You can send a form to a client from either the Contacts list or the Templates list.

From the Contacts list

  • Go to the Contacts section
  • Find the contact to whom you want to send a form 
  • Click the Send button to the right of the contact name
  • In the Send Form dialog, select a template and choose to send it via Email, SMS, or both
  • You can also schedule to send it later
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From the Templates list

  • Go to the Templates section
  • Find the form you want to send from the list of templates 
  • Click the Send button to the right of the form name
  • In the Send Form dialog, select a contact and choose to send it via Email, SMS, or both
  • You can also schedule to send it later