Only submitted Forms will appear in the Client Portal.
Forms that have been saved but not yet submitted will not be visible in the Client Portal and only visible through Forms > Saved Forms or Saved Forms in the CRM.
Modified on: Wed, 30 Sep, 2026 at 11:33 AM
Only submitted Forms will appear in the Client Portal.
Forms that have been saved but not yet submitted will not be visible in the Client Portal and only visible through Forms > Saved Forms or Saved Forms in the CRM.
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