Onboarding Checklist: Forms with Text

When getting started with Updox Forms and Text, make sure to follow this checklist to ensure your practice will be set up for long-term success.  

1. Create user accounts under Menu - Admin - Users with this guide.

2. Watch this quick video on getting started with Forms:

3. Review the Following Articles:

• Creating Forms
• Accessing Forms
• Manage completed Forms

4. Set-up templates and review the most common text template to use with forms.