Before you start
Open the correct client's workspace. Review any starter form and adapt it to your practice before using it.
Follow these steps
1. Choose the client
Open Clients and choose the intended person. Check their name before adding shared work.
Open clients2. Prepare a form
Open Forms in the client's workspace. Choose a Template when offered and select Create form. Review and edit its wording, questions, and consent terms, then use Save draft.
3. Assign and check the form
Select Assign to client, review the version you are sharing, then select Confirm. Check its status afterward. A form is not signed until the client completes the signing steps themselves.
4. Review the client's completed form
Return to Forms in the client's workspace. Open the form to check its answers and completion or signature status. If it is still waiting, ask the client to open their portal and complete it.
What happens next
The assigned form appears in the client's portal. A saved draft stays private until assigned. Clients complete and sign their own forms; assigning a form does not sign it for them.
If you get stuck
- The client cannot see the form.
- Check that their portal invitation was accepted, that you selected the correct client, and that the form was assigned successfully.
- Where do I upload a document?
- Use Messages & files in the client's workspace. A document upload and a form assignment are separate tasks.
Still need help? Contact support. Tell us which page you used and what happened. Leave out passwords, payment-card details, and private client information.