Import a form with Smart Form Importer

If you already have consent or assessment forms on paper or as files, you do not need to rebuild them from scratch. Smart Form Importer converts blank templates into editable draft forms in Form Management.

Open the importer

Sign in at app.documenti.co.uk.
Open Form Management.
Choose Import a form under Smart Form Importer — or go to Forms → Import.

Form Management with Smart Form Importer card — Form Management — Smart Form Importer sits alongside Browse templates.

Upload or paste your form

Upload a PDF, Word (.doc/.docx), JPEG, or PNG — up to 10 files, 25 MB each — or paste the form text.
Click Convert to digital form.
Review the draft in the form builder, fix any fields that need adjusting, then publish when ready.

Smart Form Importer upload and paste text screen — Upload a blank template or paste text — never upload completed patient forms.

Note

Only upload blank form templates. Do not upload forms that already contain patient answers or signatures.

What happens next

Set up forms and consents in Documenti
Publish drafts and set automation rules.
Consultation form options
Add imported forms to the consultation flow.