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  2. Implementation & Training Videos

Implementation & Training Videos

Introduction - Videos

  • Key Components
  • Transitioning from FluidReview to Apply
  • Apply Introduction

Build - Videos

  • Program Creation
  • Workflow Creation
  • Adding/Editing Stages
  • Form Builder
  • Reusable Applicant Tasks
  • Automations
See all 9 articles

Monitor - Videos

  • Monitor-Dashboard, Application Overview and Reviews

Financial Management

  • Configuring Program Budgets and Funds
  • Awarding Applicants

Organization Profiles - Videos

  • GuideStar Integration
  • Organization Profiles

Data Export - Videos

  • Data Exports - Training Video

Settings - Videos

  • Settings

Salesforce Integration (v4) - Videos

  • Authenticating a Connection
  • Navigation
  • Creating an Automation and Action
  • Relationships
  • Testing your Integration
  • Integration Errors

Implementation Resources

  • New Site Checklist
  • How To Get The Most Out Of Implementation
  • Apply Masterclass Webinars
  • Previously Recorded Webinars
  • Implementation Process
  • What to Expect in the Discovery Phase
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