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titleStep-By-Step

Step

Picture

1

While you are in Starting Point, and on the Review Summary screen click Add forms.

The Add Forms Button is highlighted by a red arrow.
2

While you are in Starting Point, and on the Review Summary screen click Add forms.

The Add Forms Button is highlighted by a red arrow.Image Modified
3

Navigate to Retrieve > Forms.

The Forms link in the retrieve dropdown list.Image Modified
4

Both paths above will open up the Forms domain. You can now search for the forms you would like to add to your bundle. You may search by:

  • Form Type

  • Form Author

  • Form Name

The search fields of the forms domain are highlighted in red.Image Modified
5

Once you locate the form(s) you would like to save as a favorite, click the checkbox next to the form(s) and click the Add to Favorites button at the top of the screen. 

The add the favorites button, and several line item checkboxes are highlighted by red boxes. Image Modified
6

Click inside the Label field and either:

  • Choose an existing label from the dropdown list.

  • Type in your new label and press the Enter key on your keyboard.

Label fieldImage Modified
7

Click Add to associate the forms selected with the Label. 

The Add button is highlighted by a red arrow.Image Modified
8

Click Close to close the confirmation screen.

Label Addition Confirmation PageImage Modified