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  1. Knowledge Base | FormFire
  2. Brokers
  3. Getting Started

Getting Started

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Useful instructions for new FormFire users

  • Getting started with FormFire - Broker walkthrough
  • How to add a Client in FormFire
  • How to effectively use Employer Communication
  • Brokers: Getting started with FormFire
  • Brokers: Quick Answers
  • How to add additional Brokers (admins) to your Agency
  • How to use the Preloading Template to add placeholder accounts
  • How to add email addresses to placeholder accounts in FormFire
  • How to assign an HR Manager
  • How to locate an Employer Code as a Broker
  • How to enable and access the Employer Medical Info 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
Knowledge Base | FormFire