---
title: Filling Out and Completing a Form on a Record
description: Forms can be filled out and completed on a Person Record, Case Record, Provider Record, and Intake Record.
---

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# 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. 

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