Start by exploring default templates under "Forms." If none fit your needs, create a new form

Add questions using various types (e.g., single choice, file uploads) and mark essential fields as required to ensure completeness

Use templates to save time or build from scratch. Fill in basic details like task and internal assignments

Configure the email sent to clients for clarity and set up reminder emails for follow-ups

Clients receive an email with a portal link, where they can fill out forms and use real-time chat for questions

Notifications are sent for client messages, enabling timely communication without constant login

Completed forms are marked as such in the system and accessible under the "Forms" tab in the client workspace

Downloadable files from clients are available for review