A single Client signature is collected at the end just before they submit their Forms. Under the signature it clearly states that the signature will be applied to ALL information contained in the intake forms.
If you would like Client's to acknowledge each individual Form, you can add edit each Custom Intake Forms and add mandatory fields that the Client must acknowledge before moving on to the next Form.
When you create or edit a Custom Form, you will may want to add two fields: Client Initials and Date Read.
Add Required Client Initials Field
- Click Short Answer button.
- Select Make Required.
- Label as Client Initials.
- Move field to bottom of Form.
Add Required Date Read Field
- Click Short Answer button.
- Select Make Required.
- Click Date Type and select Date.
- Label as Date Read.
- 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.
