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 found in Paperwork area on the relevant Client Journey.
- Select the applicable document or form template.
- You might be prompted to Customize this instance of the template used for the paperwork (depending on the Default Sending Option chosen for that template). Click Continue once any required customizations have been made.
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!
Send the document to the client to complete: The paperwork is sent to the client. Once the client clicks 'Submit' (or 'Done'), that paperwork will be 'Complete' (or 'Reviewed').
Send the document to the client and then return it: The paperwork is sent to the client. Once the client completes / reviews the paperwork, the paperwork will return back to the provider who sent it, as a 'Draft'.
Finish now without posting to client portal: The paperwork will be finished but not visible to the client in their portal.
Finish now and post to client portal: The finished paperwork can be viewed and printed by the client via their portal.
When a paperwork is sent to a client, they will receive a notification email prompting them to access it, either by logging in to their portal or via a direct link that is provided if they don't have portal access.
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!
