Creating a new E-form

Support

Here we will cover the steps of creating a new E-form.

There are two ares from which an eform can be created, either from the account settings page of from within a candidates record. Both follow the same steps but for this we will be going through a candidate. 

Firstly go into any candidate and access the e-form tab and you will see a "+ New Form" button. 

Simply give it a name and you will be taken into the Editor where you can begin adding in questions to your form.


Once you have added in all the questions you would like you will need to make the form Live by click the "Make Live" button in the top right. Once this is done you will no longer be able to add or remove questions from this form. 

You are now ready to begin sending this E-form of to candidates or other 3rd parties.