Document forms let you create custom, reusable forms for any document or template. However, we recommend using document templates where possible, as they offer more flexibility and functionality.
If you’d like to use an existing document form, you can still insert it into a document or template. Here’s how:
Follow these steps:
Open a new or existing document
Select +Insert from the floating menu, or +Insert from the formatting menu and choose Form from the drop-down
Select the document form you want to add
The form will open. You can fill it out or scroll to the bottom and click Update to add it without filling it in
Click Save & close to save your document
While document forms are useful, document templates offer a more powerful and flexible way to capture information. Here's how they compare:
Text fields – Document templates let you add text anywhere in the document (note forms require dedicated text fields)
Drop-downs – Available in both document templates and note forms
Checkboxes – Supported in both formats
Multiple choice – Available in note forms only (use dropdowns in document templates to allow single-choice selection)
Diagrams – Supported in both formats
Voice notes – Only available in document templates
Voice dictation – Only available in document templates
File uploads (e.g. photos, videos) – Supported in document templates, not available in note forms
Pre-saved signature field – Available in document templates; note forms require manual signing each time
Tables and columns – Only supported in document templates, ideal for organising structured information
Variables (e.g. patient name, date, team member) – Only available in document templates, perfect for automating and standardising content