The first step is to choose the forms you wish to use. If the forms you want are already saved in a group, you can access them from there. You can also regenerate forms that you previously created.
Using the Form Search you can save forms into a group for use again later. The form group feature is covered in the section titled, "Using Form Groups".

Form Search

To begin the search for forms, click on the Form Search icon.

This will open the Find Forms screen:

The Company drop-down list (see the arrow above) includes a list of all the product companies, clearing firms, possibly your broker/dealer, and your private company forms, if you requested we build them.
The quickest way to find forms is to select a company then click the Search button.
Search features are discussed further in the section titled, "Find Forms".
After finding the forms you wish to generate, check the box next to the forms (see the arrow on the left side of the image below).

The forms you've selected will be listed in the Forms Basket window which expands when you click on the icon. The icon is located on the right side of the window (see the red box in the image above). When the window is expanded, it looks as shown below.

You can delete individual forms listed in this box by clicking their corresponding Delete buttons or you can clear them all by clicking the Clear All button at the bottom of the screen.
The Forms Basket allows you to perform multiple searches for forms and add them to a 'shopping cart'-like window until you are ready to use them.
After you're finished selecting forms, click "Next" or the Clients icon to move to Step 2: Choosing Clients.