If you are an applicant and are currently looking to create an application to apply within a site below are a few of our commonly asked questions within FluidReview.
Account FAQs
- How do I register for a site?
- How do I reset my password?
- I want to change my current password
- How do I change my Name or Email address on my account?
- How do I change the timezone on my account?
- How do I change my preferred language?
Application FAQs
- How do I withdraw my application?
- How do I submit my application?
- How do I edit my form?
- Can I print/download my online application?
- Why can't I edit my task?
- I get an error when uploading a file
- "Whoops! We couldn't find what you were looking for."
- The deadline has passed, what can I do?
- Why is my application locked?
- My payment isn't being accepted/I was double charged, what do I do?
- I submitted my application but did not receive a confirmation email
- How do I Sign a Form?
Recommendation FAQs
- My recommender hasn't received their email, what should I do?
- My recommendation task says "Pending"
- I want to change the information of my recommender.
Email FAQs
Contact Us
- How do I contact the Administrators of the site?
- I have a technical issue with the software, who do I contact?
Registration as an Applicant will depend on whether or not registration has been opened by the administrators of the site.
If registration is open to the public:
- Click Sign Up from the Homepage
- Complete the registration form with all of the required information.
- Click Create Account
- First Name
- Last Name
- Password/Confirm Password
- Any additional required information as set by the administrator
For more information in regards to any additional information that may be required for you or if you are unable to locate the ability to register we would recommend reaching out to the administrators.
When you are in the process of registering for a site using the FluidReview registration you may receive errors while trying to register.
Missing Required Information
In order to register for the site, you will need to complete all required fields within the registration form. If you are having difficulty registering, check for this warning in regards to a missing field:
Account Already Exists
When you register to a FluidReview site, whether as an applicant, recommender, reviewer, or even as administrator to a site, an account is created for you within the SM Apply database. Therefore, once you have registered for an account within one site you will need to re-register using the same password and credentials as the existing account.
If you have forgotten your password and are unable to login you can reset your password through email.
To reset your password:
- Go to the Homepage of the site you are trying to access
- Underneath the Sign In section, click Forgot your password?
- Enter the email address that you use to login to the site
- Click Send Instructions
- You will be sent instructions to the email you entered in order to reset your password.
NOTE: If you are unable to locate the email in your inbox, check your Spam/Junk folder to ensure that the email wasn't sent to Spam. - Click on the link within the email
- Enter a new password and confirm the password
- Click Reset Password
Your password must contain at least:
- 8 characters (including letters, numbers, and special characters)
- One uppercase letter
- One lowercase letter
- One number
- One special character (!@#$%^&* etc.)
If you wish to manually change your password on your account:
- Log in to your account
- Click on your Name in the top right corner of the page
- Select Account Settings
- Under the Change Password section, enter your current password
- Enter your new password and Confirm your new password
- Click Save Changes
Your new password must contain at least:
- 8 characters (including letters, numbers, and special characters)
- One uppercase letter
- One lowercase letter
- One number
- One special character (!@#$%^&* etc.)
If you wish to change your Name or Email address on your account:
- Log in to your account
- Click on your Name in the top right corner of the page
- Select Account Settings
- Edit the Name and Email address accordingly
- Click Save
- If you are changing your email, you will receive an email to your new account, you will need to confirm the change through the email in order for the change to take effect within the system.
NOTE: If you are looking to change your email address, you will need to ensure that the new email does not already have an account within FluidReview. If you already have an existing account under that email you will not be able to easily change the email using these steps. Instead, you will need to log in under that account.
If you wish to change your timezone on your account:
- Log in to your account
- Click on your Name in the top right corner of the page
- Select Account Settings
- Select the timezone that you are in.
- Click Save
A user's timezone will vary the time that any activity is displayed as.
If you wish to change your preferred language within the site:
- Log in to your account
- Click on your Name in the top right corner of the page
- Select Account Settings
- Click the Preferred Language drop-down
- Select the language you wish to change your display to.
NOTE: The languages available are based on the configuration of the site by the administrators. For any information in regards to the languages available you can reach out to the administrative team.
