How do I provide forms in onboarding?

1. Click on Forms

2. If you don't want to upload forms as part of onboarding, check this box

3. Here is the list of all forms uploaded in your instance

You will need to upload the forms that you'd like to use in the application here. You can create new forms using the following article: How do I create a form template?

If you find the builder process overwhelming, you can stop after providing the name, PDF file, and signers. As long as the form is in this list, we will look it over and build all of the fields before your training. Of course, if you'd like to build the fields yourself, we encourage that as well.