How to Add Additional Forms to a Matter?

Open the matter you are working in and navigate to the 'Documents' tab. Scroll down to the 'Forms' section. In the Forms section, users can see the forms that were automatically loaded based on the case type. By selecting the blue '+', a pop-up window will appear where users can access our library of forms. Using the search bar shown below, enter the form you would like to add. In the below example, we searched 'AR1' and LollyLaw suggested the AR-11 form. Select the form you would like to add and click on the green 'Add Form' button to add the form to this matter.