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
General Instructions
Here are the steps to add a field:
Select the long text field in the '+' icon
A customizable block will appear in the document
Fill out the block as needed
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
Long Text Field
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
Once finished, click out
When the client receives the form, they can type the answer in the long text answer box
Short Text Field
Here are the steps to use the short text field:
Type in a question or title in the title text box
Add a description if needed under the title box
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
Date Field
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
Add a description if needed under the title box
When the client receives the form, they can choose the date that fits their answer
Dropdown Field
Here are the steps to use the dropdown field:
Type in a question or title in the title text box
Add a description if needed under the title box
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
Multiple Choice Field
Here are the steps to use the multiple choice field:
Type in a question or title in the title text box
Add a description if needed under the title box
Add options for your clients to answer with
When the client receives the form, they can select an answer from the options you have given them then
Single Choice Field
Here are the steps to use the single choice field:
Type in a question or title in the title text box
Add a description if needed under the title box
Add options for your clients to answer with
When the client receives the form, they can select an answer from the options you have given them then
Yes | No
Here are the steps to use the Yes | No field:
Select the Yes | No field in the '+' icon
A customizable block will appear in the document
Type in a question or title in the title text box
Add a description if needed under the title box
When the client receives the form, they can select Yes or No when answering the question
Linear Scale
Here are the steps to use the linear scale field:
Type in a question or title in the title text box
Add a description if needed under the title box
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
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.