Clients' ability to edit documents they already submitted

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Devora Weinapple

• October 04, 2020 18:34

Is it possible for clients to edit documents, ie a questionnaire, that they have already submitted through the client portal?  

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  Ayelette

  • October 08, 2020 17:34

  Hi there, Devora,

  While clients are not able to edit forms that they've already submitted, you can re-send them a copy of the form so they can include their updated information on the new form.

  If you'd like any guidance on resending forms to clients, feel free to check out this Help Center guide: What if I need to resend a form to a client?

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  Christie Rall

  • November 02, 2020 20:31

  My question how can I read the response of a form a client completed on the portal?

   

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  Ruth

  • November 04, 2020 19:52

  Hi Christie, you can click on the completed forms from the SHARED WITH CLIENT box to the bottom right of your client's file. The completed forms will be linked. If your client hasn't completed the form, you won't be able to click on it. Hope that helps! 

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  Debiruth Stanford

  • December 15, 2020 17:03

  So new twist on the first question... can I send a client a copy of what they submitted to the portal and do so DIRECTLY from the portal rather than downloading it as a PDF and then emailing it?

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  Ruth

  • December 17, 2020 01:09

  Hi Debiruth, once your client has signed a Consent Document through the Client Portal, it'll automatically appear in the Uploaded Files section when you go to Share new documents with your client. Consent Documents are also accessible to your clients after they've signed them in the Documents tab of their Client Portal. Intake Forms that they fill out and sign will not be available to your clients after they've completed them. Intake Forms also won't automatically be added to your clients' Uploaded Files either. You'll have to click on the completed Intake Form > Download PDF and then hit the Upload button in your client's file before clicking Share to send the completed form. 

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