Add images, documents, tables and charts to your Bookem Document Forms

Before reading this article, make sure you've read the following articles:

• Sendable, Booking and Document Forms, what's the difference?

• How do I add a Document Form to a client's notes?

You can add different fields to a document form

• Text fields: Short and long text entries

• Drop downs: Can be linked to data lists

• Checkboxes: Allow you to select multiple options

• Multiple choice: Allow you to select one option

• Diagrams: Images, tables or charts/body charts can be added here. This can be helpful for annotating progress reports or questionnaires

Learn more about fields here

To add a diagram field type, follow these steps

1. Go to Documents > Forms

2. Click '+New form'

3. Name your new form and click 'Create'

4. Now, click '+Add field' and select the 'Diagram' field type

5. You can now use the Diagram field type to upload the following to the form:

• Images

• Documents

• Tables

• Charts

6. Just select the appropriate file and upload

7. Remember to Save and close

You will be able to access this form during note-taking in Documents by clicking on the '+ Insert > Form' from the drop down at the top right of the document.

Learn more

• Add images, documents, tables and charts to your Bookem Document Forms

• How to insert forms into documents

• How to send a form or document to someone without a client profile on Bookem (non-clients)