PIN lock when a patient fills a form

When a patient needs to fill a form on your tablet or laptop, Screen Lock PIN keeps Documenti locked to that form. They can complete the form; you unlock with your PIN to get back to the rest of the app.

Set your PIN

Open Settings from your account menu.
Find Screen Lock PIN.
Enter a 4–8 digit PIN, confirm it, and save — or Change PIN / Remove PIN if one is already set.

Settings Screen Lock PIN section with green status banner — Screen Lock PIN — when a PIN is set, Lock appears on patient-facing forms.

Lock before you hand over the device

Open the form the patient needs to complete (for example from a consultation).
On the form footer, choose Lock (padlock icon).
Hand the device to the patient — they can use the form only.

Medical Questionnaire form with Lock button on the footer — Form footer — Lock is on the left, before you hand the device over.

Note

If Lock is missing, set a Screen Lock PIN in Settings first. Removing the PIN disables screen locking.

Unlock when you get the device back

Take the device back from the patient.
On the Unlock screen, enter your PIN.
Choose Unlock — Documenti opens again so you can finish or save the form.

Unlock screen dialog asking for PIN — Unlock screen — enter your PIN and Unlock to return to Documenti.

What happens next

Send a form to a patient
Email forms instead of handing over a device.
Run a consultation in Documenti
Complete forms as part of a consultation.