On the Eziplan Menu, go to Clients then Client List. 

Once specific client is selected, click Custom Forms tab.

Inside the Custom Forms tab is a list of all Active forms.

Select chosen form and fill out necessary information, then click Save Entry at the bottom.

For forms with Signature/s, same process follows - fill out information needed and then click Lock Draft at the bottom.

Once draft is locked, click Add Signatures tab

And now you have the ability to add signatures. Once signatures are added, click Set Signatures.

Once signatures are set, click Save Entry and you're done.

 

If you want a printed copy of the saved entry, scroll all the way up and click Export PDF.