How to Create an eForm?

eForms are digital documents that can be sent to an applicant or a client/vendor for them to respond and fill.

Steps to create an eForm:

Click on the four-grid icon on the top-right corner

Click on the ‘eForms’ option

Click on the ‘eForms’ button on the top right side

Select among ‘Applicants,’ ‘Clients, and ‘Vendors’ according to whom you want to send the eForm.

Click on the ‘Add’ icon on the top right side.

Choose ‘Upload Document’ or ‘Design Document’

Choose a document.

For designing, drag the options such as “Label,” “Text,” “Date” to the document. You can move a field’s position by clicking and dragging on the cross mark next to it.

Click on Save once done.