Welcome to CompanyOn

Today, I’d like to introduce you to CompanyOn’s Dynamic forms.

Let’s show you how it works.

By dragging, dropping and editing content, you will be able to create and customize any chart template you need to record the care you provide.

You can customize your chart templates directly from the timeline, by clicking on the setting icon in the add a new entry tab.

Or by going into your account settings and clicking on the dynamic forms link.

Let’s show you how to create a chart template.

On the template builder to your left, you can choose between one or two columns for your chart templates.

On your right, you will be able to choose the type of content you want.

Once you have chosen the content you need, make sure you click on each component to name it as required.

Now, let’s give it a name

That it is. Every time you create a new chart template, it will be listed in the new entry tab of the timeline of your client.

See you next time!

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