How To: Modify Optional Forms

Scenario: When drafting a document package, you realize you need to include additional Optional features to the account (ie, Account Transfers, Standing Payment Instructions, etc).

An Optional Form can be modified during Publishing, or at the Signing Document Draft Level.

Looking for guidance on adding Attachments (ie, Drivers license, Statements, etc.)?
See also How To: Add an Attachment

Table of Contents:

1. Adding Optional Forms during Publishing
2. Modifying Optional Forms while populating Signing Documents
   • Removing Forms
   • Adding Forms

Adding Optional Forms during Publishing

Optional Forms can be added during transaction creation (ie, Publishing) if they have been configured for the transaction. Most Custodian offerings have Optional Forms configured so that you can add these additional features to an Account.

To learn how to add Optional Forms during Publishing, see How-to: Launch Agreements .

Modifying Optional Forms while populating Signing Documents

Removing Forms

1. Open your signing document package in Draft. If the document is not in Draft (ie, Sent/Active and awaiting Approvals or Signatures) then Rewind the transaction first.

   

2. Open the Optional Forms section for the Transaction you would like to modify.

3. Click the trashcan icon beside the Optional Form.

   

4. Click Delete on the dialog to confirm.

   

Adding Forms

1. Open your signing document package in Draft. If the document is not in Draft (ie, Sent/Active and awaiting Approvals or Signatures) then Rewind the transaction first.

2. Open the Optional Forms section for the Transaction you would like to modify.

3. Click the Add Optional Forms button within the Optional Forms section.

4. Select the Optional Forms you would like to add by clicking a checkbox or incrementing the optional form count.
   
5. Click Add Forms

6. The selected Optional Forms will now appear in the left menu. Select an Optional Form to view it and add details.
   Where applicable, Common fields (ie, Account Number) will be copied from main transaction forms to the new form.