How to fill out a form in person

As a single item

1. Go to the desired matter’s page
2. Click “Add Single Item” and select “Prepare Form”
3. Select a form from the dropdown
4. Select which contact in the matter to fill out the form for
5. Click "Prepare Form" when ready
6. Choose to “Fill Out Myself Now”
7. Click “Fill Out Form”

From a workflow template

1. Go to the desired matter’s page
2. Click “Add A Template Or Email Campaign” and select the desired workflow template
3. Find the form on the workflow checklist
4. Click “Options” and select “Prepare Form”
5. Select which contact in the matter to fill out the form for
6. Click "Prepare Form" when ready
7. Choose to “Fill Out Myself Now”
8. Click “Fill Out Form”