Editing Account Details

To view or edit your account details, simply click on your name in the bottom left corner. Here, you have the option to choose from a number of tabs.

User Addons

User Addons gives you the opportunity to purchase additional subscriptions to use together with your Forms Live account i.e., DocuSign. You can find more information on how to purchase User Addons here.

User

The User section enables you to edit your personal user details. To make changes, edit any of the fields and click Save when done, or Cancel if you wish to revert your changes.

You also have the option to add a signature to your account to be stamped onto certain forms in draft mode.

Transactions

Transactions gives you the ability to view invoices of purchases you have made through Forms Live. Principal users have the additional ability to view the purchases of anyone within the agency.

To download a pdf copy of an invoice, simply click on the underlined reference number in the relevant row.

Further instructions on downloading a tax invoice are available here.

info

The following tabs are only available to principal users

Subscription

The Subscription section provides the details of your agency's subscription, including:

• Subscription level
• Status
• End date
• Auto-renew on/off
• Saved Credit Card/s

Within this section, you have the ability to turn the auto renew subscription feature on/off. You also have the ability to add/edit credit cards.

Addons

Any available Addons will appear in this section.

Agency

The Agency section contains your agency details. To change these details, contact us via logging a ticket.

Logo

The Logo section contains your agency logo as it appears on forms. As a principal user, you have the ability to add or remove this.