1. Open Tools & Settings and select web forms > select the Association: Candidate Reference
2. To edit the standard reference request details, add the record field name for the items you would like to recreate. For example, if you want to replace "Reliability" and "Attitude" from the standard reference form, add those into your custom web form:
- Standard Form
- Custom Reference Form
3. Once the field is in the form layout, you can click on the words to rename it with your new question:
4. When you're happy with your edits, save your form and click back into the candidate record to send it. Select 'Send a Form' in the reference request:
5. Select the custom web form you created, and rename the title that the contact will see if desired:
6. Click prepare, and "Save & Send" to select the email template and web form link. Select your email template, insert the form link, and send it off to the contact:
7. Once completed, the reference request will turn from blue to green, and you can use the Quick View eye to see their response:
8. You can also view all reference requests under Tools & Settings > Onboarding tab > Form Sends:
