# 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.

Source: https://delsivo.com/help/applications/application-form · Updated 2026-11-06

## Key takeaways

- Every fund starts with a default form of 12 questions over five steps. An Admin edits it in Settings, under Workflow, then Forms.
- You can reorder questions within a step, turn optional ones on or off, make them required or optional, and reword labels and help text.
- Company name, website, pitch deck and the privacy notice are always asked, because every deal needs them.
- Add your own questions on the Company, Round and Team steps: short or long text, number, amount and currency, date, web address or choice.
- Publishing creates a new version. Applications already started keep the version they began on, so answers always match their questions.

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

1. Click **Publish new version**.
2. **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."
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](/help/team-and-settings/exports-and-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.