Step 1:

Open the Navigation Bar and click on 'Forms', then from the dropdown menu, select 'Generate Form': 

Step 2:

Within the 'Form Type' dropdown menu, you will be able to generate a variety of different forms based on your requirements.

You will need to set an 'Expiration Date' for the form. The date must be set in the future, as this will determine when the form will go into 'Archive' status.

Step 3:

Once the form type and expiration date have been selected, the next step is to search for the client for whom you want to generate a form for in the search bar. You can use Client ID, Client Name, or Primary Email Address to locate the correct client:

Once you have found the client, they can be selected by clicking the tick-box next to the client:

Once the form type, expiration date and client record have been selected, the 'Generate' button will turn blue and you will be able to generate the form:

You can generate the same form for multiple clients at a time by searching for the client’s surname and selecting the clients for whom you want to generate the forms.

Step 4:

Recently generated forms can be found within the 'Forms' page which you can access by opening the Navigation Bar, clicking on 'Forms', then from the dropdown menu, selecting 'Forms': 

Occasionally, some information on a client’s record may be missing and therefore a form cannot be generated for the client. Should this occur, an error message in the bottom right-hand corner of the screen will detail the information which is missing (e.g. Nationality). This data can be added for the client within the Private Client Record.

If you need to edit and make changes to an already published form, this can be done by signing in as the client, and then going to the forms section and editing the form. 

For more information on how to sign in on behalf of a private client, please read: Signing in on Behalf of a Private Client