Introduction
As we know, Institutes and B-Schools often require applicants to re-enter key details (such as XIIth marks, and entrance exam scores) after successfully submitting their applications. This information is crucial in the enrollment process. With Meritto's Resubmission feature, users can re-enable specific fields for candidates who have already submitted their applications.
The Resubmission feature allows users to re-enable the following fields:
- Disabled Fields: These fields are hidden from the applicant during the initial application process but can be used later to collect additional data from applicants.
- Form Fields: These are the fields the candidates originally filled out in their application. If updates are needed later, the resubmission feature allows these fields to be re-enabled, letting applicants make changes directly from their dashboard.
Prerequisite
Access to the Resubmission on the Meritto Portal.
Steps to Configure the Resubmission
- Navigate to the Application Manager in the menu. Click on the Manage Application in the sub-menu. Or, search for the Manage Application in the menu search and then click on the Manage Application listing.
- Navigate to the Filter in the Application Manager and apply the condition as "Payment Status" "equals" and select "Payment approved".
- Once you have applied the filter select all the applications for which you are required to enable the application or if the resubmission needs to be enabled for every application then click on the select all option.
- After selecting the application(s), go to the bulk action and click on "Enable Application Re-submission"
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Then a Re-submission configuration would be enabled wherein users are required to define the below-mentioned details:
- Enter Title - Enter the title of the logic you are building, this is for your reference. For example: Enable 12th Marks fields.
- Form Stage - The stages of the form that you want to enable so that the applicant can fill/edit them. For example; if you just want to allow the applicants to upload documents part then you can enable that particular stage of uploading documents.
- Form Fields - After selecting the form stage, if you want to enable only specific fields within that stage, you can choose to do so. Users will have access to both disabled fields and visible form fields that were shown to applicants during the application process. For example, in the 'Education Qualification' form stage, if you only want applicants to update their declared exam marks or percentages, you can enable just that specific field.
- Button name - This is the name of the button that will be visible on the applicant’s dashboard.
- Enter reason to allow editing - This is for internal reference you can put any valid reason for the enablement of the re-submission.
- Enable communication - This toggle is for the enabling of communication that you wish to send to the applicants. Here user would configure the Email, SMS template
- Enter the thank you message - After the applicant applies this particular message will be displayed on the screen. You can put it as per the requirement.
- Enter the communication message - The message you put in here will be displayed before the applicant re-submits the application. For example; you can display messages such as “Once you apply you can’t edit further” or “Confirm the details before you re-submit the application”.
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Click on the Save button
Once the resubmission application is enabled the applicant will be able to see this button on the dashboard and can click and proceed further to fill in the data.
For example, You can name the button Complete Application, Re-submit Application, Or you name by the particular field name or form stage too like upload documents.
Great!!! we have successfully configured the Resubmission. Now, If you wish to look at the details against each resubmission then you can refer to the article How to Manage Resubmission.