I created a client checklist using custom forms. My thinking was that I would have clients fill it out online through the client portal. Then I discovered that there is a separate forms generator in the client portal and the two don't connect. The Idea(s):
1. add a radio button option that allows forms to be used in the client portal
2. use a single forms generator to allow users to 'import' forms in either direction i.e. either from either the custom forms files or the intake forms files.
