Instruction for adding the Canvas Component to a form

Part 1:  Creating a form with drawable functionality, i.e. adding a “Canvas” component:

Step 1: In HIPAAtizer open Form Builder, either by opening an existing form by clicking on the form name in the “My Forms” dashboard or by creating a new form from scratch.

Step 2:  Locate the “Canvas” component (1) in the form builder and drag and drop it to an appropriate row (2).

Step 3: Upload Image:

Upon “dropping” the Canvas Component into the form, a Settings window will open.  From this Settings window, you should click on “Upload” to upload the desired HIPAA diagram.

Step 4:  Setting Component Label and User Instruction

The Label Name is the prompt or instruction that the user sees when they are filling-out the form.  In this example, the user is asked to indicate any piercings when they are filling-out the form.

Step 5:  Adjusting Settings for the Canvas.

The main settings for the Canvas component include the color and weight of the lines that will be drawn.  To adjust these, in the Settings window, you can select a color (1) that will be used to draw on the Canvas, a thickness to the lines (2) and don’t forget to note the unique name (3) if you are linking the form to a printable PDF template.  After adjusting these settings, click “Save Changes” at the bottom of the Settings window.

Step 6: Finalize your form:

Add or edit any additional fields. Once you have finalized the form, press Save and Publish in the form builder.

Part 2:  Using Canvas

Step 1: Checking or Previewing the Form

In either the Preview mode or simply as a regularly published form, we can see how the user will be prompted to complete this part of the form.

Step 2:  Drawing on the Canvas

Either in Preview mode (as below) or by embedding the form on a website or generating a link, the respondent can simply indicate the required information with their computer mouse or, if on a mobile device, with their finger.  As you can see below, the respondent has three piercings.

Part 3:  Embedding or Activating the Form with Canvas

1. In the My Forms dashboard, click on Embed Form (see screenshot below):
   

   

2. You can choose from four tabs.  Two of the most popular are, click “Embed Code” and follow the instructions or click “Share Link” and then “Copy” to copy the link into an email to clients.
   

Part 4: Accessing and Downloading Submissions

Step 1:  Accessing Submissions

From the My Forms dashboard, click on #(View Details) to enter the Submissions dashboard.

Step 2:  Accessing the Form

In the Submissions dashboard, to view the form on your screen click on (1) View Details or to download a PDF of the submission, click on (2) Download PDF.  As reminder, if you want a customized canvas, you should attach a print template in the Form Settings.  Contact us at support@hipaatizer.com to help convert or create a template.

Reminder for Searching Forms:  Set the “Additional Columns” to an appropriate value (3) in order to better sort and identify submissions.

End of Instruction!