Generating a link to an Intake Form

You can generate a link to an Intake Form so that anyone with access to the link can complete the form without logging in to Case.one (the From whom field will not be filled).

1. Open the Administration section and select the Intake Forms section.
2. Click on the ⋮ icon next to the form you want to select.
3. Select Share by link.
4. Click on the Copy button to copy the link to your clipboard.