Before setting up your tracked group form, be sure to go here to set up your group.

When you're ready to set up your form...

1. Log into your account
2. On the main Active Forms page, click Upload new form 
   
   
3. 
4. Name your form, click Add Document, select the PDF document you want to upload, and click Continue.
5. When asked if you would like to auto-detect fields on your form, I'd recommend clicking "Yes, please!"  Your form will automatically guess where your it should have fields. This may take a few moments. 
   
6. Make any necessary additions and edits to the electronic fields on your form and click Save & Continue.
   Note: For more information about adding and editing electronic fields on your document, see this article.
7. When asked how you would like to share your form, select Send by Email and Track Progress. Click Continue.
   
8. When asked to name your group, select Choose Existing Group.
9. Choose the group that you previously set up from the Existing Groups drop-down menu. Click Continue.
   Note: If you haven't yet set up a group, instead click Create New Group and follow these instructions.
10. Edit the text of the email that your group recipients will receive, as needed.
    
11. If this is your first time sending a tracked group form, we would strongly recommend you contact support@informedk12.com or 929-322-4255. We're happy to double check everything before you send!
12. When you're ready to send, click the Activate Form & Send button.
    

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