With the release of Secondary Intake Forms and Public Intake Forms, you now have the option to send a secondary form as a public form.

When you go to the Intake Form Templates section, you will notice there is no option for a public form on a secondary form. This is because the public form has to be tied to a parent property in order for the information to be sent back to the correct transaction. To send out a secondary form through a public form link, you have a couple of options.

The first option is to create an email, message, or text template using a merge field for the secondary intake form public link. This article goes over that in more detail: Merge Fields for Public Intake Forms.

The second option starts at the property itself. Find the property you want to send the secondary form for, and click on the corresponding icon, which can be found between the property details and property tabs.

This will open a side panel to the right with all the secondary intake forms available. If you are filling out the form yourself, you can click on the Process option to get started, but if you need to send it to someone else, click on the Public Form option to open the form. Copy the URL to the public secondary form and send it to whoever needs it.