Home Client Portal How to create and send a form client request

How to create and send a form client request

Last updated on Apr 04, 2026

  1. Setup and Templates

    • 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

  2. Form Creation

    • 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

  3. Client Interaction

    • 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

  4. Completion and Access

    • 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