Sometimes, you need to provide a document that doesn't require completion but needs acknowledgment or downloading by your contact. Examples include company policies or work contracts. For this, you can use an "Attached Form."
Step-by-Step Guide to Creating an Attached Form:
- Accessing the Form Section:
- Log in to CheckHub.
- Navigate to Settings > Form.
- Creating a New Form:
- Click "Add Form" and select "Upload."
- Name your form (e.g., "Company Policy" or "Work Contract").
- Choosing the Document Type:
- Generic Document:
- Upload the document if it is generic and will be shared with multiple contacts. This avoids re-uploading the same document each time.
- Unique Document:
- If the document is unique (e.g., a personalized contract), leave the upload section empty. You will provide the specific document when attaching the form to a contact.
Leave the Combo option for now, you can learn about this in another guideline
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- Configuring Form Options:
- Read: Require the contact to acknowledge that they have read the document.
- Download: Force the contact to download a copy of the document.
- Mandatory: Set the document as mandatory by default. This can be changed during the form attachment process.
- Saving Your Form:
- Save your changes.
- Your attached form is now ready to use in your process.
By following these steps, you can efficiently manage document acknowledgment and distribution using CheckHub's Attached Forms.
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