Using the Document Editor

Learn how to create client-facing documents, upload PDFs, require acknowledgement or signature, and format content with Markdown.

Use the document editor when you want to create a page for clients or staff to read, sign, or acknowledge. Examples include office policies, consent forms, portal terms, and other handouts.

Open the document editor

1. Go to Settings.
2. Open Forms & Documents.
3. Create a new item or open an existing one.
4. Choose Format: Document.

Document settings

At the top of the editor, you can control how the document is used.

• Name for Staff: Internal name used inside your practice.
• Title Clients See: The title shown to clients.
• Category: Where the item appears in your library.
• Include in Intake: Adds it to intake automatically.
• Share with Practice: Makes it available to other users in your organization.
• Can Be Shared With Client: Allows it to be sent through the client portal.

Add document content

Documents support two kinds of content:

• Description / Text Content: Written content entered directly into the editor.
• PDF Attachment (Optional): A PDF the client can view alongside the document.

You can use either one or both together. For example:

• Use only text content for a simple policy or letter.
• Use only a PDF if you already have a finalized handout.
• Use both if you want a short introduction above a PDF.

Require a client response

If a PDF is attached, you can turn on Require Client Response.

This gives you two options:

• Simple acknowledgement: The client confirms they have read the document.
• Electronic signature: The client confirms and types their full legal name.

Use acknowledgement for general notices. Use signature when you need a more formal record of agreement.

Markdown cheat sheet

The text editor uses Markdown. Markdown is a simple way to format headings, lists, links, and emphasis without needing a full word processor.

Common examples

# Main heading
## Section heading
### Smaller heading

This is a normal paragraph.

**Bold text**
*Italic text*

- Bullet item
- Another bullet

1. First step
2. Second step

[Link text](https://example.com)

> Quoted or highlighted note

---

What those do

• # creates a large heading.
• ## and ### create smaller headings.
• **text** makes text bold.
• *text* makes text italic.
• - starts a bulleted list.
• 1. starts a numbered list.
• [text](url) creates a link.
• > creates a quoted callout line.
• --- creates a divider line.

Use the preview

The Preview area shows how your document will look when rendered. This is the best place to confirm:

• headings and spacing
• list formatting
• emphasis
• links
• overall readability

Good document-writing tips

• Keep the title short and clear.
• Break long content into sections with headings.
• Use bullets for policies, expectations, or instructions.
• Keep paragraphs short so they are easier to read on mobile.
• If the client must take action, say exactly what they need to do.

When to use a document instead of a questionnaire

Choose a Document when the client mainly needs to read, acknowledge, or sign something.

Choose a Questionnaire when the client needs to answer a series of questions.