Feature Ideas

Allow Uploaded Documents to Support "Fill Form" Functionality in Onboarding Forms and Library
Feature Enhancement Request: Allow Uploaded Documents to Support "Fill Form" Functionality in Onboarding Forms and Library It would be extremely helpful if Red Rover allowed forms created by uploading an existing document to support the "Fill Form" functionality within a workflow, whether the document is located in Onboarding Forms or the Forms Library. Ideally, administrators would be able to upload an existing document, configure fillable fields, and assign it to employees or candidates to complete electronically as part of their onboarding or records workflow. Additional functionality requested: Allow uploaded documents to be configured with fillable fields, including text boxes, checkboxes, dates, and electronic signatures. Enable the "Fill Form" action for uploaded documents in both Onboarding Forms and the Forms Library. Allow administrators to assign uploaded forms to candidates, employees, or designated approvers through a workflow. Support multiple participants completing different sections of the same document in a designated sequence. Automatically save completed information and signatures without requiring users to download, complete, and reupload documents. Allow completed documents to be automatically stored in the employee's Records file. Maintain an audit trail of who completed or signed each section and when. This enhancement would be particularly beneficial for districts that use existing employment contracts, government forms, benefits enrollment documents, and other standardized paperwork that cannot easily be recreated using the Forms Builder. Having the ability to use the "Fill Form" functionality with uploaded documents in both Onboarding Forms and the Forms Library would significantly improve efficiency, eliminate unnecessary manual processing, and provide greater flexibility in managing employee documentation within Red Rover.
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