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Client Forms

Client Forms

All other Client Forms including questionnaires and worksheets may be found in the File Exchange folder in your secure portal.

WHEN USING ANY OF THE FILLABLE FORMS THAT ARE NOT CLICK AND SIGN DOCUMENTS, CLOSELY FOLLOW THE INSTRUCTIONS BELOW:

  1. Open the desired document from your portal File Exchange folder.
  2. CLICK DOWNLOAD OR SAVE AS to save the document to your desktop or other file folder.
  3. REOPEN THE DOCUMENT FROM WHEREVER YOU JUST SAVED IT. This is now your working document. You may begin filling in information but should click save periodically and always before you close the document.
  4. After completing, signing (as necessary) and saving the document or scanning to your desktop, upload to File Exchange > Document Exchange in your secure Caufield & Flood portal.

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Instructions

We recommend that you follow these steps when completing our client forms:

1) Open the forms using Internet Explorer.

2) Save a copy of the form right away to your desktop.

3) Open your saved desktop copy and complete the form.

4) Save it again.

5) Upload to your portal as below.

To upload forms to your portal:

1) Using the Client Login option in our Client Center, login. Your username is your email address. If you have forgotten your password, click on the "Forgot Password?" link.

2) Once logged in, click on "File Exchange", then "Document Exchange".

3) Click on "Upload".

4) Click on "Add Files". Browse to the file you would like to share, select "Open", and click "Start Upload".

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