Create your Confidential Intermediary Form from scratch

Step 1: Open DocHub and get going.

Start by creating a free DocHub account using any offered sign-up method. If you already have one, simply log in.

Step 2: Register for a free 30-day trial.

Try out the entire suite of DocHub's pro features by registering for a free 30-day trial of the Pro plan and proceed to build your Confidential Intermediary Form.

Step 3: Start with a new blank form.

In your dashboard, choose the New Document button > scroll down and choose to Create Blank Document. You will be taken to the editor.

Step 4: Organize the document’s layout.

Utilize the Page Controls icon indicated by the arrow to switch between different page views and layouts for more flexibility.

Step 5: Start inserting fields to create the dynamic Confidential Intermediary Form.

Navigate through the top toolbar to add document fields. Add and configure text boxes, the signature block (if applicable), insert images, etc.

Step 6: Prepare and configure the incorporated fields.

Arrange the fields you incorporated per your preferred layout. Customize the size, font, and alignment to make sure the form is user-friendly and neat-looking.

Step 7: Finalize and share your template.

Save the completed copy in DocHub or in platforms like Google Drive or Dropbox, or craft a new Confidential Intermediary Form. Distribute your form via email or get a public link to reach more people.