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Questionnaire
The goal of this page is to capture additional information which was not captured during the application process and/or to verify information which can be used during the on-boarding process. This page is unique to the organization which is gather the information so specifics related to individual fields and forms is not detailed below.
Your page will include the following features:
- "Close Without Saving" button - use this button to close the page and return to the home page without saving the answers.
- "Save for Later" button - use this button to save the answers added so far but don't mark the task as completed. This feature will allow for required questions not to be answered.
- A list of questions posed by the organization to gather additional information.
Your page may include the following features:
- "Save and Submit" button - use this button to save the answers and mark the task as completed. This button will NOT allow for required questions to be left unanswered.
- "Save and Review Form" button - use this button to save the information entered and to a review page where the answers are merged into PDF forms for your review. This button will NOT allow for required questions to be left unanswered
- A list of questions posed by the organization to gather additional information. If 'Birth Date' is a field on the page, the format must be entered in a mm/dd/yyyy format. If this format is not correct, the system will prompt for the correction of the information.
If your page allows for the Review of Forms, you will be taken to an additional page which displays the forms to review. Click the 'Review' button to review the forms and to apply your signature to the form.
See also
Training Video: Request Fill-able Forms from an Applicant - Enterprise Version
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