Adding funds to the Super Choice Form
Go to Content Manager > Forms, and select the cog icon on the Super Form:
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Select "New Fund", fill in the details, and press "Save" when done.
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Nominating a selected fund in a packYou will need to specify which fund you would like to nominate in a pack before it is sent out. Funds can be nominated on a pack template basis, or on an individual pack instance (i.e. giving a candidate/employee a specific fund option). The steps for applying this are the same in both cases.
In a pack, scroll to the Super Choice form. If no fund has been selected, it will display as below. Click the edit icon.
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Click the name of the fund you wish to have selected, then press the close button.
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The fund will now be available as an option to the pack recipient:
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I hope this guide helps!
- Ray