If you have already begun the application process within the site but no longer wish to submit your application, you can choose to Withdraw your application.
- Access your submission on the site
- On the right side of the submission under your submission details, click Withdraw Submission
NOTE: The administrators can choose to disable this option depending on their own needs. If this option is not available to you, you will need to contact the administrators of the site for further assistance in regards to this.
To be able to submit your application you will first need to complete all required tasks within your application.
Until all required tasks are completed the Submit button will be faded and have a status of Prerequisites Not Met
NOTE: The process depicted in the screenshots below is an example application and will vary for each site.
To submit your application:
- Complete all required tasks as configured by the administrators. Once you have completed all tasks the available submit task will change from Prerequisites not met to Incomplete.
- Press the Submit button available to you within your workflow
NOTE: This process may vary between sites and a submit task may not be required to proceed. For additional information in regards to the setup of the application process, you can reach out to the administrators of the site. - Once you have pressed Submit you will need to confirm your submission and press Continue.
If you are in the process of editing your application and wish to make changes to one of your forms:
- Access your application
- Click Continue or Edit next to the form
NOTE: This will depend on whether or not the form was previously completed. If the form has been completed and you do not have the ability to edit, refer to Why can't I edit my task? - When accessing a form with multiple pages you will be taken to the last page you were working on previously.
- Use the Back and Next buttons located at the bottom of the form to navigate between pages.
- Make your necessary changes to the form, click Next until you reach the last page and Submit your form.
NOTE: Button labels may be different based on the configuration of the site by the administrators.
Within your application, you have the option of downloading all completed tasks to receive a printable version of the application.
NOTE: You will only be able to download a form once it has a status of Complete
- Access your submission on the site
- On the right side of the submission under your submission details, click Download Submission (terminology may vary among sites, e.g. Download Application)
NOTE: The administrators can choose to disable this option depending on their own needs. If this option is not available to you, you will need to contact the administrators of the site for further assistance in regards to this.
TIP! If you are just looking to download a single form click View beside the form and then click download within the preview.
If you are in your application and you notice that you are not able to Start, Continue, or Edit a task there are a few main reasons why this could occur.
- The deadline has passed
- Prerequisites have not been met. Meaning you will need to complete other tasks before you are able to start this one.
- You have completed your task and the administrators do not wish for you to be able to make changes.
- Your application is locked.
If you are unable to edit a task within your Application and wish to understand why you can contact the administrator of the site for more information on the application process.
If you are experiencing issues uploading your file to the site, there are a few potential reasons why this may occur:
- The file is not in an available format.
Check to ensure that the file type you are trying to upload matches the formats that the administrators have enabled on the task. - The file does not meet size restrictions.
Check to ensure that the file type you are trying to upload does not exceed the maximum file size of the upload task. - You are attempting to Upload more files than allowed
Depending on the task you may only be allowed to upload a single file to the task. - The file is encrypted
FluidReview will not accept encrypted files. In order to upload your file, it will need to be unencrypted. - The file is corrupted
It is possible that the file you are trying to upload is a corrupted file. In order to resolve the issue, re-save the file to a new folder on your computer and attempt to upload the file again.
NOTE: An example of an error you may receive with a corrupted file would be Multiple definitions in dictionary at byte 0x625b8 for key /Info or EOF marker not found - A task related issue.
Depending on the issue it is also possible that the error is related to another setting on the task. For example, you are unable to edit the task.
If you are receiving this error warning, then the page you are attempting to access is currently not available to you. This is based on restrictions on the site and is most likely related to not having permission to currently edit the task. For more information in regards to this you can refer to the section on Why can't I edit my task?
The administrators of the site may set a deadline for the application or a specific task when they wish to restrict access to the task/application after that date.
As this is a configuration set by the administrators of the site you will need to contact them, for more information in regards to the process past a deadline.
If your application appears to be locked within the site. It has either been locked manually by an administrator, or by an automation in the site. 
