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 open a new digital form for a client?
• 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?
• How do I view / edit / review / complete a client’s digital form?
• How do I send a digital form to a client for signing?
• How do I send a digital fact find to a client?