E-Documents: creating a document

Support Center > About SecureVideo Features

Published 06/30/2015 at 10:44pm UTC

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Details

E-Documents allow the patient to fill out a form while in the virtual waiting room, and electronically sign it. Users with an Account Administrator or Clinical Supervisor role can create/edit as many templates as needed, and delete templates as well. Common uses for these E-Documents include Statements of Understanding and intake forms.

 

This support article illustrates how to create an E-Document.

 

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Answer

  1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.

E-Documents under the Features menu

 

 

  1. On the next page, use the "New Template" button in the lower left-hand corner.

New Template button

  • If you have already received E-Documents before, click on the "Edit Templates" button in the lower left-hand corner first, and then the "New Template" button on the next page.
    Edit Templates

 

 

  1. Enter the name of the document as you would like it to appear on the waiting room page. 
  • "Show to Your Clients Now?": Select "Yes" if you would like the document to appear in the waiting room and be visible to your session participants. If you are still finalizing your document, leave it at "No" when you save your document.

How the Document Name appears on the waiting room page

 

 

  1. You can create the document text using our Rich Text Editor. We will automatically add this signature field to the end of the document, so you do not need to include it in the document body. 
  • Electronically Signed By

 

You can use the Rich Text Editor to format your document in a variety of ways. 

 Screencap showing the rich text editor options

 

 

You can also format your text using pre-set headers by clicking on "Format" and selecting "Formats", which will slide out a menu of different header formats. Select the header that you like.

Screencap showing how to format something as a header 

 

  1. There are some special tags you can add to the document, which will be replaced by the appropriate information when your Session Participants are filling out the document. They are:
    • [ParticipantName]: this tag will be replaced by the name of the Session Participant who is signing the document.
    • [HostName]: this tag will be replaced by the name of the Session Host.

 

 

  1. SecureVideo also has a number of different field types that you can use. Any field type can be marked as required.
    1. Textbox: single-line text answer
    2. Text Area: multi-line text answer
    3. Radio Buttons: multiple choice, all choices visible, only one answer
    4. Checkbox: multiple choice, multiple answers possible
    5. Date: checks for a valid date (e.g., 12/1/2018)
    6. Dropdown: multiple choice, only one choice visible, only one answer (useful to place in-line with other text)

 

7. Use the "Save and Preview" button in the lower left hand corner to save your changes and create your document. Check the preview for any design errors.

 Save and Preview button

 

 

Field Type: Textbox

  1. To make a textbox, type the name of your field and "(textbox)" within 2 curly brackets, like this:
{Phone(textbox)}

Plain textbox

 

The field name for a textbox is not visible, so be sure to write the field name as you would like it to be displayed to your participant, outside of the curly brackets.

Phone Number: {Phone(textbox)}

Visible question and plain textbox

 

  1. To set a minimum or maximum character length, add a colon and the minimum and maximum character length the box should have. In the example below, a submission must be at least 10 characters long and no more than 10 characters long (i.e., must be 10 characters long). The length of the textbox will grow or shrink depending on the number of max characters. (The default width is 300px; if a max character number is set, the width is 15px per character.)
Phone Number: {Phone(textbox:10,10)}

Visible question and plain textbox, 150 pixels wide

 

  1. If you only want to add a minimum (if text is entered), just include one number. In the example below, a submission must be at least 10 characters long. No maximum character limit is set, so the box is the the default width of 300px.
Phone Number: {Phone(textbox:10)}

Visible question and plain textbox, 300 pixels wide

 

  1. To require the field be answered, add an asterisk before the second curly bracket.
Phone Number: {Phone(textbox:10)*}

Visible question and plain textbox, required dot

 

Return to Field Types

 

Field Type: Text Area

  1. To make a textarea, type the name of your field and "(textarea)" within 2 curly brackets, like this:
{Description(textarea)}

Text area field 

 

The field name for a text area is not visible, so be sure to write the field name as you would like it to be displayed to your participant, outside of the curly brackets.

Describe your ideal day: {Description(textarea)}

Text area field

 

  1. The default size for a textbox is 80px by 5px. To set a different size, add a colon and the number of column-pixels and row-pixels. In the example below, the text area would be 100 columns wide by 10 rows high.
Describe your ideal day: {Description(textarea:100,10)}

Text area field, 100 columns by 5 rows

 

  1. To require the field be answered, add an asterisk before the second curly bracket.
Describe your ideal day: {Description(textarea:100,10)*}

Text area field, 100 columns by 5 rows, required dot

 

Return to Field Types

 

Field Type: Radio Buttons

  1. To make a list of radio buttons, type the name of your field and "(radio:)" within 2 curly brackets. Within the parentheses after the colon, add a list of choices separated by a comma, like this:
{Hogwarts House(radio:Gryffindor,Hufflepuff,Ravenclaw,Slytherin)}

Radio button example rendered 

The field name for a set of radio buttons is visible to the person filling out the form.

