Create or Edit a Paperwork Template
Templates are designed to be starting points when sending paperwork to clients, such as for the signing of an agreement or filling out a contract for your services.
Document and form templates are both electronically fillable within Doulado, and can be completed entirely by any combination of the recipient (e.g. a contact on a client or network journey) and one or more providers in your organization
If you are a part of a team account, only the owners can create or edit document templates.
Jump to
Where to Find It
You can start creating a new paperwork template, or customizing an existing one, in the Paperwork page under the Templates main area.
New Paperwork
If a relevant paperwork template doesn't already exist, you can create a new one using either the + New Document or + New Form button.
See Types of Paperwork to explore whether its a form or a document that best suits your use case.
Premade Templates
When you choose to start creating a new document or form, you'll also be prompted to indicate the base you want to start from, from the following options:
- 'Start a blank document'
- 'Upload my own PDF'
- Choose a premade template
The premade templates made available to your business is determined by what Service Areas (e.g. Maternal Health, Home Health) are in use among your label groups.
By selecting on a premade template, you'll be shown a basic preview of the first section of the document, and can choose to use that template or go back and select a different one.
Existing Paperwork
Locate the existing document or form tile in Paperwork, open its context menu (using the • • • button), then press Edit to start customizing it.
Options
When editing a template, the configuration panel on the right allows you to set various properties and options that apply to this template and paperwork based on this template.
Name & Description
Enter a name, and optionally enter a description.
Default Sending Options
This section allows you to configure how the document behaves when it is sent to clients.
- Allow customizations before sending - This allows the document to have one more customization step prior to sending, so it can be customized for an individual client if needed. If you want to keep your documents the same, turn this off.
- Publish to client portal when complete - When selected, this will select to send the document to the client to complete by default. Turn this off if your document is for internal purposes only.
- Visible to other team members - When enabled, paperwork sent from this template will default to being visible to other providers assigned to the client. If turned off, it will only be visible to the sender and any team owners.
- Simplify the final PDF (conditional: forms only) - When a form is finished, this will result in a smaller PDF by removing section and question descriptions, unanswered questions, and unselected options from lists.
The Addendum Timing dropdown allows for requiring that addendums be used to capture any changes after a certain condition has been met.
- Available dropdown values:
- No Addendums Required (Default)
- After Completion
- After Visit is Unbilled
- After Visit is Ready
- After Visit is Billed
- After Visit is Paid
Customization
When customizing a paperwork template, our editor allows designing the content and appearance in your template, such as modifying text content, customize formatting (like setting fonts and colors), or adding images to your document.
Managing Document Fields & Form Questions
Whenever you have a space in your contract that needs to changed, and filled out by either the doula or the client, you can add in a fillable field on the left by leaving the cursor in that space and clicking on a field option.
See Document Fields & Form Questions for more information.
Document Customization
There are some customizations specific to the document type, which are not available when customizing a form.
Page Management
If you chose to build your own form, there are page-related customizations available to you.
In addition to moving back and forward a page, using the left and right arrows, you can:
Add a Page - Create a new blank page, after the current page.
Copy Page - Create a new page, with content identical to the current page.
Remove Page - Delete the current page.
Form Customization
There are some types of customization that are unique to form templates.
Preview
While customizing a form template, you can easily preview how it will look for a recipient without exiting customization, using the toggle in the top-right of the form editor.
Save Changes
Once you have your template just right, you can press Save and Close.
