How to Create and Customize a Form Using the Custom Form Builder
Premium and Premium Plus accounts can create custom forms to include in employment applications.
Creating Your Custom Form
From the Home Page, select Custom Forms to open the Custom Form Builder.
Select the Custom Forms tab.
Select Create Form in the upper-right corner.
Enter a short title for your form.
Select Create Form to open the form editor.
Customizing Your Form
Under General Fields, drag the desired field onto the form or select it to add it to the end.
Select Application Fields to add fields that automatically populate with information from the applicant's employment application.
Select an existing field on the form to edit it.
Continue adding and editing fields as needed.
Additional Form Options
To allow applicants to upload documents, check Add "Upload File" button and enter the required documents.
Saving Your Form
11. Select Save Form to save your changes or Cancel to exit without saving.
Optional: To add your company logo, check Add company logo to your form in the lower-left corner and upload your image file.
How to Create a Form Using the Custom Form Builder
CDL Suite'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.
