Create Mandatory Client Acknowledgement Fields in Intake Form

  Permissions You must have Organization Administration Permissions.

The Client's signature is collected at the end of each form before they submit their Forms.  

If you would like Clients to acknowledge specific fields on an individual form, you can add mandatory fields that the Client must acknowledge before moving on.

Add Required Client Initials Field

1. Click Short Answer button.
2. Select Make Required.
3. Label as Client Initials.
4. Move field to bottom of Form.
   

Add Required Date Read Field

1. Click Short Answer button.
2. Select Make Required.
3. Click Date Type and select Date.
4. Label as Date Read.
5. Move field to bottom of Form.
   

In the Client Portal, the Client will need to enter their initials and mark the date before they can move onto the next Form.