CDLSuite's Custom Form Builder allows you to create a new form or copy an existing form to meet your company's needs.
Creating a Custom Form
From the Home Page, select Custom Forms.
Select Create Form.
Enter a name for your form in the pop-up window.
Select Create Form to add it to your list of forms.
Open the form to begin customizing it.
Adding and Editing Fields
General Fields
Add fields by dragging them from the left control panel onto the form or selecting a field to place it at the end. Select any field on the form to edit it.
Application Fields
These fields automatically populate with information from the applicant's application when they sign in to their account.
Customizing Your Form
Design/Preview: Switch between editing and previewing your form.
Mobile Preview: View how your form will appear on a mobile device.
Add Upload File Button: Allow applicants to upload requested files.
Add Your Company Logo: Include the company logo saved in your profile.
Managing Form Settings
Active/Inactive: Activate your form when it is ready for use.
Staff: Designate a form for internal use. Staff can complete or update it using information from the applicant's application.
Auto Send: Choose how forms are delivered to applicants:
Always: Automatically send the form to every applicant.
Conditional: Send the form based on responses to custom questions. A custom question must be created for this option.
Turn Off: Disable automatic delivery.
Date: Displays when the form was created or last edited.
Form Permissions: Manage access for users established through your company profile.
Saving Your Form
Select Save to keep your changes or Cancel to exit without saving.
Once saved, your form can be edited, deleted, or used as created.
