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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Edit the Plan Holders Form

  • Updated:

This article will show you how to modify the Plan Holders Form in the Bid Postings module.

 

Disclaimer

Information submitted on this form will be sent via email. To protect sensitive information, do not request the following information on any forms:

  • Bank Account Information
  • Birth Certificate Copy
  • Business ID Numbers
  • Driver’s License Numbers
  • Medical Information
  • Passport Numbers
  • Passwords
  • Routing Numbers
  • Social Security Numbers
  • Tax ID Numbers
  • W2 or Other Tax Information

 

Who can use this feature?
System Administrator | Owner

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select Bid Postings
    Modules menu, Bid Postings.
  3. Select the Plan Holders Form tab
    The plan holders form tab.
  4. Make the needed changes
    The Plan Holders form features and information fields.
    • Use Plan Holders Feature: Controls whether categories may require users to submit a form prior to viewing bid features
      • Do Not Use: Does not use the feature
      • Require submission before viewing bid: Makes the user submit a form before viewing the bid
      • Require submission before viewing Related Documents: Makes the user submit a form before viewing the Related Documents
    • Field Types: Allows you to add different fields to the form
      • Short Answer: Will allow for a short answer (Character limit of 999 characters)
      • Long Answer: Will allow for a long answer (Character limit of 9999 characters)
      • Dropdown: Will allow you to add drop-down options to choose from (No limit to the number of drop-down options you can create)
      • Checkboxes: Will allow you to add checkbox options to choose from (No limit to the number of checkboxes you can create)
      • Radio Buttons: Will allow you to add radio button options to choose from (No limit to the number of radio buttons you can create)
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link 
      • Text: Will allow for a text section
  5. Select Save Changes
    The form's save changes button.
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