Paperless form and note sharing enables you to send information to be viewed or completed by your clients.
In this guide, we’ll cover:
Send a note for the first time
Once you have created a client, you can send them a note. To do this:
Navigate to the Client page
Go into the Client Record
Select the Create Note button on the upper right corner
Write the note you would like to share.
Click the Share button in the upper right concern of the note modal
Select the recipient from the drop-down
Review and adjust note access type (viewer or editer)
Click Send button
Send form or template for the first time
Once you have created a client, you can send them a form or template. To do this:
Navigate to the Client page
Go into the Client Record
Select the Create Note button on the upper right corner
Click the template icons on the bottom left of the note modal.
Select a template from your team or community collections
Click the Share button in the upper right concern of the note modal
Select the recipient from the drop-down
Review and adjust note access (view or edit)
Click Send button
Sharing permissions
Editor
People can make changes, and share the file with others.
Viewer
People can view, but can’t change or share the file with others.
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.