Kalix EMR and Practice Management Software

How to set-up your Kalix account to share online forms, electronic agreements and other documents.

Setting-up Your Account For Online Forms & Electronic Paperwork

Before sending online forms and documents, you should set up your document templates. This article will describe how to do this.

Online Form & Electronic Agreement Template Set-up

The Video Element (Documents & Templates)

How to securely share multiple online forms, electronic agreements, handouts and other documents together as part of the same message.

Multi-Share Documents & Attachments

Automatically share with clients - online forms, electronic agreements, and other documents as part of their appointment messages.

Sharing Documents Via Appointment Messages

How to securely share single online forms, electronic agreements, and other documents with clients and contacts.

Sending Single Documents to Clients & Contacts (From Within Documents)

How clients or contacts are able to access and complete shared documents, electronic paperwork and online forms.

Online Form and Document Access

Online Forms & Electronic Paperwork

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