Creating Form Templates

Form templates are designed to gather more information from your clients in a more question/answer type format. These templates are great for client intake forms, preference forms, questionnaires, surveys, etc. Both document and form templates are electronically fillable within Doulado, and can be filled out by the client entirely, both the doula and the client, or just the doula about the client. If you send the form to the client to complete, they will receive an email notification of new paperwork to fill out!

If you are a part of a team account, only the owners can create and edit form templates.

How to create and edit your form template

To Get Started

When creating a new form template you can choose to edit one of the form template samples, or start your own blank form. Once you select a sample or start a blank form, you will come to our form editor where you can add in question fields from the right such as text, paragraph, multiple choice, dropdown, checklist, etc.


  1. Add a name and description to the form. The description is optional, and only viewable by the doula viewing the template.
  2. Choose whether or not your logo and business information (Business name, address, phone number saved to your business settings) will appear at the top of your form.
  3. Insert a form field from the right hand side (each inserted field will populate to the bottom of the form so it is best to work from top to bottom)

  1. Type the question, and a question description if you'd like
  2. Select whether or not it is required to answer
  3. Choose a space the answer should map to in a client profile (if applicable)

  1. Add different section headers and descriptions to break up the form questions
  2. Adjust default sending options depending on the use of the form
Green=ON, White=OFF
  • Allow customizations before sending: If this is on, it allows the form to have one more customization step prior to sending to a client, if needed. If you want to keep forms the same, or if you are a team owner, we recommend turning this off so this form template cannot be edited before each use.
  • Publish to client portal when complete: When this is on, this will select to "send the document to the client to complete" by default. Turn this off if this form is for internal purposes only, and is not normally sent to the client at all.
  • Visible to other team members: If this is on, the document will be visible to other providers for this client. Anyone that can view the client profile (contributors or assigned participants) would be able to see the paperwork. To save it so that only the sender and team owners would see it, turn this option off.
  • Simplify the final PDF: This setting only applies to forms and will result in a smaller PDF by removing section and question descriptions, unanswered questions, and unselected options from lists.

These default sending options affect the options you see when sending the paperwork to a client, or filling it out and saving to a client profile. They can still be modified when sending paperwork, but will default to the ones saved in their template settings.

  1. Save & Close the form template when you are done in order for it to be available to use for clients, and shared across your team (if on a team account).

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

To move fields around in the template, hover over the gray dots to the left of the question. With the move icon, hold down and move the question up or down in the template. You can also select the arrow at the right end of the question to move the question in line with question above to merge on the same line.

Sending or Filling out Form Templates

To learn more about utilizing these forms for clients or doula documenting, check out this article.