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Click on images to expand them.


  • Step 1: While you are in Starting Point, and on the Review Summary screen click Add forms.


Figure 1: Review Summary Screen



  • Step 2: Navigate to Retrieve > Forms

Figure 2: Navigate to the Forms Domain





  • Step 3: 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


Figure 3: Searching For Forms



  • Step 4: 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. 

Figure 4: Add Forms





  • Step 5: Click inside the Label field and either:

Figure 5: Add to Favorites




  • Step 6: choose an existing label from the dropdown list
  • Step 7: Type in your new label and press the Enter key on your keyboard.



Figure 6: Add Label




  • Step 8: Click Add to associate the forms selected with the Label. 

Figure 7: Add Button



  • Step 9: Click Close to close the confirmation screen.

Figure 8: Confirmation Page


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