How to: Share an intake form

At Dazychain, we make it easy for your clients to fill out necessary information through our user-friendly intake forms. These forms are accessible via a simple link, ensuring a seamless experience for everyone involved.

Note: Only organisation administrators have access to copy the intake link and adjust settings. 

1. Click on Settings, then click on Intake forms
2. In the Intake form configuration workspace, select the form you wish to share
3. Click on Get link to form, in the top-right-hand corner of the screen
4. Add any email domains that should have access to the intake. The list of domains is automatically populated with the current user’s domain.
5. If the domains field is left empty, anyone with the link will be able to access the form

Our customisable intake forms are designed to capture the specific information that matters most to you. To ensure that your intake form meets your exact needs, it's essential to discuss your configuration and requirements with our support team.