How do I Complete an Intake Request Form?

Need to submit new contracts for review or request new contracts to be generated? Our Intake Request Forms make this process fast and easy.

Completing an Intake Request Form

Any user on the account can add contracts using the Intake Request Forms created by admins, including read-only users.

  1. Select Add Contracts in the top right
  2. Select Intake Request
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  3. Select an intake form
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  4. Complete the requested fields
  5. Upload any documents and/or attachments
  6. Select Submit and you're all done!
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Admins can create new intake forms or edit existing ones in their settings. Read more here.

Please reach out to for any questions.