Send, Track & Complete Forms, Packets & Documents
Send and manage forms, intake packets, and documents. Track completion status and pat
- How do I add forms to my website?
- How to customize the sms or email message sent to clients
- How to manually change an Intake Form from Pending to Submitted
- How does the Public URL feature work?
- How to send a reminder for incomplete forms
- How to Customize Form or Packet-Specific Messages in Zentake
- Share a QR code
- Using Variables in Email & SMS Invites