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Creating Printed Forms

"Printed" forms require parents/staff applicants/guests to upload a file from their device (i.e. a PDF document or image file).

Using a printed form, you can provide a blank form to download, complete, and then upload back into the Dashboard.

Providing a blank form is optional, so you can refrain from providing a blank form to only prompt users to upload their own file to you (e.g. a copy of their tax return or driver's license; proof if income; etc.)

To create a new printed form, select "+Add new form..." within the appropriate scope.

  1. Enter the display name for the printed form.
  2. Select "Printed" as the form Type.
  3. Optional: Upload a blank form for the parent/staff to download.
    • If you have a blank form to provide, upload it here. Parents/staff/guests will be prompted to download the blank form and upload the completed version back you.
    • If you do not have a blank form to provide, skip this step. Parents/staff/guests can upload their own file to you.
    • Note that parents/staff can only upload 1 file per form.
  4. Optional: Enter a due date for the form.
  5. Optional: Enter instructions that will display above where the parent/staff/guest clicks to upload their file into the form.
  6. Choose whether to make the form actively display to parents/staff/guests (as soon as you submit this window).
  7. Choose if the form is "download only", meaning that the parent/staff will not be prompted to upload anything. Use this feature for "read-only" material you want them to download.
  8. Choose whether to allow the user to edit/re-submit the form.
  9. Choose whether admins who have "form submission notifications" enabled should receive email notifications regarding this particular form.
  10. Organize the form into a certain form category.
  11. Select if you'd like to restrict this form to only display to specific campers/staff/guests. 
    • First, configure your restrictions by creating and saving an Advanced Report that either captures who should or should not see the form.
    • Then, select whether or not to display this form to those who "appear on" or "do not appear" on the report you saved.
    • Finally, select the saved report.

Additional settings per module

Camper forms

  1. Choose to display this Form during the enrollment process.
    • If yes, the form will display on the "Forms" page of the enrollment form, in addition to the overall "Forms" page of the Dashboard.
    • If no, the form will only display on the "Forms" page of the Dashboard - but not on the enrollment form.
  2. If the form is displayed during enrollment, choose whether or not the Form is also required in order to finish the enrollment process.
    • If no, campers will see the form while enrolling but won't be required to complete it in order to finish enrolling.

Staff forms

  1. Choose to display this Form during the application process.
    1. If yes, the form will display on the "Forms" page of the application form, in addition to the overall "Forms" page of the Dashboard.
    2. If no, the form will only display on the "Forms" page of the Dashboard - but not on the application form.
  2. If the form is displayed on the application, choose whether or not the Form is also required in order to finish the application process.
    1. If no, staff will see the form while applying but won't be required to complete it in order to finish applying.

Guest forms

  1. Choose to display this Form during the registration process.
    1. If yes, the form will display on the "Forms" page of the registration form, in addition to the overall "Forms" page of the Dashboard.
    2. If no, the form will only display on the "Forms" page of the Dashboard - but not on the registration form.
  2. If the form is displayed on the registration form, choose whether or not the Form is also required in order to finish the registration process.
    1. If no, staff will see the form while registering but won't be required to complete it in order to finish registering.
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