Adding Forms in a Process Stage

To add a form to a stage, click on the applicable stage in the status bar. Then click on the “Choose Form” button. A list of the forms in the system that are the same form type (LOI, Eval, App, Approval, Denial, FU) will appear.

  • For example: If you are in the LOI stage, when you click on “Choose Form,” all of the LOIs currently built in the system will be in the list.

You can choose to copy one of the existing forms into the process by selecting the radio button next to the form name and clicking “Copy Selected Form”.

  • If you do not want to utilize one of the forms in the list, click “Create New Form” to build a brand new form. 


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