The intended audience for this article is Agents.
From the Submission Details Page
Open the Submission - Go to the Submissions details page and click Add Task +.
Select a Form Type - Choose an existing form or start with a blank form.
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.
View Your Form - The newly added form will appear in the Submission Details page.
From the Forms Page
Add an existing form to a submission from the Forms page
From a risk profile, navigate to the Forms tab in the sidebar navigation.
Select the Actions dropdown on the form 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
You will also see the form appear on the submission page for the risk profile.
Add an existing form to another submission from the forms index page
From the forms 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.
Add multiple existing forms to a submission from the forms page.
From the forms 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.
The newly added submission will appear in the Submissions column for your form
