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Where are the completed intake forms?
Where are the completed intake forms?

Filled in forms are available in the client paperwork section and can be downloaded as PDF

Olivier Mills avatar
Written by Olivier Mills
Updated over 2 years ago

When a client or lead completes a form, the information is stored within the client information and a copy of the completed form is available in the "Paperwork" tab of the client.

You can download the completed form by printing it "as PDF" from your browser (File > Print)

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