Form Template Customization

Whether you chose the form paperwork type when Creating a Paperwork Template, or are Editing an Existing Form, there are many options available when desigining your form.

Contents

• Where to Find It
• Customization
  • Adding Fields
  • Preview
  • Moving Fields
• Sending or Filling out Form Templates

Where to Find It

You will find yourself customizing a form template if you do either of the following:

• choose the New Form button when creating a new paperwork template
• when editing an existing paperwork, if it is a form

Customization

Decide whether to include your company logo and contact info, using the corresponding checkboxes.

Add a Field or Section

Using the Insert section in the bottom-right, you can choose a field to add to your form. Here you can also add a Section Break and optionally give it an description, to break up the form questions into distinct sections.

1. Press the Insert option to go into placement mode.
2. In placement mode, press the location of the new field. + placement areas appear throughout the form.
   1. Select any + to add the field to its own row or into an existing row.

4. Once location is selected, type the question, and a question description if you'd like.
5. Select whether or not it is required to answer.
6. Decide if you'd like any Prefills or Mapping to happen with that answer, if applicable

• (1) Prefills allow a field to automatically populate using information already stored in the client’s Doulado profile.
  • If no prefill is selected, the field will remain blank.
  • If a prefill option is selected, the matching client information will automatically appear when available.

• Example: If the field asks for the client’s phone number and a phone number already exists in their profile, the field can automatically prefill with that number.

  If the selected data does not exist in the client profile, the field will remain blank.

• (2) Prefilled For: If a prefill option is selected, you can choose who sees the prefilled value.
  • Recipient: The value prefills when the client is completing the form, but not when viewed by a provider.

  • Provider: The value prefills when a provider is completing the form, and the client cannot edit the value.

    (3) Map To: Mapping determines where the submitted answer is also stored in the client’s profile or journey.

    Responses can be mapped to:

  • client profile details, such as name, address, or email
  • a note in the client journey timeline
  • a custom field in the client’s Profile Info section

7. Once you're done, there are two ways you can finalize your created form:
   1. Click Save draft throughout editing to make sure your work is saved (form template is not auto-saved)
   2. Click Save & close the form template when you are done in order for it to be available to use for clients,

Preview

To view the form template as you go to see how it will look, toggle to preview at the top right of the form editor.

Moving Fields

Form questions are organized into rows, which can contain one or more fields.

• Use the grip icon beside a field name to move that field
• After selecting a grip icon, + placement areas appear throughout the form. Select any + to move the row or field to that location.
• Fields can be moved:
  • within the current row
  • into another existing row
  • into a new row

Sending or Filling Out Form Templates