Getting Started
Useful instructions for new Formfire users
- How to add a client in FormFire
- Brokers: Quick Answers
- How to add additional Brokers to your agency
- How to use the Preloading Template to add placeholder accounts
- How to assign an HR Manager
- How to send the Welcome or Welcome Back Letter
- How to locate an Employer Code as a Broker
- How to enable and access the Employer Information page
- What if a client's Tax ID number is already in use?
- How to view both the Client and Employee Status
- How to assign Brokers to a client in FormFire
- Understanding account user types in FormFire
- What is the difference between adding and creating an employee in FormFire?
- How to create an account on behalf of an employee
- How to turn off (and on) medical history questions for employees in FormFire