Creating a new form
- Click on the Payer List button. If you have not yet created a payer, please see the How do I add a payer? article.
- Double click on the payer name.
- Select the recipient to add the form to. If you have not yet create a recipient, please see the How do I add a recipient? article.
- Click Add Form.
- Choose the appropriate form from the Form Type drop down menu.