How to edit existing documents/forms?
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I can't seem to customize any existing forms. I have clicked on the "duplicate" button, as the article I read says to do. It creates a copy, but then I can't do anything with that copy. Any help?

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    Patricia Fuss

    Never mind - just figured it out!!!!

    Never mind - just figured it out!!!!

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    Gillian

    Glad that you've got it sorted, Patricia! Let us know if there's anything else we can help with here. 

    Glad that you've got it sorted, Patricia! Let us know if there's anything else we can help with here. 

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    Kate Wilson

    What was the answer to this question?

    What was the answer to this question?

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    Gillian

    Hi Kate, you can edit existing Note and Form Templates under My Account > Settings > Notes and Forms. Just click on the Template name that you'd like to edit, then, you can rearrange questions, add questions, and edit answer options and question types. Let me know if you'd like additional support in this - we're here to help.

    Hi Kate, you can edit existing Note and Form Templates under My Account > Settings > Notes and Forms. Just click on the Template name that you'd like to edit, then, you can rearrange questions, add questions, and edit answer options and question types. Let me know if you'd like additional support in this - we're here to help.

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    Tracy Fulton

    Hi. I have been trying to edit my practice documents to change my office address off and on for over a year, and have been unsuccessful. I moved a year ago, and am moving again. My new clients have been receiving intake documents that show my old office address. What is the absolute, definitive, foolproof way I can make this change so that all of my intake documents going out to new clients will contain my CURRENT address? 

    Thanks in advance for your help!

     

    Tracy

    Hi. I have been trying to edit my practice documents to change my office address off and on for over a year, and have been unsuccessful. I moved a year ago, and am moving again. My new clients have been receiving intake documents that show my old office address. What is the absolute, definitive, foolproof way I can make this change so that all of my intake documents going out to new clients will contain my CURRENT address? 

    Thanks in advance for your help!

     

    Tracy

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    Gillian

    Hi Tracy, you can edit your Consent Forms under My Account > Settings > Client Portal > Shared Documents and Files and your Intake Forms under My Account > Settings > Notes and Forms. The changes you make will be saved so that any future Consent Forms or Intake Forms that you share with clients will include your new practice address. 

    Hi Tracy, you can edit your Consent Forms under My Account > Settings > Client Portal > Shared Documents and Files and your Intake Forms under My Account > Settings > Notes and Forms. The changes you make will be saved so that any future Consent Forms or Intake Forms that you share with clients will include your new practice address. 

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    Suzanne Priebe

    Is there a way to edit the order of questions? When I add a new question to an existing template it automatically is placed at the end. 

    Is there a way to edit the order of questions? When I add a new question to an existing template it automatically is placed at the end. 

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    Gillian

    Hi Suzanne, you can click on the stacked line icon on the left-hand side of each Question/Form Element, then drag it to your desired location in the Questionnaire. 

    Hi Suzanne, you can click on the stacked line icon on the left-hand side of each Question/Form Element, then drag it to your desired location in the Questionnaire. 

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    Ariel Schachter

    If a client completes an intake form and i choose to make notes is this visible to the client?

    If a client completes an intake form and i choose to make notes is this visible to the client?

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    Gillian

    Hi Ariel, your notes on Intake Forms are private and are not shared with the client.

    Hi Ariel, your notes on Intake Forms are private and are not shared with the client.

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    Lindsey Thompson

    Hello, I can access the forms to edit, however, I cannot edit the footer. Please help. 

    Hello, I can access the forms to edit, however, I cannot edit the footer. Please help. 

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    Gillian

    Hi Lindsey, can you clarify which form you're editing?

    Hi Lindsey, can you clarify which form you're editing?

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    Lindsey Thompson

    Hi, we are editing all the forms, as the footer is the same on each form. 

     

    Thank you

    Hi, we are editing all the forms, as the footer is the same on each form. 

     

    Thank you

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    Gillian

    Lindsey, to better understand your question, I've reached out to you privately. Please check your email for a message from me so that I can further assist.

    Lindsey, to better understand your question, I've reached out to you privately. Please check your email for a message from me so that I can further assist.

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    Emma Bartz

    Hi, is there a way to edit supervision notes?  Thank you.

    Hi, is there a way to edit supervision notes?  Thank you.

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    Gillian

    Hi Emma, any note that has not been locked and shared with your supervisor already can be edited. Just click on the note to open it and then click Edit. After you share a note with your supervisor for them to approve and sign, they can return the note to you with suggestions for edits if further editing is needed.

    Hi Emma, any note that has not been locked and shared with your supervisor already can be edited. Just click on the note to open it and then click Edit. After you share a note with your supervisor for them to approve and sign, they can return the note to you with suggestions for edits if further editing is needed.