iService includes a form building component for creating custom forms to support your workflow. In addition to your own custom forms, there are several built-in forms that you can configure for sending agent emails, submitting credit memo requests, and generating quotes. Links to these customized forms are shown in the custom forms menu after they are configured.

After you configure the built-in forms, a link is automatically added to this custom forms menu. To add your own custom forms to the menu, you must create a separate form that contains the URLs to your forms. This custom menu form is then included in the left navigation menu after you select it in the Websites tab.

In the example here, the tenant has two built-in forms and a custom form configured. Agent Submit forms created in the Workflows page can be added to the Custom Forms menu