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Setting Up Your Eligibility Process within SmartSimple

Thursday, February 20, 2020 at 10:00 – 10:30 PM EST | 03:00 – 03:30 PM GMT

In this webinar, we will demonstrate the different methods of conducting eligibility checks on your potential scholarship grant applicants. Whether you want applicants to self-declare their eligibility or have the system automatically filter out unsuitable opportunities, we'll show you multiple methods for ensuring that only the most appropriate candidates can submit an application.

Creating Documents and Editing Templates with the Web Page View Field

Thursday, February 20, 2020 at 02:00 – 02:30 PM EST | 11:00 – 11:30 AM PST

The Web Page View field provides the ability to display a fully formatted document or web page. Using a combination of HTML and SmartSimple variables, System Administrators can create templates for fully styled documents such as grant agreements and confirmation pages and on-demand pop-ups for grant applications. They can also be used to display other SmartSimple features and functions within modal windows if required.

Automating Watch List Scanning

Friday, February 21, 2020 at 11:00 – 11:30 AM EST | 04:00 – 04:30 PM PST

Managing due diligence requirements in vetting and evaluating each grant recipient is of the utmost importance. SmartSimple's platform includes built-in integrations with two service providers (CSIweb and LexisNexis) which can automate your watch list scanning requirements and allow for broad scanning across multiple watch lists.

Using corporate philanthropy grants as an example, this webinar will show you some of the possibilities of how our watch list scanning feature can automate grant vetting requirements, streamline payment processing and save your time by eliminating manual tasks and reviews.