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How do I enable e-signature on my intake and consent forms?

You can require your clients to sign your intake forms and/or consent forms electronically.

To enable e-signature on your intake forms:

  • Click on "My Forms" in the top menu bar.
  • Click on the intake form you want to enable e-signature on.
  • Click on "More" and then on "Settings".
  • Make sure the e-signature box is checked.

To enable e-signature on your consent form:

  • Click on "More" -> "Consent Forms" in the top menu bar.
  • Select the Consent Form you want to enable e-signature on.
  • Check the "Enable e-signature" box.
  • Since IntakeQ will add the e-signature section to the bottom of your consent form, make sure you don't have your own signing section in the consent form.

To access the client's e-signature on an intake form, just go to their completed intake form and you will see it at the bottom of the form.

To access the client's e-signature on a consent form, go to their completed intake form and click on the "Signed Consent" button.

See how e-signatures work.