How to create a User Form (MSS)

Modified on Wed, 1 Nov, 2023 at 8:35 AM

Look for the "Documents" tab, which may be located in the main navigation menu or sidebar.



Click on "User Forms" to access the list of available user forms. 



Look for a "Create New User Form" button or link, and click on it.

A dialog box will appear, presenting a drop-down list of available form templates.







From the dropdown list, select your desired form template.

After selecting the form template, click on "Create Form" to proceed.



A new dialog box will open containing the selected form template, and you can start completing the necessary information.



Verify that your information is correct.

Data Fields with a gray background are pre-populated with your information.

Inform your FSP Administrator if the data is not correct.


Your form may differ from the example below.




Once you have filled out the form, click "Done".

The application will generate a temporary PDF file based on the completed form.


 

Note the Generated Date and the use-by date. Side note: Some forms will not have a use-by date.




You should have options to download or print the temporary PDF file.



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