Purpose

Application templates and portal setup determine what residents can submit and how staff review those submissions.

Most day-to-day reviewers do not need to edit templates, but they should understand that templates drive application questions and document requirements.

Template Builder

Application Builder is managed from Administration. It controls:

• Template details.
• Sections.
• Fields.
• CDM field mappings.
• Custom fields.
• Document requirements.
• Preview.
• Publish/archive actions.

Portal Configuration

Portal Configuration controls portal URL, branding, support contact information, legal links, readiness, and entitlement flags.

How Templates Affect Review

Templates determine:

• Which application steps appear.
• Which fields residents answer.
• Which documents are required.