Sending Litify Questionnaires Introduction

Give intake agents and other users a simple method for sending completed questionnaires with this process.

Use Case: Your intake agents have gathered intake questionnaire information on a potential case. They need an easy way to send that data to another member. Perhaps it is for a manager to approve the sending of a retainer or to send to a medical records company.

This guide will walk you through the process of adding two fields to your intake page layout, creating an email template, creating an email alert, building a process to automate when the email is sent out, and adding a Send Questionnaire button to your page layout. 

This guide requires the completion of five steps. Complete them in this order to ensure the process is complete:


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