This page explains Company Forms and discusses in detail about uploading Static Forms, removing forms, updating forms, and the process of setting required fields on forms.

In addition to vendor forms, you can upload your proprietary forms, and have them mapped to collect data entered as well as fill other documents. Most common forms include:

• New Client Forms for individuals and entities
• Advisory agreements
• Compliance and regulatory forms

There are two types of forms you can upload:

1. Forms that need to be coded for data entry and signature.
2. Forms that are static and require no coding or signatures.

Use this function to add company forms that do not require any coding or signatures to be entered, such as disclosures. (System admin or manager role is required to perform this function).

• From the side navigation menu, navigate to Form Library.

• The system will navigate to the Form Library page where you can see Available Forms. Click on Company Forms.

• The dropdown will show the company forms. To add a form, click the Add Form button.

• Click on Company Forms which will show the list of forms in the dropdown.

• In the list, find the form you want to update or remove. Click the Edit Form button.

• The Add/Update Company Form screen will open. Here you can do the following:
  1. Form Name: Enter new name here if you want to update form name.
  2. New PDF File: Click the Choose File button if you want to update the new file. Note that this will overwrite the previous file.
  3. Category: Click to update the form category.
  4. Inherit to Child White Label: Check or uncheck if you want the form to be inherited to the child sites.
  5. Active: Check to make this form available. To remove a form, uncheck the active option.
  6. Once all data is updated, click the Save button to save the record.

The “Required Fields” feature allows Admins and Site Managers to mark specific form fields as required within Forms Logic. When a field is marked required, it will be highlighted in the workflow to prompt completion.

• To begin setting required fields, navigate to the form in the Form Library from the side navigation bar.

• Click on Company Forms to view the list of forms.

• In the action column next to the form you want to edit, click Edit Prompts, which will take you to the Edit Prompts page.

• To mark one or more fields as required, follow the steps below:
  1. Find the row containing the specific field you want to make required.
  2. In the Actions column, change the selection to Update.
  3. Check the box in the Required column for that field.
  4. Once all the desired required fields have been marked, click the Submit button at either the top or the bottom of the page to save your changes.

• To remove already set required fields, follow the steps below:
  1. Find the row containing the specific field you want to make required.
  2. In the Actions column, change the selection to Update.
  3. Uncheck the box in the Required column for that field.
  4. Click the Submit button at either the top or the bottom of the page to save your changes.