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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In Review
π₯ Feedback
About 1 month ago

Elly Glenn
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In Review
π₯ Feedback
About 1 month ago

Elly Glenn
Get notified by email when there are changes.