Introduction

This guide details how to configure document templates within the system to make them suitable for digital signatures on tablets. You will learn how to upload new templates, place auto-filling data fields, and add interactive elements for the patient to fill out, such as signatures or checkboxes.

Creating and Editing a Template

1. Uploading a New Template

The process begins in the Document Templates menu under Patient Management.

Click the Add New Template button.
Upload the desired file (e.g., in PDF or Excel format) in the pop-up window.
Enter a name for the document.
Click Next to open the editor interface.

2. Placing Basic Data Fields

Basic data fields are populated automatically by the system with examination or booking details, so they do not need to be entered manually.

In the editor, select the desired data from the Add Basic Data dropdown list (e.g., Booking Date, Institution Name, Examination Name).
Once selected, a movable box appears on the document.
Drag the box to the appropriate location on the document using the "drag-and-drop" method.

3. Adding Input Fields

These are fields that the patient needs to fill out or sign on the tablet. Use the Custom Field section to create these.

Signature Field:

Name the field (e.g., "Signature").
Select the type: Signature.
Specify the size (e.g., 100x300 pixels) and set whether it is mandatory.
Click the Add New Field button.
Drag the appearing green box to the signature location.

Checkbox:

Name the field (e.g., "consent").
Select the type: Checkbox.
Set a smaller size (e.g., 30x30 pixels).
Add it, then drag it to the relevant part of the document (e.g., next to a "Yes" answer).

Drawing Field:

Select the Drawing type.
Set the desired size (e.g., 200x200 pixels).
Place it on the document.

4. Editing and Deleting Fields

Clicking on any field on the document opens the editing window.

Edit: You can modify the field's name, size, or mandatory status. Click the Modify button to save changes.
Delete: If a field is not needed (e.g., a mistakenly added drawing field), you can remove it using the Delete button in the editing window.

5. Preview and Save

Preview: Click the Preview button to check how the document will look when filled. Basic data (e.g., institution name, date) will appear with actual data. Input field locations are visible, but they are not interactive in this view.
Save: Once editing is complete, click the Save button to finalize the template.

Tips

Tip: When positioning fields, ensure they do not cover the original text of the document.

Tip: It is recommended to set the signature field size wide enough for comfortable signing on a tablet (e.g., 300 pixels wide).

Summary

After uploading templates, data fields can be placed using the editor interface.
Basic data is automatically populated from the system.
Custom fields (signature, checkbox) allow for patient interaction.
All fields can be edited, renamed, or deleted afterwards.
Changes must be saved using the "Save" button.

FAQ

Can I delete a field if I added the wrong one by mistake?

Yes, by clicking on the field, you can remove it at any time using the "Delete" button in the pop-up window.

Can I see my own signature in the preview?

No, only automatically populated basic data (e.g., date, institution name) appear filled in the preview; input fields (signature, checkbox) remain empty.