How to Copy and Edit an Application (Including Video)

Once you have created your contracts in BigSIS it should take you just a few minutes to copy and update/edit your application based on the upcoming or current school year's needs. If you need to start an application from scratch, please check this article. 

This video goes through the basics of copying and editing applications.

How to Copy your Application

1. Go to Admissions/Leads > Online Applications > View/Edit Application Forms
2. Select the contract you would like to copy and click Copy.
   
   
3. After you copy your application you will see that an exact copy of it was made and "Copy" was added to the title of your new application. Select and edit the copy to edit the title and any other necessary items.
   

How to Edit your Application

1. Once you have copied the application you will now be ready to make your updates. 
2. Start by double-clicking on the application you want to update.
   • (1) Title - you can update the title to anything you want, for instance adding a year to differentiate this year's application from last year.
     ProTip! Don't forget to delete the - copy at the end of the title
   • (2) Require Signature - Update if the application does or does not require the signature by checking the box.
   • (3) Signatures Allowed - Update how your school allows signature - eSignature, offline, or any.
   • (4) Payments Allowed - Update the payment method - Credit Card, Offline Check, any, etc. 
   • (5) Show Logo - Change where you want your logo to be on the application if at all.
   • (6) Show Address - this is the school's address, change where you want it to be on the application if at all. 
     
3. You can also select if you want to show page numbers, include a watermark, or enable the 'Help Us Cover Costs' option. Select the page you want to update or click New to add a page.
   ProTip! If you are going to be moving the page order and or creating a new page take note or the order the pages are in. You will have to change that order number. 
   (Right-click and "Open image in new tab" to enlarge)
4. You can now update the title of the page, the order that it is, add a new page item (widget), and or edit the widget.