Use form fields to create templates and forms that suit your healthcare practice's needs.
Creating a Template/ Form using a single field:
Navigate to the templates page
Select + new template
Choose which collection you would like the template to be saved under
Give the template a title
Click on the '+' icon in the toolbar
Choose the field types (fillable section) you would like to include in your template.
Click 'save template' in the bottom right corner
Group form fields within a section:
Follow the previous steps here
Click on the '+' icon in the toolbar
Select New Section
Select Add question
A drop-down will appear where you can select the individual field you would like to use
Click 'save template' in the bottom right corner
Removing a question/ section:
To remove a question select the delete icon at the bottom of the field
To remove a section select the delete icon at the top of the section
Rearranging section/ question:
To rearrange the questions/ sections, select the drag to move
Drag the question/ section in the order you want
Duplicating question/ section:
To duplicate the question select the duplicate icon at the bottom of the question
To duplicate the section select the duplicate icon at the top of the section
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.