How to Send Custom Forms to Your Clients

How to Send Custom Forms to Your Clients

September 13, 2023
By Simon Lacasse, founder

How to Send Custom Forms to Your Clients

What's New

Do you use AssisTime forms? If so, here are some new features you'll probably find very useful. If not, I still invite you to read this article, because you'll probably fall for electronic forms, which save you time and money. I'll also explain how to send forms by email.

AssisTime forms

Before going any further, if you don't use forms in AssisTime yet, I suggest you read the article Save Time and Money by Moving Your Paper Records into AssisTime!

New types of content in forms

Here are the two new types of content you can add to your forms.

  • Signature - Your client can sign the form you send them, either with their mouse on a computer, or with their finger or a stylus on a touchscreen.
  • Informational text / instructions - You can also write text for your client.

Sending forms by email through AssisTime

Now that your form templates are created, you can email them to your clients. After choosing a client, select Form and then Send a form to fill out in the client menu.

Form, Send a form to fill out

Next, select the type of form you want, then click Send to send the form to your client.

Selecting a form

I hope you like these features and that they help you in your work. Note that other features are available for forms. They are described in more detail in the article mentioned above.

Example of a completed form


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