Here are 7 steps to send a form

  1. Log into the app at
  2. Click on Engagements.
  3. Select an Engagement or create a new one.
  4. Select a form from Resources or Click Add Item.
  5. Select Form from the list and your new form will be added to the program.
  6. Name the form, give the form a description, and select a recipient to receive the form.
  7. When ready select the airplane icon to send the form. 

To learn more about forms click here.

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