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      Form Requests in DriverHub

      How to request forms and authorizations from candidates and team members through DriverHub.

      A Form Request allows you to send a digital form to a candidate or team member so they can submit new, missing, expired, or out-of-compliance documentation.

      Creating a Form Request

      1. Open the candidate or team member’s profile.

      2. Click the Create button and select Form.

      3. Choose the form or task you want the recipient to complete from the drop-down menu.

      4. Select the prefill option: ALWAYS Prefill Fields, NEVER Prefill Fields, or Follow Default Settings.

      5. Choose who is sending the request.

      6. Decide whether to set a due date. If the due date passes and the form is incomplete, the request must be resent.

      7. Select who should receive the request.

      8. Add an optional message to send via email and/or sms.

      9. Click Request.

      Creating a Form Without Sending a Request

      1. Open the candidate or team member’s profile.

      2. Click the Create button and select Form.

      3. Make selections and click Create Form Now.

      4. Complete and submit the form directly on the profile.

      What the Recipient Sees

      1. The recipient receives a link prompting them to complete the form.

      2. If completed within 72 hours, the recipient does not need to log in.

      3. After 72 hours, login is required.

      4. When the form is completed, the associated record is created on the user’s profile.

      5. For dual-signature forms, the record is created only after both signatures are submitted.

      Viewing Form Requests

      1. Navigate to Browse.

      2. Select Form Requests.

      3. Adjust filters if necessary.

      4. Click any name in the list to open that specific form request.

      Updating Form Requests with Mass Actions

      1. Navigate to Browse.

      2. Select Form Requests.

      3. Choose the requests you want to update.

      4. Click Re-Send.

      5. Select a new due date and enter a message to send via email or SMS.

      6. Click Request to send.

      Unsigning or Deleting Form Requests with Mass Actions

      1. Navigate to Browse.

      2. Select Form Requests.

      3. Select the requests you want to change.

      4. Choose Unsign if the form needs to be redone.

      5. Choose Delete for requests sent in error.

      6. Submit your changes.

      Accessing Form Requests from a Profile

      1. Open the candidate or team member’s profile.

      2. Scroll to the Form Requests section.

      3. Review status and details for each request.