the top and bottom of your current page.
NOTE: Your application form is saved every time you navigate between pages.
Save and Close
If at any stage you wish to save your application and close it you can do so by clicking Save and Close.
Once you log back in you can click on "My Submissions" - here you will find a listing of all applications you have begun to fill in and all that are completed.
Step 4 - Review and Submit
Review and Submit
When you have completed the last page of the application form you can click Review in the navigation panel.
This is also a good time to Save or Print a copy of your application for your own records. Though you can log back into SmartyGrants at any time and view your completed application after having submitted it. To print a copy of your form before submitting it, click on the "Download PDF".
If you are satisfied with your application click Submit.
Problems with your form
If there are any problems with your application, it will not be submitted and any issues will be highlighted (as illustrated below). You will have the opportunity to correct the problem by clicking Go to Question.
Once you have made corrections, you can return to the Review and Submit page and click Submit Application again.
Step 5 - Confirmation
Confirmation of Submission
You will also see your application number, which you can use should you need to contact the grantmaker about your application.
Confirmation email and PDF attachment
You will also receive a confirmation email when your application is successfully submitted. Attached to the email will be a PDF copy of the form you just submitted.
Optional - Submitting multiple applications
Start another application
Depending on the grantmaker, you may be able to submit multiple applications in the same grant round.
To start another application you must return to the grant program page. You can return to the round by click on the current rounds link near the top right corner of the form
To view all of your applications for a grant program and to switch between them you first need to be logged into your account and then click on My Submissions.
You can then choose which application you wish to continue, by clicking on the appropriate link.
Optional - Viewing / Saving / Printing applications
Download PDF of your application
If you wish to save a copy of your application on your computer, you can download a PDF of your form.
Start by clicking on the Review link at the bottom of the navigation box.
Then click the Download PDF button at the top of the page, your application will then download as a PDF file.
View submitted application
You must first be Logged In to your account in order to view your submitted applications. Once you are logged in, you will see the My Submissions link near the top left of the screen, click on this link. *Note that any submissions you create and/or submit can always be found in the My Submissions area (this includes finding any additional forms your Grantmaker may ask you to complete).
Print your application
Once you are viewing the relevant application you simply select the Download PDF link at the top of the page.
This will open a PDF copy of your application in either Adobe Acrobat or Adobe Reader. From there you can click on "File" and "Print" options within these applications.
Optional - Accessing Additional Forms
It may be possible that at some stage the Grantmaker you have applied through or received funding from will ask that you complete an additional form, for example, a report form or an acquittal form.
Optional - Update your account details or password
To change your account details goto the My Submissions page and click on Update My Details
Update account details
You can change the Name and Organisation details associated with your account by entering them in the relevant boxes and clicking Save Changes
Change your password
To change your password you will need to first enter your old password and then enter your new password twice.
Please note the password must be at least 8 characters long.
Change your email address
|To change the email address associated with your account you will need to email firstname.lastname@example.org|