The WeCounsel platform allows you to upload documents and forms, like intakes, assessments, and confidentiality forms.
In order to upload these documents and forms:
- Log-in using the account email and password provided upon initial sign up.
- Click on the Documents tab on the left side of the screen.
- Click the New Document button towards the top of the screen.
- Click the Select File button. Once you select your file, click the Upload tab.
- The document will then appear on your documents list once uploaded successfully.
6. You can then send this document to any of your clients by clicking the paper airplane icon to the right of the document.