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.
Standard Forms in sidebar
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.Templates page

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.
Show as Standard Form checkbox in Template Preview & Settings
That's it! The template will either be added or removed from your standard forms.


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Need help? Email us at or call 1-800-692-5111.