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:
- Add two fields to your intake page layout
- Create an email template for your questionnaire
- Create an email alert
- Create a process to automate when the email is sent out
- Add a button to your page layout