Forms, Homework Questionnaires, and Documents
Forms, Documents, Addendum, and Homework Questionnaires
17 articles
What is the difference between documents, personal documents, and supporting documents?
How to Use Documents?How to upload documents? How to upload more than 1 document? How to delete documents?
What types of files can be uploaded in Documents?
How to Update Document's Title?
How to Delete Documents?
How to share documents with clients?
What is Homework?How to Use Homework? How to upload homework document? How to add Homework Questionnaire (HQ)? Can I assign Homework to Staff?
What is an Addendum?How to Use Addendum?
How to add Supporting and Personal Documents?What is the difference between personal and supporting documents? How to upload larger size of document?
How to Work with Forms?How to autofill a client's profile to forms? How to add/remove forms? When I need to click save before download? How to add notes in Forms?
What is a Clipboard?How to use clipboard? Where I can put some additional information for forms?
How to Combine Forms for Ease Printing?How to combine more than one form?
Can fonts shrink in a long text field within a Form?
What is Stickies?How to use stickies? Can I download the stickies? What if I don't want to download the stickies?
Customize Form Names to Suit Your NeedsUpdate form names, How to edit form names
Duplicating Homework Questionnaires
Autofill Forms: Copy to New Edition & Autofill from Previous Edition