Set Up PDF Forms

You can upload a PDF file that has fillable fields created using software such as Adobe Acrobat. Once uploaded, these forms can then be used during consultations, allowing you to fill and save them directly in Provet Cloud.

To set up PDF forms:

1. Before using the document in Provet Cloud, you will need to set up the text fields, save as PDF, then upload to Provet Cloud following the directions below, in order to add the placeholders.

2. Go to Settings > Lists & Templates > Templates > Certificates & Forms .

3. From the PDF form drop-down menu, select the form type you want to add (Client, Patient, Consultation, etc.). The type of form will dictate what placeholders will be active to pull the information automatically to the textboxes, once mapped.

4. On the PDF template page, add the Title and the Department where the form is available. If you do not select a specific department, the PDF file will be available across all departments.

5. Select the Drop files here to upload area to browse for a file or drag and drop a file into the area.

6. After the file has been uploaded, select Save to finalise the form setup.

7. The form preview opens showing available text boxes where you will insert the placeholders. The Show info button will display a list of the placeholders you can use. Note that depending on where the form is being used, not all placeholders will pull the associated information. Enter the placeholder(s) in the textboxes where the information needs to display. After making changes, select Save .

8. Select Back in the top left corner of the Document template. The PDF form you created is shown under Certificates & Forms .