Add a form to a custom Case Type template

When creating a custom case type in your account you'll have the option to set which forms will preload.  Custom case types you create are only available in your account.  A list of forms is available under Library>ReForm Forms

Steps:

1. Go to Library>Case Types and then select the Create New option

2. Complete the required form fields

3. Click the add button in the forms block

4. Search for forms by title or similar and then select the desired result. 

 

Add a form to an open matter

You can continue to add forms to an open matter from the Documents tab.

Steps

1. Open a matter

2. Go to the Documents Tab

3. Click the add button in the forms block

4. Search for forms by title or similar and then select the desired result.