Sending Templates

Document Signing

Transform any paper form into a customizable digital version that patients can sign and execute from anywhere, on any device.

Easily add new fields, assign roles, and collect electronic signatures on PDF's.

With our platform, you can create dynamic forms in just minutes, and start collecting signatures from patients across any device, anywhere.

Learn how to create a document here

Document Features:

1. Document dropdown selection
2. Creates a new Document
3. Area to enter recipient details (email only)
4. Custom Message
5. Allows you to add recipient details to obtain a copy
6. Allows you to edit the document 
7. Sends to recipient

By using the document dropdown selection, you can select an existing document or create a new document and customize it as needed. You can then enter recipient details, such as their email address, and add a custom message. To obtain a copy of the document, you can include recipient details. Additionally, you can easily edit the document before sending it to the recipient. Once you're ready, the document will be sent to the specified recipient."

To Send A Document:

1. Log in to FormDr
2. Navigate to ‘Send + Receive‘
3. Click on 'Documents'
4. At the top, enter the information into ‘Send Document’

To Send An Email Invitation:

1. Select the document you want to send
2. Enter the Signers Name
3. Enter the Signers Email
4. Click 'Send Document'

Optional:

1. Enter a custom message
2. Enter recipient details who wish to retain a copy

Quick Demonstration:

Learn how to create a document here