Carepatron

Sending intake forms and documents to clients

How do I send the forms and documents to my client?

How to create and send forms to clients?
How to complete/submit forms as the client?

How do I upload a client document, photo, or video?

How do I add fields to templates or forms?

Learn how to send, edit and create forms, documents and intakes.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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