How to Manage Standard Forms

Add or remove documents from your standard forms for easy access within a case.

Standard Forms:

Standard forms are located on the sidebar of every page within a case. They can be used to easily download and print documents. 
If there is a form you use that's not located under standard forms or a form that you would like to remove follow the steps below.
Go to Admin > Documents.
 Select the Document you would like to edit.


Note: If you don't see the document listed here, it's probably a global form, which will need to be edited by Customer Support. Email us at or call 1-800-692-5111!


Check or Un-Check the box for Show as Standard Form.
That's it! The form will either be added or removed from your standard forms.


Need More Information?:

How to Edit a Form


Need Help? Email us at or call 1-800-692-5111!