Guided documents: Candidate experience
A candidates experience when completing a guided document is as follows:
- Candidates can select the Get Started button to start the process of completing the fillable document through the guided documents experience.
- Once they select the Get Started button, a modal will open where they will be taken to their guided document experience and can simply enter and answer all of the document fields without having to scroll through a long, complex fillable document.
The candidate can select View Document to view the original fillable document and all of their filled out information.
- After completing each section, the candidate can select the Next button. Required fields are marked with a red asterisk.
- Once all sections are completed, the candidate is taken to a completion screen where all of their answers will display. The candidate can select the pencil icon next to each answer to go back and edit their response.
- They can select the Finish & Sign button in the lower-right corner of the modal. If there is a signature field required for the fillable document, then the candidate can sign the document by selecting the Sign button.
- After the candidate completes all of the required fields and signs the document, the candidate must check the perjury statement box and select Submit.
If needed, a candidate can select the Update button that takes the place of the Get Started button to make changes to their previous selections on the form or they can select the View button to view and download their completed fillable document.
Once a candidate completes their form, the user assigned to the candidate is the only one who has access to view their completed form. Additionally, completed documents retain all user signatures, unless the document is updated by the user.