The software allows you to upload documents and forms, like intakes, assessments, and confidentiality forms.
In order to upload these documents and forms:
1. Log-in using the account email and password provided upon initial sign up.
2. Click on the "Documents" tab on the left side of the screen.
3. Click the "Upload Document" button towards the top of the screen.
4. Click the "Select File" button. Once you select your file, click the "Upload" tab.
5. The document will then appear on your documents list once uploaded successfully.
6. You can then send this document to any of your clients.