Forms Feature

Send and Receive Signed Documents with the Forms Feature

Creating Forms in Settings

To create a new form, go to Settings Module > Web Services > General > Forms tab. There, you’ll see the interface for creating and managing forms.

Choose a Form Type

• Form – A standard fillable form.
• File Upload – Upload documents (e.g., photos, PDFs).
• Acknowledgement – One-click acknowledgment confirmations.

Configure Form Settings

• Email Notification Recipients: Specify who in the office gets notified when a form is submitted.
• Settings: Configure layout/fields using web-step settings (labels, required fields, validations, signature inputs, etc.).
• Title: Give the form a clear, descriptive name.
• Public Checkbox: Allows apprentices to initiate the form themselves under My Account → Forms. Mark public for forms that can be started anytime.
• Delete: Click the small X to remove the form entirely.

Requesting Form Completion from Apprentices

Access Forms in the Apprentice records: go to an apprentice’s record, then Documents > Forms tab.

 Forms tab"

Request a Form

1. Click the ➕ button to assign a form.
2. Select the form.
3. Select a due date (required).
4. Select an email template (a default message is provided; you can customize it).
5. The default email includes a link prompting apprentices to log in and complete the form.

Tracking Status

• Sent Date & Due Date
• Read Status — See whether the email has been opened.
• Completion Status — Incomplete, Pending, Complete.
• Source — Office (office initiated) or Web (apprentice initiated).
• Reminders — Click the 📧 icon to email only apprentices who have not submitted yet.
• Batch Sending — Automatically excludes people without a main email.

Source Label

• Office — requested by the office admin
• Web — initiated by the apprentice on the web

Apprentice Experience

Apprentices log into their portal and go to My Account → Forms. A red notification appears when a new form is sent.

Forms are divided into two categories:

• Incomplete — Not started and still needs to be filled out.
• Completed — Forms the apprentice has finished.

Submitting & Managing Forms

Apprentices can start, submit, or delete forms they initiate.

New Form

1. From My Account → Forms, click New Form (top-right).

2. A drop-down shows Public Forms available to start anytime.

3. Select a form to fill out. Public Forms remain accessible for future use.
4. Once submitted, the form is marked Complete.
5. The completed form is added to the apprentice’s Documents section in TradeSchool (admin side) and appears in the web Completed tab for the apprentice.