How to use the Forms feature

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Written by Storii
Updated over a week ago

Where are forms saved once completed?

Once a form has been successfully submitted via the 'Forms' feature, it will automatically be stored within the Document store as a PDF. If a service user is selected when completing a form, it will be stored within that Service User's document store within a new 'Form' folder. If a form is completed unrelated to any service user or for a service user that is not yet been created on StoriiCare, it will be stored within the Document store for the Business under 'Forms'.

Completed forms save location

Why do I need to select a service user before I see the form content?

This is an optional setting which can be changed within the settings of a form template on the form builder feature. Forcing the selection of a service user will ensure that the submitted form will be stored within that service user's document store.

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