Can Clients Download a Copy of their Signed Forms?

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

To enable this feature please follow the steps below:

  1. Navigate to "My Forms" and open the desired intake questionnaire.
  2. Click on "... > Settings".
  3. Check that box that says "Allow client to download signed consent forms".

Now, when your client submits an intake package, they’ll be presented with the option to download any signed consent forms.

Still need help? Contact Us Contact Us