Sending Intake Forms

When looking at client profiles, I am able to send documents from the documents tab but unable to send my intake form from the intake forms tab.

It would be a lot easier workflow wise if I was able to send everything to a specific client when looking through their profile.

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Upvoters
Status

In Review

Board

πŸ“₯ Feedback

Date

About 1 month ago

Author

Elly Glenn

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