Form Management – Manually Sending to Clients

Once your forms are made, they can be either sent to clients manually or be set up to send automatically. To learn how to automate your forms, Click Here.

Sending From Client Menu

From the Client Menu you can send the Forms directly for the clients to receive.

  • Select the Client Menu
  • Search or Press on the client you are sending the Form
  • Click on Forms tab
  • Press Send Client a new Form
  • From the window that pops up, Select the Form the drop down list
  • The Form will now be listed as Sent, then when the Form is opened you will see the that the client has opened the Form and when it is Submitted