You can send multiple forms at once in your client's file.


  1. Go to the FORMS tab and click on the plus symbol to attach your forms
  2. Select the forms you would like to send
  3. Hold down on one of the forms and you will be given the choice to select multiple forms at once
  4. When you're ready to send, click on the arrow button

Your forms will be sent by SMS and email.

This is how clients will see your form. Each form will be sent in a separate email for clients to review and sign. The completed form and any edits will then be saved under their client file.

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