While note forms allow you to create custom, reusable forms for any document or template, we recommend considering document templates for their greater functionality.
If you would like to use an existing note form, you can still add it to a document or document template to use. We'll walk you through it:
Follow these steps:
1. Open a new or existing document
2. Select +Insert and then Form from the drop-down menu
3. Now, select the Note form that you want to add
4. Once you've selected the form, it will open. You can choose to fill it in, or simply add it by scrolling to the bottom and clicking 'Update'
5. Remember to save your document by clicking Save & close
Note: If a note form with *required fields is inserted into a document, any required (forced ) fields will be overridden to be optional, and filling in these fields will be the onus of the team member taking notes.
Text fields: Add text anywhere in the document.
Dropdowns: Available, just like in note forms.
Checkboxes: Also supported, as with note forms.
Multiple choice: Functions as checkboxes, though restricting selection to one can complicate note-taking.
Diagrams: Included, as in note forms.
Voice notes: Available, unlike in note forms.
Voice dictation: Supported, not available with note forms.
Pre-saved signature field: Unlike note forms, which require manual signing each time.
Tables and columns: Useful for organising data, not supported in note forms.