This article explains how to add candidate form requirements by adding (attaching) an existing form to a template or case. Note that attaching and creating forms are two different processes. See these links for more information on how to Create a New Form or Edit an Existing Form.
Form requirements are set from the Packet Requirements screen during the process of adding packet requirements when creating a template or creating a case. Administrators can also add and edit form requirements when editing packet requirements for a particular case from the Case Review page.
Note that Administrators can add a form requirement to each section of the packet. Because they are added to packet sections, forms can be due on different dates. This means institutions can gather data from candidates at various stages, depending on the information they need.
Navigate to Case page of the case you want to edit
Click the name of the case to access the Case page.
Click "Packet Requirements" under the "Edit Case" menu to the right of the screen
Click "Add Requirement" under the appropriate packet section
Select the form from the dropdown menu and click "Save"
Note: Forms are created from the Administration page. For more information see this article on how to Create a New Candidate Form.