Export customized forms from one workspace and import them into another
FAQ: I'm a nurse delegator and wanted to use the same forms I use for one of the homes I delegate, how can I transfer all my task sheets?
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Understand the Context
- Forms in Synkwise are not always preloaded; many must be downloaded from the template library.
- Customized forms can include personal information, such as a name or signature, added to delegation task sheets or other forms.
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Export a Customized Form
- Open the form you want to export.
- Click on the three dots menu.
- Select the option to export the form as an SKF file (Synkwise's proprietary file format).
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Delete the Form (Optional for Demonstration)
- You can delete the form to simulate starting fresh.
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Import the Form into Another Workspace
- Go to the new workspace and click on "Build a New Form" in the top right corner.
- Select the option to import a form.
- Drag and drop the previously exported SKF file into the import area.
- Once imported, the form will appear with all the data and customizations intact.
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Use the Imported Form
- Navigate to the appropriate section, such as a resident's profile, and create tasks or records using the imported form.