All your form templates are stored in the Manage Forms Template section under the Management tab.
Here’s what you can do:
Go to Management → Manage Forms Template.
You’ll see a table listing all your form templates with:
Form Name
Date Uploaded
Type (e.g., PDF to View or PDF to Sign or Fillable)
Edit and Delete options
Creating a New Form
Select Form Type
Choose PDF, Document, or Fillable to create different types of forms.
If PDF or Document is Selected:
Upload PDF (maximum size: 50 MB).
Preview & Rename the PDF if needed.
Choose Signature Requirement:
✅ Checked → PDF to Sign form
⬜ Unchecked → PDF to View form
Save the form to add it to your template list.
If Fillable Form is Selected:
You will be taken to a page to create questions similar to Google Forms.
Question Types: Multiple choice, scale, short answer, long answer, single choice.
Requirements:
Each form must have at least one question.
Each question must have at least one option, if applicable.
Additional Options:
Add a title to each question.
Add as many questions as needed.
Save the form to add it as a fillable template.
You can always edit a form name or delete a form template later.
💡 Tip: Keep your templates labeled clearly, e.g., Informed Consent, Intake Form, Treatment Plan, for easy selection later.