Have you ever wanted to print out a form so a client or staff could fill it out on paper? Now you can! We recently added a print button to the preview of your form templates.
On the Forms page of your Manage Business Settings, you can select any form, then select “Preview”. In the preview screen is a new “Print” button, which allows you to print a blank form, or save it as a PDF.
Once a form has been filled out, you can attach a photo or scan of the completed form in the Notes section of the Client Profile to keep all of a client’s information organized.
Note: You will need the privilege setting “Create and Modify Form Template” enabled to Preview your Form Templates.