video1.0<iframe src="https://www.loom.com/embed/d813f14e62224151b33908829a2edeb8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d813f14e62224151b33908829a2edeb8-d826f6cd0b0d0a7c.gif668.535This Loom explains how to navigate and send forms within the platform, including dashboard actions and tracking in the sent forms grid. It covers best practices such as reviewing forms by sending to yourself or another coordinator before requesting a signature, using the side panel to adjust status, type, tags, description, and composite details, and monitoring status and completion including expiration date alerts. It then walks through sending a form by selecting roster profiles, adding attachments, choosing the signer or sending to the provider, and optionally CCing coordinators while customizing the email subject and message. The Loom also addresses FAQs on handling multiple signers, editing pre-populated map forms after QA, and how composites are created by emailing supportatmodiohealth.com with included forms, the composite name, and order.