---
title: Video Tutorial- Paperless Forms - How to Send
description: Video Tutorial- Paperless Forms - How to Send
---

[Skip to content](https://knowledge.meetkasper.com/knowledge/video-tutorial-paperless-forms-how-to-send-kasper-knowledge-base#main-content)

English

Show submenu for translations

![Kasper Logo-2.png\]](https://knowledge.meetkasper.com/hs-fs/hubfs/Kasper%20Logo-2.png?height=25&name=Kasper%20Logo-2.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Visit the Kasper Homepage](https://meetkasper.com/)

[Visit the Kasper Homepage](https://meetkasper.com/)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://knowledge.meetkasper.com/knowledge?hsLang=en)
2. [Video Tutorials](https://knowledge.meetkasper.com/knowledge/video-tutorials?hsLang=en)

# Video Tutorial- Paperless Forms - How to Send

## Here is a video tutorial on how to send paperless forms to patients manually and automatically

There are 3 ways to send forms:​

- Manually, by selecting each form.
- Manually, with form groups.
- Or through paperless form automations.

**Remember:**

1. Adding forms to a form group does NOT add forms to the automation!
2. The new patient forms automation ONLY assigns forms to new patient appointments created AFTER the automation has been enabled. So you will have to manually assign forms to any patient existing before the automation was enabled. Once a Kasper form has been manually assigned to an existing patient, then they will be entered into the returning patient automation.

<iframe class="hs-responsive-embed-iframe" height="360" src="https://www.youtube.com/embed/3JRgmdWvAmA" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;" width="640" allowfullscreen data-service="youtube"></iframe>

<http://meetkasper.com/migration/knowledge/paperless-forms-overview-kasper-knowledge-base><http://meetkasper.com/migration/knowledge/paperless-forms-how-to-send-paperless-forms-kasper-knowledge-base><http://meetkasper.com/migration/knowledge/video-tutorial-paperless-forms-basics-kasper-knowledge-base><http://meetkasper.com/migration/knowledge/video-tutorial-paperless-forms-folder-mapping-kasper-knowledge-base><http://meetkasper.com/migration/knowledge/image-upload-to-paperless-forms-kasper-knowledge-base>

- [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en)
- [Video Tutorials](https://knowledge.meetkasper.com/knowledge/video-tutorials?hsLang=en)
- [Getting Started](https://knowledge.meetkasper.com/knowledge/getting-started?hsLang=en)
- [Paperless Forms](https://knowledge.meetkasper.com/knowledge/paperless-forms?hsLang=en)
- [Campaigns](https://knowledge.meetkasper.com/knowledge/campaigns?hsLang=en)
- [Online Scheduling](https://knowledge.meetkasper.com/knowledge/online-scheduling?hsLang=en)
- [Troubleshooting](https://knowledge.meetkasper.com/knowledge/troubleshooting?hsLang=en)
- [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en)
- [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content)

    - [Kasper Server App](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#kasper-server-app)
- [Treatment Plans](https://knowledge.meetkasper.com/knowledge/treatment-plans?hsLang=en)
- [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content)

    - [Phone Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#phone-settings)
    - [My Profile](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#my-profile)
    - [User Management](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#user-management)
    - [Auto Reminders](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#auto-reminders)
- [KasperPay](https://knowledge.meetkasper.com/knowledge/kasperpay?hsLang=en)
- [Open Dental Assistance](https://knowledge.meetkasper.com/knowledge/open-dental-assistance?hsLang=en)
- [Communication](https://knowledge.meetkasper.com/knowledge/communication?hsLang=en)
- [Tasks](https://knowledge.meetkasper.com/knowledge/tasks?hsLang=en)
- [Apps](https://knowledge.meetkasper.com/knowledge/apps?hsLang=en)
- [Unscheduled Treatments](https://knowledge.meetkasper.com/knowledge/unscheduled-treatments?hsLang=en)
- [Office Chat](https://knowledge.meetkasper.com/knowledge/office-chat?hsLang=en)
- [Account Management](https://knowledge.meetkasper.com/knowledge/account-management?hsLang=en)
- [Insurance Verification](https://knowledge.meetkasper.com/knowledge/insurance-verification?hsLang=en)
- [Kasper Config App](https://knowledge.meetkasper.com/knowledge/kasper-config-app?hsLang=en)
- [Performance](https://knowledge.meetkasper.com/knowledge/performance?hsLang=en)
- [Calendar](https://knowledge.meetkasper.com/knowledge/calendar?hsLang=en)

[![](https://knowledge.meetkasper.com/hs-fs/hubfs/Group%20637-2.png?width=342&height=83&name=Group%20637-2.png)](http://www.meetkasper.com)

Kasper AI Help Center

Copyright © 2026, Kasper