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.
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.
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.
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…
Make sure to check the settings you currently have for your forms’ layout, you might want to change it to a wider, “cleaner” version that has just been designed and added your settings. Check out this article to see how to change your form layout.
IntakeQ now supports conditional/skip logic questions. Hide or show certain questions based on a specific previous answer. The feature can only be applied to a multiple choice question. If you’d like to learn how to use it, check out this article.