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. Sign in to CiviForm as a Trusted Intermediary. This will take you to your dashboard.

2. Click the button on the right side of the page that says Add new client.

3. Fill in the new client form and click Save.

4. Now you can either click Start an application or Back to client list.

Apply to a program for a client

1. Sign in to CiviForm as a Trusted Intermediary. This will take you to your dashboard.

2. Here you will see a list of all your clients. You can search for your client by name or date of birth.

3. When you find your client, click View applications to start an application for them. It should now say "You are applying for client name” on the Programs & services page.

4. Find the program you want to apply to and click View and apply. This will take you to a page with information about the program.

5. Click Start an application.

6. Enter information on each page of the application. Click Continue to advance through the program.

7. Click Submit when finished.