Adding a Form in ATLAS Firma Follow

The ‘My Forms’ dashboard appears upon logging into ATLAS Firma.  Here users can see every form associated with their profile.  

From the ‘My Forms’ page, select ‘Add Form.’

Click either the Add Form icon or the Plus icon to upload a new form.  Select the 'Drop form to sign here' icon, select the file from the File Explorer and click Open.

After uploading a file, hover mouse over doc is AUTOMATICALLY in signing mode.  Hover and with just one click users can place the signature block anywhere on the form. 

On the ‘Create Form’ page, users can place Add Signature steps to any location on the newly imported form.  Drag the orange Add Signature block to the desired signature location.  Next, users can assign the signature workflow to any Okta user.

Once the Step title and Assigned to portions are completed, select ‘Close.’

The right panel shows the signature steps in the workflow.  Users can add as many steps (signature assignments) in the workflow as needed to complete the form.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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