Re-sending a document
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I sent a release form that was incomplete.  I have fixed it and want to send it again, but the program doesn't want to allow this - presumably because it doesn't want to send extras to a client.  Does anyone know how to accomplish this?

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    Gillian

    Hi Hillery, to remove a shared Intake Form from the client's Portal and share it again, you can click the X button next to the Intake Form under the Shared With Client section on the client's Overview page. Then, click the Share button on the same page to resend the form. 

    Hi Hillery, to remove a shared Intake Form from the client's Portal and share it again, you can click the X button next to the Intake Form under the Shared With Client section on the client's Overview page. Then, click the Share button on the same page to resend the form. 

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    Hillery Keith

    Thank you - I was able to figure it out!  I appreciate the response.

     

    Thank you - I was able to figure it out!  I appreciate the response.