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How do I send a form to a client?

Sending a digital form to a client

J
Written by Joanna

You can send a form request from the ‘Create’ menu at the top of the screen.

Or from within a conversation

Once selected, a list of all your published forms will display on screen, where you can select which one to send to your client.

Follow the on-screen prompts until your form has been sent.

A message will display in the client conversation showing the form has been sent to the client:

Note: For SMS messages, the form will be sent to the client as a plain URL.


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