Send multiple forms at one time
K
Kimberly Koessel
Exactly! The only option is to copy all the questions from one "intake" into an existing intake which is entirely unreasonable and useless. With the exception of brand new clients, we will rarely ever send the exact same forms and screeners to every client. This is entirely cumbersome and nonsensical!!
B
Brittany Hunt
We just went through this with Intake training team- the easiest way to send multiple forms is through URL or URL redirect so when they submit one form, it takes them straight to the next. I would strongly prefer a package options for forms as well.