View Application and Profile Builders

Find Applications and profiles to Build and create the best way to intake clients and candidates.

1. From the top navigation bar select Client or Candidate.

2. Above the User and Search Filter Tools is a button labeled View Application Form.

3. Select this option to view the application.

1. From the top navigation bar. select More → navigate to Builders.

2. Select Application and Profile Builders.

If you have one client and one candidate application, you can select it, as seen with the red arrow.

The easiest way to find an application, profile, or section, is to filter for the type.

4. In blue, select an Application.

5. In blue, select View Form and it will open up in a new tab.

This example has multiple applications. But it is best practice to have one.

Or, the form can be edited in that tab. Or select the Pencil and the Gear Icon to edit from there.

The Quick Find Application will not work if you have multiple applications.

1. Follow the steps 1 through 3 above, but then search a Profile.

4. Select the Pencil Icon to adjust the Profile.

5. Select the Gear Icon to adjust the Profile's settings.

Profiles may be easier to adjust by going through a client or candidate use, view their profile and click the gears to make adjustments there.