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kristhehealthcoachAsked on August 23, 2019 at 9:37 AM
Hi there, I'm a new coach and looking at using your services as a way of getting electronic forms to and from clients. Can your site/services provide this? I have about 5-10 forms I use on a regular basis for my business. As it is now, I send (email) PDF or Word documents and the client fills them out and sends them back. There have been constant issues with this. I'm looking to streamline this process.
Thank you,
Kristin Allen
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kristhehealthcoachReplied on August 23, 2019 at 9:56 AM
Hi there, I just discovered/learned how to send what I created via email. Never mind the above question. I just need to become better acquainted with your system.
Kristin Allen
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John_BensonReplied on August 23, 2019 at 10:40 AM
Glad to hear that. You are correct, you can just share the direct link of the form to your clients via email.
I recommend you check the guides below to know more about our platform:
How-to-Create-Your-First-Web-Form
Setting-up-Email-Notifications
Setting-up-an-Autoresponder-Email
How-to-Set-a-Field-as-Required-or-Non-Required
How-to-Add-a-Widget-to-Your-Form
If you have any questions, please do not hesitate to contact us.