Hi Dawn, we've found that this process (both what fields are required on the form and how the routing works) varies from organization to organization, so it's likely that even if someone else here has created a similar process, you'd still need to modify it to fit your needs. One resource that may be helpful to modifying the Forms templates is the library of short tutorial videos on our Support Site: https://support.laserfiche.com/gallery/list#/list. You can navigate to the Forms section for forms-specific tutorials.

Hope this helps!