How to Have a Client Sign Only Consent Forms

If you want to send a single consent form to a client, refer to this article. If you want to send more than one consent form please keep reading.

In this scenario, consent forms need to be linked to an Intake Package. To create an intake package that contains only consent forms (no questionnaire), follow the steps below:

  1. Navigate to "My Forms".
  2. Click on the green box "+ New Template", give the form a name, and click "Continue".

You now have an empty intake package that doesn’t contain a questionnaire. We suggest you add a field with instructions to it. To do this, click on the green "Add New Question" button, select the question format "Section Title / Note" and inside the "Section Text (Optional) box, type whatever instructions you want to give your clients.

You may now click on the "Consent Forms" button and select any forms you would like your clients to sign (select them in the order you want them to appear on the form). Now click on "Preview" to see what the form will look like to your clients:

If all looks right, click on the menu "Send to Client", or click on "More > Get URL" if you want to place the link to the forms on your website.

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