Sending Paperwork
Sending paperwork to a client to complete is done so through their client profile. Any document or form template saved to your account has the ability to be fillable, and signed electronically through Doulado.
Clients do not need access to their "portal" to view and fill out paperwork. When you send paperwork, a client receives an email notification which has a link that brings them directly to the paperwork. If they do have portal access, they can also login to view and fill out paperwork.
Documents and forms can be filled out entirely by your client, filled out by the doula sending it and the client, or only by the doula to notate things about the client journey!
To send paperwork to a client, follow these steps:
- Navigate to the client profile
- Select the paperwork tab at the top
- Click send new paperwork at the top right
- Select the document or form you would like to start
- If "allow customizations before sending" is turned on in the template, you will come to a screen where you can change or customize this template for this specific client. This is not where you will fill in the fields, but you can add or remove wording if needed. When you are done, or if you don't need to customize, select continue.
- The "Fill Document Fields" screen is where you fill out any fields that you need to, as the doula. Anything that you fill out, will not be fillable by the client. Anything that is not filled out, and required, will need to be filled out by the client. Once you are done with your part, you can click continue.
- On the last screen, you will select your sending options, visibility settings and have the option to add in a note to the email notification. When you are ready, select send now!
Your notification emails can be customized to suit your business, and branding but here is an example of a notification that a client would receive when they have a new document to fill out!
