How to Send More Than One Questionnaire or Consent Form at Once

If you want to send more than one form to a client at once, you can do that by creating an intake package that includes all the forms that should be sent together.

An intake package is made of any combination of at least one form - may it be Intake Questionnaire or Consent Forms. You can have unlimited Consent Forms attached to one Questionnaire. There are four possible scenarios, and we will cover all of them below.

A) Package containing one Questionnaire + any number of Consent Forms:

1. Navigate to "My Forms" and click on the desired Intake Questionnaire.
2. Click on the "Consent Forms" button located on the toolbar.
3. Check the forms you want to attach to the Intake Questionnaire (they will appear in the order they are ticked).
4. Click on "Save".

B) Package containing more than one Questionnaire (with or without any Consent Forms attached to it):

1. Create a new Questionnaire by going to "My Forms" and then clicking on the green button "Create New" that is under "Intake Questionnaires" - enter a name for it, this will be the new form basis for the Package.
2. Now go back to the menu "My Forms" and click on the Questionnaire you wish to have its content included on the Package.
3. Tick the very first box (right by the form's name) on the top left.
4. Click on the red button that says "Copy to" and choose the newly create form - you will have the whole form copied to the new package.
5. Repeat steps 2, 3 and 4 with the second (and so forth) form you want to add to this package.
6. If you also want to attach Consent Forms to the package, go back to it, click on "Consent Forms" and tick the boxes for such forms.
7. Click on "Save".

C) Package containing parts (not the whole) of different Questionnaires

1. Create a new Questionnaire by going to "My Forms" and then clicking on the green button "Create New" that is under"Intake Questionnaires" - enter a name for it, this will be the new form basis for the Package.
2. Now go back to menu "My Forms" and click on the Questionnaire you wish to have its content included on the Package.
3. Tick the boxes to the left of each of the questions that should be copied to the new package.
4. Click on the red button that says "Copy to" and choose the newly create form - you will have all these questions copied to the new package.
5. If you wish to add certain questions from another form to the package, repeat steps 2, 3 and 4 with the other form's content.

D) Package containing no Questionnaires + any number of Consent Forms

1. Create a new Questionnaire by going to "My Forms" and then clicking on the green button "Create New" that is under "Intake Questionnaires" - enter a name for it, this will be the new form basis for the Package.
2. Click on the "Consent Forms" button located on the toolbar.
3. Check the forms you want to attach to the Intake Questionnaire (they will appear in the order they are ticked).
4. Click on "Save".

Consent forms will show up at the top of your intake package by default, but some users prefer them to be at bottom, after the main questionnaire. To move the consent forms to the bottom, see the following article: How Do I Place Consent Forms at the Bottom of an Intake Package?

If you have Rules/Skip Logic applied to a questionnaire, those won't be copied with the questions, but you can re-add such rules by following instructions in the following article: Conditional Questions and Skip Logic