Links

Apply to a program

Trusted Intermediaries can help residents apply to services or they can alert individual Applicants that programs are open to applications. They can also create profiles for their clients when applying. If the Applicant has applied to programs using CiviForm in the past, and they elected to save their information, CiviForm can reuse the Applicant’s stored information for future applications. \
CiviForm also allows Trusted Intermediaries to manage multiple clients through the application process. Trusted Intermediary Groups can also view the Applicant data their staff have entered.
Note: Before a Trusted Intermediary can sign in, they must be added to a Trusted Intermediary Group by the CiviForm Admin. For more details, go to Manage Trusted Intermediaries.

Add clients

  1. 1.
    Sign in to CiviForm as a Trusted Intermediary.
  2. 2.
    At the top of the Programs & services page, it should say “Trusted intermediary dashboard / (applying as: your name)”
  3. 3.
    Click Trusted intermediary dashboard.
  4. 4.
    Under Add client, fill in the Applicant information fields and click Add. The new client appears in the list of clients.

Apply to a program for a client

  1. 1.
    Sign in to CiviForm as a Trusted Intermediary.
  2. 2.
    At the top of the Programs & services page, click Trusted intermediary dashboard.
  3. 3.
    Under Clients, click Applicant dashboard beside the name you want to start an application for.
  4. 4.
    On the Programs & services page, it should now say (applying as: client name)”.
  5. 5.
    Find the program you want to apply to and click Apply.
  6. 6.
    Enter information on each page of the application, clicking Next to advance through the program.
  7. 7.
    When finished, click Submit.