Building & Editing Forms
"Forms" in WorkBright are not simply documents -- Forms are anything that your company or organization uses to provide and/or collect information from your onboardees.
21 articles
- Adding or Editing "Instructions" on a FormHow do I add or edit the “instructions” on a form?
- Archiving and Deleting FormsCan I Delete or Archive a Form in WorkBright?
- Bulk update staffHow can I make bulk updates to my staff's custom fields?
- Changing Custom Form Field TypeI want to change “Field Type” on a Form Field, but it’s not available for edit. Is there anything I can do?
- Creating New Forms (1.1): A Signature-Form on a PDF in Which the Onboardee Signs and Dates a Specific Line on the Form
- Creating New Forms (3.1): A "Read-Only" Document
- Creating New Forms (7.1/7.2): A Simple Upload Form
- Creating New Forms: A Signature-Form Using WorkBright’s Pre-Built Signature Stamp on a PDFCan I create a signature form to send out to employees?
- Editing a Question (or "Field") on a Form, Including Making It Required
- Forms For Company Administrators to Complete (Making a Form “Internal”)I have a form that I’d like admin to complete within a staff’s file. How do I do this?
- Getting Around the Forms Settings PageHow can I change my form's title/group assignments or just overall gain a better understanding of the Forms Settings page?
- How to Add Questions/Data Fields Alongside Your Simple Upload Form (Adding Form Fields)
- Including Videos in WorkBrightCan I insert a video in WorkBright for my new hires to watch?
- Mapping to a Text Editor FormHow do I create a Text Editor Form?
- Replacing a Form Will NOT Affect Previous Submissions; Only New Submissions Going Forward
- Setting a Form to “Auto-Accept” So That Submissions Skip the Review Inbox
- Form Submission TypesWhat are WorkBright's Different Form Submission Types?
- How can I make bulk updates to my staff's custom fields?Bulk update staff is a new feature that will allow you to make changes to your staff's custom fields in one easy step.
- Form Body Types: Choosing the Right OptionHow do I choose the right form body type for my form in WorkBright?
- Requesting or Editing a Custom FormIf I need more advanced help with making or editing a custom form, how can I request support?
- Conditional Form Field LogicIs there conditional logic in forms, and how can I use it?