Edit your application form
Reorder questions, turn optional ones on or off and reword labels in Settings, Forms. Publishing makes a new version; started applications keep theirs.
Your portal's application form starts as Delsivo's default: 12 questions over five steps. An Admin can change it in Settings → Forms (under Workflow): reorder questions, turn optional ones on or off, make them required or optional, and reword labels and help text. Changes go live when you click Publish new version. Applications already started keep the version they began on.
The default form
| Step | Question | Type | Required |
|---|---|---|---|
| Company | Company name | Short text | Always asked |
| Company | Website | Link | Always asked |
| Company | One-line description | Short text | Yes |
| Company | Stage | Single choice | Yes |
| Company | Sector | Single choice | Yes |
| Company | Where the company is based | Single choice | Yes |
| Round | Round size | Amount and currency | Yes |
| Round | Traction | Long text | Yes |
| Team | Founders | Founders list | Yes |
| Team | How did you hear about us | How they heard | No |
| Deck | Pitch deck | Deck upload | Always asked |
| Review | Privacy notice | Privacy consent | Always asked |
Questions marked Always asked carry a lock badge. Every application needs them to create a deal, so they stay on and required. You can still reword their label and help text.
Change the form
Each step is a card with its questions. On each question:
| Control | What it does |
|---|---|
| Drag handle | Drag to reorder within the step. By keyboard: focus the handle, press Space, move with the arrow keys, press Space to drop. Escape cancels |
| Required | Make the question required or optional |
| Asked | Turn the question on or off. A question that's off shows Off and isn't shown to founders |
| Pencil | Edit the Label (up to 120 characters) and Help text (up to 300), then click Done |
The bar above the form shows the live version, for example Version 3 live, when it was published, and a count such as 2 unpublished changes. Discard changes throws away your edits.
Click Preview to see Founder preview: the questions founders will see, step by step, including your unpublished changes.
Add your own questions
At the bottom of the Company, Round and Team steps, click Add a question. Enter the Question, choose the Answer type (Short text, Long text, Number, Amount and currency, Date, Web address or Choice), switch on Required if needed, add Options, one per line for a choice and any Help text, then click Add question. It goes live when you publish.
Founders' answers are checked by the same rules as founder requests: an amount needs a number and a currency, a date must be a real date, and a web address must be an http or https link. Your own questions show a bin to remove them again (with Undo). The default questions can be turned off but not removed.
You can't change the type or choices of a question once it's published; remove it and add a new one instead.
Publish a new version
- Click Publish new version.
- Publish version 4? lists each change, such as Moved, Label, Help text, Turned off or Now required, and reminds you: "Founders who start an application from now on see this version. Applications already started keep version 3."
- Click Publish version 4, or Keep editing.
You see Version 4 is live. Applications already started keep the version they began on.
If you try to leave with unpublished changes, Delsivo asks first.
Versions
The Versions panel lists every version with its publish date, how many applications use it, and Live or Earlier. A founder who started on version 3 finishes on version 3, so their answers always match the questions they saw.
Who can change the form
Only Admins. Partners, Analysts and Committee members see the same page and the preview, with Only a fund admin can change the form. Each publish is recorded in the activity log.
Messages you might see
| Message | What to do |
|---|---|
| Someone published a newer version while you were editing. Reload to see it. | Click Reload, then make your changes again |
| Every field needs a label. | Give the question a label |
| Keep labels under 120 characters | Shorten the label |
| Keep help text under 300 characters | Shorten the help text |
| Turn on at least one field. | Turn a question back on |
| The form changed while you were editing. Reload to see the latest version. | Reload the page |
Frequently asked questions
Do founders halfway through an application see my changes?
No. They keep the version they started on. Founders who start after you publish see the new one.
If I turn off a question, do earlier answers disappear?
No. Applications made on an earlier version keep that version and its answers.
Can I go back to an earlier version?
Not with one click. Make the same edits again and publish.
Something unclear or missing? Tell us