Onboarding

Edit An Existing Applications Questions.

Applications and intake forms are often tweaked as you realized what changes can enhance your own workflow.

 

1. Select the Pencil Icon next to question you'd like to adjust. 

  • The label is what the field is called internally and not seen by anyone completing the form. 
  • Label When View Profile is what anyone filling out the form will see. 
  • A field remark is great to share a note on how to properly answer the questions. 
  • A placeholder is example text in the field to be filled out.  
  • An option list is used like a checkmark box. Each line in the box will become an option. 

Now It's Your Turn.  

Use the above steps to edit 1 to 2 questions in your existing application. 

Changing the wording as shown above will not disrupt past answers.