Required AFF Forms

AFF's grant tool manages access to key forms within the database.

Updated over a week ago

Note: Bonterra no longer offers Apricot for Funders, and related features are no longer supported by our Product and Development Teams. For that reason, the information in this article may in some cases not reflect current functionality. Apricot for Funders is still supported by the Apricot Support team for existing clients on the platform. Please reach out to the Apricot Support Team with any questions you may have about Apricot for Funders that are not answered here.

AFF's grant tool manages access to key forms within the database. Several forms designated as specific types of AFF-compatible forms are required in order for the grant tool to operate.

Applicant Profile Form

Each applicant or applying agency fills out this Tier 1 form at the time of their initial funding request. This form is designed to collect general information that will be applicable to the entire agency over multiple years and/or multiple grant applications.

Application Intake Form

A grant/funding application is called an application intake form. Each applicant fills out one of these Tier 1 forms each time they apply for funding.

Review Scorecard Form

A review scorecard is a Tier 2 form that is completed by a reviewer once an application for funding has been submitted.

Choosing an AFF Form Type

1. To designate a new or existing form as an AFF-specific form, open the form for editing and open the top gear box.

2. Under Apricot for Funders Form Type, select the appropriate type of form. AFF Tier 1 form types are the only options available if you are creating or editing a Tier 1 form. AFF Tier 2 form types will be available when you are creating or editing a Tier 2 form.

3. Select Apply.

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