Create a form

Send a form

Save form as template so you can reuse it with other clients

Complete a form

Go to the Client Records page

Go to a client and select 'Create note'

Click on the '+' icon in the toolbar

Choose the field type you want i.e short text, multiple choice, etc. To learn more about how to use fields, click here

If you would like the client to be required to answer a specific field, select the toggle that says 'required'
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Click the 'share' button

Choose the client and/or a relationship of the client

Make sure to choose 'responder' next to the client's name and/or the relationships you have added. The 'Responder' option will only show if you have added fields
​Note: When sharing the form, all responders will be editing the same document. To send different clients their own fillable form proceed to Saving a form as a template so you can reuse it with other clients

Adjust the email text if needed and select Send
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Navigate to the templates library

Select Use Template on the template you would like to use

The note modal will appear, asking you to choose a client/ contact

Select the client you would like to save the form to

You can also create a note in the client's record and choose the template from the template library in the note modal

Select complete to save to your client's records or select share to send the form to a specific client
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Clients will receive an email with a link to fill out the form, they can also find the form in their portal

Skip or sign in

Fill in all of the input fields

Submit the form
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