Edit a Proposal Form

Edit existing information on a proposal form

  1. Go to SARE Projects at https://projects.sare.org/.
  2. On the home page, click “Proposal Forms”. 
  3. Find the proposal form to edit. 
  4. Click “Edit Form”. 
  5. Click the plus icon next to any section that you want to edit. 
    1. This will expand the section so that you can see all of the fields within that section. It will also reveal the Edit button. 
    2. Example: Click the plus icon next to “Form Details”.
  6.  Click the corresponding edit button for that section. 
    1. Example: Under “Form Details”, click “Edit Form Details. 
  7. Make your changes. 
  8. Click “Save”.

Add custom sections to the form

  1. Go to SARE Projects at https://projects.sare.org/.
  2. On the home page, click “Proposal Forms”. 
  3. Find the proposal form that you just made. 
  4. Click “Edit Form”. 
  5. Scroll down.
  6. Click “Add Section” to add custom sections and questions to your form. 
  7. Click “Save”.

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