Sending Consent Forms to Clients Through Your Case Portal

Sending Consent Forms to Clients Through Your Case Portal

We’ve made it easy for you to manage your forms directly from your Case Portal. Whether you're updating a client's information or requesting their consent, you can easily find and send the right form in just a few clicks!

Where to Find Your Forms

Your forms are organized into two sections in the Case Portal → Online Forms:

📌 Contact Update Forms

Use these forms when you need to update information for an existing client, such as collecting a new consent form. You can:
✔️ Send the form by email for the client to complete online.
✔️ Fill it out on their behalf if they’re with you.

📌 Contact Create Forms

These forms are used when a new person is reaching out for the first time and needs to be added to your system.


📨 Sending a Consent Form to a Client

Follow these quick steps to send or fill out a consent form:

1️⃣ Find the Client’s Record

  • In your Case Portal, go to Contacts and select the client who needs to complete the form.

2️⃣ Go to the Attachments Tab

  • Once inside the contact record, click on Attachments to manage forms.

3️⃣ Select the Form & Choose How to Send It

  • Pick the appropriate Consent Form from the dropdown list.
  • Click “Send Selected Form” to email it to the client.
  • Or, click “Fill Selected Form” if you’d like to complete it right away.

✏️ Making Edits to a Form

Need to update the form? You can edit it anytime:

  1. Go to Case Portal → Online Forms.
  2. Select Contact Create or Contact Update (depending on the form type).
  3. Click the ✏️ (Edit icon) next to the form.
  4. Save your changes.


Can the Form Be Printed?

Yes! You can set submitted forms to automatically generate a PDF, which will be attached to the client’s record in the Attachments tab. From there, you can open the PDF and print it as needed.

🛠 How to Enable PDF Generation:
1️⃣ Open the form and go to Settings
2️⃣ Check the “Save as PDF” box

💡 Want your team to receive notifications when a form is submitted?
Open the form and go to Settings-> Post-Submission Emails and add a new email recipient to ensure the right team members are notified.

Does This Automatically Create a New Client File?

  • Yes—If the form is from Contact Create, a new client record will be added to Sumac.
  • No—If the form is from Contact Update, it will only modify an existing contact’s information.