Office Forms Library

Store all the forms your agents need in the Office forms library  

New darwin Cloud feature: Office forms library

When an Agent logs into darwin.Cloud, one of their tools is the Office forms library.  This is a library that you build that contains every form you could ever want an agent to have available at their fingertips.  You can setup categories to group your forms and make them easier to find ... and there's no limit to how many forms you can have in your library.

Watch this short video to learn how to setup your Office forms library :

Agent View

1. Click Tools menu
2. Click Office forms
3. Click the form link to open
   • it will directly open as a PDF or open locally to user's device
4. Use filter box if needed

Admin View

To add a form

1. Click Tools menu
2. Click Office forms submenu
3. Click Add button
4. Choose category
5. Click Select files...

6. Choose form to upload
7. Click Open

8. Click Save

9. Screen will show that the file is uploading

Form has been uploaded.

To Edit/Change Category

1. Click Dropdowns menu
2. Click Other submenu
3. Click Officeform category
4. Click the category to edit/change
5. Click "click here to add a new row" to add new category
6. Click save

To Edit or Delete Category from the Tools menu list

1. Click Tools menu
2. Click Office forms submenu
3. Click on the empty space next to the form name
4. Edit description
5. Edit category
6. Click Save
7. Or click Delete to remove

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