The digital documents feature will allow users to create various document templates and organize them into categories. Then, based on those templates, the user can create a document and send it to their contacts. Each document will allow the user to get various pieces of information about the contact and update the contact profile automatically.
Reminder: For any document you create that includes legal terms, it is your responsibility to ensure that terms included within your agreements, waivers, contracts, etc., follow all state and local laws. Please consult with an attorney for review of any legal language prior to publishing the document on your Fit Pro Tracker account. Fit Pro Tracker, Inc. is not responsible or liable for any legal verbiage used within any documents clients create and share.
*Please Note: Information provided in the document is not encrypted or secure. Do not ask clients to enter sensitive data such as social security numbers, banking information, or private medical conditions. All data entered into this document is visible to all employees of the organization at all times.
Here’s how you create a Digital Document:
To get started, select Digital Documents on the left menu. Then, click on the Categories and Add Category buttons.
2. Enter the Category's Name and Description. Waivers, agreements, surveys, and other forms are possible category names. Then, remember to Save.
3. Click the Add button in the Documents tab to begin creating your document.
4. Select a Category to associate this document with on the Information Tab first. Then give it a name and a description. Then, click Save.
5. Once you clicked the Save button, you will be directed to this page to start creating your custom form/document.
Fields. You will drag a selection from the left menu and drop it into the box in the middle to get started.
The Builder is broken down into a couple of sections and you can easily add them to your document.
Important Note: An Evergreen link will be available to your digital document when you add the Basic Contact Information or Advanced Contact Information element. This link can be filled out by both contacts who are not yet in the system.
Section. This typically includes one or more headings and additional elements presenting related content. There are 6 options for this section. You can choose the format and number of boxes needed for your document.
For each section, you can form your own design by changing the following options. All the editing on the fields is done on the right side of the page.
Full Width
Form Width
Page alignment
Page background
Page padding
Form background
Font
Rounded Corners
Form Border
Form Padding
Field size
Field background
Form border
Form padding
Input fields and labels
Field size
Field background
Border
Rounded corners
Label font style
Creating the document template allows you to try various sections and play with the spacing. The form can also be changed in width and style. Make sure to save your work.
Important Note: The field marked with an asterisk* is "required," and you will be unable to submit the form unless you fill it out.
Basic Contact Information. It contains the First and Last Name, Email and Phone Number.
Advanced Contact Information. It contains the First and Last Names, Email, Phone Number, Gender, and Birthday.
Important Note: When your clients enter their birthdate in the digital document, the Year of birth must be selected first, followed by the Month and the Day.
Contact Address. It contains the Street #, City, State/Province/Region, Zip/Postal Code, and Country.
Emergency Contact. It contains the Full Name, Phone #, Email, Relationship to the person, and Job.
Important Note: Relationship is required but Email is not .
Signature. A digital signature is used to authenticate digital information such as form templates, forms, and documents. Once a form has been signed, it cannot be altered in any way without invalidating the signature.
Input. The input element represents a typed data field, usually with a form control to allow the user to edit the data.
Response Text. This section is frequently used in forms to collect user input, such as answers, comments or reviews.
Dropdown label. This section allows the user to choose an option from a list. It can be used for creating survey forms.
The Option List on the right side has no default option, so you can select whichever option you prefer.
Radio Buttons. These are options that allow the user to choose one of several options. They are very similar to checkboxes. The difference is that checkboxes do not have a single option. When a user tries to select more than one option with radio buttons, the previous choice is deselected.
This section has no default options, so you can select any option you want.
Checkbox. This is shown as a square box that is ticked (checked) when activated. Checkboxes are used to let a user select one or more options from a limited number of choices.
Form Text. This section is styled with some of the text formatting properties. The heading uses text-align, text-transform, and color properties.
Picture. This section will help the user in displaying images for digital documents.
Spacer. The spacer section is used to add blank spaces to web pages. You may occasionally need to add space to your document.
Separator. This line separator tag creates a horizontal line, commonly used to visually separate page sections.
Social. This section has icons of some of the most popular social media like Facebook, Messenger, Twitter, and Instagram. This is where you can put your links in.
The expand button will maximize your screen, providing you with more space to work with your template. When in the expanded view, the scroll option appears on the left side of the section.
This is how the minimized view looks like. To maximize or expand the screen, click the Expand button.
This is how the maximized view looks like. To minimize the screen, press the Minimize button. This will allow you to see the main menu and dashboard.
The Preview button displays a document or page before it is produced in its final form.
When you click Preview, you will see the three options:
Preview on mobile
Preview on tablet
Preview on Desktop
Click the X button on the right side of the screen to exit the Preview.
The document does not save automatically. “Unsaved Changes” will appear at the top, prompting you to save the document. Before proceeding, save the form by clicking Save on the right side of the page. If you navigate away, without saving it, there will a prompt that says "Changes you have made may not be saved".
The Builder is used to create a digital document for styling and layout. The user can change the content size, spacing, color, and font and add decorative features.
Check this article to learn more about Digital Document sample templates.