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How to Add an Intake Form Document to Your Vision(X) Site

This tutorial will demonstrate how to add a document for intake forms to your Vision(X) site.

Vision(X) Settings

In the Settings section of your Vision(X) site, select the Intake Form subtab. The Document List displays all documents that are available for your site's intake forms. To add a new document to this list, click "Add Document":


Document Upload

The Document Upload menu will appear. Enter information for the required fields (marked by blue asterisk), then click "upload document" to add a file from your local PC. When finished, click "Save":


Success!


You will receive a confirmation message that the document is now saved to your Vision(X) site:


The document will remain visible in the Settings > Intake Form section of your site, ready for use with any intake forms: