See this Guide to Setup Your Reporters for the Next Program Year
Click the article to open it in a new tab. | |
reporter management | |
hide panels for reporters without data | |
archive reporters not returning to your program. | |
using type 1 associations to create communications groups | |
having trouble archiving reporters? see: why can't I archive my reporter? | |
use this article to create a new profile or clone the one from the previous year reporter profile creation: creating panels, sub-panels, context blocks, and fields | |
create any new documents in signNow (if applicable) document signing: user guide | |
new reporter management | |
enroll your new reporters one at a time | |
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