Files Generation, Forms, Form Requests, and Form Packets
Guidance on how to create and use Files, Forms, Form Requests, and Form Packets.
13 articles
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.
Customizing Forms
Guidance on how to create forms for different purposes.
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
Using String Interpolation (e.g., %{student.first_name})
How to Start a Form Template Using an Existing Document
Requesting Forms
Guidance on how to request forms for different purposes.
Form Requests FAQ
Creating an Individual Form Batch