 

  1. To set a default value, add a caret (^) symbol after it. (Only one answer is allowed, so you can only set up to one default value.) In the example below, "Hufflepuff" is set as the default value.
{Hogwarts House(radio:Gryffindor,Hufflepuff^,Ravenclaw,Slytherin)}

Radio button example rendered, Hufflepuff selected as default

 

  1. To require the field be answered, add an asterisk before the second curly bracket.
{Hogwarts House(radio:Gryffindor,Hufflepuff^,Ravenclaw,Slytherin)*}

Radio button example rendered, Hufflepuff selected as default, required dot 

 

Return to Field Types

 

 

Field Type: Checkbox

  1. To make a set of checkboxes, type the name of your field and "(checkbox:)" within 2 curly brackets. Within the parentheses after the colon, add a list of choices separated by a comma, like this:
{What comedies are you watching?(checkbox:Brooklyn 99,The Good Place,Modern Family,Silicon Valley)}

Checkboxes example rendered

The field name for a set of checkboxes is visible to the person filling out the form.

 

  1. To set a default value, add a caret (^) symbol after it. In the example below, "Brooklyn 99" is set as the default value. (You can make multiple values a default value. The participant filling it out can uncheck a default value.)
{What comedies are you watching?(checkbox:Brooklyn 99^,The Good Place,Modern Family,Silicon Valley)}

Checkboxes example rendered, Brooklyn 99 checked as default 

The field name for a set of checkboxes is visible to the person filling out the form.

 

  1. To require the field be answered, add an asterisk before the second curly bracket.
{What comedies are you watching?(checkbox:Brooklyn 99^,The Good Place,Modern Family,Silicon Valley)*}

Checkboxes example rendered, Brooklyn 99 checked as default, required dot

 

Return to Field Types

 

 

Field Type: Date

  1. To make a date field, type the name of your field and "(date)" within 2 curly brackets. Clicking into the date field will cause a date picker to appear (you can still manually type in a date).
{Sunrise(date)}

 Date field, clicked into, with date picker visible

 

The field name for a date is not visible, so be sure to write the field name as you would like it to be displayed to your participant, outside of the curly brackets.

When was the last time you watched the sun rise?: {Sunrise(date)}

Example question with date field 

 

  1. To set a minimum or maximum date, add a colon and the minimum and maximum date the answer should follow. In the example below, a date cannot have taken place before January 30, 2000, or after "today"; whatever today is.
    • The date can be a specific date, or relative to "today". E.g., "today+3" is "3 days after today". "today-3" is "3 days before today", as determined by the participant's time zone.
When was the last time you watched the sun rise?: {Sunrise(date:2000-1-30,today)}

Example question with date field 

 

  1. To require the field be answered, add an asterisk before the second curly bracket.
When was the last time you watched the sun rise?: {Sunrise(date:2000-1-30,today)*}

Example question with date field, required dot

 

Return to Field Types

 

 

Field Type: Dropdown

  1. To make a dropdown field, type the name of your field and "(dropdown:)" within 2 curly brackets. Within the parentheses after the colon, add a list of choices separated by a comma, like this:
{Superhero(dropdown:Wonder Woman,Ms. Marvel,Power Girl,Wasp)}

Dropdown field, no default set 

 

The field name for a dropdown field is not visible, so be sure to write the field name as you would like it to be displayed to your participant, outside of the curly brackets. The dropdown field is about as wide as the longest possible answer. 

Who is your favorite superhero? {Superhero(dropdown:Wonder Woman,Ms. Marvel,Power Girl,Wasp)}

Visible question, dropdown field, no default set 

 

  1. To set a default value, add a caret (^) symbol after it. (Only one answer is allowed, so you can only set up to one default value.) In the example below, "Wonder Woman" is set as the default value.
Who is your favorite superhero? {Superhero(dropdown:Wonder Woman^,Ms. Marvel,Power Girl,Wasp)}

Visible question, dropdown field, 'Wonder Woman' set as default

 

  1. To require the field be answered, add an asterisk before the second curly bracket.
Who is your favorite superhero? {Superhero(dropdown:Wonder Woman^,Ms. Marvel,Power Girl,Wasp)*}

Visible question, dropdown field, 'Wonder Woman' set as default, required dot

 

Return to Field Types

 

 

This article was last reviewed by our Support team on December 28, 2017.