This article will illustrate the features and options available on the Forms Info page.

Classic/ Forms 4.0 - floating menu floating menu with a prompt to try ‘Forms 4.0’. Once you are in Forms 4.0, you will have an option to switch back to Classic forms view until July 2020. 

Forms Library / + Add Form - allows user to add a form on the case. 

• Add Forms from drop-down - users may add forms by selecting it from petition template
• · Quick Search - directly search for Forms from the Master forms library. Results will begin to be listed with potential matches highlighted as you type!

Activity - supports the Case mangers and the Firm with improved visibility, control on operational actions, data security and compliance.  

Managing the Who, What, and When for the forms operational transactions are simplified with Activity in Forms.

Package for Filing - Users may now view, sequence, and print all documents and files at once using the new “Assemble” link at the case level. This feature allows you to select forms, letters, and supporting documents from a list to print.

Print - Multi-select and print filled forms

Email  - Opens an email editor to attach forms and email to recipient(s)

Assign - allows the firm user to assign To-do / tasks to case manager, foreign nationals or corporation to review and update the selected forms.

Delete - Deletes multiple or individual form from the case.

The ‘Status’ and ‘Fields updated’ changes are automatically triggered with relevant actions to be performed based on prior actions by the case manager. Statuses can also be manually changed as per the business flow. 

Clicking on Edit Form Status will let you change the status to something else, like "In Progress," "Waiting for Signature," etc.

Each form in the case has an individual menu of actions to apply.  Some actions are only active after the form has been filled.

Print - Prints the individual form 

Activity - Use this option to see the form history with details like Form Status and Created By

e-File - If the form is eligible to be e-filed, the link will appear. Click the link to access the government site to transmit data.

Delete - Deletes the individual form from the case

Copy to Clipboard - If you wish to copy the data of the present form to the clipboard for later use, then you can use this option. Only the forms that have been created can be copied to the clipboard. A pop-up window appears where you can change the form description and save the form to the clipboard. A confirmation message is shown. 

Paste from Clipboard - Any previous form's data, which you have copied to the clipboard, can be copied to the current form. You can copy only the same type of form. Suppose you have copied to the clipboard the "I-485" form. If your current form is "AR-11", then you cannot copy the "I-485" form data to the "AR-11" form. Your current form needs to be of type "I-485.

Import from previous form - You can use this function if you have already created a form and a new edition of the same form has come out. This way, you will not have to fill out the same information for the new form all over again. Link the new form, create it, and save and close. Then, from the drop-down menu next to the old form, select this function and choose the old form from which to copy. You will get a pop-up message saying the form was successfully copied.

Refresh form data - reload updated information onto the form. Please note this function erases anything manually updated on the form.