Create your Discovery Form from scratch
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A simple tutorial on how to set up a polished Discovery Form
Step 1: Sign in to DocHub to create your Discovery Form.
First, sign in to your DocHub account. If you don't have one, you can simply sign up for free.
Step 2: Head to the dashboard.
Once logged in, navigate to your dashboard. This is your primary hub for all document-based processes.
Step 3: Initiate new document creation.
In your dashboard, click on New Document in the upper left corner. Hit Create Blank Document to craft the Discovery Form from the ground up.
Step 4: Incorporate form fillable areas.
Add various elements like text boxes, images, signature fields, and other fields to your form and designate these fields to intended individuals as required.
Step 5: Customize your template.
Refine your form by adding walkthroughs or any other vital details using the text feature.
Step 6: Double-check and tweak the form.
Thoroughly go over your created Discovery Form for any mistakes or required adjustments. Take advantage of DocHub's editing capabilities to perfect your template.
Step 7: Share or export the template.
After finalizing, save your file. You can select to keep it within DocHub, export it to various storage options, or forward it via a link or email.