Overview

iForms, which are electronic forms stored within the system, as well as resumes and file field uploads, may be downloaded and printed by users, if desired. This article outlines the steps to download and print iForms, resumes, and file field uploads for iCIMS Applicant Tracking (ATS) and iCIMS Onboarding.

Downloading and Printing iForms from a Profile

1. Locate the appropriate Person or Recruiting Workflow profile and select the iForms tab.
2. Click the Download button.
3. Move all desired iForms to the Selected column by double-clicking each form name within the Available column. Alternatively, click the name once to select the iForm and then click the right arrow button. Click the Download (PDF) button to download one iForm; click Bulk Download (PDF) to download multiple iForms.

• Tips:
  • To quickly select multiple iForms for download, hold the Ctrl or Cmd key while clicking each desired iForm. Once all desired iForms are highlighted, click the right arrow to move all selected iForms to the Selected column.
  • When only one iForm is selected, the Download (Word Doc) option will also be available, allowing that specific iForm to be downloaded in the Word Doc format. With more than one iForm selected, this functionality will be grayed out and inaccessible. 

4. Wait momentarily for the PDF to generate or click the Close and Email When Ready button to be emailed a link to the resulting PDF.  (Note: When the Close and Email When Ready option is selected, the link to the PDF will expire after 7 days.)
5. After the PDF has been generated, click the Download File button to download the iForms. Once the file has been downloaded successfully, click Close to close the popup window.

Notes: 

• To download a resume from a candidate's profile, navigate to their Person profile, choose the Resume tab, and select the Download Resume button.
• There is a limit of 50 total iForms per download.
• The system does not support bulk printing for private or historical versions of iForms from the Audit Trail, but it does support one-off printing of these forms. From the download screen for a private or historical version of an iForm download screen, the user can switch to the Bulk Print iForms tool for current versions of public iForms by selecting the Bulk Print Other iForms link.

Printing and Downloading iForms, Resumes, and File Field Uploads from Search Results

1. From the Search menu item, initiate the appropriate search, such as Candidate or Recruiting Workflow.
2. Enter any relevant search criteria, then click the Search button.
3. Select all desired individuals from the search results, then click the Bulk Print Documents button to launch the Bulk Print Documents popup.

• Tips:
  • When more than 50 profiles are selected, the Bulk Print Documents button is grayed out and inaccessible.
  • The Bulk Print Documents button may be located within the More menu, depending on how many search actions you have access to.

4. Select any desired iForm(s), file field(s), and/or the resume for each selected individual and then click Bulk Print.

• Note: There is a limit of 50 total documents per download. For example, if 50 profiles are selected within search results, only one iForm, resume, or file field upload may be downloaded in bulk for each profile at a time. If 25 profiles are selected, up to two documents may be downloaded in bulk for each profile at a time, etc.

5. Wait momentarily for the PDF to generate, or click the Close and Email When Ready button to be emailed a link to the resulting PDF. (Note: When the Close and Email When Ready option is selected, the link to the PDF will expire after 7 days.)
6. After the PDF has been generated, click the Download File button to download the iForms. Once the file has been downloaded successfully, click Close to close the popup window.

Notes:

• iForms and file field uploads can only be printed from the search type(s) related to their profile association (e.g., Recruiting Workflow iForms can only be printed from a Recruiting Workflow search type).
• If a file field on a certain profile type is hidden from a user, that field does not display as an option on the Bulk Print Documents popup.
• If a selected profile does not have an uploaded file for a selected file field, a Document Missing message displays to the right of that profile's entry on the Bulk Print Summary page of the downloaded PDF.
• Image fields and files uploaded to the Attachments tab of any profile type are not available for bulk print.

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Additional Resources: Working with iForms

The iCIMS Knowledge Base includes additional resources on working with iForms. Click here to access related resources.