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      How to Complete the Anti-Steering Form?

      A step-by-step guide on how to create the anti-steering form.

      1. Navigate to Actions 
      2. Click on Send/Preview

      3. Click the "Name / Number" field.

      4. Start to search for the form and click on the desired form choice. Note: The exact names of forms may differ. Check with your admin about which form to choose.

      5. Click "Preview Document"

      6. A list of 3 options will appear and users can complete the sections for each option.

      7. Click "Save & Continue" and the form will generate the inputted information.