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Can you add more than one intake form and send multiple intake forms in the one email?

Hello @Cath - PLQ 

You can do this using copy and paste.  Steps to take are as follows:

  • On the matter go to the intake tab
  • Choose share form
  • Pick the email option
  • Have it open the email, but dont’ send it yet
  • Go back to the Intake tab
  • Choose the next form you wish to share
  • Pick the email option
  • When this email opens, copy the link from here to the original email that opened.
  • Repeat until all forms you wish to send are copied to the original email.
  • Send the email with all of the forms and simply close and do not save the others.

 


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