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CLIENT FORMS AND DOCUMENT REQUESTS

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Get what you need.

Build intake forms and document requests with file uploads, signature fields and payment fields. Share them by link or assign them in the client portal.

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Forms are on every plan.

What you can build

Client forms in Angelwood cover intake questionnaires, document requests and simple orders. Fields include text, long text, email, phone, dates, dropdowns, checkboxes, file upload, signature and payment, so one form can collect answers, documents, a signature and a payment.

Describe the form you need and Generate with AI builds a first draft for you to edit. Form settings cover public access, a maximum number of submissions, an expiry date, notification emails and CAPTCHA.

Reviewing what comes back

Submissions show completion and status. Open one to check the answers and files, then select Mark as Reviewed. Export submissions as CSV or JSON. For secure document collection workflows, see the client document request portal.

Need questions to start with? Use the client intake form template.

HOW TO

How to use client forms in Angelwood

Create a form and send it to a client

  1. Create the formGo to Forms and select New Form, or Generate Form with AI and describe what it’s for.
  2. Add fieldsSelect Add Field and choose the field type: for documents use File Upload and set allowed file types; add Signature or Payment fields if needed.
  3. Check the settingsSet notification emails, expiry and whether the form allows public access or multiple submissions. Use Live Preview to check it.
  4. Share itCopy the public link, or open the client’s portal, go to Clients and use Assign Form so it appears on their portal’s Forms page.
  5. Review submissionsOpen the form’s submissions, check each response and select Mark as Reviewed. Export as CSV or JSON if you need the data elsewhere.

GOOD QUESTIONS

Questions about this feature.

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Can clients upload documents through a form?

Yes. Add a File Upload field and set the allowed file types. Uploaded files are attached to the submission.

Can a form take a payment?

Yes. Add a Payment field with an amount and currency. Payment status shows on each submission.

Can I collect a signature?

Yes. Add a Signature field. For full proposals and agreements with e-signatures, use [proposals](/features/proposals).

Do clients need to sign in to complete a form?

Not if you enable public access and share the link. Forms you assign in the portal appear on the client’s Forms page after they sign in.

KEEP EXPLORING

Related features and guides.

Client document request portalClient intake form templateWebsite questionnaire for clients

THE CLIENT EXPERIENCE, IN ORDER

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Bring the work you share with clients into one place.

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