PDF Forms
PDF Forms lets you upload existing PDF documents (consent forms, assessment tools, NDIS-specific forms) and send them to participants or staff for digital completion and e-signature — no printing required.
Where to find it: Navigate to Forms → PDF Forms in the sidebar.
Uploading a PDF Form
1
Go to Forms → PDF Forms and click "+ Upload PDF Form".
2
Give the form a name (e.g. "Service Agreement 2025", "Consent to Share Information") and upload the PDF file.
3
Use the PDF builder to add fillable fields over the PDF — drag text boxes, signature fields, checkboxes, and date pickers onto the document pages.
4
Save the form template. It is now ready to be sent.
Sending a PDF Form
1
From the PDF Forms list, click "Send" next to the form you want to send.
2
Select who to send it to: a specific participant, a staff member, or enter an email address manually for external recipients (e.g. a participant's guardian).
3
Add an optional message to accompany the form. Click "Send".
4
The recipient receives an email with a secure link to fill in and sign the form in their browser — no app or software required.
Tracking Submissions
Each sent form has a status:
| Status | Meaning |
|---|---|
| Sent | Form delivered to the recipient; awaiting completion |
| Opened | Recipient has opened the form link but not yet submitted |
| Completed | Recipient has filled in and submitted the form |
| Expired | The link has expired (default: 30 days) without being completed |
1
Click a submission in the list to view the completed form with all filled-in responses and the e-signature.
2
Click "Download PDF" to save the completed, signed copy. It is also automatically saved to the participant or staff member's Documents folder.
Use PDF Forms for any document that needs a participant's or guardian's signature — consent to services, consent to photograph, medication authority forms, privacy consent, etc.
PDF Forms vs Custom Forms
| PDF Forms | Custom Forms | |
|---|---|---|
| Best for | Existing documents that need signatures or completion | New forms built from scratch (intake, referrals) |
| Layout control | Exact PDF layout preserved | Responsive, mobile-friendly layout |
| Embeddable on website | No | Yes |
| Convert to participant | No | Yes |
| E-signature support | Yes | Yes (if signature field added) |