One of the powerful features available within Advanced Workflows is the ability to send forms directly to candidates. This functionality helps streamline the hiring process by allowing you to quickly and efficiently collect important information, feedback, or acknowledgments, ensuring that all necessary documentation is gathered in a timely and organized manner.

For general instructions on how to initiate a send form request, please refer to the basic steps found in this article: Advanced Workflows

When you select Send a Form, and click the launch button, you'll be brought to a screen to configure the request. 

Here's what you'll need to complete:

• Request Name – Enter a clear and descriptive name for the request.
• Description – Provide a brief explanation of the form’s purpose.
• Assign To – Select the candidate or target who should complete the request.
• Due Date – Set a due date for when the form should be completed.

Important: If the form contains sensitive information, it is recommended to restrict access to Admins only so that it lands in the Restricted Files tab of the candidate profile. Otherwise, the completed form will appear in the Files tab.

On the next screen, you will have the choice to build your form or convert an existing form into an online PDF form automatically.

After creating your form, you’ll be taken to a preview screen. This allows you to review exactly how the form will appear to the recipient. Once you’ve confirmed everything looks correct and the form is ready to send, simply click Send Request to proceed.

Once the request is sent, the recipient will receive an email notification letting them know they have tasks to complete. The email will contain a link that takes them directly to the task, where they can view and complete it.

Note: If this is the recipient’s first task, they will also receive a separate email indicating that their account has been created. This email will prompt them to set their password before they can log in and complete the task.