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6 comments

  • MC Edwards

    Can you be more specific about the trouble you are having so the community can assist?

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  • Robin Seymour

    I am so frustrated at this point to not have some kind of live support

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  • Robin Seymour

    I’m about to dump this program it is literally one of the simplest tasks and I can’t find out how to do it correctly

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  • Alexandra Fox

    I too want to know how to send this form to my client for signature

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  • MC Edwards

    Here is what I've done previously for clients: I create a custom form, named for them, that I pre-fill out and then it just requires the e-signature. Copy your existing Release of Info form and name it with the client's initials. Edit it with the info that needs to be there, then share that doc with the client.

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  • Robin Seymour

    You can’t fill out a release and just send it for signature

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