Carepatron

When creating custom forms and templates, you can add fillable slots with fields.

We will be releasing more fields over the next few months, so keep an eye out! 

In this guide, we will learn how to use each field.

The current fields you can use to create your forms/ templates are:

- Long text
- Short text
- Date
- Drop Down
- Multiple Choice
- Single choice
- Yes | No
- Linear Scale 

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Select the long text field in the '+' icon

A customizable block will appear in the document

If you want the field to be compulsory to answer, select the toggle that says 'required'

If you no longer want the field, press the trash can icon on the bottom of the block

1. Select the long text field in the '+' icon
2. A customizable block will appear in the document
3. Fill out the block as needed 
4. If you want the field to be compulsory to answer, select the toggle that says 'required'
5. If you no longer want the field, press the trash can icon on the bottom of the block

Here are the steps to use the long text field:

Type in a question or title in the title text box

Add a description if needed under the title box

Leave the long text answer box empty or add a prompt to help guide the client's answer

When the client receives the form, they can type the answer in the long text answer box

1. Type in a question or title in the title text box
2. Add a description if needed under the title box
3. Leave the long text answer box empty or add a prompt to help guide the client's answer
4. Once finished, click out
5. When the client receives the form, they can type the answer in the long text answer box

Here are the steps to use the short text field:

Leave the short text answer box empty or add a prompt to help guide the client's answer

When the client receives the form, they can type the answer in the short text answer box

1. Type in a question or title in the title text box
2. Add a description if needed under the title box
3. Leave the short text answer box empty or add a prompt to help guide the client's answer
4. When the client receives the form, they can type the answer in the short text answer box

Here are the steps to use the date field:

Type in a question or title in the title text box that would require a date as an answer

When the client receives the form, they can choose the date that fits their answer

1. Type in a question or title in the title text box that would require a date as an answer
2. Add a description if needed under the title box
3. When the client receives the form, they can choose the date that fits their answer

Here are the steps to use the dropdown field:

Click on the 'choose options' dropdown and select 'add another option' to add answers for your client

When the client receives the form, they can select an answer from the options you have given them then

1. Type in a question or title in the title text box
2. Add a description if needed under the title box
3. Click on the 'choose options' dropdown and select 'add another option' to add answers for your client
4. When the client receives the form, they can select an answer from the options you have given them then

Here are the steps to use the multiple choice field:

Type in a question or title in the title text box 

Add options for your clients to answer with

1. Type in a question or title in the title text box 
2. Add a description if needed under the title box
3. Add options for your clients to answer with
4. When the client receives the form, they can select an answer from the options you have given them then

Here are the steps to use the single choice field:

1. Type in a question or title in the title text box
2. Add a description if needed under the title box
3. Add options for your clients to answer with
4. When the client receives the form, they can select an answer from the options you have given them then

Here are the steps to use the Yes | No field:

Select the Yes | No field in the '+' icon

When the client receives the form, they can select Yes or No when answering the question

1. Select the Yes | No field in the '+' icon
2. A customizable block will appear in the document
3. Type in a question or title in the title text box
4. Add a description if needed under the title box
5. When the client receives the form, they can select Yes or No when answering the question

Here are the steps to use the linear scale field:

Add a scale option through the numerical scale provided

When the client receives the form, they can select an answer with the scale you have provided

1. Type in a question or title in the title text box
2. Add a description if needed under the title box
3. Add a scale option through the numerical scale provided
4. When the client receives the form, they can select an answer with the scale you have provided

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on <a href="mailto:team@carepatron.com" rel="nofollow noopener noreferrer" target="_blank">team@carepatron.com</a>.

General Instructions

Here are the steps to add a field:

Long Text Field

Here are the steps to use the long text field:

Short Text Field

Here are the steps to use the short text field:

Date Field

Here are the steps to use the date field:

Dropdown Field

Here are the steps to use the dropdown field:

Multiple Choice Field

Here are the steps to use the multiple choice field:

Single Choice Field

Here are the steps to use the single choice field:

Yes | No

Here are the steps to use the Yes | No field:

Linear Scale

Here are the steps to use the linear scale field: