How Do I Send My Client A Form?

Last Updated:

October 1, 2022

1. Login to Community Plus through

2. Navigate to Clients and click View Profile of the client you wish to send a form to.

3. Click on eForms within the client profile.

4. Click Attach Form and select one or multiple forms you wish to send to your client.

1. Email e-Forms to clients will be selected by default as the client will receive an email with a link to complete the form. If you have selected more than one form to send, more than one email will be sent to the client. Each email will contain a unique form link.

2. Click Confirm to send.

3. Once sent, you will receive a notification and you will see the submitted form populate in the client’s profile.

1. The status of the form will be Unsubmitted once it has been sent.

2. The client will receive an email notification providing instructions on how to complete the form: