Sending and recieving forms to clients

  • kristhehealthcoach
    Asked 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

  • kristhehealthcoach
    Replied 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

  • John_Benson
    Replied 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-View-Form-Submissions

    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.