Onboarding Builder

Design the form a partner type is onboarded against - what you need to capture, grouped the way you want to ask for it.

Creating a template

New Template, then:

Field	Notes
Form Name	e.g. `Carrier Standard Form`
For Partner Type	Carrier, Supplier or Customer
Show Documentation	Whether the documents table appears on the form

Add Field opens Field Configuration:

Label - what the user sees. The field's id is generated from it.
Type - Text, Number, Date, Dropdown, Checkbox or Email.
Section - an optional grouping. Fields sharing a section are shown together under that heading, so Connection Details keeps the technical questions apart from the commercial ones.
Options - for a dropdown, typed one at a time.

The field list shows Label, Field ID, Type and Section, and Move Up and Move Down set the order they appear in.

Two fields cannot share an id - if you get Duplicate ID, reword the label.

Then Save Template.

Edit on a saved template loads it back into the builder, where Save Template becomes Update Template.

Templates are per partner type

A template built for Carrier is offered only on the Carrier tracker. To onboard all three types you need three templates.