Allow Clients to Download Signed Forms

Clients can download a copy of their signed forms as a PDF file. This is an option you can enable or disable on each intake questionnaire/package you create.

1. Click My Forms and open the questionnaire.
2. Click the three dots icon and select Settings.
3. Check that box labeled Allow client to download intake after submission.
4. Now, when your clients submit an intake package, they’ll be presented with the option to download their completed forms.