Thanks for this quick how to. You mentioned “Action for Send” Form as another option to get a client pdf’s. I’m brand new, so I’ll have to figure out what that means but is that what I should be looking into for a new client on boarding if I want to get them the following: pdf workbook, pdf contract and pdf waiver?
Hey Roger! Great question-the hack in this video is ideal for items your uploading on a one-time basis. If you'er looking to send a workbook, contract, waiver, etc. you can create those items as "form templates" in your account and then "apply" those forms to the project, either in the forms tab in their project or via the workflow! Hope that helps. Feel free to shoot me an email taylor@chanelandlee.com if you're looking for more Dubsado support :)
Thanks for this quick how to. You mentioned “Action for Send” Form as another option to get a client pdf’s. I’m brand new, so I’ll have to figure out what that means but is that what I should be looking into for a new client on boarding if I want to get them the following: pdf workbook, pdf contract and pdf waiver?
Hey Roger! Great question-the hack in this video is ideal for items your uploading on a one-time basis. If you'er looking to send a workbook, contract, waiver, etc. you can create those items as "form templates" in your account and then "apply" those forms to the project, either in the forms tab in their project or via the workflow! Hope that helps. Feel free to shoot me an email taylor@chanelandlee.com if you're looking for more Dubsado support :)
@@chanelandlee I appreciate it! Thanks for the response.