Go to Forms from the menu on the left-hand side of the screen.
Seamlss provides an array of forms you can use and customise to suit your own needs. To view these forms, click on the Form Templates tab.
Go to the right-hand side of the template list to preview the form or add it to your organisation’s form list.
Clicking on the blue +Add button will add the form to your form list.
Clicking on Preview will open an uneditable version of the form.
If you would like to use the form for your firm, you can click the blue +Add this Form button.
To return to the list, click the blue << Back link in the top right-hand corner.
Once you have added a form to your list, a green Added icon with a tick will appear next to the form.
By returning to the Forms tab, you can see all your active forms.
If you don’t see a template form that suits your needs, you can create your own forms.
