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Choose Available Forms from the main menu.
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Choose a form.
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In the Add Available Form window, the following options are available depending on user permissions and form settings.
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You can add the form for yourself or add it to another staff member if you have security.
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Sometimes you can add a form that is saved to your local drive.
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Click Add by Uploading a Document.
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Select the file from your computer or device.
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Click Open.
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You can choose to add it as an E-form.
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Click Add as an E-Form.
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Fill out the required form information.
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Click Save Final to submit the form. The document is routed to the appropriate department set up in the workflow for processing.
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