How can I send a Manual Form to a Tenant?

    • Tanvir Mahedi |
    • 0 step |
    • 10 minutes
    Log into the Admin Portal
    Go to the "Tenant Management" dropdown under "Administration on left navigation
    Click on "Tenant"
    Once in "Tenant" section, click on "View Details" icon with the "Arrow" sign of the chosen Tenant
    Click on the "Forms" dropdown on the middle-right side of the screen beside "Report" section
    Click on "ADD MANUALLY SERVED FORM"
    Fill in the needed information in the "Title" field. Title is defined as to give it a name to recognize what form has been served
    Click on the "Sent From \*" field. [[It identifies who served the form]]
    Click on the "+" sign under "Upload up to 3 files (optional) to upload the form
    Click on "Update" to finish up
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