Digital forms

Overview

• How do digital forms work?
• How do I send my forms in to be digitised?
• Can I view digital forms for just one client?

Form Actions

• How do I view To-dos relating to Digital forms?
• How do I open a new digital form for a client or entity?
• How do I send digital forms in bulk to selected clients?
• How do I preview and pre-fill a digital form before sending it to a client or entity?
• How do I view / edit / review / complete a client or entity's digital form?
• How do I send a digital form to a client or entity for signing?

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