June 2026 Admin Newsletter

For June, we’re sharing practical ideas and updates to help you keep your programs running smoothly. Inside, you’ll find guidance on choosing the the best option in Supporting Documents vs. File Uploads, heads up on Support availability, summer training webinars and recent product release news.

Need information we didn't cover in this issue? You can always reach out to your account manager or email us at info@inforeadycorp.com. We're ready to help.

Delayed Support Response June 8-9

The InfoReady team will be gathering in Ann Arbor, Michigan, InfoReady's home base, for our annual retreat. To allow our fabulous Support and Account Management Teams to fully participate, please note the changes to our Support Hours and that responses may be delayed.

•    8:30am-5:00pm ET, Monday, June 8 and Tuesday, June 9, Support Team will only respond to urgent requests.
•    12:00pm - 7:30 pm ET, Wednesday, June 10

Phone calls will be redirected to our answering service and returned when we are available
 
Of course, our Support Portal is available any time. 

Supporting Documents or File Uploads. What's the Difference?

Not sure whether to use Supporting Documents or File Uploads in InfoReady? You are not alone. It is a common setup question for administrators, and choosing the right tool can make the experience clearer for applicants and easier to manage on the back end. In this post, we break down the difference, show how each tool works, and share a simple way to remember which one to use.

Read the full post.

Upcoming Webinars

It's Summer Training Time!

While campus is a little quieter, the summer semester can be a good time to brush up your InfoReady knowledge or learn new techniques. Check out this full calendar of training opportunities. Feel free to register for all that are appealing even if you can't attend. We always send recordings after the session to all who register. 

REGISTER FOR JUNE 16 WEBINAR 

What's New: Second Quarter 2026

June 23|1:00pm ET |60 minutes

REGISTER FOR JUNE 23 WEBINAR

Ask InfoReady

July 14 |1:00pm ET |60 minutes

Ask InfoReady is a mailbag webinar where admins submit questions during registration, and InfoReady provides a walkthrough to answer the question.

We'll cover the potpourri of in-depth topics and straightforward questions. Follow up questions asked during the webinar are very welcome.

REGISTER FOR JULY 14 WEBINAR

Applicant Driven Routing Steps

July 21 |1:00pm ET |60 minutes

Learn how InfoReady's Applicant Driven Routing Steps work and get ideas on when to use this powerful feature.  

REGISTER FOR JULY 21 WEBINAR

Training Refresher

August 11 |1:00pm ET |90 minutes

Need a refresher on creating and managing competitions in InfoReady? If so, start using InfoReady on the right foot by joining us for a training webinar for InfoReady administrators. Topics Include:

• The basics of creating competitions
• Managing applications and reviews
• End-user experience

REGISTER FOR AUGUST 11 WEBINAR

New Routing Steps Interface

August 18 |1:00pm ET |60 minutes

Learn how to use the sleek, new Routing Steps interface.

The design is more intuitive and easier to navigate for administrators, and comes with new functionality such as the ability to copy routing steps. We think you'll love it!

REGISTER FOR AUGUST 18 WEBINAR

June Product Updates

This release prepares for the July 1 retiring of the General and Funding templates. Remember starting July 2:

You will no longer be able to create and launch opportunities using the General or Funding templates.

You will be to manage any Funding or General template opportunities launched prior to July 1.

You will be able to convert any launched limited submission opportunities to full competitions.

You will continue to be able to upgrade Funding and General templates and opportunities to Form Designer.

For complete information on the upgrade process, see Transferring Existing Opportunities to the Form Designer Template on the InfoReady Support Portal.

Highlights

• Save Behavior When Creating Draft Competitions: When working in a draft competition, your work has always been saved when navigating to another page (e.g., from Details to Requirements). Now, you will have to option to save or cancel edits anytime. The “Save Edits” and “Cancel Edits” buttons will display while you’re working on a draft of an application or form, as well as a green confirmation message “Edits saved” displayed at the top of the screen when navigating from page to page.
• Award Amount Available as Mail Merge Tag in Progress Report Assignment Email: You can now include the mail merge field {award amount} in the “Progress Report Assignment” email template. This is especially helpful for processes where you’d like to combine the initial award notification with the first progress report assignment. For example, if the first report is an award confirmation form.

Also in this release, several fixes will improve user search in cc/bcc workflows, resolve re-submission issues in Return for Revisions steps, and address PDF download problems with Supporting Documents fields.

As always the full Release Notes are published on morning of release. Bookmark Release Notes on our Support Portal to read current and previous release notes.  

Just for Fun: A Nostalgic Tour of Affordable Living

 Take a virtual stroll through a museum filled with relics from a more affordable eras. The Middle Class Museum is a witty, satirical walk through the 1980s to today, featuring exhibits like the starter home, the $1 slice, and the mythical employer-paid pension. It is sharp, funny, and just a little emotionally devastating. Visit the full exhibit and see how many displays make you laugh, wince, or both.