The forms library allows a firm to store PDF documents accessible to all employees. From commonly used forms to employee-facing documents, the library makes it easy for employees to find the forms they need quickly.

The Forms Library is accessed from Grow Practice > Forms Library.

Adding Forms to the Forms Library

1. Navigate to Grow Practice > Customization > Forms.
2. Click + Add new in the upper right.
3. Click Choose File in the middle of the form to locate a PDF on your local machine to add to the Forms Library.
4. Fill in the remaining fields as needed:
• Code: An internal code to identify the document within the firm.
• Display Name ¹: The Name that the Form will have in the Forms Library.
• Form Owner: A self-defined field to allow for easy filtering/searching of the form in the form library (Limit 15 characters).
• Description: Add more detail to identify the form and its purpose if needed.
• Section ¹: Select a Section for the Form to be filed in. You may also create a new Section if needed. See below for how to pre-define Sections.
• Order ¹: Assign a numerical value to determine the sort order of the Form within its Section. Forms will display in ascending order (lower numbers will appear first).
• Is Active ¹: Select this to “publish” the Form to the Forms Library. If it is not selected the Form will stay in the Customization > Forms list but not be visible in the Forms Library.
5. Select how to finish:
• Create: Save your Form and remain to make further changes.
• Create and return to list: Save and close the Form.
• Create and add another: Save the Form and open another new Form dialog.

¹ Required field.

Creating Sections for the Forms Library

1. Navigate to Grow Practice > Customization > Sections.
2. Click + Add New in the upper right.
3. Assign a Name to the Section.
4. Assign a Sort Order to the Section. Sections will display in ascending order (lower numbers will appear first).
5. Select how to finish:
• Create: Save your Section and remain to make further changes.
• Create and return to list: Save and close the Section.
• Create and add another: Save the Section and open another new Section dialog.