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Managing Forms

Managing Forms

Users can manage and execute multiple actions on the specific form specified in that row using:

  • Send Intake
  • Fill Form
  • Pencil (Edit) icon
  • View Intake
  • Three Vertical dot
  • Download
  • Delete

Send Intake (Paper Airplane Icon): This icon symbolizes sending intake link to client.

Fill Form (Document with Checkmark Icon): This icon typically means that the form can be viewed and filled in its details or status. Clicking on it may open a preview or a page with detailed information for the form.

Edit (Pencil Icon): This icon means the possibility to edit the form content or related data.

View Intake (Eye Icon): This icon enables viewing the form or its details. It provides a read-only preview.

Three Vertical Dots Icon (More Actions): A click on the three vertical dots reveals a dropdown menu of extra actions:

  • Download: It provides the capability to download a copy of the form, as a PDF document.
  • Delete: It provides the capability to delete the form entry.

Go to Forms Portal

Add Form

This button enables users to insert a new form into the system in PDF or Web type, choosing form ID and its title from the dropdown.

The Add Form section allows users to add application forms specific to their cases. The list includes multiple forms. Users can view the forms in the list and select the one that is appropriate for them. Forms can be added as follows:

  • PDF Form
  • Web Form

PDF Form

Fill out a PDF form interface manually that has the same layout as the official USCIS form. The form will be based on a PDF document.

When selecting PDF Form type

  1. Select a form from the dropdown menu.
  2. After selecting a form type, the Form title and Edition options will be displayed.
  3. Select the relevant edition or version using the drop-down menu.
  4. Choose a participant to assign duties to the parties, ensuring that data is automatically loaded into forms.
  5. After submitting the information, click Save.
  6. The form will be listed in Custom Forms.

When selecting Web Form type

Streamline the process with Forms Portal, pre-filing client information for easy use. Follow the same instructions as for the PDF form type. After entering the add contact and add form types, click the Save and Continue buttons.

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