Uploading a Form to the Client Portal

Uploading a Form to the Client Portal

Overview

This article demonstrates how practice administrators can upload a fillable PDF form or an information sheet that can be sent to the client portal for download.

Step 1: Navigate to the Forms Section

  • Select Settings from the left sidebar.

  • Under the Practice Forms tab, navigate to the Forms section.


Step 2: Select the Upload Option

  • Select the Form Type as "Upload a form".

  • Click Add.


Step 3: Upload the Form

  • Acceptable file formats include: PDF, JPG, PNG, GIF, DOC, DOCX, XLS, XLSX, and TXT.

  • Each file may not exceed 20MB, and multiple files can be uploaded at a time.

  • Click Select Files to browse and select the file(s) you want to upload.

  • Double-click the selected file to open it automatically or click Open.


Step 4: Add Form Details

  • Enter a Title and Description for the form.

  • Click Upload to complete the process.


Step 5: Confirmation and Access

  • A notification will confirm the successful upload.

  • Click Close to exit the upload window.

  • The newly uploaded form will appear in your Forms list.





By following these steps, administrators can easily upload forms for clients to download, complete, and re-upload to the portal as needed.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.


Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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