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      1. Training Academy
      2. Form Builder (Plus)
      3. Staff

      Uploading and Creating a Staff Form

      Get started with the Form Builder for your Employees

      FAQ: I have a staff form I want to upload or create. Where do I start, and how do I use the Form Builder?

      Key Notes:

      • Uploaded PDFs cannot have text altered directly in the Form Builder (use Adobe for such edits).
      • The difference between PDFs and custom forms is their level of flexibility. PDFs have mapped fields, while custom forms allow for full customization of labels and layout.

      1. Access the Form Builder

        • On the left-hand side, navigate to Forms or the Form Builder in your workspace.
        • Switch to the Staff section at the top right to begin working on staff-specific forms.

      2. Create a Category for Your Forms

        • Use a blank canvas to create a category that groups your forms.
        • Be specific with naming, e.g., "W4" or "IRS Forms," to organize your documents effectively.

      3. Upload or Create a New Form

        • If uploading a PDF:
          • For example, upload a W4 form. Blue fillable boxes will appear where you can map text fields like "First Name."
          • Click on a field to program it with logic that pre-fills staff information (e.g., first name, address).
        • If creating a custom form:
          • Use the customizable form option to adjust labels, layout, and data blocks.
          • Drag and move elements as needed to suit your requirements.

      4. Save the Form to Staff Profiles

        • Go to Accounts and select a staff profile.
        • In the top-right corner, select Forms, choose a form from the created category, and assign it to the staff member.
        • Input additional data as needed, such as dates or descriptions.

      5. Add Staff Signatures to Forms

        • For uploaded PDFs:
          • Use the "Action" button to allow staff to sign by email or other options.
        • For customizable forms:
          • Use a Signature Box to allow staff to sign directly with their mouse.

      6. Explore the Template Library

        • Browse the template library to find pre-made forms for staff. These can be customized as needed or used as-is.

      7. Submit and Manage Forms

        • Once a form is filled out, it will display pre-filled information, such as staff name, address, and other data fields.
        • Manage submissions and edit as needed from the staff account section.


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