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