How Do I Send a Consent Form to a Client?

To send only one consent form to a client, without the need to create an intake package, follow the steps below:

  1. Navigate to "My Forms" and open up the consent form you'd like to send.
  2. Click on the "Send to Client" link in the left menu.
  3. Type the client’s name and email.
  4. Click on "Send Form".

This will create an intake package on the fly, containing a single consent form.

If you want to put a consent forms public URL on your website, click on the "Get URL" link in the left menu. To send multiple consent forms to a client at once, you’ll need to create an intake package. 

The following article will explain how to do this: How to Create an Intake Package

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