Hi, I'm new to SP and trying to send some intake forms to a new client. I've gone through Settings to Notes and Forms and have chosen the default forms I want to be included in the intake packet. I see them in the Client Portal/Shared Documents and Files, but when I go to email a client the only document options are the consent forms and one of the assessment forms. How do I get the intake forms and questionnaires to become available to send to clients throughthe portal?
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