Guides
Managing Passwords
How to Reset Client Passwords Case Managers have two methods available for resetting client passwords: Method 1: From Client Profile Navigate to the client's profile page Locate the "Client Profile" dropdown menu Select "Generate Temporary Password" ...
Single Sign-On and CRM Integration
GTM Forms integrates with CRM systems through single sign-on (SSO): Click the GTM Forms button within the CRM System automatically logs in using CRM credentials Once signed into the CRM you will have access to all leads assigned to you. If no GTM ...
Understanding Account Types
GTM Forms uses two distinct account types, each with specific permissions and access levels: CM (Case Manager) Ensure all required forms are completed accurately and meet VA standards Full access to client management, form generation, and document ...
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 ...
Completing Your Forms in GTM Forms
This guide will walk you through how to access your GTM Forms account, complete your forms, and submit them for review. Follow the steps below to ensure your information is submitted correctly. Step 1: Check Your Email for Your Account Setup After ...
How to Log In to GTM Forms
Overview This article explains how to log in to GTM Forms and access internal documents and statements, including the 4138 Document and IVA (Initial Veteran Assessment) Document. Step 1: Open the GTM Forms Login Page Open your web browser and go to: ...