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How to Send forms to Clients

Updated over 2 years ago

Sharing Forms With Clients


To share forms with a client, you will first need to add templates to "My Form Templates" in Papers.

2. Navigate to Clients in the left menu

3. Select the client you want to share forms with.

4. Click on the "Forms" tab.

5. Click on the "Share" button

6. This will display the list of all forms available to share with your clients.

7. Select the forms you would like to share.

8. Click "Send" to share the forms.

9. The shared forms will be listed in the "Forms" tab on the client's profile.


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