Sharing intake documens

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Maggie Vlazny

• February 13, 2021 16:19

Hello, I've had no problem with this, have not changed any settings, yet when I try to "share". inatke forms with new clients they don't go. Instead the check marks are all grayed out.

Any ideas? Help! 

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  Ruth

  • February 23, 2021 20:55

  Hi Maggie, this means that you've already shared these documents with your clients. You can direct your client's to login to their Client Portal by sending them a secure message with your Client Portal link. Go to Settings > Client Portal > Copy the link and go to your client's file > hit the Message icon to the top right and paste the Client Portal link to send it to your client. Once they enter their email address in the Client Portal link's form field, they'll get an email login link and they can click the Documents tab to see  and complete all the documents and forms you've sent them! You can send this guide on How to Login to the Client Portal in your secure message so they know how to sign in and fill out their intake packet!

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