Forms and form libraries

Open Settings > Forms.

Find a form

Use Search forms by title or number. The Forms page shows linked libraries and their state or association.

Upload a brokerage form

Choose Upload form to add a form your brokerage uses. Give it enough identifying context for the team to find and recognize it later.

Linked libraries

Some installed compliance plugins activate one or more form libraries. Available libraries depend on the brokerage, jurisdiction, and plugins installed in the workspace.