Guides

Setting up Tasks

You can create Tasks in Robinform to assign actions to internal stakeholders, related to candidates or employees

Apr 14 • Anna Cockell

Navigating the dashboard

How to manage forms via the Robinform dashboard

Mar 27 • Anna Cockell

Edit emails sent to candidates and signers

Customize what candidates and signers see when you send them a form to sign

Mar 20 • Anna Cockell

Add others on messages sent from Robinform

You can now cc others when messaging from Robinform

Mar 18 • Anna Cockell

How to automate "no response" on forms

Specify an amount of time after which you want to mark a form as "no response" and close the record.

Mar 18 • Anna Cockell

Turn on email alerts for all activity in Robinform

Get notified by email even if you're not the one who created the form

Mar 17 • Anna Cockell

Generate a paper form

Sometimes snail mail is necessary. We make it easy to create a physical form and log the action for compliance

Jan 20 • Anna Cockell

Search in Robinform

Finding forms for a specific employee or organization via search

Jul 22, 2025 • Anna Cockell

How to update your organization information

Jul 22, 2025 • Anna Cockell

Mark a form incomplete

To be used when a form has not been signed by employee or employer

Jul 10, 2025 • Anna Cockell

Adding users to your account

How to add new users to your organization

Apr 3, 2025 • Anna Cockell

Getting started with Robinform

Instructions for common workflows you'll use with Robinform

Apr 1, 2025 • Anna Cockell

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