# Send Form

Sometimes, you might need to send form attachments to customer chat, maybe it’s because you need additional information about the customer. For example, if a customer is about to register on your application, you may need additional information about that customer. So, you can request additional information via the attached form. For more information about form, you can refer to [this document](/customer-service/form-management.md). In conversation chat, click the 'attachment' button and select **'Send Form'**. Then, you will see a pop-up to find form.

![Send Form](/files/m6ecj4dvANOYTWJ7tpF5)

For example, select form and click the **'attach'** button to send form to the customer's chat. Then, if the attached form is successful, form will appear in the conversation chat as shown images below.

| Agent page                                                          | Customer page                                                       |
| ------------------------------------------------------------------- | ------------------------------------------------------------------- |
| <img src="/files/7VZaBAZrocB9mX9SvKH2" alt="" data-size="original"> | <img src="/files/Tk1h07xnwsbxJPoSvja3" alt="" data-size="original"> |

The form that is filled out by the customer, will automatically be entered into the customer case list on tab activity as shown below.

![Customer Case](/files/XRlkJXLD4gd97pAqsriG)

And, the form will also be entered in the **Tasks** tab on the form management. In this tab, Agents can ‘approve‘ or ‘reject‘ forms as shown below.

![Form Management](/files/YTiA97h9AQLn4SRW4YR8)


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.3dolphins.ai/customer-service/dashboard/send-file-or-attachment/send-form.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
