Question
There have been some changes to recommendations around what should be asked on a vaccine consent form.
How can I reset the form to ensure it's the most up-to-date version and that it will automatically update the next time there are changes?
Solution
Your HotDoc form will have the auto-update form setting to ON by default, meaning your form will automatically update when there is a change to the template made based on federal government advice.
However, if you have edited the questions in your consent form to suit your requirements, the auto-update setting will have been switched OFF.
To reset the form to the current template, and to ensure it auto-updates in the future, please follow the instructions below:
- In the HotDoc Dashboard, navigate to Forms > Forms
- Next to the consent form that you'd like to reset, click Edit and select Settings from the drop-down menu.
- On the Settings page, you can click the Preview HotDoc Template button to see what the current template looks like. This will open an example of the form in a new tab.
If you're ready to reset your form to the template, click the Reset to HotDoc Template button.
- Your form will instantly update to match the HotDoc template.
The setting for Auto-update form to the latest default template will also be switched ON. This means that any further updates HotDoc makes to the template will automatically update your form.
- To preview your now updated form, click Forms > Forms in the menu on the left of the dashboard, then click the Preview button next to the form.
