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Build an Onboarding Form

Design a branded intake form with mapped fields, document uploads, e-signatures and conditional questions, then publish it.

Module: Onboarding.

Overview

An onboarding form template is the intake form your vendors fill out. Each field maps to a field on the vendor record, so approved answers land in the right place automatically. 🧩

Create the form 🛠️

  1. Go to Settings → Onboarding → Onboarding Forms (or Onboarding → Form Templates) and click Create Form, or open an existing template.
  2. On the Edit tab, click Add Element to build the form:
    • Text Block: instructions or a welcome message.
    • Text Input, Email, Address and Single Select: answers your vendor types or picks.
    • File Upload: documents such as a W-9, certificate of insurance, EMR or OSHA records, each tagged with a document type.
    • E-Signature: the vendor draws or types a signature.
  3. Map each element to a vendor-record field (the builder shows the mapping, e.g. Tax ID or Auto-mapped for addresses). Elements marked Not stored are kept on the submission only.
  4. Make elements conditional to show them only when they apply, e.g. ask for a bond certificate only when Type of Work is Exterior.
  5. Use Preview to see the form as your vendor will.

Branding 🎨

On the Branding tab, add your logo, Import from Website to extract your colors, and choose a primary color, background style and button shape.

Settings ⚙️

  • Template type: Normal (collects vendor information and documents), Pre-Qualification (unlocks the vendor Pre-Qualification dashboard) or E-Signature (a legally executed document with ESIGN consent, countersigning and a sealed signed PDF).
  • Thank-you screen: the heading and message vendors see after submitting.
  • Route approvals to specific approvers: off, anyone who can review onboarding approves; on, submissions go to the approvers you choose.
  • Delivery: Per-Vendor Link (tied to an existing vendor) and/or Public Link (creates a new vendor record on submit).

Publish ✅

Click Save Draft while you work and Publish (or Republish after edits) to make the latest version live. The header shows the version number and how many elements are mapped.

Need help? 🙋

Questions? Email customersupport@getbcs.com.