Add a New Custom Form

Modified on Wed, 3 May, 2023 at 2:31 PM

To create a new APPLICANT custom form, access the following navigation path:

To create a new EMPLOYEE custom form, access one of the navigation paths:

After selecting Add New, the initial Custom Form widget appears. Select each marker (+) below to learn more about what each field represents.

Name – Name of the custom form.
Active – Only active forms are available for use.
Is Application Form – Select if this form is created for applicants.
Workflow – Select the workflow if the custom form is to follow an approval path. This is an optional field. The workflow activates after the custom form is assigned to employees.
Font Family/Size - This is a list of font and sizes. These settings affect the entire form but can be customized on individual pages if needed.

To add a form page, select either Add New Page or Upload PDF Document. Select each card below for more information on each option.

		Produces a blank page where fields are configured.
		Allows for a scanned copy of a form to be uploaded and used as the background. Fields are configured overtop of the PDF. Only PDF files are accepted.