Volunteer onboarding
Bring availability, interests, documents, and acknowledgements into one guided application.
- Contact information
- Availability and interests
- Program acknowledgements
Help volunteers and applicants understand what to send, then give your team an organized set of answers and documents to review. Build a repeatable collection process for the people behind your programs.
Choose General use / no PHI during setup. No BAA is required for that choice.
A few details. The right documents. All together.
Example workflows to explore with your team.
Bring availability, interests, documents, and acknowledgements into one guided application.
Explain what your program needs and keep the relevant files beside each applicant’s answers.
Reuse forms across sessions and combine related paperwork into a single packet.
A quick request and a detailed application deserve different formats. Choose the layout that suits your questions.
Try the layoutsAdd clear instructions, only the questions you need, and a checklist of supporting documents. Include signatures when your process calls for them.
Share a public link for incoming applications, or send an individual protected request when following up with a known participant.
Clean uploads and a generated PDF summary arrive in your configured Drive folder, ready for your organization’s review process.
Match the way you share to the information you are asking for.
Read the security overviewA reusable starting point for new applications or inquiries. Share the link directly or link to it from your site. Public links accept new responses without an access-code gate.
For a known recipient, send a request link and a separate access code. Keep the requested questions, documents, and signatures together in one packet.
Files are staged privately and scanned before delivery. Your team controls the permissions of the destination folder.
Respondents do not need a PHI Uploader or Google account to complete the form. They open the link in their browser. A protected individual request also asks for the access code your team provides.
Yes. Save separate forms for each program or, where enabled for your workspace, use conditional visibility to show relevant questions based on earlier responses. Reusable packets can bring several saved forms into one request.
These pages describe form and document collection. Donation processing, volunteer scheduling, and program case management stay with your existing tools.
Create your workspace, secure your account, and choose General use / no PHI during setup if your forms will not collect protected health information. No BAA is required for that choice. Connect your Google Drive destination, save a form, and complete activation. Healthcare customers choose Healthcare / PHI and must complete the current BAA and required setup before collecting PHI.
Create your workspace, choose healthcare or general use, and set up the forms and destination your team needs.