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Submitting a Form

by Feb 9, 2021Forms

There are several reasons why a form is needed. Maybe you are applying for a loan or a new job. Perhaps it is the first visit to a doctor’s office. By processing forms electronically, allowing the documents to be processed much faster.

Completing Forms

Accessibility is the most important part of completing a form. A form can be provided by email or even available on a website. Now, you can complete a form in Nucleus One.

Access the form in the main navigation menu and select Forms.

Navigation Menu - Forms

On the Forms page select the form to be completed.

Form Page

A new tab will open with the form. The top of the form will have navigation arrows to move between pages if there are multiple pages. The submit button sits to the far left. The submit button is ready to be clicked when the form is completed.

Page Nav and Submit button

Once you click submit, a pop up will appear if a form has signatures or required fields. You must complete the required information before the form can be submitted.

Submitting Error

Completing the form can include text fields, drop down options, dates, radio buttons or checkboxes.

Completed form fields

Click the Sign and Date button to sign the form and enter the signer’s name.

Signing

The date will automatically fill in upon signing.

Signed

Click SUBMIT to process the form. You will see a pop up notification stating “Form submitted”.

Finished Form

The form will trigger the next steps for processing within the workflow assigned to the document.

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