So, under the tenant profile, there are options to send a form via our system (i.e. email the form). In some cases, the user may want to send a form manually (outside of our portal).
You can upload the form by clicking “Manually Served From.”
Follow the step below:
- Go to Tenant Management> Tenant
- Select the Tenant
- Click on the down arrow key in Forms
- Click “ADD MANUALLY SERVED FORM”
- Write the Title and Sent From
- Upload the form (we allow other extensions, but the system sent it always in PDF)
- Click Update
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