Filling Out and Completing a Form on a Record
Forms can be filled out and completed on a Person Record, Case Record, Provider Record, and Intake Record.
Adding a Form to a Record:
- Navigate to the Forms section on a record.
![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/u0etq5R7yyWpblsWvyQ6)
- Select the + icon to add a new form to that record.
![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/Ope1CFnEScZyNSaB4s4A)
- Select the form that you wish to use.
![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/MIDjwAorTSqyv17uW1cX)
- Complete the form by filling out the required information.
- You have several options on the right-hand action menu.
- If you are ready to complete and submit the form, select Submit.
- You can save your progress but not submit the form by selecting Save.
- You can delete the form by selecting Delete.
- You can download a form at any time by selecting Download.
![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/nRXyFYeSRF2TeTlk1zDR)
- After the form has been submitted, you can re-open the form to make any necessary changes by selecting Reopen from the right-hand action menu.