Create your Accounting Template from scratch

Step 1: Access DocHub to build your Accounting Template.

Start signining into your DocHub account. Utilize the pro DocHub functionality at no cost for 30 days.

Step 2: Navigate to the dashboard.

Once logged in, go to the DocHub dashboard. This is where you'll build your forms and handle your document workflow.

Step 3: Create the Accounting Template.

Hit New Document and select Create Blank Document to be redirected to the form builder.

Step 4: Set up the form layout.

Use the DocHub features to add and arrange form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Include necessary text, such as questions or instructions, using the text field to guide the users in your form.

Step 6: Configure field properties.

Alter the properties of each field, such as making them required or formatting them according to the data you expect to collect. Designate recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Accounting Template, make a final review of your document. Then, save the form within DocHub, send it to your selected location, or share it via a link or email.