Docketwise allows you to build customizable intake questionnaires using Docketwise's questions and the ability to make any customized questions that can be shared with clients. To learn more about Custom Intakes, click here.

To send your client the Custom Intake, you have a few options:

• Email/SMS

• A shareable link

• Sharing to the client's portal.

In this article, we will be covering the following topics:

1) Sharing a Custom Intake upon creating a client or new contact

2) Sharing a Custom Intake upon creating the Smart Form

3) Sharing a Custom Intake after creating it in Smart Forms

4) Sharing a Custom Intake to the client's portal after creating it in Smart Forms


1) First let's look at how to share a Custom Intake upon creating a client or new contact:

Here, you can share Docketwise's pre-made 'Contact Questionnaire' or any one of your Custom Intakes. These options only will allow you to share via Email or SMS.


2) Next, let's look at how to share a Custom Intake upon creating the Smart Form:

Here, we can create a new Smart Form for our client that contains all of the questions in either Docketwise's pre-made 'Contact Questionnaire' or any one of your Custom Intakes.

Before creating the form, click the final checkbox under the option for selecting the primary contact for the forms.

Remember, you must enter the client's desired contact info before being able to send it this way. These options only will allow you to share via Email or SMS.


3) Now, let's take a look at how to share a Custom Intake after creating it in Smart Forms:

Once you have located the Custom Intake Smart Form, you can simply navigate to it.

Once there, under "More Actions" in the top-right of your screen, select "SHARE".

Here, you will have the option to share via Email, SMS, or by copying and sending a shareable link with your client.


4) Finally, let's take a look at how to share a Custom Intake to the client's portal after creating it in Smart Forms:

Once you have located your Custom Intake Smart Form after accessing the "Forms" section of your dashboard, you will be able to share it to your client's portal.

Simply check the box that corresponds to the client's Custom Intake, click the "More Options" button, and select the option, "Share to Portal".

If you have not set your client up with a portal, please click here to learn more.

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