Complete a form

Forms are one way to gather information about a profile.

Every form template consists of a set list of questions, which can be optional or required. These questions can map to custom fields in the profile's collected data.

When you create a new form, you are provided with space to complete the answers and submit the form.

Form template types

There are two types templates that can be used for forms:

  • Update collected data: This type is used when data needs to be collected but not reviewed. As soon as the user clicks Submit, the profile's collected data is updated.
  • Manual decision form: This type is used when data needs to be reviewed to decide whether it's valid. Form templates with this type have a Decision button, enabling you to pass or fail the form. Templates can be configured to update the profile's data when the decision is Pass or Fail, or can be configured to update the profile's data only when the decision is Pass.
  • Document check: This type is used when a document to run a check needs to be collected directly from a customer. Form templates with this type are only initiated via a Request from customer button. Portal users cannot initiate this template using the New form button described below.
The template is selected when the form is configured. When you choose a form to complete, the template is already chosen for you.
The Document check form type collects PassFort documents, and the Update collected data and Manual decision form types collects files.
You can use forms in customer requests.

Tasks with forms

Forms can be configured for the following individual tasks:

Forms can be configured for the following company tasks:

Complete a form

  1. Go to a task that is configured to use forms. There will be a New form button displayed along the top of the task.
  2. Click New form. If there are multiple form templates to choose from, select the template you want to use from the drop-down list. The form questions are displayed on the task.
  3. Complete the answers. At a minimum, every answer marked required must be completed before you can submit the form. Some answers may already be prefilled with the profile's data.
Some questions may prompt you to upload files. Files can be up to 50MB large and can have any of the following file types: PDF, JPEG, PNG, GIF, TIFF. The question may specify the number of files that can be added. Note that files are only uploaded once you submit the form, and these files cannot be used for automatic checks.
Want to confirm you've uploaded the right files? When you've added a file to an answer, click it to preview it.
  1. Review your answers. Once you submit the form, there's no way to edit them.
If you need to update the information after you've submitted it, you can start a new form by following these steps again.
  1. Click Submit. The answers are saved. If there is no Decision button (meaning the form has the Update collected data type), the profile data is updated with the form answers immediately and the process is complete. If there is a Decision button (meaning the form has the Manual decision form type), follow the steps below.
  2. Click Decision and select Pass or Fail.
  3. Click Save decision. If your form template specifies the profile data is updated for either decision, the data is updated now. If the template specifies the profile data is only updated when the form is passed, the data is only updated if you selected Pass.
The form is not saved until you click Submit. If you refresh the page or navigate away from your form, the draft will be erased.
Why does the completed form have answers I have not written? Form templates can be configured to have optional questions complete with default answers when no other answer is provided.
If any other tasks have been configured to use the same form, the completed form is displayed on those tasks as well.
Tasks with forms do not pass automatically. Learn to pass or fail the task manually.


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