Hosting of Custom Client Forms
There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.
We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.
Ideally, this custom Client Form, would open the same way by clicking on the "Add Form" button located in the Client's profile under the "Files" tab segment. To the field worker, it would open a new browser tab with the fillable PDF file for the client to fill out (with or without assistance from the field worker), and when completed, the tab would close and the completed file would be a saved file under the "Client Forms" segment the same way a built out form does now.
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Abby Burgess commented
Yes, and/ or some options for text boxes to input specific form data that may change from one client to the next... And, staff signature :)