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Uploading intake documents

The documents you upload here will have the option to be shared with any client you choose. If you'd like to learn how to add documents to share with only one client, click here.

  1. Go to My Account > Settings > Client Portal
  2. Click on the Shared Documents and Files tab.  You have multiple options for adding documents that you can later share with your clients.

 

Here you can...

  1. Click Create and customize Intakes, Notes, & Forms to create web-based questionnaires for your clients to fill out as Signable Forms or as PDFs for download.
  2. Add practice documents to this page, either as text files or PDF forms.  
  3. Customize your Client Portal Message to reflect the needs of your unique practice.

 

 

About the text & PDF files

  • When you upload a PDF, you will be asked if you wish to include this form as part of the standard intake forms. Please uncheck this box if you do not. You can always check off any of the forms you wish to include when sending the intake.
  • Text files (that you build in SP by clicking "Add New") are for signature only when you share those documents with clients.  
  • PDF files that you share can be downloaded, but not filled out or signed by clients.
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