How to Copy and Customize a Form Using the Custom Form Builder
CDLSuite's Custom Form Builder allows you to copy an existing form and customize it to meet your company's needs.
Copying a Form
From the Home Page, select Custom Forms.
Locate the form you want to duplicate.
Select Copy Form.
The copied form will appear in your form list with "copy" added to its name.
You can now edit, delete, or use the copied form as needed.
Editing Your Copied Form
Locate the copied form in your form list.
Select the blue pencil icon in the Options column to open the form.
Select an existing field to edit or delete it.
Adding Fields
General Fields: Drag fields from the left control panel onto the form, or select a field to add it at the end. Select any field to edit it.
Application Fields: Automatically populate with information from the applicant's application when they sign in to their account.
Additional Form Options
Add Upload File Button: Allow applicants to upload requested files.
Add Your Company Logo: Include the company logo saved in your profile.
Preview: View your form before using it.
Mobile Preview: See how the form will appear on a mobile device.
Managing Form Settings
Active/Inactive: Activate the form when it is ready for use.
Staff: Designate the form for internal use, allowing staff to complete or modify it using applicant information.
Auto Send: Control automatic form delivery:
Always: Send the form automatically to every applicant.
Conditional: Send the form based on responses to custom questions. Requires a custom question.
Turn Off: Disable automatic delivery.
Date: Displays when the form was created, copied, or last edited.
Form Permissions: Assign access permissions to users established through your company profile.
Saving Your Changes
Select Save to keep your changes or Cancel to exit without saving.
