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Creating Forms

Check out our video tutorial or read the step-by-step instructions below!

📝 Steps for creating forms:

  1. Click the Forms button from the left menu then click Create button at the top right of the screen.

  2. Select the desired form from the list of forms available.

    Form logo

  3. Type a name for your form in the Description area at the top of the screen and click Create.

    Form logo


We recommend using the residential address as the form name

  1. You will now be redirected into the form selected and will be able to complete the form.

  2. Once completed, click the Save button at the top right of the page. If you have only partially completed the form, clicking the Save button or the Close button will save the work in progress.

    Form logo

To return to the form for further editing or completion, please refer to Using Forms.