INSZoom - How to link forms to a case
This article will guide you on how to link forms to a case
How to link forms to a case
From the Case Info page:
- Scroll to Document Assembly and select Forms.
- In the Forms page, click the drop-down next to Add Forms From and select the source.
- Click the blue arrow.
- A pop up will appear. Click the drop-down menu in the Select Group field
- Choose a group.
- Select a form from the Search Results section using the check box.
- Click Add Forms to Client.
- Place a check mark next to the client name in the Client(s) box.
- Click Save.
Use the Add Other Forms button to continue to add forms or close the pop-up.