• Exporting Your Clients' Data

    This great tool allows you to export data to a CSV file (comma-separated values), which can be opened in Excel and many other applications.

    Check out this article to learn more about it.

  • Insert Fillable Sections in Your Consent Forms

    Some consent forms might require more input from your client than just their signature. Now you can add input fields/forms into it to gather extra information and we made it a very user friendly tool. Check out this article to learn how to insert both types of fillable sections to your form.

     

     

  • Custom Header in PDF Forms

    Some clients might prefer to fill out intake forms the old-fashioned way – on paper. If your form’s header is colourful or flashy, you can design an alternative header for its PDF version.

    Check out this article for instructions on how to customize your PDF Form Header.

     

  • New Question Type: File Attachment

    We have just added a question type that allows your clients to attach files to the intake forms they fill out. It’s very easy to set it up, only three steps.

    Check out this article to learn about the feature and how to use it.

  • Offline Response Notification

    Some of your clients might prefer to fill out the forms in the old-fashioned way – by hand. If that’s the case, we will let you know your client has opted to do so. Check out this article to learn more about it.