Before you start creating your group form, you will need to first follow these steps to upload your group.  

To set up your group form:

1. Click on the account icon in the top right hand corner and click Groups/Docs.
   
   
2. Click Create new form. A drop-down menu will appear. Click Group form.
3. Enter a title for your form and click Add Document.   You will need to select the PDF document for your form, then click Continue.
4. You can now add fillable fields to your document.
   
   • Use the toolbar to add fillable fields. You can learn more about the different tools on this page.
   • If you would like to pre-fill fields from your group data to your form, click on Choose Group and select the group you uploaded. 
     
     • By default, pre-filled fields will Allow Edits, which allows the recipient to be able to modify the prefilled fields.  We recommend having this unchecked. 
     • For more information about adding and editing electronic fields on your document, see this article.
5. Click on Preview to view your form from the recipient’s perspective. If you have pre-filled information, you can cycle through a preview of the first few records.
6. Click on Save & Continue and select Send by email & track progress. Click on Continue.
7. Select Choose Existing Group to select the group you previously uploaded (If you have pre filled data, the group you select must be the same as the group that you chose in step 4), then click Continue. 
   Note: Click here if you have to create your group form from scratch instead.
8. On this page, you may adjust the email Subject and Message that your group will receive.  Click on Send myself a test email to generate a test form.  You will receive an email to view a form as your recipients will see it. 
   • If Allow replies to this email is checked, then recipients will be able to reply directly to you from the emails that they receive. 
     
9. If this is your first time sending a tracked group form, we strongly recommend that you contact support. We're happy to double check everything before you send!
10. When you're ready to send, click on Activate Form & Send.  If you have a large group, the form may take a few hours to send all forms. 
    

You're done! To start monitoring completion for your form, see these articles: Look up Submitted Group Forms or Send Reminders.