Bundling Library forms together

Often you need to save some forms together, such as Companies forms which have specific continuation pages instead of expandable sections. (The restriction that they don't expand is imposed by Companies House).

To bundle forms together, create the first form, and then go into the history page for that form. You can navigate to that page using View history button in the right-hand panel.

You should see the option Add additional form to existing client / matter.

Search for the form you want to add and then click Add form to bundle.

You will see the bundled forms appear in a list on the Form history page, as below.

From the worklist, you can identify where there is a bundle of forms rather than an individual form by the icon shown below:

Bundle form icon

To see all a list of all of the icons you might encounter in Legal Forms go to Legal Forms icons and what they mean

When you link Lasting Power of Attorney forms, there is special functionality which copies the data between the forms. See more about this in the article Create linked Lasting Powers of Attorney

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