Create your Banking Document from scratch

Step 1: Access DocHub to set up your Banking Document.

Start by logging into your DocHub account. Try out the pro DocHub functionality free for 30 days.

Step 2: Navigate to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll create your forms and manage your document workflow.

Step 3: Design the Banking Document.

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

Step 4: Design the form layout.

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

Step 5: Insert text and titles.

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

Step 6: Configure field settings.

Adjust the properties of each field, such as making them mandatory or arranging 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 Banking Document, make a final review of your form. Then, save the form within DocHub, transfer it to your chosen location, or distribute it via a link or email.