Include a Form to fill out or review

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  1. From the Employees Instruction tab, click Include a Form to fill out or review.
  2. Click Pick Form and select a form.
  3. Select the appropriate check box(s) based on the selected form:

This option:

Does this:

Additional Information

The Form is required

Ensures a form is completed for the task to be recognized as completed

Assignee cannot complete the task unless the form is Save and Completed.

If this option is checked, the task must associate a form with the task AND include the insertforms or insertForm keyword in the task description. If you omit the associated form the task cannot be completed.

Read Only

Allows assignee to review the form but not make changes.

Use to review or verify forms.

Overrides the modify permission only if the "Task Assignee ID" (of the current task) is a specific assignee.

Check if the Form is finished upon task completion

Indicates this is a form review task

If only one person is filling out a form, task should have this option checked.

If the form requires multiple reviews by different people, only upon the Final review should this option be checked.

Exclude Signature Completion

Defers signature completion to a later task

Use when you want a collection of Forms (download package) to be signed all at once rather than individually one-at-a time.
  1. (If applicable) If you selected an I-9 Form, select a step.

  2. Enter the keyword insertforms or insertForm in the Employee Instructions field.

    1. Note: If you forget to include this keyword, an instance of the form will not be generated for this task.

  3. Click Next or Save.