Copy Dynamic Forms to Intake Forms

If you created any Dynamic Forms that you would like to use as Intake Forms in the Client Portal, you will need to copy it to the Client Portal.  Forms are saved as PDFs on the Client's General Documents tab.

Related Articles:

• Create New Dynamic Form
• Duplicate Dynamic Form
• Edit Dynamic Form
• Set Default Intake Forms
   

Copy Form to Client Portal

1. Click Dynamic Forms in the primary navigation bar.
2. Locate the desired Dynamic Form to add.
3. Click Copy to Intake Forms in the Actions menu.
   
    
4. This Form will now be available to Send via Client Portal.
   

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