Creating Business Forms

Your membership gives you access to business and legal form templates. Simply fill in a few key facts about your company to create the form you need. Once complete, you can export the template into Microsoft Word to make further customizations. If you don’t see the form you’re searching for here, you can request it from the Consultants n your member account under the “Consultation” tab. We recommend that you take a few moments to familiarize yourself with the layout and the available functionality of this application.

Creating a Form

In order to create a form using our templates, follow the steps outlined below:

  1. To access the Business Forms Library, log in to your membership and go to “Applications,” then “Legal Forms Library.” 
  2. On the left, you can view templates by category. All templates will appear on the right for you to scroll and view. Click on the “Preview” button to the right of the template to view details. Once you are ready to build your template, click on the “Use” button to the right of the template.

Document type

3. Complete all fields with your business information. If you have questions about a particular field, click on the “?” icon to get a brief explanation of what the field is asking for:


4. Your form will then come up in preview mode. If you need to make changes to the form, you can do so by clicking the “EDIT DATA” button. You can also save the template in your GoSmallBiz account for easy access next time you log in by clicking the “SAVE TO MY DOCUMENTS” button. 


5. A pop up box will appear asking you to choose a document name as well as the document type. On this screen you can also choose if you want you form to be saved as draft or the final copy.

6. Select “DOWNLOAD” to export the document into PDF or RTF (Microsoft Word) formats. 


7. This will open your form in the format you have selected, from here you can save to your computer or printlegal7


Note: We recommend that all documents produced here be reviewed by your lawyer to ensure agreements are legally enforceable and adequately protect your interests.