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Cait Potter
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0 step
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37 seconds
Dubsado
1
Navigate to the relevant project.
2
Click "Forms" tab.
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3
Click "Add new form"
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4
Scroll to the bottom of the list and select the item you're adding (Upload New PDF as form, Create One-Time Link, etc.)
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5
Insert the information relevant (whether inputting the link or uploading the PDF, etc.
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6
Click "Add"
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7
IF you're manually sending the link, Click "Send" on the new material.
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8
Select and/or customize the canned email you'll be using. Click "Send".
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