A General Form, one of three different form types, is a questionnaire created by an Admin to be associated with a term for travelers to fill out.
When creating a General Form, Admins are prompted to give the General Form a unique name. Newly created General Forms are in the Draft state. Once a General Form is created, Admins can add headers, text paragraphs, dividers, Traveler info fields and custom questions. Unsure what these items are? Click the links on the articles referenced below for more information.
When creating a General Form, consider requesting the information that wasn’t required to make an application decision but is needed prior to the Traveler departure or for a secondary review process.
To create a General Form…
- Click Builder in the main navigation menu
- Click Create New
- Select Form Type General Forms
- Click Next
- Type in a Form Name
- Click Create
You've just created a General Form!
All Forms default to having First Name, Last Name and email address on the Form. Via recommends keeping these data associated with each form for easy searching, sorting and reporting!
Check out other General Form articles below for additional info:
How do I add a Header to a General Form?
How do I add a Paragraph to a General Form?
How do I add a Divider to a General Form?
How do I add Traveler Info fields to a General Form?
How do I add custom questions to a General Form?
How do I preview a General Form?
How do I change the State of a General Form?
How do I delete a General Form?
How do I duplicate a General Form?