When sending out a form via email:

  • Go to the desired matter’s page
  • Click “Add Single Item” and select “Prepare Form”
  • Select a form from the dropdown
  • Select which contact in the matter to send the form to
  • Click "Prepare Form" when ready
  • Choose to “Email Form Link”
  • Click “Send Form”
  • Prepare and send the form email
  • Pick a due date
  • Choose a time to remind the contact via the dropdown
  • Click "Save Reminder"

Add a reminder to an existing form from the workflow:

  • Go to the desired matter’s page
  • Find the form on your workflow checklist
  • Click “Options” and select “Set Due Date / Set Auto Reminder”
  • Select a reminder time from the dropdown
  • Click “Save Reminder”

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