If your application is locked and you wish to understand why you can contact the administrator of the site for more information on the application process.
|
My Payment isn't being accepted/I was double charged, what do I do? |
If you are meant to complete a payment on the site but are experiencing an issue with the payment task we would recommend reaching out to the administrators of the site. If you have completed the payment, however, the task is not being automatically updated within the site, it means that the payment processor is not notifying the FluidReview system to let us know that the payment has been processed.
The administrators will need to be contacted to confirm if they have received your payment and to potentially update any configurations within the payment processor, if necessary.
|
I submitted my application but did not receive a confirmation email |
A confirmation email is part of the configuration of the site set by the administrators. If you have submitted your application and have not received an email, we would recommend first checking your spam/junk folder. If you are still unable to locate the email, you will need to contact the administrators to confirm that a confirmation email has been set up within the site.
You can also refer to I am not receiving any emails from the site for more information.
If you are completing a form and it asks you to Sign the form:
- Click and Drag your mouse across the screen to draw your signature on to the form.
|
My recommender hasn't received their email, what should I do? |
If your recommender has not yet received an email invite to recommend your application, you can take the following steps:
1. Check to ensure that the email you have entered is the correct email and there are no possible spelling mistakes. If the email is incorrect you can change this information and resend the invite.
If the information is correct
2. Have the recommender check their Spam/Junk Folder. Sometimes these emails can get stuck in the spam/junk folder, depending on their email service provider's spam/security settings.
If they are unable to locate the email in any inbox
3. Resend the Invitation. Within your application click to edit the Get a Recommendation task and Resend the Invitation to them then have them repeat step 2 if necessary.
If both options do not work correctly
4.. Have the recommender contact us at support@fluidreview.com. It is important that they contact us themselves with no additional recipients on the email. Once we receive their email we will be able to assist them with logging into the site.
If your recommender task currently says pending, it means that the recommender has not yet completed their recommendation for you within the site. We would recommend reaching out to them directly to ensure that they have received the invite to log in to the site. If they have not received the invite please refer to My recommender hasn't received their email, what should I do?.
Once your recommender has completed the recommendation the task will be marked as Completed.
To change the information of your requested recommender, whether you want to update the email address, or completely change who the recommender is, you will need to Delete your current request. This will allow you to Start a new request.
NOTE: Deleting the request for a recommendation will rescind the invitation to recommend and delete any progress the recommender may have made on their task. Once you send them another request they will be able to start a new recommendation form.
If you are currently not receiving any emails from the site:
- Check your Spam Folder to verify whether the email was sent to your Spam/Junk folder.
- Ensure emails from FluidReview are whitelisted at the domain level.
- Ensure that you are subscribed to receive emails from the site.
i. Log into your account
ii. Click on your name in the top right corner
iii. Under Your Information, ensure that Allow us to contact you via email is currently selected. - Reach out to the administrators to ensure that an email was sent out from the site.
NOTE: You can also ask the admin for the default sender on the site and ensure that the sender has been added to your Safe Sender list.
The administrators of the site are responsible for configuring the site based on their own needs using the FluidReview software. Any forms/tasks that have been created, deadlines that have been set, or emails that are received, are customized by them. Therefore, they will be the best ones to answer many of your application process questions.
When Logged in
To contact the administrators of the site when logged in:
- Click on your name in the top right corner
- Click Help
- The administrative contact will be available at the top of the Help page
For any questions pertaining to this application, please contact: Admin's Name (admin@email.com)
From the Home Page
- Click on the HELP link typically located at the top of the page
NOTE: This may appear different based on the design of each site. - The administrative contact will be available at the top of the Help page
For any questions pertaining to this application, please contact: Admin's Name (admin@email.com)
|
I have a technical issue with the software, who do I contact? |
If you have gone through the FAQ list, and have spoken with your administrator to confirm if the issue you are receiving is a technical issue by FluidReview you can reach out to our helpful FluidReview support via Email. They will be able to assist you further in investigating the issue that you are experiencing. Please be sure to include as much information as possible as well as any additional resources you can provide:
- URLs to applicable tasks and applications
- Files to be uploaded
For more information on how to contact our Support team you can refer to Email Support: For Applicants, Reviewers, and Recommenders