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How to use edit, delete, send form questionnaires to clients & Go to the forms portal?

How to use edit, delete, send form questionnaires to clients & Go to the forms portal?

Edit form: To edit a form, locate it, access the editing feature, make desired changes, review for accuracy, and save modifications.

Delete form: To delete a form, locate it, access form settings, find the delete option, and confirm the deletion.

Send form questionnaire to a client: To send a form questionnaire to a client, click on “Send Form Questionnaire to Client,” then enter the client email ID and add a message in the pop-up window before clicking Save.

Go to Forms portal:
To access the Forms portal, then select “Go to Forms Portal” to be redirected to the attorney portal. From there, you can access the case-related forms.

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