# Send a document or form

> Documents let you send intake forms, questionnaires, and agreements to a client, and their responses come back to you in one tidy place.

## Gather what you need, gently

Documents are how you collect information and agreements from your clients. An intake form before a first session, a check-in questionnaire, or an agreement to sign all live here. You create it once, send it, and the responses come back to you. Open **Documents** to begin.

### What a document can be

- **An intake form** to learn about a new client before you meet.
- **A questionnaire** to check in on progress or prepare for a session.
- **An agreement** for a client to read and sign. See [e-signatures and agreements](/help/documents-and-agreements/e-signatures-and-agreements).

### Create and send one

1. Open **Documents** and create a new document or form.
2. Add the questions or content you want.
3. Send it to a client.

Your client opens it from a secure link and fills it in. They do not need an account to respond, which keeps things easy for them.

### Where responses land

When a client completes a document, their response comes back to you and is tied to their record, so everything you know about a client stays together in one place.

> Tip: A short intake form before a first session is a lovely way to show up prepared. Keep it to a few warm questions, and your client will thank you.

To learn how signing works, see [e-signatures and agreements](/help/documents-and-agreements/e-signatures-and-agreements).

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Source: https://hubabble.com/help/documents-and-agreements/send-a-document-or-form
Category: Documents and agreements