How to Create a Form


Your membership gives you access to our business and legal form templates. Simply fill in a few key facts about your company. Once you’re satisfied with your contract, export to word document format and submit it to your lawyer for review. If you don’t see the form you’re searching for here, please ask our consultants.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. From your member dashboard, hover your mouse over the APPLICATIONS option and then select LEGAL FORMS.
  2. When you get into the Legal Forms application, take a look at the categories that are listed on the left of the screen and click the USE button on the template that you want to use.


Document type



3. Complete all fields of the form and click NEXT. As an example we will complete the Bill of sale form. If you have any doubts about a field, click on the “?” mark and you will 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 button. You will have the choice of downloading, editing and saving the document to your documents within GoSmallBiz. To save your form to the my documents tab in your GoSmallBiz legal form templates click on the SAVE TO MY DOCUMENTS button. In order to print the document please click on DOWNLOAD.




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. The next screen will ask which type of download you would like (PDF or RFT). Once you have chosen your download type click DOWNLOAD.



7. This will open your form in the format you have selected, from here you can print your form.legal7




Note: We recommend that all documents produced here be reviewed by your lawyer for accuracy in your particular situation.