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Ideas Portal
Status Planned
Categories Onboarding Portal
Created by Guest
Created on Jul 11, 2025

Option to remove supplemental forms

It would be easier & more cost efficient to IRIS if we had the option to remove supplemental forms ourselves from the offer process when sent to the onboarding portal by mistake rather than creating a ticket and asking Support to remove.

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    Aaron Sheehan
    Jul 11, 2025

    Thanks for sharing your idea, I completely agree with you.

    Improving flexibility around workflows, including the ability to edit or remove supplemental forms from the offer process, is something we have on our roadmap. Our goal is to make both standard and offer workflows editable by users without needing to raise a support ticket.

    Really appreciate you raising this, it aligns closely with the direction we’re heading.