Create your Financial Legal Package from scratch

Step 1: Access DocHub to build your Financial Legal Package.

Start signining into your DocHub account. Utilize the advanced DocHub functionality free for 30 days.

Step 2: Go to the dashboard.

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

Step 3: Create the Financial Legal Package.

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

Step 4: Set up the form layout.

Use the DocHub toolset 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 document.

Step 6: Customize field properties.

Adjust the properties of each field, such as making them compulsory or arranging them according to the data you expect to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Financial Legal Package, make a final review of your form. Then, save the form within DocHub, export it to your selected location, or distribute it via a link or email.