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.
19 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?