Use the Form Builder to use your current PDF forms that are fillable
FAQ: I have a PDF I want to use through the form builder. How can I upload my own form?
1. Navigate to the Form Builder
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Go to the Home section in Synkwise.
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You’ll find options for Resident, Facility, and Staff forms.
2. Choose or Create a Category
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Select the Resident section.
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Choose a folder (called a Category).
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If no categories exist, create one and name it accordingly.
3. Upload a New Fillable PDF
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Click on Upload New PDF.
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Browse your computer and select the PDF file (e.g., Resident Rescreening Sheet).
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Click Create PDF Form to begin setting it up.
4. Configure the PDF Form Fields
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Highlighted text fields appear automatically.
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Click on a text field to configure it.
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On the right side, you'll see field options.
5. Use the “Prefill From” Feature
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Select a text field (e.g., Resident Legal Name).
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Choose Prefill From to pull data from the resident’s profile.
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Example: Select Full Name so it pre-populates from the resident profile every time the form is used.
6. Use the “Output To” Feature (Optional)
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This sends data from the PDF back to the resident profile.
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Not commonly used but can be set for fields like Date of Birth to update the profile.
7. Use the “Sync Key” for Repeating Fields
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Useful for repeating data (e.g., Facility Name) throughout the form.
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Assign a Sync Key to the first field (e.g., facility_name).
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Reuse that key for any matching fields later in the PDF to auto-fill them.
8. Finalize and Save the Form
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Configure as needed: set orientation (portrait/landscape), add header/footer.
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Save the form once done.
9. Generate the Form from a Resident Profile
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Go to a resident’s Profile.
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Under Forms, find the uploaded form and click Create.
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Add a creation date or description.
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The form will auto-populate with profile data and allow further editing.
10. Fill and Sign the Form
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Fill in checkboxes (e.g., Yes/No) and other editable fields.
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To collect a signature, use BoxSign:
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Click Sign when the form is ready.
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Drag the signature box where needed.
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Enter recipient email (e.g., family member).
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Choose the correct save folder in the Documents section.
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11. Save the Form Without Signature (Optional)
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Use Save to Documents to store the filled form without signing.
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Select the appropriate folder (e.g., Forms).
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Note: Once saved in Documents, the form becomes read-only.
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To make changes, return to the Form Builder and edit the original.
12. Support and Help
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For any questions, click the Help button at the bottom-right corner of Synkwise.