Video Resources
Video tutorials to guide you through the Click Boarding platform.
Offboarding
Skip Form Logic
Integrations
Team Members
Locations
Brand
Tasks
Candidates
- Downloading the Candidate List
- Adding a Candidate
- Admin Password Reset for Candidates
- Assigning a Process Flow to a Candidate
- Cancel a Process Flow
- Candidate List Overview
Single Form Assignment
Processes
- Adding a Step Event - Email, Milestone, Process Action and Screening Order
- Adding a Process Event - Email and Milestone
- Adding and Rearranging Process Steps
- Creating a Process Flow
- Chaining Process Flows
- Adding Task List Automation to Process Steps
Forms and Content
- Editing, Renaming, and Archiving a Form
- Standard Forms and Previewing
- Creating an Agreement Form
- Creating a Document Upload Form
- Creating a Data Entry Form
- Creating a Content Form