Create your Financial Transaction Form from scratch

Step 1: Access DocHub to set up your Financial Transaction Form.

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

Step 2: Navigate to the dashboard.

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

Step 3: Create the Financial Transaction Form.

Click on New Document and choose 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 document.

Step 5: Add text and titles.

Add needed text, such as questions or instructions, using the text tool 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 plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Financial Transaction Form, make a final review of your document. Then, save the form within DocHub, send it to your selected location, or share it via a link or email.