Send a share link for clients to add details

When onboarding a new client, you can open a record for them, and then send them a form to fill in, which automatically updates on your database once saved.

To add a new client and send them a form to fill in, follow these steps:

• Go to the Client Table in DataGrows.

• Click on 'ADD RECORD' in the top right corner of the screen.

• Select Pending under status.

• Add an Entity type and a Client name.

• Scroll to the bottom of the form and click on Save&Edit.

• The form will stay open but create a share link in the top right of the screen.

• You can click on this link and then on Copy.

• Paste the copied link into an email to the client.

• The link will be active for 72 hours to give them time to fill in their details.

• Once they click SAVE, the information will be updated on your DataGrows.

• Please ask the client to email back once it is done.

• Your staff can then click on the client record again and verify that all the information and switched-on services are correct.

• Once you are happy, change the status to Active.

• Click SAVE.

• The tasks will then be scheduled immediately.