INSZoom - 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.