Forms/Surveys/Quizes Turn them into a PDF and put in the documents area of the client record
B
Brook Borup
There is an area in documents that has a folder for surveys and one for forms, but surveys and forms don't go there when a contact fills them out. It would be great if there was an option to turn the form/survey/quiz into a PDF and have it automatically go to to the folder in the documents section. Right now the client has to go into submissions or do an email that they download and upload when there are forms that get filled out multiple times.
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