Use PDF Forms

This article provides instructions on how to add forms that have been set up using Provet Cloud's PDF forms feature.

To add a PDF form in Provet Cloud:

  1. Select Add in the desired location, and select the desired PDF form.

  2. The Open form dialogue opens. Select Open.

  3. The form preview opens with pre-filled information. Edit the information if necessary.

  4. Provet Cloud autosaves the changes you have made to the form.

    • You can also select Save changes to save changes manually.

    • If you want to lock the form to prevent further modifications, select Lock this form. Once a form is locked, it can only be printed.

    • From the preview, you can Save and print the document.

    • To send the form by email, select Send mail.

    • Select Cancel to cancel changes made to the form.

    • You can also Delete the form unless it is locked.

  5. After closing the preview, the form is shown on the Forms section in Provet Cloud where you added the form in. All saved client, patient and consultation forms are also accessible for printing, editing, or deleting on the Forms tab of the client and patient page.

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