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Send a consent form, an intake pack or an agreement to a patient by email, watch its status change as they open and sign it, and keep the signed copy on their record. Nothing is printed and nothing comes back by post.
The dashboard has four tabs — Overview, Documents, Analytics and Templates — a period filter of Today, This Month or All Time, and a split New Document button offering Create Document or Upload Document.

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Send a document

1

Make sure a template exists

Everything you send is built from a template. If there is none you will be stopped with “No active document templates found. Please create a template first.” — build one on the Templates tab before you go further.
2

Start from the patient

Find the person in your patient or client list, open the row’s ⋯ menu and select Send Consent.
3

Fill in the send sheet

The sheet is headed Send Document for Signature. Choose the Document Template — it is required — and add Additional Notes (Optional) if the patient needs context about why they are being asked to sign.
4

Send it

The patient receives an email with their own link. The document appears in your Documents list at Pending.

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Track what happens next

Each row’s ⋯ menu offers View Details, and two actions that only appear when they make sense: Resend Document on an expired document, and Cancel Document on one that is still Pending or Viewed. Cancelling asks “Cancel Document?” and lets you back out with Keep Document.
Cancelling a document kills the patient’s link for good. They cannot open it again, and there is no undo — you have to send a fresh one. If you are only chasing a slow signer, leave the document where it is and ring them.

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Documents on the patient’s chart

The Files tab of a patient’s chart holds two things. Health Records is a vault for files you hold about the person. An empty one says “Vault is empty”; select Select files to upload to add to it, and each file’s File Options menu can download it, move it or send it to trash. Below that is the shared-forms section — “No shared forms” until something has been sent — with Send documents to sign as a second route into the same send sheet. Patients see and sign these from their portal; that side is described in Documents to sign.

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Check it worked

The document is in the Documents list against the right patient, at Pending. When the patient opens it the status becomes Viewed, and once they sign it becomes Signed and the signed copy is on their chart. The Overview and Analytics tabs count the same documents over your chosen period.

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If something goes wrong

Nothing can be sent without a template. Create one on the Templates tab, make sure it is active, then send again.
The document is delivered by email, so the patient needs one on their chart. Add it in Register patients and send again.
Sending documents for signature needs the Starter plan or above. See Change your plan.
Use ⋯ → Resend Document. It is offered only on expired documents, and gives the patient a fresh link.
Ask them to check their spam folder first. If it is genuinely missing, confirm the email address on their chart is right, cancel the outstanding document and send a new one. Patients with portal access can also open it from the portal without the email — see Turn on the patient portal.
Cancel Document only appears while a document is Pending or Viewed. Once it is signed, declined or expired there is nothing to withdraw.