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.
17 articles
Editing a Question (or "Field") on a Form, Including Making It RequiredHow do I make changes to a question or field on a form? I want to be able to change the wording of the question, add some help text for…
Creating New Forms (3.1): A "Read-Only" DocumentI have a form that my employee or contractor simply needs to read. I don't need a signature or any other information. How do I create this form?
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?
Mapping to a Text Editor FormHow do I create a Text Editor Form?
Adding or Editing "Instructions" on a FormHow do I add or edit the “instructions” on a form?
Creating New Forms (7.1/7.2): A Simple Upload FormI need to create a place where my employees or contractors can upload an image of a license, certification, or some other document. How do I create it?
Creating New Forms (1.1): A Signature-Form on a PDF in Which the Onboardee Signs and Dates a Specific Line on the FormI have a PDF document that I need my onboardee to: Read, Sign, and Date. The signature and date need to be placed on a specific line on the form.
How to Add Questions/Data Fields Alongside Your Simple Upload Form (Adding Form Fields)I have a form that asks my staff to upload an image (for example, of a license or certification), and I want to add some accompanying questions alongside the upload.
Replacing a Form Will NOT Affect Previous Submissions; Only New Submissions Going ForwardIf I (or WorkBright) replace a form in my WorkBright account, will it change the submissions of the people who have previously completed it? Or, will it automatically reassign the…
Archiving and Deleting FormsCan I Delete or Archive a Form in WorkBright?
Including Videos in WorkBrightCan I insert a video in WorkBright for my new hires to watch?
Setting a Form to “Auto-Accept” So That Submissions Skip the Review InboxIf I don’t want to have to review every single submission of a particular form in the Review Inbox, can I set the form to accept automatically?
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?
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?
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?
What are WorkBright's Different Form Types?
Bulk update staffHow can I make bulk updates to my staff's custom fields?