As part of the application process, you may require some critical information to be shared by recipients on top of their first, last name and email address. You can collect this information using the custom info field. 

----------------------------------------------------------------------------------------------------------------------------In this tutorial, we'll learn how to:

  • How to create and display a custom info field
  • How to create and display a custom info dropdown
  • How it looks like on the application portal
  • When to use this feature

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In order to define which information should be required, head over to your template. 

  • How to create a custom info field?

1- Go to Template>Configuration>General
2- Scroll down and tick 'Collect custom information'
This will allow you to either collect additional information through a text box
3-Name your custom info field

  • On the application portal

Your custom info field will show on your application portal as is:

  • How to create a custom info dropdown field?

If you need recipients to select an option for a predefined list of answers, you can also display a list of available options.
1- Go to Template>Configuration>General
2- Scroll down and tick 'Collect custom information'
3- Add a label for your dropdown
4-List available options to pick from

  • On the application portal

Here is how it will look like on the portal.

The information entered or selected from the portal will show on your list of Applications as well as in the More options tab of each applications. 

  • How to use this feature? 

You can use this feature to collect information such as a log, reference, case number. You can also use it to allow recipients to pick from a list of services, customer service agents and much more. 

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