GTM Forms User Guide

GTM Forms User Guide

Welcome to the comprehensive GTM Forms user guide. This documentation will walk you through all aspects of using GTM Forms, from initial setup and account management to completing and submitting VA documents. Whether you're a Case Manager (CM), Case Support Associate (CSA), or a veteran client, this guide provides step-by-step instructions for navigating the platform effectively.

Chapter List:
  1. Understanding Account Types
  2. Managing Passwords
  3. Single Sign-On and CRM Integration
  4. Creating and Managing Forms
  5. Completing Forms - Client Perspective
  6. Completing Forms - CM Perspective
  7. Document History and Tracking
  8. Client Management
  9. Settings and User Profile

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