Creating Printed Forms

"Printed" forms require parents/staff applicants 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 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 have a blank form to provide, skip this step. Parents/staff can upload their own file to you.
    • 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 printed form is "download only," the parent/staff will not be prompted to upload a completed version of the form. Use this feature for "read-only" material you want them to download.
  7. Choose whether to allow the user to edit/re-submit the form.
  8. Choose whether admins who have "form submission notifications" enabled should receive email notifications regarding this particular form.
  9. Organize the form into a certain form category.
  10. 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.
  11. 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.
  12. If the form is displayed during enrollment/application, choose whether or not the Form is also required during that process.
    • If no, campers/staff will see the form while enrolling/applying but don't have to complete the form in order to submit the enrollment form/application.
  13. Create the form.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk