Intake Form naming conventions
Should add a drop down list for client portal too... it would be really great if the intake forms were saved in the General docs tab as the name of the actual form, or some kind of combination for packets. Its time consuming to go back and rename them all to have a functional list of documents.
The title of an intake form could not be included in the file naming convention for the stored PDF versions of the completed form because the form title field in the app allows for special characters (&*%$# etc.). If an intake form title included a special character in the title, it would potentially break the file if those characters were inserted in to the PDF file name.