Forms Maintenance

Forms Maintenance

Setting Forms Visibility

Check the checkboxes in the columns where you want each form to appear- in the Forms Menu, Client Summary page, and/or Partner Portal (when applicable) and Arrangement Assistant (when applicable). Hover over each Form Name to see details about the form. You can use the search box to search for an existing form- the list will narrow down as you type, so you can search for part or all of the form name.

Adding New Forms

If there is a form that you would like us to add to the library that is not currently available, please contact us at [e-mail]. If the form is mandated at a state or federal level, we will upload the form for all clients to use free of charge. If the form is a county- or local-level form, or a custom form for exclusive use by your location(s), we will provide an estimate for its creation. Please do not upload your own versions of official state- or federal-level government forms. We make every effort to keep those types of forms up to date.  Please let us know if you find an outdated form and we will update it as soon as possible.

To upload a new form to the forms library, click the “Upload New Form” button. You may upload .pdf, .doc, .docx, or .rtf files. The form can Pre-Fill with data from your system, or you can upload a "static" form such as a brochure or blank form. You will find a field name dictionary as well as a list of field names for any custom fields you have added in the Pre-filled Form Creation help article.

Type in your desired form name. The form category defines a heading under which your form will be nested in the Forms Menu (i.e. Cremation, State Specific- GA, XXX Funeral Home Forms, etc.). Enter a form description and select the form type from the drop-down box (prefilled with available data or not). Initial confirming that you are not uploading an existing form and have legal permission to use the form. Click the Upload button to complete the uploading process. Once you have uploaded your own form, it will automatically be selected to appear on your Forms Menu.  Please note that you may edit the identifying information on the forms (form name, description, and category), but if you wish to replace the form itself you must first delete the existing form from the library and then add your new version.

Troubleshooting Issues with Forms Loading

If you are experiencing issues with forms loading in your system, check for the following common issues:

Make sure you have the most up to date version of Adobe's PDF viewer- Click here to download Adobe Acrobat Reader DC.

Ensure that you have Adobe's PDF plug-in set as your default pdf viewer- If your browser is not configured to use Adobe as its default pdf viewer, you may see problems with forms loading. Adobe provides step-by-step instructions for each browser here.

Check your browser extensions- We have seen some browser extensions that cause problems with loading forms. Ensure that there are no firewall blockers keeping the website from loading. You can visit Settings/Extensions in Chrome to check these. In Firefox, you can visit Menu/Add-ons/Add-ons Manager tab.

If you are experiencing issues with information that you have manually typed into forms being retained after saving it may be due to some recent browser updates that Halcyon has no control over. Both Chrome and Firefox have experienced that information that type into a form after it has been run will not be there after they save and re-open it. It is possible that future browser updates will change this, and we will update if this happens.