Transferring a Form Template to Another Practitioner

IntakeQ allows the account administrator (or an assistant with the Administrator user role who is controlling the admin account) to send form templates between each other, provided they are under the same organization account. The animation below shows how to send a questionnaire to another practitioner from the "My Forms" page.

Please note that transferring a form will remove the form from your collection and insert it into the other practitioner's collection. In case you want to keep a copy of the form for yourself, make sure to duplicate the form first.

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