Beginner's Guide: Preparing your Submission Site

Beginner's Guide: Preparing your Submission Site

The purpose of this article is to provide a series of steps in the process of preparing a submission site. This article is useful for beginners, but also to those who may need a refresher.

Each of the below steps correspond to one or more detailed articles within Knowledge Base.

TIP: Print this list off and check off the items as you follow the steps.

  1. Determine your submission form fields - View types of fields
    • Which field will be your 'track field' (i.e. a field that can be used as a filter to easily assign reviewers)
    • Will you have conditional fields?
    • Which fields will be required?
    • Will you allow Co-Authors and what fields would be relevant for co-authors?
    • Will there be a limit to number of submissions per primary submitter?
    • Will there be a limit to number of co-authors on a submission?
    • What fields will be relevant to only invited speakers?
    • Do you want to allow submitters to withdraw themselves?
    • Is there a payment associated with your submissions?
  2. Create your submission form - View FAQs
  3. Set which fields on the contact profile form are displayed for Primary Authors and Co-Authors - View FAQs
  4. Determine if there are any other additional Submission Steps to be defined such as Disclosure Form, File or Photo Upload - View FAQs
  5. Determine your Submission Form Settings - View FAQs
  6. Review and update the content of your submission emails - View FAQ
  7. Review and update the screen content - View FAQ
  8. Test the submission form - View FAQ
  9. Open your Submission site - View FAQ
NEXT STEP? > Setup your Reviewer Form and Reviewer Site

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