How to Transfer Submissions Between Users

Platform Users and Admins are now able to transfer a Submission to a new Applicant.

This new Applicant could either be an existing User in the system or a new Applicant who receives an invitation to complete their registration.

Once the transfer is complete, we send the following email notifications:

• To the original Applicant: a notification that one of their Submissions has been transferred.
• To the new Applicant: a notification that a Submission has been transferred to them.
• To the new Applicant (if they are not registered yet): a notification that they will need to complete their registration (create a password) to log in.

How to Transfer Submissions

On the Admin Portal, select "Submissions"

Once you are on the Submissions View, select the submission you would like to transfer

Under Submission Details select "Transfer Submission"

Enter the email address of the Applicant User you would like to transfer this Submission to. If the Applicant User does not already exist, a new Applicant User account will be created and an invitation will be sent to the email address you have entered so that the Applicant can complete their registration.

Fill out the required fields for the new applicant (labeled with a red *) and select "Transfer Submission"

Review the transfer details and select "Confirm and Transfer Submission"

Once the Submission has been transferred, the new Applicant will receive a notification that they have a new Submission.

The current Applicant will also be notified that one of their Submissions has been transfered to a new Applicant.