You can upload new forms to your HR Forms Library by navigating to Human Resources > HR Forms Library from your dashboard.




How to Upload a New Form:

  1. Go to Actions – Click "Add New Form" in the top right corner.

  2. Set Ownership – On the new page, check the disclaimer and select whether the form will be owned by the brokerage or a specific office.

  3. Upload the Form – Click Upload, then select the file from your computer.

  4. Access Your Form – Once uploaded, you will be redirected to the newly added form.




For more information on programming your forms please check out this helpdesk article.