Create your Financial Planning Package from scratch

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

Start by accessing your DocHub account. Try out the pro DocHub functionality free for 30 days.

Step 2: Go to the dashboard.

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

Step 3: Design the Financial Planning Package.

Click on New Document and select Create Blank Document to be redirected to the form builder.

Step 4: Set up the form layout.

Use the DocHub tools to insert and arrange form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Include needed text, such as questions or instructions, using the text tool to assist the users in your form.

Step 6: Configure field properties.

Modify the properties of each field, such as making them required 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 Planning Package, make a final review of your document. Then, save the form within DocHub, send it to your preferred location, or distribute it via a link or email.