You can send a Smart Form via email from GPM Web or copy the URL to send the Smart Form to the Client to be filled in. Once this link is received by the client and the form is saved with the changes, a new form entry will be created for this client. Follow the steps below to share a Smart Form with a Client:

1. Click on Clients >> Select a Client >> View a Client
   

2. Select Smart Forms
   

3. Click on to add a new Form or click on which will create a form in a new browser tab (creating in a new tab will allow you to hand a tablet/iPad to the Client in the waiting room to fill in the form).
   

4. Select the Form Type and the Form to use
   

5. Enter your Form Email address  
   Note: You may wish to Copy Sender

6. Select the Template and Send Email
   Note: For more information, please refer to How to Create an Email Template for Custom/Smart Form
   
   
   
7. You can also use the "Copy to Clipboard" option to copy the link and paste it directly into your browser. Fill the form, click on Copy to Clipboard and then click on Save Link.
   

Note: After the form has been sent, an 'Email Out' event will automatically be created. You can see this event in GPM via Edit the client >> Click on the Full History tab >> Tick the Events checkbox >> Get Data or via Front Office >> Events >> Set the proper filters >> Get Data.