Permissions

Only the Organization Administrator has permissions to add custom forms to the Client Portal. 

Before You Begin

When forms are completed on the client portal they are saved as PDFs on the client's General Documents tab. 

Copy Form to Client Portal

  1. In the primary navigation bar, click on Custom Forms.
  2. Click on Manage All on the sidebar.
  3. Find the custom form you wish to copy and click Copy to Client Portal.
  4. Navigate to Organization > Client Portal > Intake Forms tab
  5. Find the form you added and click "YES" for it to be included in the intake form packet clients complete in the Client Portal
  6. Click Save. 

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