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Creating Printed Forms

Creating a printed form allows you to present/collect physical forms (i.e. PDF or Word documents) to/from parents or staff, instead of having them complete the form digitally from within the dashboard.

To create a new printed form, select "+Add new form..." within the appropriate scope (Permanent, Yearly, Session).

  1. Enter the name of the form.
  2. Select "Printed".
  3. Upload a blank form for the parent/staff to download.
    • If you have a blank form to provide, upload it here. Parents/staff will be prompted to download the blank form and upload the completed version back you.
    • If you do not upload a file, parents/staff will only be prompted to upload a file to you (e.g. a copy of immunizations from the doctor; a scan of their insurance card; etc.)
    • Note that parents/staff can only upload 1 file per form.
  4. Enter a due date, if applicable.
  5. Choose whether to make the form actively display to parents/staff (as soon as you submit this window).
  6. If a form is "download only," the parent/staff will only be prompted to download your file but not upload anything back to you (this is useful for read-only material/informational handouts, etc.)
  7. Choose whether to allow the form to be edited after submission. Making a form editable will allow the user to return to their submission and edit/re-submit.
  8. Choose whether admins who have "form submission notifications" enabled should receive email notifications regarding this particular form.
  9. Select if you'd like to restrict this form to only display to specific campers or staff. 
    • Configure restrictions by first creating and saving an Advanced Report with the right criteria that captures who should see the form. Then,  in line 9 above, select whether or not to display this form to campers who "appear on" or "do not appear" on the report you saved. Next, select the report.
  10. Choose to display this Form during the enrollment/application process. If the form is not displayed during Enrollment, parents/staff must click the "Forms" page of the Dashboard to access the form. If the form is displayed during enrollment/application, you will also be able to choose whether or not the Form is required during that process.
  11. Click "Create form" to create the form.

The new form has been added to the list of forms.

Click in the form name to upload a different file. Double-click the pencil to change the form settings.

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