How can I use a PDF template in one form on another?

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    kcfamily
    Asked on April 12, 2019 at 12:23 PM

    https://hipaa.jotform.com/build/90748269132159  the form pdf is useless for use we want to use pdf template from  https://hipaa.jotform.com/kcfamily/new-patient-intake-paperwork-kc-fam 

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    Welvin
    Answered on April 12, 2019 at 01:54 PM

    I'm sorry, but I need to clarify if you are trying to use the PDF template from the New Patient Intake form to another form. Please provide us with more information as much as possible since we cannot check forms on HIPAA upgraded accounts. We can only suggest/guide what to do next. 

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    Welvin
    Answered on April 12, 2019 at 02:00 PM

    I'm sorry. I'm trying to get the correct forms from you. Anyways, here are the steps you can copy the PDF design to another form.

    1. In the PDF editor, click the Layout Settings.

    2. In the Customize tab, you have the option to save the PDF as a template:

    15550918482019-04-13-007.png

    You can choose to make it publish or choose Private if you'd like to keep the pdf for your forms only. 

    3. Go to the PDF Editor of the other form. 

    4. Click the Templates tab.

    5. Select My Templates

    6. Apply your PDF template by clicking it. 

    15550919772019-04-13-008.png


    That's it! You're done.

  • Profile Image
    kcfamily
    Answered on April 12, 2019 at 02:43 PM
    I do not have a MY Templates option
    Shemelle, Office Manager
    KC Family Hope Center
    1740 NE Riddell Rd Ste 110
    Bremerton, WA 98310
    www.KC-Family.com
    Ph 360-567-6109
    Fx 360-479-0143
    “When the world says give up…Hope whispers….TRY one more time!” ~Anonymous
    Please be advised that a response time to all communications is anticipated within 48-hours, unless it is the weekend.
    E-mails are not checked on the weekends or outside of normal business hours.
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    Richie_P
    Answered on April 12, 2019 at 03:53 PM

    You have to save your PDF template first as suggested by my colleague to have your own "My templates".

    Kindly follow my colleagues instructions above and let us know if you have further questions.

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    kcfamily
    Answered on April 12, 2019 at 04:43 PM
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    New form pdf editor
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    Shemelle, Office Manager
    KC Family Hope Center
    1740 NE Riddell Rd Ste 110
    Bremerton, WA 98310
    www.KC-Family.com
    Ph 360-567-6109
    Fx 360-479-0143
    “When the world says give up…Hope whispers….TRY one more time!” ~Anonymous
    Please be advised that a response time to all communications is anticipated within 48-hours, unless it is the weekend.
    E-mails are not checked on the weekends or outside of normal business hours.
    Normal business hours are Mon. - Fri. 8AM - 5PM, excluding holidays.
    NOTICE: This message, including all attachments transmitted with it, is for the use of the addressee only. It may contain proprietary, confidential and/or legally privileged information. No confidentiality or privilege is waived or lost by any mistransmission. If you are not the intended recipient, you must not, directly or indirectly, use, disclose, distribute, print or copy any part of this message. If you believe you have received this message in error, please delete it and all copies of it from your system and notify the sender immediately by reply e-mail. Patients - Email is NOT considered secure. By choosing to communicate with me or KC Family Hope Center by email, you will assume these confidentiality risks.
    P Please consider the environment before printing this e-mail.
    ...
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    BDAVID
    Answered on April 12, 2019 at 07:42 PM

    If you are trying to share screenshots on this thread, please load it first in your browser, here is the link to the thread: https://www.jotform.com/answers/1791481

    Then upload it as shown on this guide(from step 2): https://www.jotform.com/help/438-How-to-Post-Screenshots-to-Our-Support-Forum