WeCounsel provides the ability to upload PDFs or Word documents that can be used as note templates or sent to clients for completion. They can be filled out in the portal without downloading or printing anything!
To upload documents for your organization as an administrator:
- Click on Organization Management (if you are in an owner account click on Admin Dashboard first)
- Click Templates
- Click Upload PDF Form
Once uploaded, you can assign the forms to the providers or clients you want to have them.