Print an Intake Form

At times, you may need to print out a completed Intake Form for further review in meetings with a client or other party.

In other instances, you may want to generate a printable version of an intake form for in-person completion by the client. This is especially helpful in cases where clients are not comfortable filling in the information digitally.

This guide will assist you to be able to print Intake Forms using either the Smokeball web or desktop application.

Print a blank Intake Form from the Smokeball Desktop App

1. In the Smokeball home screen, navigate to File and then click on Intake Forms.
   
2. Locate the form you wish to print.
3. Click the three-dots button for the form and select Print from the dropdown.
   
   
4. Review the print settings for the form.
5. Click the Print button.
   
   
   Note: Options within a drop down will not appear in the printed version of the form.

Print a completed Intake Form from the Smokeball Desktop App

1. Open the matter file.
2. Navigate to the Files section at the bottom of the matter and open the Intake folder.
   
   
3. Find the desired Intake Form. Double-click on the form to open it in your PDF reader application.
4. Print the Intake Form from your PDF reader application.
   
   
    

Print a blank Intake Form from the Smokeball Web App

1. Navigate to Settings > Intake Forms.
   
   
    
2. Locate the form you wish to print.
3. Click the three-dots button for the form and select Print from the dropdown.
   
   
4. Review the print settings for the form.
5. Click the Print button.
   
   
   
   Note: Options within a drop down will not appear in the printed version of the form.

Print a completed Intake Form from the Smokeball Web App

1. Open the matter file.
2. Navigate to the Documents tab and double-click on the Intake folder.
   
   
    
3. Find the desired Intake Form and click on it to open the preview screen. 
   Select the Print icon from the top-right corner of the PDF preview.
   
   
    

For respondents to print their Intake Form responses

When the respondent of your Intake Form completes their submission, they have the option to save a PDF copy of their form and responses. You can inform them that they are also able to print off the completed form via their PDF reader application.