Emailing a copy and printing a form

Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail.

Once a form is submitted, you can send someone a copy to read and print it for your records. Open the form from the person's Forms tab to see these options in its menu.

Email a copy

  1. Choose Email in the form's menu. The Email a copy pane opens.
  2. Under Send to, choose who should get it. You can pick the person the form is about, one of their contacts, or one of their assignments. It goes to the address on their record; anyone without one is shown but can't be picked.
  3. Set Link open for (days).
  4. Choose Send.

What they receive depends on where the form is:

  • A completed form: a copy of the signed document, to read, print or save.
  • A form still collecting signatures: a copy to review, with the signatures made so far. It can't be signed through this email. To ask for a signature, use Send by email on the signature line instead.

The email carries only your agency's name, the document's title and a link. No answers are in the email itself.

See who has it

The top of the Email pane lists everyone the form has been emailed to, whether to sign or to read, with when it was sent and whether they have opened it.

If you sent a copy to the wrong person, choose the withdraw button beside it. Its link stops opening the document. Anything already opened can't be taken back.

Screenshot to comeforms-email-copyThe Email pane of a completed client form. Sample data: a sample client's completed "Plan of Care"; "Sent to" lists one signer emailed "To sign" (opened) and one contact emailed "To read · Daughter" (not opened yet); the Send to dropdown below shows the client, a Contacts group and an Assignments group.
The Email pane lists who the form was sent to, then lets you email another copy.

Print a form

Choose Print in the form's menu, then:

  • Print: the form alone, under your agency's letterhead, with its signatures in place.
  • With audit trail: adds a page listing everything that happened to the form, such as when it was submitted, sent, signed and completed.

To print a form empty, to fill in by hand, choose Print blank on the form's Questions tab, or the print button beside a version on its Versions tab.

Check that nothing has changed

A submitted form is sealed. In its Details pane, under Seals, choose Check. CareComplete confirms whether every seal holds, meaning nothing has changed since the form was sealed.

forms email a copy print audit trail