How to Initiate an eForm?

eForms can be initiated for records in Applicants, Talent Bench, Clients or Vendors modules.

Steps to initiate an eForm for an Applicant/Talent Bench record:

Open the Applicant/Talent Bench/Client/Vendor record

Find the gear icon on the top right corner named “Global Actions”

Click on ‘Request eForm’

Choose the job for which this eForm is being initiated – this is useful for tracking purposes.

Choose the correct eForm to initiate

Click on Send.

Steps to initiate an eForm for a Client/Vendor record:

Open the Client/Vendor record

Click on the ‘Request eForm’ icon on the top right side

Choose the job for which this eForm is being initiated – this is useful for tracking purposes.

Choose the correct eForm to initiate

Click on Send.

Note: You can track the eForm by going to the Four-Grid icon and selecting eForms module. To learn how to create an eForm, click here.