Forms - CSV Manager On An Enrolment Form

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Forms - CSV Manager On An Enrolment Form

OVERVIEW

Smart forms are a great way to digitise your internal forms, such as formal reviews, bringing the ability to allocate and capture required signatures from learners, employers and relevant external bodies.

PREPARATION

Using two screens can benefit the creation of forms, allowing you to view two documents at the same time

USER RESTRICTIONS

Master admin - only

DETAILS

  1. Click Admin tab from the grey navigation bar.
  2. Select Forms tab, select Create New Form option.
  3. Select created Enrolment form by clicking on the pencil icon.
  4. Click CSV manager, then select the options to include in CSV export and press save. To add fields, drag and drop them to the location they need to display. From the Header or Footer zone the following option become available.


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