--- title: Creating and Using Unified Forms description: Access Anywhere, Anytime --- [Skip to content](https://gohub.casebook.net/knowledge/creating-and-using-unified-forms#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Admin](https://gohub.casebook.net/knowledge/admin) 3. [Forms](https://gohub.casebook.net/knowledge/admin#forms) # Creating and Using Unified Forms ## Access Anywhere, Anytime For administrators seeking enhanced accessibility and efficiency in managing forms across Casebook, the solution is here! Say hello to "Unified" Forms, a feature designed to streamline form creation and distribution across all platforms within Casebook. With Unified Forms, administrators can now effortlessly craft, manage, and deploy forms from a centralized location, eliminating redundancy and ensuring consistency in data collection.   ### **How to Utilize Unified Forms in Casebook** **Step 1: Navigate to Admin:** Begin by accessing the Admin section of Casebook. From there, select the "Global" option. ![Screenshot 2024-03-21 at 10.54.28 AM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202024-03-21%20at%2010.54.28%20AM.png?width=166&height=369&name=Screenshot%202024-03-21%20at%2010.54.28%20AM.png) **Step 2: View Available Forms:** Once in the Global section, administrators will see a comprehensive list of all live forms available within Casebook. This includes forms that are in review, draft, and archived status. ![Screenshot 2024-03-21 at 11.19.00 AM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202024-03-21%20at%2011.19.00%20AM.png?width=670&height=102&name=Screenshot%202024-03-21%20at%2011.19.00%20AM.png) **Step 3: Create a New Form:** To create a new form, hover over the plus sign ![Screenshot 2024-03-21 at 11.21.24 AM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202024-03-21%20at%2011.21.24%20AM.png?width=33&height=30&name=Screenshot%202024-03-21%20at%2011.21.24%20AM.png) located within the Global section. Click on "Create new form." Alternatively, users have the option to create a new form from a PDF. Refer to the guidelines for [Creating New Forms from PDFs.](https://gohub.casebook.net/knowledge/create-a-new-form-from-pdf) **Step 4: Configure Form Settings:** Under the "Settings" section, administrators can input all the required information and any additional details into the respective text boxes. Required information is highlighted in green and marked with an asterisk, making it easily identifiable. Optional information is not highlighted and does not have an asterisk. **Step 5: Title and Description:** Ensure the form has an appropriate title, clearly indicating its purpose. In the description field, provide detailed information about what the form is used for, helping users understand its relevance and context. **Step 6: Define Access Rules:** Access control is a crucial aspect of Unified Forms. Administrators can specify who should have access to the form by indicating provider types and license statuses and where the form should be made visible. This ensures that only relevant individuals can view and complete the form, maintaining data privacy and security. ![Screenshot 2024-03-21 at 11.12.56 AM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202024-03-21%20at%2011.12.56%20AM.png?width=670&height=306&name=Screenshot%202024-03-21%20at%2011.12.56%20AM.png) **Note:** Users can explore access rules without committing to adding or removing them. Any changes made will be saved automatically after clicking the save button.   Unified Forms provides administrators with a centralized and efficient platform for managing forms. By following these steps, administrators can create, configure, and control access to forms with ease, ensuring seamless integration and data integrity across the system. Highlighting the importance of access control emphasizes the significance of this feature in maintaining confidentiality and compliance within the organization. If you have further questions, please feel free to reach out to our support team at support@casebook.net  --- #### Related articles [Casebook Forms: PDF vs Web Based](https://gohub.casebook.net/e3t/Ctc/5D+50013/cQR9z04/Jl22-6qcW7lCdLW6lZ3q6W24WS-L81y3CwW3Wmnxj7sJvwjW5dKhHK6BrL9_N71MXqpG26STW4wDkkm1qLqSbW7-nSVk239-37W7XQlmR7fC4bHW6-kYpX7XyZNKW2nRLBW1YM1nWN1XBpm7Kl9RYW5Hq8pw3nNsSYW80G5mN8WDQk5W70fw8Y2mXRRpW61qdgX959PsBW2kDMVC7pVgNGW49C7756JPn-0W4ZwQPJ2bwyXBW50NPGY2WqZ2WW8292QT6r01c-W8WGDJc3-D8fxW8Gzg383hpHX6W3sWr7z2DbxzBW6YMccp7mbJvGN4LcfgM9Nk2Ff7wQ_4x04) [Casebook Forms: Data Grids](https://gohub.casebook.net/e3t/Ctc/5D+50013/cQR9z04/Jl22-6qcW7lCdLW6lZ3m-W8nWDNS56YvFwW96hDdm5wRZ8xW6FgwF91zm1BfN3WywPWpPqx9W3BjNJv3rZwNDW961XGn3lJXBGW15HN_v34lDHKW1jDvXy3kVTqBN3TclGRnfY-GW5GnXSw3lBWxlW5hJFNr8DYZH_N1H9jV0_Qj9LVWDhKh40Swz-N2YZpzpPkG5-W1V0n893-3b-fW7C-PP49jqlYBW4XY9sz3QskzLN3pvhlmv3BpCW3zS2nG14-y7GW6Fhp711Xzc2yW8h13nb2kVx3dW2jg1411FTpWnW6GfYXJ50vtwzN2_zL2md-qM1f5YhHd004) [Create