First, sign in to your DocHub account. If you don't have one, you can simply sign up for free.
Once logged in, navigate to your dashboard. This is your primary hub for all document-based processes.
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.
Add various elements like text boxes, images, signature fields, and other fields to your form and designate these fields to intended individuals as required.
Refine your form by adding walkthroughs or any other vital details using the text feature.
Thoroughly go over your created Discovery Form for any mistakes or required adjustments. Take advantage of DocHub's editing capabilities to perfect your 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.