Smart Forms are sent via the direct message pathway, so to send a smart form you'll need to have:
An email address for the recipient
A mobile number for the recipient
SMS credits on your account

When you send a smart form, the recipient will receive an email containing a link to the online portal, and a SMS containing an access code to 'unlock' it.

To send a Smart Form:

Click on Create -> Form/Assessment

Choose which form you'd like to send and click on the icon at the end of the row under the Smart form heading.

NOTE: Do not open the form and then send it to the client using the icon at the bottom right of the screen, as this will send it in a non editable state:



Select a recipient from parties linked to your active client:



Enter a message, choose an expiry date and click Send:



You'll then see confirmation that your message has been sent.

Published on: 25 / 11 / 2020