Create your Financial Package from scratch

Step 1: Start with DocHub's free trial.

Go to the DocHub website and register for the free trial. This gives you access to every feature you’ll need to build your Financial Package with no upfront cost.

Step 2: Access your dashboard.

Log in to your DocHub account and go to the dashboard.

Step 3: Craft a new document.

Click New Document in your dashboard, and select Create Blank Document to craft your Financial Package from scratch.

Step 4: Use editing tools.

Add different fields such as text boxes, radio buttons, icons, signatures, etc. Arrange these elements to suit the layout of your document and assign them to recipients if needed.

Step 5: Organize the form layout.

Organize your document easily by adding, moving, removing, or merging pages with just a few clicks.

Step 6: Craft the Financial Package template.

Turn your freshly designed form into a template if you need to send many copies of the same document multiple times.

Step 7: Save, export, or distribute the form.

Send the form via email, distribute a public link, or even post it online if you wish to collect responses from more recipients.