Intake Forms
Create and send intake forms, embed them in your website and more.
- Anonymous Forms
- Faxing Documents from IntakeQ
- How to Use the Journals Feature
- Sending Scheduled Forms
- Advanced Form Creation
- Rating Scales
- Editing a Submitted Intake Form
- Intake Forms on the iPad
- Task Automation (Processes)
- How to Create an Intake Package
- Allowing Clients to Download Signed Forms
- Native PDF Consent Forms
- Previewing Converted Forms
- How Do I Send a Consent Form to a Client?
- Pre-Filling Forms Before They Are Sent
- Copying Questions to a Client Note
- Customizing Form Reminders
- How to Partially Fill Out a Form Before Sending it to Clients
- Optimize Your Email Deliverability
- File Management