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Setting up PDF Sync for Paperless Forms

Britney Cummings
Updated

This guide will show you how to activate PDF Sync for a form.

Once you've completed the steps, approving submissions for this form will automatically place a PDF copy of the approved form into the patient's document center in the appropriate document type location.

Follow the instructions below to get started:

  1. Paperless Forms → Form Builder
  2. Select the desired Folder
  3. Select the form you wish to activate PDF Sync on.
  4. Click Settings inside the Form Builder.
  5. Check "Sync PDF Submission to the Patient Document Center".
  6. Select the document type from the drop-down menu.
  7. Click Save and Update/Publish.

 

Example Process:

The screenshots below demonstrates the entire setup process for activating PDF Sync.