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Templates for Web Forms

As you build a web form, you should consider whether users will need to print it out for external use after conducting a visit. If a completed form needs to be sent to an outside agency or external provider and printed out in a specific way, you can create a PDF template that corresponds to the web form. The template contains the answers/responses entered into the web form (as of data) and fields from tables related to the visit that you want to include (for example, the client’s current address or the employee’s NPI number). Because templates work off the form level and not the visit type level, you create one template per form – all visit types using that form will have access to the template.

Before you can create a template, you need to build the web form and then build an export of the form “for template printout.” The only fields that can be brought over into a template are Dropdown, Calendar, Text, Numeric Text, Checkbox, and No Label Checkbox. Radio Buttons cannot be used for templates. Instead, No Label Checkboxes need to be used and each checkbox must be a separate question in the web form.

The process to create a template is as follows:

  1. Build the web form (or copy it from the Library).
  2. Use word processing software to create an electronic version of the form (include your letterhead if appropriate). If you are using a form from the Library and it has an associated template that your Implementation Manager has sent to you, you can skip this step and the next step.
  3. Generate a PDF from the electronic version of the form (usually done with ‘Print to PDF’ or ‘Save As a PDF’). The PDF must be saved locally.
  4. Use the Export Tool in Credible to build an export of the form for template printout.

    Once you have built the export, there will be a ‘Template’ button in the button row in the Visit Details screen for visits that used the form. Note that users won’t be able to print the form in template mode until you complete the steps below.
  5. Use the full version of Adobe Acrobat (or other PDF software; see for a list) to edit the field names in the PDF so they correspond to the export names of the fields in the form. Having Acrobat automatically detect the “form fields” in the PDF will help speed up the editing process. If Acrobat misses a field during auto detection, you will have to add it.
  6. From the export list in Credible, upload the PDF.
To view the PDF template in the Internet Explorer browser, a PDF ActiveX plug-in is needed. If a user is saving the template for viewing outside of the web browser, a PDF reader is needed.

Using a Table in a PDF Template