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”

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”

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