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    Candidate Forms overview

    Written by Lindsey Stanifer

    Updated at August 20th, 2026

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    Table of Contents

    Use cases Navigation Create a form Section and task configuration

    Users will not be able to create, view, and edit forms on the mobile app.

     

    The Candidate Forms section of the Forms page allows users to see which forms have been created and the jobs associated with these forms as well as build out new candidate forms. 


    Use cases

    • Hiring teams who want to collect more detailed data from the candidate necessary for the hiring process (work experience, background checks, taxes, etc.).
    • Hiring teams who want to send delivery documents for candidates to review or sign as a part of the hiring process.

    Navigation

    1. Select the All Apps menu in the top left corner of the page and then Settings in its drop-down menu.
    2. When the Settings page opens, select Forms under the Jobs section.

    The page will open to the Candidate Forms section. From this section, a user can:

    • Search forms by their name.
    • View the jobs those forms are applied to.
    • See the status of the forms.
    • View more options:
      • Edit form
      • Duplicate form
        • Note: A Duplicate Form confirmation modal will display when a form that has a condition tied to it is duplicated. Clicking No will duplicate the form without the condition while clicking Yes will duplicate the form with the condition.
      • Preview form
      • Delete form

    We support the following file types in a form: .csv, .xls, .xlsx, .doc, .docx, .pdf, .ppt, .pptx, .png, .jpg, .jpeg, .rtf.

     

    Create a form

    Candidate forms can be easily created in the upper-right corner of the Candidate Forms list. Click here to learn more.


    Section and task configuration

    Review the resources to configure both a form's sections and tasks as you build out your candidate forms.

    applicant paperwork candidate tasks add forms

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