To create a group of the forms that you use most often use the Forms tool. Click Forms on the tool bar and click My Groups. Click New to create a New Form Group. Enter the Form Group Name and Description (optional). Select a group or use search with key words to see a listing of the available forms. Use the arrows or double click to include or remove forms from the current form group. Click Save to create the group.
e.g. XYZ Client always requests a copy of my license, E&O Insurance, an Appraiser Independence Certification, and a USPAP 2014 addendum for every job I complete for them.
TIP: You can clone an existing Form Group as a starter for your own custom group.