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Using Form Requests within an Onboarding Checklist
Using Form Requests within an Onboarding Checklist

Learn how to setup and use Crelate's Form Request feature within your Onboarding Checklist

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

A Form Request is an activity form that can be sent to a contact. When the contact receives the request, they will be prompted to respond with detailed answers or documents based on your submission. This response will automatically append to their record containing the newly requested documentation or Q/A. These forms can be easily leveraged within your Onboarding Checklist to request documentation during your candidate onboarding to obtain things like a Driver's License, Vaccination Records, or Certifications. This article will cover the following:

Creating a Form Request

To start, when Creating your Onboarding Checklist, use the Action drop down to select Form Request.

Next, ensure you choose your Form and determine if you want to make this a required step in your Onboarding Checklist. Please Note, if you do not have a form available, please refer to our guide here on Creating a Form Request.

Sending a Form Request within an Onboarding Checklist

Once your template is complete and your form request has been added to an Onboarding Checklist, you'll then be ready to assign and send to a contact. To begin, select the Send option.

Next, you'll have the capability, in addition to the form request, to include a message in your email body to a contact.

The Contact's Experience

The contact will then receive the email with a link they may complete.

Upon selecting that link, they'll be taken to a page (no login required) to complete the details and questions within your form.

Once submitted by the contact, you'll notice a Completed status within that contact's record. Selecting the form will allow you to view all documents and answers to any listed questions.

What's Next?

Learn more about Crelate's Onboarding features via our full master guide below!

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