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Adding a form to the client portal
Adding a form to the client portal
Add a form straight to the client portal without sending an email. Great for when you have lots of forms!
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Updated Feb 23, 2023

Add multiple forms to the client portal instead of sending an email for each form. That way, you simply can email your client the link to the client portal to review all their documents!


In this article:


Add a form to the client portal

To add a form to the client portal, you must first add the form to the client’s project.

  1. Go to Projects and select the client.

  2. Click on the Forms tab.

  3. Click the Add new form dropdown to choose your form. A popup appears.

  4. Click the dropdown arrow next to Add and choose Add to Portal.

arrow pointing to dropdown to add to portal

👋 Here’s a tip… You can also add the form to the client’s Forms tab first, then hover over the form and click Apply to Portal.

arrow pointing to apply to portal

FAQ

Is an email sent to the client to alert them of the new form?

No. Clicking Apply to Portal only adds the form to the client portal — your client doesn’t get any notifications or emails. Make sure to communicate with your client by sending them an email with their client portal link.

Do I have to use the client portal?

Nope! Clicking Send will send the form in an email. The client portal is only required when sending private forms.

How do I know if the form was successfully added to the client portal?

The Sent badge indicates that the form is now available in the client portal.

arrow pointing to sent badge

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