Sending a Form

Once you’ve created your form in Form Builder, you're now able to send a Form. There's a couple of different options for this:

Sending a form to a Client
Sending a form to an Employee
Adding a form to a client record, for an internal procedure

Sending a form to a Client

To send a form to a client, go into a Client record.

Click Add New in the top-right hand corner

Select Form Request



On the next screen:

The client will automatically default to the client record you're on

You can personalise the invitation text to your client, this can be formatted and even include links if needed

Select the form you want to send to your client

Once you've selected the relevant form, click 'Send Request'



Clients must have write access on their client portal, in order to complete form requests

On the next screen, you can see the Form Submission Requests. Once a client has completed a form request, this will change from No to Yes



The client will receive a notification on their Client Portal dashboard, to inform them they have a form to complete



Once the client clicks View, they'll be taken to the form submission request screen. To edit the form, they need to click the pencil icon



Clients can then:

Update their details, as request in the form
Save Progress as they go
Submit the form, once completed



Once the form has been completed by the client, you will receive a notification in your own dashboard to confirm completion



You can then go in and view the submission and details of the form

Sending a form to an Employee

To send a form to an Employee, go into an Employee record:

Click Add New in the top-right hand corner

Select Form Request



On the next screen:

You can personalise the invitation text to your employee, this can be formatted and even include links if needed

Select the form you want to send to your employee

Once you've selected the relevant form, click 'Send Request'



On the next screen, you can see the Form Submission Requests. Once an employee has completed a form request, this will change from No to Yes



Your employee will receive a notification on their dashboard, informing them they have a form to complete



Once the employee clicks View, they'll be taken to the form submission request screen. To edit the form, they need to click the pencil icon



Employees can then:

Update their details, as request in the form
Save Progress, as they go
Submit the form, once completed



Once the form has been completed by the employee, you will receive a notification in your own dashboard to confirm completion



You can then go in and view the submission and details of the form

Adding an Internal form

To add an internal form, related to a client, go into a Client record.

Click Add New in the top-right hand corner

Select Form Request



On the next screen:

You can personalise the text to label the form request

Select the form you want to send to attach to the client record

Once you've selected the relevant form, click 'Send Request'



This then creates the form against the client record, but is not viewable by the client via their portal access.

Adviser Portal:

vs

Client Portal:

To complete the form, go into the Form Submission Requests screen via the client record (as above) and click into the form you want to update

On the next screen, click the pencil to go in and edit the form



You can then:

Complete the relevant details
Save Progress, as you go
Submit, once completed



Via the Form Submission page, you can view the details that have been put into the system

Updated on: 25/07/2024