Form(s) Sent

Use the Form(s) Sent record to show the status of any forms given to the client.

To enter a new forms record:

1.  Open the client file, go the History section, and select the Create button to access the New History Item Helper.

2.  Select Form(s) Sent, and select the related Create button to create a new record.

3.  Enter the appropriate information, and save and close the record.

While the form is incomplete/outstanding, leave the Form Completed by Client checkbox unselected.

When you receive the completed form, select the Form Completed by Client checkbox; the related fields will appear for you to indicate the date received and how long the form is valid until.

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