Complete impact statements without recipients

To avoid accidentally sending invitation requests to recipients, make sure one of the following is true:

• The opportunity start date is in the future

• Your Recipient Invitation Instructions email is set to deliver Upon Approval or Never

1. Perform a recipient import to associate recipients and impact statements with your opportunity (see Import recipients for more information).

2. If needed, find and add responses to the questions on each impact statement.

3. Go to the Impact Statements tab of an opportunity or Stewardship, Funds, Impact Statements.

4. Select one or more statements.

5. At the bottom of the grid, select Act on Selected, Categorize.

6. Selected Submitted, then Categorize.