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Creating Form Sets

It's a real time-saver to be able to find all the forms you need for a matter and build them all at once. You can do this by creating a set of multiple forms for a particular matter and save them all in one easy location. All your client information is saved and when you build multiple forms back to back, duplicative questions are skipped. Access saved Form Sets for use with any other client needing the same forms completed. Forms inside your Form Sets will automatically update when the form is updated.

You can access this option by clicking on the Form Sets tab at the top right-hand corner of the Form Builder homepage.

You can create your own folders under My Form Sets.

Click on the folder icon with green plus sign (+) or click on New to add a folder to better organize your form sets. Add a form set name and select a location for the new form set.

New Form Set

You can share these form sets folders with your colleagues by selecting Options, and then selecting Share. Then simply enter the names and groups – or select names from your contacts list – and click on Continue.

Share form sets

You have the option to download multiple files or merge files in Download Form.

Download Form dialog box


Quick-Start Video: Creating Form Sets