To view or edit your account details, simply click on your name in the bottom left corner. Here, you have the option to choose from a number of tabs.
User Addons gives you the opportunity to purchase additional subscriptions to use together with your Forms Live account i.e., DocuSign. You can find more information on how to purchase User Addons here.
The User section enables you to edit your personal user details. To make changes, edit any of the fields and click
Save when done, or
Cancel if you wish to revert your changes.
You also have the option to add a signature to your account to be stamped onto certain forms in draft mode.
Transactions gives you the ability to view invoices of purchases you have made through Forms Live. Principal users have the additional ability to view the purchases of anyone within the agency.
To download a pdf copy of an invoice, simply click on the underlined reference number in the relevant row.
Further instructions on downloading a tax invoice are available here.
The following tabs are only available to principal users
The Subscription section provides the details of your agency's subscription, including:
- Subscription level
- End date
- Auto-renew on/off
- Saved Credit Card/s
Any available Addons will appear in this section.
The Agency section contains your agency details. To change these details, contact us on firstname.lastname@example.org.