From within GPM Web, you can view, edit and create custom (or smart) forms for all the clients.

 

Create New Smart Form

  1. Search a specific client then click on the View More button
  2. Click on the Smart Forms tab
  3. Click on

Form Entry Type

    1. Select Form Entry from the owner type drop down list
    2. Select a specific form to use from the drop down list and the form entry type
    3. Click Create New Form.
    1. Fill in the form as required
    2. Click Save

Client Type

    1. Select Form Entry from the owner type drop down list
    2. Select a specific form to use from the drop down list
    3. Click Create New Form

      Note: For more information refer to How to Send a Fill Request via Email
    1. Fill in the form as required
    2. Click Save

Assessment Type

    1. Select Form Entry from the owner type drop down list
    2. Select a specific form to use from the drop down list
    3. Click Create New Form

      Note: For more information refer to How to Send a Fill Request via Email
    1. Fill in the form as required
    2. Click Save

Contract Type

    1. Select Form Entry from the owner type drop down list
    2. Select a specific form to use from the drop down list
    3. Click Create New Form

      Note: For more information refer to How to Send a Fill Request via Email
    1. Fill in the form as required
    2. Click Save

Condition Type

    1. Select Form Entry from the owner type drop down list
    2. Select a specific form to use from the drop down list
    3. Click Create New Form

      Note: For more information refer to How to Send a Fill Request via Email
    1. Fill in the form as required
    2. Click Save