How to create a Form

You can create a form to collect the data you need for the contract from the candidate. If the form is linked to a contract, the candidate's fields come from the contract.

Where to find it: Pre-onboarding → Forms → Create form

Before you start

• If you need a form for a contract, start from the contract. When you upload a contract, Klaaryo automatically creates a form for the candidate's fields. See How to create a Contract.
• Use Create form for a form without a contract, for example to collect only documents.

Steps

1. Go to Pre-onboarding → Forms.
2. Click Create form, or open the form created from the contract.
3. In Form information, give the form a name (e.g. "Raccolta dati marzo").
4. Write the Form submission message: the WhatsApp text that goes with the link.
5. In Form fields, check the fields already there.
6. If you need more data, click Add field. Choose the type, for example Short text, Date or Single choice.
7. Save.

Good to know

• Fields linked to the contract can't be removed or edited.
• You can reorder fields by dragging them.
• When the form is Ready you can link it to a collection.
• If you delete a form linked to a contract, the contract is deleted too.