Easier Form And Application Revisions with SmartSimple Versioning

By Anonymous -
SmartSimple is breaking ground as the only grants management system that facilitates a simple approach to the process of revising, updating and editing your forms and applications using a simple point and click configuration.

There had to be a better way…
In the past, making changes on application review questions or other forms took a lot of work, and often required a test to production (T2P) environment. Seeing this issue arise time and time again, SmartSimple’s Development Team decided to see what they could do to make the process smarter and simpler.

The end result is a great new feature, offering a quick and easy way to add, edit and delete fields in your applications and forms whenever you need.

We call it Versioning.

How does Versioning work?

Versioning begins with a simple series of steps to get you set up and ready to go:

·         Start by creating a baseline version of your application or form. The baseline stores all current and future fields for all subsequent versions.

·         Add any and as many new fields as you want to the baseline.

·         Use the baseline to create a new version by selecting the application or form users will see.
·         Use your last version as the starting point for the next version you want to create.
Try out our beta version and tell us what you think!
Currently, our Versioning feature is in beta. That means it’s available for you to use, just not in its final, polished format. We do this to give you a chance to try it out and provide feedback for us on how it works before we create the final feature.

Interested to learn more?
Want to know how to set up Versioning on your SmartSimple system? We’ve got some tools to help get you started.

We’ll be hosting a webinar on Thursday, February 26th at 10am EST to walk you through all the options and abilities of the Versioning feature, providing an opportunity for you to ask questions of our SmartSimple experts. Visit our Event Page to register.


In addition, we’ve posted a Versioning video to our YouTube channel to provide additional information. You can also contact our Support Team directly either through the community portal, via email or by phone at 866.239.0991.

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