Fill Out Form Electronically : Solution Center

Fill Out Form Electronically Print

Modified on: Sat, Mar 2, 2019 at 8:12 AM

1. Open client profile

2. Select the Forms tab

3. Locate the form you wish to fill out

4. Click the corresponding button

Forms that have been started but not finalized will have a View/Edit button

Forms that have not been started will have a New Form button

5. Fill in all relevant fields

6. Once completed, type client name... in the Signature field at bottom of screen, enter the Date Completed, and click Finalize

7. Form will now appear under Previous Forms toggle

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Fill Out Form Electronically Print