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Unable to send intake forms to new client

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3 comments

  • Diana Walla
    • Experienced SP user here and I am suddenly having this same issue. My documents are checked as default intake documents, but the Send Intakes window for the new client only lists a few documents as options, and does not include two of the default intake documents. Have not had this issue before.
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  • Stephanie Wolfe

    Please tell me you figured this out?? having issues with this now and i need to send intake paperwork out on Monday!!

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  • Diana Walla

    Hi Stephanie,

    Here's a screenshot of what they sent me. I still don't understand why it's necessary to jump through all these hoops for default forms, but it did work. And I do understand the urgency when trying to get paperwork out to a client! They need to have a better fix for this, but for now hopefully this helps...best of luck with it!

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