Add additional form for applicant

When an application form is submitted, you not only have the ability to reopen the form but you also have the ability to add additional forms for the applicant to complete.

An application form is referred to as an external form and are usually the primary form that your applicants lodge online. You create your own application forms based on the information you need from your applicants. These forms, however, can also be used for collecting additional information post-submission, such as banking details, contract variation, progress updates and so on.

Add additional form:

  1. Go to the application you wish to add the additional form to.
  2. The first screen you see is the application tab.  Click on the 'Add Application Form' button.
  3. Select which form you now wish to give your applicant access to.  You may also choose a custom date and time for when this form is due or choose to set no due date. Options available to create an associated task, allow late submission or to send an email notification that the form has been added and is available to be completed. When options have been selected, click Save.
  4. You will be returned to the application screen and should see that your form has now been added.  Information will appear in the form once your applicant has submitted the form.

    Tip

    If you would like a notification e-mail to let you know when an additional form has been submitted, add your e-mail address into the 'bcc' area of the confirmation of submission e-mail for that form. See Customise the submission confirmation message.


Forms can also be added as a Bulk Action. See Bulk Action.