• 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.

     

     

  • Parent, Guardian or Power of Attorney

    Sometimes a form is be filled out by a parent, guardian or power of attorney, and we thought it could come in handy to have it established right up front who is filling out the form.

    Check out this article to learn how to enable that option.

     

     

  • Questions "For Office Use Only"

    You might want to add to your forms questions that are “For office use only”. It’s very easy to do so, you only need to take one extra step and the question will be hidden when the form is filled out by the client and displayed to you, after the form submission. Check out this article to learn how to do that.