Create Mandatory Client Acknowledgement Fields in Intake Form

The Client's signature is collected at the end of each form before they submit their Forms.

If you would like Clients to acknowledge specific fields on an individual form, you can add mandatory fields that the Client must acknowledge before moving on.

Add Required Client Initials Field

1. Click and drag and drop the Text Box button.

   

   
    
2. Label as Client Initials.
3. Check the box for This field is required.

   

   
    
4. Move the field to the bottom of the Form.
5. Click Save Form in the top right.

   

   
   
    

Add Required Date Read Field

1. Click and drag and drop the Text Box button.
2. Label as Date Read.
3. Check the box for This field is required.

   

   
    
4. Click Data Type and select Date.

   

   
    
5. Move the field to the bottom of the Form.
6. Click Save Form in the top right.

   

   
   
    

In the Client Portal, the Client will need to enter their initials and mark the date before they can move on to the next Form.