Quick Tip: Sending Paperwork

Watch this week’s Quick Tip video to learn how you can:

• Set up reusable templates with fillable fields for anything that changes per client
• Use pre-fill settings for both you and your client to save time and reduce errors
• Send paperwork for clients to complete, or have it returned to you in draft mode
• Avoid common issues by marking your fields optional when needed (like provider signatures)
• Customize documents before sending, or skip that step for a faster workflow
• Sending paperwork doesn’t have to feel clunky. Once your templates are set up correctly, the entire process becomes smooth, repeatable, and easy for both you and your clients.

Bonus Tip: If your client can’t submit a form, check if a required field (like your signature) is blocking them. Making those fields optional can save you a lot of back and forth (if you are filling them out after the client)!