Start a Paperwork
A new paperwork can be created at any time, based one of your team's document or form templates, to be filled and signed electronically through Doulado. The progress made on completing a paperwork can be a collaborative effort, completed by any combination of the creator, other providers and the client.
- To start a paperwork, use the New Paperwork button within the Paperwork tab on the relevant Client Journey.
- Select the applicable document or form template.
- (Conditional): You may be prompted to Customize this instance of the template used for the paperwork, depending on the Default Sending Options chosen for that template. Click Continue once no further customizations are needed.
Customization includes things like adding, moving or removing fields, changing document text, or editing the name and description of the paperwork, however does not include filling fields or signing.
- Fill Document Fields 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 final page, 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!
The sending options available are:
Send the document to the client to complete
If the client has portal access then they will be prompted to login, otherwise they will receive a notification email containing a link that will take them directly to the paperwork.
Send the document to the client and then return it
The
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!
