All Bound Platform forms are based on our proprietary form engine, simplifying the process of providing and exchanging information for the purpose of insurance underwriting.

To access the forms from any given submission:

1. In the Submissions page, click View on the submission whose forms you would like to access.
2. Click the Forms button in the top right corner of the page.
3. Access any form by clicking the form name.

Edit forms

You can edit form contents after you've created the submission by doing the following:

1. Once you've accessed a given form, modify any part of the form.
2. Click the Save button.
3. The Form saved message should appear and disappear within a few seconds if successful.

Export forms

To export submission contents in an insurer form:

1. Click the Export forms button.
2. Search for the correct form to export. You can search by insurer, form name, or form number.
3. Click the form you want to export. You can hover above the form to see the complete form name.

Export data

You can download individual submissions using our predictable resource-oriented APIs, which return JSON-encoded responses. Refer to the API documentation to reliably fetch data.

Upload forms

To upload forms or other supporting documents:

1. Click the upload button.
2. Select the form or document you would like to upload. At this time, we only accept files with extensions noted below:

MIME Type	Extensions
application/csv	.csv
application/msword	.doc, .dot
application/vnd.openxmlformats-officedocument.wordprocessingml.document	.docx, .dotx
application/pdf	.pdf
application/vnd.ms-excel	.xls
application/vnd.openxmlformats-officedocument.spreadsheetml.sheet	.xlsx

3. Click Submit.