The intended audience for this article is Agents.
From the Submission Details Page
- Go to the Submissions page, select an existing submission or create a new one. 
- Select Add Task + 
- Select a Form or Signature type 
- Find a Form - Search all forms, pick from Team Favorites, or use a Team Template. 
- Add the Form - Select your form and click Add Form. 
 
 
- The newly added form or signature will appear in the Submission Details page. 
 
From the Forms or Signatures pages
Add a form or signature in progress
- From a risk profile, navigate to the Forms or Signatures tab in the sidebar navigation. 
- Select the Actions dropdown on the form or signature you want to add and click Add to Submission. 
 
- Search and select an existing open submission or create a new submission. 
 
- Select the submission you wish to add the form to and click Save Submissions. 
 
 
- The newly added submission will appear in the Submissions column for your form or signture 
 - You will also see the form appear on the submission page for the risk profile. 
 
Add an existing form or signature to another submission from the Forms or Signature page
- From the Forms or Signatures page, select the Actions dropdown on the form you want to add and select Change Submissions. 
 
 
- Search and select an existing open submission or create a new submission. (For this example, we'll create a new submission) 
 
 Click + Create New Submission and enter the submission details.
 
 Select Save Submission
 
- Confirm the submissions you wish to add the form to and select Save Submissions. 
 
- The newly added submission will appear in the Submissions column for your form or signature. 
 
Add multiple existing forms or signatures to a submission from the Forms or Signature page
- From the Forms or Signature page, select the forms that you want to add to a submission. 
- Select the Bulk Actions dropdown and click Add to Submission. 
 
- Search and select an existing open submission or create a new submission. 
 
 
- Select the submission you wish to add the forms to and click Save Submission. 
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- The newly added submission will appear in the Submissions column for your form 
 
 


















