Form fields let you build templates and forms that fit the way your practice works. You can add different types of fields, group them into sections, and rearrange everything until it looks just right.
Add a field to your template or form
Go to the Templates page.
Select + New template.
Choose the collection you'd like to save the template under.
Give your template a title.
Click the + icon in the toolbar.
Choose the field type you'd like to add (for example, text box, checkbox, or signature).
Click Save template in the bottom right corner.
Group fields into a section
Sections help you organize related fields together, so your form is easier to fill out.
Follow the steps for adding a field to a template or form.
Click the + icon in the toolbar.
Select New section.
Click + inside the section.
Choose the field you'd like to add from the drop-down list.
Click Save template in the bottom right corner.
Remove a question or section
To remove a question: Click the delete icon in the top right corner of the field.
To remove a section: Click the delete icon in the top right corner of the section.
Rearrange questions and sections
Select the drag handle next to the question or section.
Drag it to wherever you'd like it to appear.
Duplicate a section
To duplicate a section, click the duplicate icon at the top of the section.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.