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Assign forms to clients

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by Bruce Milne
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From your 'My Hub' page (please see below)

Screen_Shot_2019-10-17_at_12.45.39.png

If you go to the 'Menu' icon in the top right...

Screen_Shot_2019-10-17_at_12.04.20.png

then select 'Forms' from the options

Screen_Shot_2019-10-17_at_14.19.50.png

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You will see a list of all forms you have created 

 Screen_Shot_2019-10-17_at_14.28.19.png

If you click the 3 horizontal grey dots next to a form and select 'Assign To Client'...

 Screen_Shot_2019-10-17_at_14.28.31.png

You can then choose from your client list who you would like to assign it to.

Screen_Shot_2019-10-17_at_14.29.28.png

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