Users can now upload and configure fillable PDF documents as Custom Forms within Onboarding. This enhancement enables organizations to include additional, role-based documentation as part of the onboarding experience and manage how those forms are presented, signed, and stored.

Enhancements

Permissions

Users who currently have the ‘View Documents’ permission enabled within the Admin and Admin/Manager roles of Onboarding will now see the ‘Custom Forms’ tab within the Form tab of the administration menu.  This is located in the same place as it was for internal Arcoro employees. 

Custom Form Setup & Management

• Custom Forms are added and managed within the Administration tab of the Onboarding experience.
• Admins & Admin/Managers can navigate to: Administration > Forms > Custom Forms > Add Custom Form
• Upon adding a custom form, users will see the following configuration options:
  • Form Name (internal reference)
  • EFC Name (display name in Electronic Filing Cabinet)
  • Sort Order (controls display order in onboarding workflow)
  • Role Enablement (Employee and/or Manager visibility)
  • Upload control (Allows an admin to upload a pdf form)

Document Upload & Configuration

• Upload fillable PDFs via drag-and-drop or file selection
• System reads fillable fields from the uploaded document
• Signature fields can be mapped to Employee or Manager electronic signatures
• Signature capture is completed within the system (no third-party tools required)

Field Requirements

• Admins can mark individual fillable fields as "Required" after upload
• Required fields are enforced during onboarding completion
• Field-level configuration is managed directly within the form setup screen

Form Actions & Maintenance

• View Form: Preview and download the document
• Edit: Update form settings (new upload required for field changes)
• Activation Settings: Target forms by Location or Job Title
• Delete: Remove form from onboarding workflow