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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.

  1. Select Add Contracts in the top right
  2. Select Intake Request
    Screen Shot 2022-08-30 at 2.17.05 PM
  3. Select an intake form
    Screen Shot 2022-08-30 at 2.27.06 PM
  4. Complete the requested fields
  5. Upload any documents and/or attachments
  6. Select Submit and you're all done!
    Screen Shot 2022-08-29 at 5.55.19 PM

Admins can create new intake forms or edit existing ones in their settings. Read more here.