Set up forms

Open Settings, then Forms. Changing forms requires Manage settings.

Form sections says to add a section, such as Embryo Summary Form, then upload the form and any related checklists. An empty list is ready for Add form section.

Add form section asks for a name and an optional description. The name placeholder is Embryo Summary Form. Creating it confirms Form section created. A blank name shows Section name is required.

Open a section to upload a file. Add document asks for a download label. The placeholder is Form, Checklist, Instructions... Save document adds the file. A blank label shows Download label is required.

Drag documents to reorder them. The confirmation is Document order updated. Removing a document confirms Document removed.

Save changes on the section confirms Form section updated. Removing a section confirms Form section removed. Drag sections to reorder them. The confirmation is Form section order updated.

Members open these files from Forms in the member portal.