Forms and e-signatures

Make a form, start from a template, put forms together into packets, and send a document out to be signed.

5 parts · 2 minDocuments and formsFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

1
On the way: Forms is in the sidebar.
These are your forms
Every form your agency uses, the packets they go out in, and the ways to send them.
In the sidebar under Forms.
On this page
Make a new formStart with what it is for
New Form asks how the form will be used first, then you build it.
See how jumps ahead to part 2: How will this form be used?.
Read the guide
Start from a templateConsent, hiring, incident and more
The template library has ready-made forms to copy and make your own.
See how jumps ahead to part 3: Start from a template.
Read the guide
Send a document to signTo many people at once
Send a document to sign sends one form with a signature on it to the people you pick, each with their own link.
See how jumps ahead to part 4: Send a document to sign.
Read the guide
Combine formsA packet, or one merged document
A packet, like a New Hire Packet, sends several forms together and brings them back together. Put several forms together goes further: it makes one document, and a question on more than one form is asked once.
See how jumps ahead to part 5: Put several forms together.
Each form’s buttonsView, send, edit, translate
Each form can be viewed or printed, turned off, sent on its route, edited and translated into other languages.
See how shows:
Send on its route The other buttons sit beside it.
After a form is filled inWhere the answers go
A filled-in form is kept with the client or caregiver it is about. In a form’s editor, After it’s filled in can also send tagged answers to their record, file the PDF in Drive, email it or raise an alert. Test it on a past submission first; that changes nothing.
See how shows:
Edit the form The pencil on its row opens the editor.
After it’s filled in The third view in the editor.
Add what happens Send answers to the record, file the PDF, email it or raise an alert, by itself or with a button.
Or start from a recipe Once something is set, Test it on a past submission shows what would happen, without changing anything.
Read the guide
2
On the way: New Form starts a form.
How will this form be used?
Pick what the form is for first. It decides who fills it in and when.
Forms › New Form.
On this page
New client intakeFor every new client
Filled in for every new client when they are added.
See how shows:
New client intake Each choice says who fills it in.
Every visitFilled in at the end of each visit
Caregivers fill it in at the end of each visit.
See how shows:
Every visit Caregivers see it on their phone.
Care plan assessmentA care plan can come from it
Once it is filled in, your team can create a care plan from it.
See how shows:
Care plan assessment The answers start the plan.
Read the guide
3
On the way: Start from a template opens the library.
Start from a template
Take a copy and make it yours. Nothing here is sent to anybody until you turn it on.
Forms › Start from a template.
On this page
Find oneConsent, hiring, incident
Search by what the form is about.
See how shows:
Search the templates Try consent or hiring.
For clients or caregiversOr everything
Show only the forms for clients, only the ones for caregivers, or everything.
See how shows:
Who it is for Everything is shown first.
4
On the way: Send a document to sign.
Send a document to sign
Everybody gets their own link. Nothing is shared.
Forms › Send a document to sign.
On this page
Which documentAny form with a signature on it
Only forms that are turned on and have a signature field are listed. Add one to a form and it appears here.
See how shows:
Which document Choose it first.
Read the guide
Who signs itClients, caregivers, applicants
Pick clients, caregivers or applicants. Each person is emailed their own link to sign.
See how shows:
Caregivers Then tick the people.
5
On the way: Put several forms together.
Put several forms together
One document from several forms. A question that appears on more than one is asked once.
Forms › Put several forms together.
On this page
What to call itLike New client pack
Name the document you are making.
See how shows:
Name It is listed under that name.
Which forms, in orderThe order they appear
Pick the forms in the order they should appear in the document.
See how shows:
Which forms The preview shows the result.