Files Generation, Forms, Form Requests, and Form Packets
Guidance on how to create and use Files, Forms, Form Requests, and Form Packets.
16 articles
Customizing Forms
Guidance on how to create forms for different purposes.
- How to: Use Simple Supplemental Request RulesLearn how to show certain forms in a packet based on grad year or form responses, no complex queries needed.
- How to: Add a PDF Template to a FormA step-by-step article on how to upload a PDF template for a download/upload attachments question.
- How to: Create a New Form Request Template
- Form Answer TypesAn article that walks through all of the answer types available on a form template.
- How to: Create a New Form Request Packet
- System Forms - Explanations and Visualizations
- Supplemental Request RulesHow to set rules for supplemental form requests within a form request packet
- How to set Auto-approve in an enrollment packetThese are the steps necessary to auto-approve one or multiple sections within a packet
- How to Use: Merge Fields
- How to: Use Conditional Fields on Form TemplatesThis article walks through how to set up trigger questions and apply conditional logic to create smarter, more streamlined forms.
Requesting Forms
Guidance on how to request forms for different purposes.