When you first access SmartyGrants, you will either be taken straight to the Form Preview, or you will be presented with the following options.

To preview the entire application form, simply click on Preview the Form.

This will show you the form in preview mode.

NOTE: You can't fill out the form while in preview mode. In order to complete the form you need to complete Step 2.

You can navigate through the application form either by clicking on buttons above the form to move between individual pages, or by using the navigation bar on the right to jump to specific pages or sections within a page.

When you are ready to start your application, simply click on the Fill Out Now button

 
In order to enable you to fill out the form you must first have an account with SmartyGrants. Your account details are used solely for the purpose of enabling you to complete your application form and in case the grantmaker needs to contact you.

Once you have registered an account, you will use the same username and password for any additional applications you may create in the future by any grant maker using SmartyGrants.

For New Accounts

 
If you do not have an account you will need to provide your details here and create a password. 

Passwords must be longer than 8 characters in length and must meet 2 of the following requirements:

• include letters
• include non-alphabetical characters
• include numbers

You will then need to confirm your password and click Confirm Registration.

You will then be able to select the grant program you wish to apply for. Click on Start a New Submission for the one you want.

For Existing Accounts

 
Simply fill in your login details and you will be shown any applications you have in progress, as well as offered the option to start a new submission.

Have you forgotten your password?  Click on the 'forgotten your password?' link.  This will ask you to insert what your username (e-mail address) is, this will then send you an e-mail with a reset password url link.  Click on the link and you will be prompted to set a new password.

It is highly recommended that you click Save Progress every 10 to 15 minutes when you are filling out a form.
 
For security reasons you will be logged out of your application if 60 minutes has elapsed and you have not saved your progress or navigated between pages. When you are logged out of the system you will lose any changes you have made to that page that have not been saved. To avoid this happening, simply click Save Progress periodically if you are spending a long time working on one page of the form.

The following elements can be found on the application form.

Page Buttons
Using these buttons allows you to navigate between the different pages of a form. You can also Save your progress, or Save and Close your form, in order to return to it at a later time or date.

Navigation Bar
You can quickly jump to various pages in the application form using the navigation bar.

Form Questions
Here you can provide your responses to the form questions.

Current Rounds Page
At anytime you can return to the grant round homepage by clicking on the 'Current Rounds' link on the top right hand side of the page.

 You can now complete the application form by providing the required responses.
 

Attaching files

If you are attaching files, you need to allow for sufficient times for the file to be uploaded to the page. You should not navigate to another page until the file has been successfully attached, otherwise the file upload will be cancelled.

Please Note: There is a maximum file limit of 25 megabytes. However, it is strongly recommended you try to keep files under 5 megabytes.

For a full list of supported file types for upload click here

To attach a file simply follow these steps:

• Simply select Attach a file choose the file you wish to upload and click Select.
  
  
  
  
  
  
• The file will begin to upload and the progress bar will be filled in as the file is upload 
  
  

• When the file upload is completed, the progress bar will disappear and a link to the uploaded file will be available, along with the option to remove the file.

To navigate between pages you can either use the Navigation Bar or the Next Page and Previous Page buttons at the top and bottom of your current page.
 
Clicking on any these will take you to the appropriate page.

NOTE: Your application form is saved every time you navigate between pages.

If at any stage you wish to save your application and close it you can do so by clicking Save and Close.

  
You can return to your application at any time prior to the close date of the grant round and continue your application, simply by logging back into your account per Step 2. 

Once you log back in you can click on "My Submissions" - here you will find a listing of all applications you have begun to fill in and all that are completed.

When you have completed the last page of the application form you can click Review in the navigation panel.

 
This will display your application in the way it will appear to the organisation you are submitting it to.

This is also a good time to Save or Print a copy of your application for your own records. Though you can log back into SmartyGrants at any time and view your completed application after having submitted it.  To print a copy of your form before submitting it, click on the "Download PDF".

If you are satisfied with your application click Submit.

If there are any problems with your application, it will not be submitted and any issues will be highlighted (as illustrated below). You will have the opportunity to correct the problem by clicking Go to Question.
  
 

Once you have made corrections, you can return to the Review and Submit page and click Submit Application again.

Confirmation screen

 
When the application is submitted you receive a confirmation message that the application has been received. If you see this message you can be sure that the grantmaker has received your application.

You will also see your application number, which you can use should you need to contact the grantmaker about your application.

Confirmation email and PDF attachment

You will also receive a confirmation email when your application is successfully submitted. Attached to the email will be a PDF copy of the form you just submitted.

Depending on the grantmaker, you may be able to submit multiple applications in the same grant round. 

To start another application you must return to the grant program page. You can return to the round by click on the current rounds link near the top right corner of the form
 
You will then be able to start a new application by clicking Start New Submission.
 

To view all of your applications for a grant program and to switch between them you first need to be logged into your account and then click on My Submissions.

You can then choose which application you wish to continue, by clicking on the appropriate link.

If you wish to save a copy of your application on your computer, you can download a PDF of your form.

Start by clicking on the Review link at the bottom of the navigation box.

Then click the Download PDF button at the top of the page, your application will then download as a PDF file.

You must first be Logged In to your account in order to view your submitted applications. Once you are logged in, you will see the My Submissions link near the top left of the screen, click on this link.  *Note that any submissions you create and/or submit can always be found in the My Submissions area (this includes finding any additional forms your Grantmaker may ask you to complete).

 

This will display all of your applications, both in progress and submitted.

To view your application, simply click on the relevant link under Submitted Forms.

Once you are viewing the relevant application you simply select the Download PDF link at the top of the page.

This will open a PDF copy of your application in either Adobe Acrobat or Adobe Reader. From there you can click on "File" and "Print" options within these applications.

To change your account details goto the My Submissions page and click on Update My Details

You can change the Name and Organisation details associated with your account by entering them in the relevant boxes and clicking Save Changes