How do I create a form template?
How to create a form template. Information about signers/order and how to use the form builder.Some readersHow do teachers distribute forms to students and check the completion status?
How do I distribute required forms to students?
To view forms that are available to you as a teacher to distribute to your students, click on Forms from the navigation menu.
Next, click on the Distributable tab.
To send forms to your students, click on the ellipsis icon (3 dots) and choose the New Distribution option, as shown below.
Leave the Alias field blank unless you want to change how tSome readersHow do I update the PDF file of a form template?
If you need to make changes to the content of a form template (not the fields, but the text or images that make up the document). You can always download a blank form from within the application to get started if you have software to edit a PDF file. Otherwise, you'll need to make the changes to your original file and save it as a PDF file.
Click on Forms
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/f4d2054c-0361-46a9-86Some readersWhat is intelligent prefill on form fields?
Intelligent prefill uses the name of the field and automatically populates the most recent value that you inputted on any other completed form with a field of the same name. For instance, if you filled out a form and there was a field named "date-of-birth" which asked you for your date of birth, it would automatically populate that information on any other form you fill out with fields named "date-of-birth"
This is NOT a confidentiality concern because it will only prefill information thatFew readersWhat does it mean to make a form template private?
When a form template is made private, all that means is that the creator of the template and administrative users are the only ones that can modify the template. Any one can use the template and submit the template if they need to, just not modify it.
1. You can set a template as private by editing an existing template or creating a new one
2. Check thFew readersHow can I correct an email address on a distributable form?
1. Click on Forms
2. Click on Distributable
3. Click on the Status for Desired Form
4. Click on Status for the ApplicableFew readersHow can I add or edit signer roles?
1. Open the form template management window
This can be found in General Form settings, Work-Based Learning settings, etc.
2. Click on the settings dropdown
3. Click on Roles
(https://d3q7ie80jbiqey.cloudfrFew readersHow can I change the order of signers on a form?
Click on Work Based Learning
Click on Settings
Click on Form TemplatesFew readersHow do I change the required users of a required form?
Information about changing who needed to complete required forms.Few readersWhy doesn't the status of my form in the system match the actual status of the form?
1. This is an example of a form that has a status of "Pending Completion" ("In Progress" in other parts of the app) that is actually a completed form
2. Click the action button beside the incorrect record
3. Click on VFew readersHow can I check the status of a distributable form?
1. Click on Forms
2. Click on Distributable
3. Click on the Status Flag
4. Click on the StatuFew readersWhy didn't a signer receive an email asking them to fill out their potion of the form?
1. Click the action button next to the form that has email delivery issues
2. View the current PDF
3. Scroll down to the Audit Log to see the email delivery issues
In the log, you will see any failed deliveries viaFew readersHow do I configure prefill options for form templates?
You'll see an option named "prefill" when building your form templates. this will have a plethora of options so that you can prefill relevant data into form fields when a form is submitted. In this article we will go over all of the prefill options and how they work.
Signer Specific Prefills
Any prefill options prefixed with "(Signer)" are specific to the signer of the form. The prefill values will derive from the information specific to that signer type. These prefills vary based on the tFew readersWill my form templates be seen in all different modules in the application?
1. Module Availability Selection
When creating or editing a form template, there is now the option to make the template available only to specific modules. The only people who can update the module availability on a template are admins and the original creator of the template. This is used so people from other modules cannot manipulate and use forms outside of the modules that the original creator wants them used in.
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/9c6629f6-660d-Few readersCan I run a report to get the status of all forms that have been submitted?
1. Navigate to the reports page and click the "Forms" tab
2. Click on Form Statuses report
3. Filter down which forms you'd like to be included in the export
(https://d3q7ie80jbiqey.cloudfront.net/mFew readersHow do I export/import/clone a form template?
1. Open your form template management window
2. Click on the action button next to the form that you'd like to export
3. Click on Export
This will download an SMF file that can be used to import into any other system tFew readersWhy is there a banner saying I have forms that need submitted by me?
1. Click on the banner stating you need to submit forms
Clicking this banner will take you to the page where you can submit the forms required by you.
2. Required forms will be shown in the table below
3. Click the acFew readersWhy is there a banner saying I have forms waiting for my signature?
1. Click on the banner telling you that you have forms waiting for your signature
2. Make sure that "Waiting on Me" is selected as the view type.
3. Forms waiting for your signature will show in the table below
ClicFew readersHow can I see a preview of a form before submitting it?
1. You can preview a form template while choosing the signers of the form
2. Click on Preview under all of the signer selections
3. You'll see a box appear below the button with a copy of the blank form
The signers you seleFew readersWill users required to complete forms in general forms receive reminders?
Users that are required to complete forms in general forms will receive email reminders every 3 days until the due date has past or the user submits the form.Few readersWhy can't I see form template changes on my submissions?
So you just updated a form template but you don't see the changes in your submissions, this will explain why and how to see your changes.Few readersHow do I remove form signers from email suppression lists?
1. Find the record that you'd like to clear the current signer from email suppression lists
2. Click on the action button next to the form you want to clear suppressions for
3. Click on Remove Email SuppressionsFew readers