Sending / Sharing Forms

Use Case:

Forms may be sent or shared from several locations in the system. Sending or sharing a form allows it to be filled out by someone who does not have access to the PlanStreet system. Once the form is completed, it is submitted and will be returned to the system to be reviewed and utilized. 

 

Sending a Form within the Case File:

You can send a form directly from a case file. This allows the form to be filled out and linked directly to the case when it's returned to the system. Click on the "Send" drop-down and choose how to send the form. The system will then send the form to the email or mobile number on file.

Sending a Form from My Forms:

Another way to send or share a form is by accessing the "My Forms" tab in the form-building tool screen on the left menu bar.

Once on the “My Forms” tab, choose the form you wish to send or share and then select the "Share" button from the upper right section above the form itself. 

• Shareable Link: This creates a link to the form that can be sent via text, email, or chat.
• Email / Text: Opens a pop-up box that allows you to choose who you want to send the form to, link it to a case, and add a message to be sent along with the form.
• Share client: This shares the form with the client on the client portal.           

• Clients: Choose a client to send the form to. It will use the client's email or mobile number from the intake.
• Other Addresses: Choose people other than the client to send the form to.
• Editable Form: Clicking this option will allow the form to remain editable when it returns to the system.
• Forms: Lists the form(s) that you wish to send.
• Linked Cases: If the client's email or mobile number is not on file, you can link the form to a case here. When it returns, it will go directly to the case listed here.
• Subject: This will be the subject of the email or text.
• Message: Add an additional message to the recipient.

If a form returns and is not linked to a case or the information provided does not match a case in the system, then the form will be sent to the Miscellaneous Forms tab, as shown below.