Getting Started
New to FormDr? These articles will walk you through setting up your account to sending out your first form.
How do I activate 2-Step Verification?
How do I invite users to my account?
How do I turn on/off my email notifications?
How do I update my email?
How do I update my password?
How do I update the information my patient can see?
Form Revision Guidelines
Why is my form labeled as Pending?
How can I add a logo to my form?
How can I add a template to my packet?
How can I duplicate my packet?
How can I edit a conditional question?
How can I embed forms on my website?
How can I load forms onto my Ipad/tablet?
How can I print a blank copy of my form?
How can I remove my phone number so patients/clients cannot see it?
How can I send forms out with my existing email?
How can I send prefilled forms?
How can I edit my submission?
How do I archive my submission?
How can I download a completed submission?
How do I edit my PDF?
How do I print a completed submission?
How do I save my PDF settings?
Adding Notes And Files To Records
How can I delete records?
Search And Filter Records
Merging Records
Viewing The Patient Record
Can I get a copy of the BAA?
Can I hide the FormDr Logo at the top of the form?
Can I send one form from my packet or do I need to send the whole packet?
Does FormDr have API or Webhook capabilities?
Does my form have analytics?
Does the link change after I edit my form?