How to customize forms for printing

Last updated: 2021-10-14
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This article is for administrators only.

Customize forms to suit your needs

You can customize forms for each Organizer to suit your needs and print them. We prepared some forms for you already (medical exam, order, etc.). You define the content, header, and footer to suit your needs.

Where can you find the forms?

The administrator can create forms for each Organizer in the administration section in the "Datasheets" (Organizers) tab. Select the Organizer, scroll down, and click on "Manage print forms".

What is on your screen

Menu bar

  • Holds toolbar buttons, layout design elements, alignment buttons, and the button to show or hide the grid

Left menu panel

  • Direct access to all elements within the header, content, and footer added to the document. The list of variables (details) can be expanded with details from other Organizers if there is a connection leading to them by clicking on the "+" button and overall document properties. Drag & drop elements within the menu panel to rearrange them. The panel width can be adjusted by dragging the right side of the panel

Configuration panel

  • Displays configuration settings for the currently selected element

Document space

  • Visual representation of the designed form

How to display elements and configure them

Drag and drop the elements from the menu bar into the document space. Select the element by clicking on it in the document space. Change settings of the selected element in the configuration panel. You can adjust settings for multiple elements at once by selecting them using your mouse or holding the SHIFT key and clicking on elements.

Elements

  • Text - a text element can consist of static text, values (details), or a combination of both; we recommend you use a separate field for text and values because all the fields with values are emptied during a template export
  • Horizontal line - a simple design element that can be adjusted in regards to its width, height, and color
  • Image - upload any image in jpg or png. When printing, images are scaled proportionally to keep the aspect ratio and maintain printing quality. Thus, an image can be resized max. to its actual height and width (no stretching)
  • Table - click on the table to select it, click on a table cell twice to select the cell
  • Frame - a container for other elements and stretches according to its contents. It can be used to group elements and keep them together (a frame doesn't split on page break) and to apply a border or background to the whole frame
  • Section - a section can contain multiple elements to be grouped
  • Page break - a manual page break

Document properties

  • Page format - select the page format or define your own
  • Orientation - select a portrait or landscape orientation
  • Content height - here, you can change the content height in pixels; we recommend you leave this field empty (to not change the default value) and change it only in case you need to create a multipage form with the help of the page break element
  • Page margins - enter the page margins for the printable area, the elements cannot be moved past this area
  • Header - set the height of the header in pixels, its display settings, or turn off the header completely
  • Footer - set the height of the footer in pixels, its display settings, or turn off the footer completely

Open form editing

You can access the editing of the form by hovering over the form and clicking on the editing pencil on the left.

edit form

Copying forms

You can copy a form in a given organizer by clicking on the second button from the left side. 

This feature is useful if you want to create a similar form but don't want to start with a blank document.

copy form

Export forms

You can export the form and upload it to another organizer. Click on the second button on the right and the form file will be downloaded.

download form settings

Deleting the form

In case you no longer want to use the form or do not need it, you can delete it by clicking on the trash can on the right side.
delete form