For agencies🏢 Agency Management

Send and collect customer documents

Store blank forms once, send a customer a secure no-login link to fill out, and file what they return.

Customer Documents keeps blank forms (intake forms, service agreements, W-9s) in one place. Send a copy to a customer with a secure link — no login needed on their end — then file the completed document back against the customer.

Step by step

  1. 1Go to Agency, open Operations, and select the Customer Documents tab (needs Customers access).
  2. 2Under the template library, choose a file and click "Add template" to store a blank form.
  3. 3To send one, open a customer's detail view, find "Send a document," and click "Send to customer" on a template.
  4. 4Copy the secure link (no login needed) to send yourself, or enter the customer's email and click "Send."
  5. 5When the customer returns the form, upload it under "Returned documents" on the same customer so it's filed with their record.

Tips

  • The share link works without a login, so a customer can open and download the form from any device.
  • Deleting a template stops any links already sent to customers from working.
  • Like all documents, keep these PHI-free.

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