Share an Intake Form to internal staff

You may share an intake form internally with staff members to capture information from another staff member or fill it out while speaking with a client.

1.    Open a Matter or a Lead file from the triConvey Desktop App.

2.    Select the Intake tab. 

3.    Select the down arrow next to Share Form and select Internal use.

4.   Choose a form from the drop-down menu and select Open.

5.    On the Edit Responses screen, you can start entering responses.  Responses are saved automatically.  Select Submit on the form once you are complete.

Tip:  To enter responses later, select the three vertical dots icon next to the form and select Edit Responses.

On the list of intake forms, any non-complete, internally shared forms are denoted by the Internal use status.