Digital Forms

Moving to Digital Forms from a different forms system? Weave can make the transition easy. 

Begin the process of uploading forms

1. Head to the Weave Portal
2. Click Forms in the left menu
3. Select Upload Forms from the  dropdown
4. Drag the files from your computer onto the page or click to upload
5. Make sure you add all forms you would like to be digitized in Digital Forms

   Tip: Select the  Delete icon to remove forms from your upload list

6. Select Start Digitization

Frequently Asked Questions

Will I be notified once my forms are uploaded?

You will receive several notifications throughout the upload process:

• After uploading a file showing whether it was successful or not
• After hitting Start Digitization
• Once the forms have been digitized, you’ll receive an email including links training information

What if the forms don’t look how I wanted? What if they are wrong?

Weave Form Builders will digitize the data from your forms into the Weave Forms format. If you would like to make changes to the forms once they are digitized, the forms training will show you how to easily make edits.

How do I let Weave know which forms go into which packet?

Weave Form Builders will digitize each form individually. Once the forms are digitized, you can add them to as many packets as you would like. The forms training will show you how easy it is to create packets.

Get to know your way around Weave Digital Forms.

Digital Forms Dashboard Overview

In your Forms Dashboard you can:

• View sent forms
• Review completed forms
• Build new forms or packets
• Enable kiosk mode
• Add legal information

You can also send Forms and Packets to customers in the Weave Desktop App. Click here for more information.

Access the Dashboard

Personalize your forms by including your business logo when they are sent to clients.

Logo Image Requirements

Format: .jpg or .png

Width: constrained to 200px

Add or Edit a Logo

1. Select  Settings on the side of your Digital Forms Dashboard
2. Click Branding Setup
3. Select Add Logo to select a file or drag and drop your file from your computer
   

Once uploaded, you will see a preview of your logo in the Settings page.

Your customers will see the logo at the top of your forms.

Instructions to add your legal information to your Digital Forms Dashboard.

Legal Information

You can add your Privacy Policy and Terms and Conditions to your Digital Forms Dashboard. Your customers can access this information when filling out one of your forms.

Adding Legal Information

1. Select Form Builder from the left menu of your Digital Forms Dashboard
2. Click Legal Documents 
3. Choose legal document you wish to edit - either Privacy Policy or Terms and Conditions
4. Select the ellipses icon in the top right corner and click Edit
5. Add the desired information
   

   Tip: You can copy and paste information from another document if you already have this legal information documented.

6. Click Save 
   

The links to your Privacy Policy and Terms and Conditions appear at the bottom of the form when opened by your customers.

With Weave Digital Forms you can use and modify existing templates or create your own digital forms from scratch. You will need to be set up as an Admin for Digital Forms in order to create, edit or modify an existing form.

Video Overview

3. Click into the Untitled Form header and give your form a name

4. Click on the Edit icon next to the Untitled section and give this section a name

5. Select a Primary Field or Element and drag and drop into the forms builder window from the right sidebar

6. Add a Field Label in the pop-up box. This is the title of the field and should be either a description or a question.

7. Toggle on or off Required to make this field required as desired

8. Click Add 

9. Create a new section by scratch or by selecting a template from below the fields you've added

10. Once you are done with your form, select from the buttons at the top of your screen to:

• Preview your template

• Save form

The form will appear in the Forms section under the Form Builder.

Once your form is complete, you can send it to customers through your Weave Desktop App. Click here for instructions.

You can also combine multiple forms to create a packet. Click here for more information.

Once you have created your desired forms, they can now be added to packets. A packet includes multiple forms. For instance, a New Patient Packet could include all of the forms a new patient would need to complete prior to their first visit.

Create a Digital Forms Packet

1. Select Form Builder at the top of the dashboard menu
2. Click Packets 
3. Select the icon
4. Click the title New Packet (unsaved) to name the packet
5. Search for and select the forms you would like added to the packet
6. Click Save Packet once finished 

Select the ellipses icon in the top right corner to copy the link, edit the name, or delete the packet.