CWS-CARES Public Library

State and County Forms in CWS-CARES

Thursday, 19 Jun 2025

Goals and Objectives

A critical goal for CWS-CARES is making forms and documents efficient for workers to generate and manage, and to standardize statewide forms in one system. The CWS-CARES project understands that counties have their own custom forms and may have unique document generation requirements; CWS-CARES will support document generation for both Microsoft Word and Adobe Experience Manager (AEM) templates. Due to state requirements, all forms must adhere to the ADA guidelines as a development best practice. 

Training for Forms Authors​

Training for County forms authors consists of self-paced training and hands-on virtual training sessions. Self-paced training covers 12 lessons that focus on understanding and building PDF forms. Hands-on training covers Document Generation Solution components, eSignature, Forms Workspace access, template design considerations and development, testing, migration, and deployment. Hands-On Training for Cohorts 2 and 3 is scheduled for July 2025. Training for Cohort 4 will begin in August 2025.

Improvements from CWS/CMS​

In CWS/CMS, counties were limited to 200 forms. CWS-CARES does not have a limit on the number of forms that counties can build and make available to their county workers. County Forms Authors will be able to map data fields from CWS-CARES to forms so that data is automatically populated when the related document is generated by a worker. County Forms Authors will also be able to download any statewide form built in CWS-CARES, customize it for their county’s requirements, and save it for their workers to use. 

Progress Updates​

  • All counties have been given an inventory of their county specific forms which are available in CWS/CMS. ​

  • A tracker, ‘CARES Forms Tracker’ is available in the CARES Forms Workgroup Team(s) channel containing the state forms for CARES V1 development. ​

  • A Forms Workgroup was created to support counties with forms management. Please contact them at otsicwdscaresforms@otsi.ca.gov with questions.​

  • The Project has provisioned a new environment specifically to support county forms development activities.


Originally Published in the CWS-CARES Explorer.

Product Features, Data and Interfaces