The Forms & Documents options in Odyssey allows you to create generic document forms that can be merged with data from the database. These document
forms are different from the Word documents attached through the Documents tab on a case or party record.
Document forms are associated with document types, so you must set up document types before creating your forms.
Complete the following steps to manage forms:
1.
Select Forms and Documents from the navigation menu or home page.
2.
Choose the activity you want to complete from the Manage Forms page.