a New Form](https://gohub.casebook.net/e3t/Ctc/5D+50013/cQR9z04/Jl22-6qcW7lCdLW6lZ3nnW4Fm1Jj7mP6SXW2FRKpM7PfQLDVm_S3D4wMn7xW6nXCrk3QnhqqW5s7Ght9bxbS7W8fXPR12YnkybW5jsTym6_CZ1TW3X4WFH8LsWkkN6CrKpdyMjvZW4m7YZQ2YZPq7W8y8xSz4yvP-PW993yXr1xyKHbW2tZYj33SSvTSN8bQB1ZpH7bRN3HnmJYcKCDHW2G_tpt3TSf40W3KnGwR715YrMW4xQkrJ3fr-jnW8c_xdJ86cC-9W7Yz-Kp6QlGBfW3VG5X71F-SbDW96J4fS5bKFMvN1phQfR5k7DHW51sFQJ2sL1qcf3kKM2-04) [Form Versions](https://gohub.casebook.net/e3t/Ctc/5D+50013/cQR9z04/JkM2-6qcW6N1vHY6lZ3kHVxnY2h4WXB1lW2ddykM2whyp0W6Tjwfk20-BQcW1gn2n54PgcvQW62Zx-c4qR1dcW2TqlJ35M6HL1W8HMJtL75CsmWW21KjT349h_6FW5d_S3s3Wg0jzW6R8h7l5w4dWtN41F42yZl1GTW9fxQH-87KhlGW2tsT798m2jWPV-G69R4WwT-rW4_30Zm7htc2dN3R4Q2HmXcnBW5wQ18W2cNbPxN8wJdf1HQHQ9W6KK-JL6j9HXkVtq1l_4Dt-sgW4h5hPG3KjXQCW6t8TJM6WjT7rf1DTfWd04) [Form Components](https://gohub.casebook.net/e3t/Ctc/5D+50013/cQR9z04/JkM2-6qcW6N1vHY6lZ3mxN528tNVV1VBjW9d-31j69QNq6W5wkj_T2bMCg4V9n1b44gW9w_N6wCPKJjHMlfW45xFRM1-DFPxW8_85fs5tXlf8W9hN8ZD3lm1CTW9bLNrd46_JsjW3XDKYf2c6CPDW3zWNhh9f_46RW9l-hhJ7z5_3jW5R02M96TwgSqW4hZqbY5QY_15W7gn9g85NWfbCW7567Bw3SDGV7W4Z-XMC8W6bYFW4x1Hd_4lBT3lW6tCFsZ1CsNLbW4V2rR-2WzY94W23jR1Z4jsgGYW960YM98Lp5ZGf8K5pg004) - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - [Admin](https://gohub.casebook.net/knowledge/admin#main-content) - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security) - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions) - [User Management](https://gohub.casebook.net/knowledge/admin#user-management) - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications) - [Data](https://gohub.casebook.net/knowledge/admin#data) - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration) - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields) - [Forms](https://gohub.casebook.net/knowledge/admin#forms) - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption) - [People](https://gohub.casebook.net/knowledge/people) - [Intake](https://gohub.casebook.net/knowledge/intake) - [Engage](https://gohub.casebook.net/knowledge/engage#main-content) - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages) - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration) - [Notes](https://gohub.casebook.net/knowledge/engage#notes) - [Track](https://gohub.casebook.net/knowledge/track) - [Access](https://gohub.casebook.net/knowledge/access) - [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks) - [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content) - [Overview](https://gohub.casebook.net/knowledge/reporting#overview) - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets) - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards) - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports) - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations) - [Filters](https://gohub.casebook.net/knowledge/reporting#filters) - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields) - [Other](https://gohub.casebook.net/knowledge/reporting#other) - [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs) - [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content) - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api) - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks) - [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content) - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting) - [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content) - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck) - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management) - [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content) - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026) - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025) - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024) - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023) - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022) - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021) - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020) - [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content) - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global) - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar) - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services) - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms) - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes) - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin) - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track) - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting) - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access) - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific) [![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/) © 2025 Casebook. All rights reserved. Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)