To ensure that you can easily locate your forms, it is recommended that you create a specific folder to store your forms and a naming convention for them before you begin.  The following suggestions may assist you in determining the best way to manage your forms:

•      Do not store your forms on your desktop.  Store them in single folder so you can easily locate your forms.  You can use Finder to select a location and create a folder to store your forms:

•      Use Lobbying Disclosure Forms as the primary folder name for storing forms;

•      Create a naming convention to help you distinguish between template and completed forms:

•      Use Clientname_template for reusable forms;

•      Use Filingperiod_ clientname for completed forms;

•      Download the forms from the Lobbying Disclosure website instead of opening them in a browser.