The basics on how to access Weave Digital Forms.
This is an add on feature and may not be a part of your current Weave software. Click here to learn about getting Digital Forms for your office.
Digital Forms Dashboard Overview
In your Forms Dashboard you can:
- View Sent Forms
- Build new Forms or Packets
- Add Legal Information
You can send Forms and Packets to customers in the Weave Desktop App. Click here for more information.
Access the Dashboard
1. Log into your Weave Admin Portal and select Forms from the side menu
2. Select Dashboard from the Forms dropdown menu
3. Click the Go To Dashboard button
4. Sign in to the Forms Dashboard with your Weave Username and Password
Switch Locations
If you have multiple locations using Digital Forms, you can switch locations once you log in.
To switch locations,
- Click on your name at the top right corner
- Click Change Company
- Select the location you want to switch to
- Click Select
