Grantee Portal User Experience - Open Application

Follow the steps below to set up your account or log back in before submitting an open application to the foundation.  

1. Click the link provided by the foundation. 
2. If you already have an account with the foundation, enter your login information and click Sign In. Refer to the next step if you do not have an account.
   • If you have forgotten your password, click Forgot your password? to receive an email with a link to reset your password.
      
3. If you do not have an account, click Create an Account.
    
   • Enter your email address, and then click Send Email.
      
   • Click Activate Your Account in the email you receive.
      
   • Enter your name, create a password, and then click Activate Account.
      
   • On the next page, enter your username and password, and then click Sign In.
      

After setting up your account or logging back in, follow the steps below to submit an application.  

1. Click Start a new Application.
   • Depending upon the foundation, the wording on this button might be slightly different.
      
2.  Follow the instructions on the modal to select or add your organization, and then click Start Application.
    
    
3. Click Open Application.
    
4. Complete the fields on the application form. Required fields are indicated with an asterisk. 
   • You might be asked to first complete an eligibility quiz. After submitting your responses, you will receive access to the full application if you were found eligible to apply. 
   • Click Back or Next to navigate through the application form pages, or click a page in the navigation bar.
      
5. Click Submit when you have completed the application form. 
   • Once submitted, your responses cannot be edited. Reach out to the foundation for assistance if you need to edit a submitted application form.
      

Additional details and options when completing an application form are listed below: 

• Depending upon the application, one or more fields for uploading files might be available. The maximum file size for an upload is 20 MB, and any of the following file types are accepted:  
  • Program extensions - .pdf, .ai, .psd, .xls, .xlsx, .ppt, .pptx, .doc, .docx, .dot, .dotx, .potx, .xlt, .xltx, .xlr, .odp, .ods, .odt, .pbix, .eml, .msg
  • Text extensions - .csv, .rtf, .txt, .html, .htm, .pdf, .log, .tex
  • Audio/video extensions - .mp3, .mp4, .avi, .mov, .mpg, .mpeg, .mpa, .wmv, .wma
  • Image extensions - .jpeg, .jpg, .png, .gif, .tif, .tiff, .bmp, .svg
• Depending upon the application, the option to add comments on a page might be available. This allows for communication with foundation staff directly on the relevant page. Click the thought balloons icon, add your comment, and then click the send icon.
   
  • Hover over the initials to view which staff members at the foundation will be notified when you add your comment.
     
     
  • A rich text editor is available to format the text of your comment. Click the three dots icon to view all the available formatting options.
     
  • When a foundation staff member responds to your comment, you will receive an email notification and a notification within the grantee portal.
  • Once added, hover over a comment to edit or delete it.
     

• Check the box to flag a page if desired. The system requires you to remove flags before submitting the form, so this serves as a reminder to revisit a page.
   
• While your responses save automatically on the form, you can also click Save and Come Back Later to save your responses without submitting the form.
   
• Click View/Print Application to open a modal to view the full application form with or without your responses. The option is available to print the form.