Send Form

Salesforce Lightning Experience:

Button set on the Team Member Detail page with the cursor on the Send Form button

Salesforce Classic interface:

Button set on the Team Member Detail page with the cursor on the Send Form button

Send Form enables you to send a form created by Sage People to a selected Team Member. Contact Sage People Support to setup the form(s) you need.

Select Send Form.

Sage People displays the Send Form page:
In the Form To Initiate field, select the picklist and choose the form you want to send.
Select Send.

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