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INSZoom - Add Forms to a Case

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This article will guide you on how to add forms to a case

Add Forms to a Case

  1. In the Case Info page, scroll to 'Document Assembly' in the sub-menu and click 'Forms'.

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  1. Search the Form in the Search Box.
  2. Click on 'Add' button.

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  1. Once it's added, click on the Form Number to open the Form.
  2. Update the Applicant, Sponsor, Preparer, and Attorney information.

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  1. Click 'Save'.
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  2. Tags
    1. add
    2. Case
    3. forms
    4. INSZoom
    5. matter