Create your Investment Document from scratch

Step 1: Start with DocHub's free trial.

Visit the DocHub website and sign up for the free trial. This gives you access to every feature you’ll need to build your Investment Document without any upfront cost.

Step 2: Navigate to your dashboard.

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

Step 3: Initiate a new document.

Hit New Document in your dashboard, and choose Create Blank Document to design your Investment Document from scratch.

Step 4: Use editing tools.

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

Step 5: Organize the form layout.

Organize your form in seconds by adding, moving, deleting, or combining pages with just a few clicks.

Step 6: Set up the Investment Document template.

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

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

Send the form via email, share a public link, or even post it online if you aim to collect responses from a broader audience.