RecDesk Director Online Help

Assigning Forms to Memberships

FlexForms built via the FlexForms Builder can be assigned to Programs for completion at the time of in-house or online registration (see The FlexForms Builder). This is done by clicking on the Forms submenu for a Program, then clicking the Edit button.
Prerequisites - Forms must be built using the The FlexForms Builder prior to assigning them to Programs.

Basic Workflow




** Note: All Forms required for In-house Membership Enrollments are allowed to be partially completed