Create and Send Bulk eForms

Bulk eForms can be sent to existing customers with a valid email address in OnboardMe.

To access the Bulk Sending option, go to the eForms module and click the New Bulk eForm button.

This will open the bulk eForms wizard.

Bulk eForms can be sent using eForm Templates or custom eForms created by the user.

If using a template, select the template from the drop down, this will prefill the Form Name and Form Description. Adjust as necessary and then click the Edit Template button to make any changes to the eForm before sending out.

If you want to create a custom form, give the form a Name and Description and click the Build Custom Form button.

Clicking either Edit Template or Build Custom Form will open the Form Builder component that will allow you to make changes to the eForm / create the eForm before sending.

Once the eForm is ready to be sent, click the Done button on the bottom right.

If no further changes are required, click the Next button to go to Step 2.

Step 2 allows you to filter your clients in OnboardMe who you want to send the bulk eForm to.

You can use the Search box or filter using one of the available filters:

• Office

• Group

• Partner

• Manager

• In Charge

If you do not use these fields in OnboardMe, the filters will not contain any data in them to filter on.

eForms can only be sent to clients who have valid email addresses. The clients shown in the list will be those clients who have an email address in OnboardMe.

Once you have selected the clients you want to send to, click the Create & Send Forms button.

The system will ask you to confirm you are sure you want to send the bulk eForms out, click Confirm & Send to start the bulk eForm sending process.

Once all eForms have been created and sent, a summary page will be shown with a list of success and failures.

Each eForm created using the Bulk eForms wizard will be shown in the eForms module as a normal eForm with its own status and notifications.