Types of Paperwork

Doulado offers several types of paperwork templates, allowing you to choose the format that best fits your workflow and the information you need to collect from clients.

Documents

Uploaded PDF

If you already have a document created in another program such as Google Docs, Microsoft Word, or Canva, you can upload it as a PDF.

After uploading, you can place fillable fields anywhere on the document, allowing clients to enter information, provide signatures, or complete required sections directly within the PDF.

Flow Documents

You can also create 'flow' documents directly within Doulado, using the built-in document editor. A 'flow' document is converted into a PDF when finished.

They can collect details and signatures from clients, just like uploaded documents. Fields are placed in-line with the document's text content as opposed to being freely overlayed at any location.

Legacy Documents

This document type would previously be created using the Builld Your Own option during document creation.

These documents have a set page size, resulting in any excess content flowing off the page.

Forms

Forms are designed for structured data collection and provide a more interactive experience for clients.

Instead of filling out a PDF, clients complete questions through a web-based form. Forms can be organized into sections, and questions can be easily reordered as needed.

Responses are presented in a clean, mobile-friendly layout that guides clients through the form from top to bottom.