How do I send a form to a client via email or SMS?
Sending a form to a contact.
Written by Cheryl Wakeam
Updated over
3 months ago
You can send a form to a client from either the Contacts list or the Templates 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
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