To send a form to a person for them to complete…

  1. Click the New Request button to get to the New Request form.
  2. Select the person who is the subject of the request and select the check(s) you wish to carry out.Please note: All requests currently require a check to be included, though we hope to allow sending of forms and documents independent of checks soon.
  3. Click Attach a form.
  4. Select the form template(s) you'd like to send (you can select multiple forms as part of one request).
  5. Complete the rest of the request form and click Send Request.
  6. Once completed by the recipient, their responses will show with the rest of the request data.Please note: It's currently not possible to export this data, but we hope to make this available soon.
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