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Getting Started

Welcome!

So, you are new to AIC Forms Live, or maybe you just need a refresher course, well, we are here for Australia's form and contract needs. With all the tools and customisation available it can be a little overwhelming. Let us guide you through it.

Once you have logged into AIC Forms Live with the password generated (found in the Welcome to AIC Forms Live email), you will want to change the password to something you can remember...something that's not a bunch of disordered numbers and letters.

Customising your account#

Let's start customising the account, click your name, located at the bottom of the navigation menu, and Account Details will pop up. Move to the User tab, where you will be able to add and edit personal information as well as confirm all your agency details, at the very bottom you can create a new password. We recommend our help guide for information on editing passwords.

What's all this customisation worth without brand consistency? Moving to the Logo tab, you can click Upload and store your agency's logo in AIC Forms Live, this will be included on all the forms generated within the plaform. You can find a step-by-step for uploading an agency logo in our guide.

Creating templates#

You will likely be creating dozens of a particular form, inputting the same information over and over again, however, you would just be wasting time - we would like to introduce you to templates.

From the Templates page, you can create a form and input all the details common amongst the ones you create, then, once saved, you can create forms directly from the template - they will be generated with all that saved information, filled and ready.

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Just like addresses, names, and contact details, any PDF attachments and annexures can be added and saved into templates, allowing you to do your job even quicker.

From the template in question, click More and you will have the option to upload attachments by clicking Files or include additional annexures from the Annexures option. Need a hand setting up a template? Check out our template guide.

With all that said and done, you are all set up and more than ready to take on AIC Forms Live - go forth and create!