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How do I create a firm template?

This function is only available to the Firm Administrator.

  1. Click the "Form Creation" tab, along the top navigation.
  2. Locate the template you want to use to create the Firm Template, and click the name.
  3. On the "Form Details" screen, enter the Code and Client details, before clicking "Continue" select the "Firm Template" button.
  4. Add in the text you wish to appear in the Firm Template.
  5. Click the "Save to Web Forms" button at the top of the page.
  6. When you're ready for your firm's users to have access to the Firm Template, click the "Template Info" tab at top right of page and click "Publish".