How to navigate through On-line Forms Manager.

1. Create a free account log-in (user name and password). If you have already done this then log in to your account.

2. After you log in, the Client/Matter screen will appear. You can create a unique matter or client (a name to identify this document) then select the document that applies to that id.  You may also choose select an existing matter/client document from the grid if any exist.

3. The selected document will display in the viewer as a fillable .pdf document. Fill in the highlighted areas the click on the “Update & Save” button to save your changes into the database.

4. At this point, options to Print, Email, Update & Save and Finalize are available.  The document will also contain a “DRAFT” water mark. In order to remove the water mark, the document will need to be finalized (this is where you purchase the document). Once the document is finalized, then changes, updating and saving will no longer be available.

5. The document menu takes you to a list of documents available for processing. You may add documents to the existing client/matter in use (see upper left of page bar) or click on the Client/Matter list link to create a new Client/Matter as shown above (#2).