This article will show you how to modify the Plan Holders Form in the Bid Postings module.

Who can use this feature?
System Administrator | Owner

Disclaimer

Information submitted on this form will be sent by email. To protect sensitive information, do not request the following information on any forms:

Bank Account Information
Birth Certificate Copy
Business {{glossary.ID}} Numbers
Driver’s License Numbers
Medical Information
Passport Numbers
Passwords
Routing Numbers
Social Security Numbers
Tax ID Numbers
W2 or Other Tax Information

Instructions

Sign in to your site
Navigate to Modules and on the Content tab, select Bid Postings:
Select the Plan Holders Form tab:
Make the needed changes:
- Use Plan Holders Feature: Controls whether categories may require users to submit a form before viewing bid features
  - Do Not Use: Does not use the feature
  - Require submission before viewing bid: Makes the user submit a form before viewing the bid
  - Require submission before viewing Related Documents: Makes the user submit a form before viewing the Related Documents
- Field Types: Allows you to add different fields to the form
  - Short Answer: Will allow for a short answer (Character limit of 999 characters)
  - Long Answer: Will allow for a long answer (Character limit of 9999 characters)
  - Dropdown: Will allow you to add drop-down options to choose from (No limit to the number of drop-down options you can create)
  - Checkboxes: Will allow you to add checkbox options to choose from (No limit to the number of checkboxes you can create)
  - Radio Buttons: Will allow you to add radio button options to choose from (No limit to the number of radio buttons you can create)
  - Section Break: Will add a section break to the form
  - Reply Email: Will allow a reply email to be entered
  - Date/Time: Will allow a date/time on the form
  - File Upload: Will allow files to be uploaded
  - Image: Will allow an image to be added
  - Link: Will allow the addition of a link
  - Text: Will allow for a text section
Select Save Changes:

Plan Holders Workflow

Instructions