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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:

  1. Scroll to Document Assembly and select Forms.
  2. In the Forms page, click the drop-down next to Add Forms From and select the source.
  3. Click the blue arrow.
  4. A pop up will appear. Click the drop-down menu in the Select Group field
  5. Choose a group.
  6. Select a form from the Search Results section using the check box.
  7. Click Add Forms to Client.
  8. Place a check mark next to the client name in the Client(s) box.
  9. Click Save.  

Use the Add Other Forms button to continue to add forms or close the pop-up.

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