As a single item
- Go to the desired matter’s page
- Click “Add Single Item” and select “Prepare Form”
- Select a form from the dropdown
- Select which contact in the matter to fill out the form for
- Click "Prepare Form" when ready
- Choose to “Fill Out Myself Now”
- Click “Fill Out Form”
From a workflow template
- Go to the desired matter’s page
- Click “Add A Template Or Email Campaign” and select the desired workflow template
- Find the form on the workflow checklist
- Click “Options” and select “Prepare Form”
- Select which contact in the matter to fill out the form for
- Click "Prepare Form" when ready
- Choose to “Fill Out Myself Now”
- Click “Fill Out Form”
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