Wiki source code of Customising Smart Forms

Last modified by MasterApps Support on 2021/06/18 02:19

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1 Smart Forms in **Injury Master** can be customised to include your personalised organisation logo, colours and headers and footers on Letters. Some specific Forms also allow further customisation of labels, titles and statements.
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3 [[image:Attachments.WebHome@mceclip0.2aef2.png||style="max-width:376px" alt="mceclip0.png"]]
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5 Form can be customised from **SETTINGS ~-~-> Account ~-~-> **__Personalisation__ and __Documents__ tabs.
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7 [[image:Attachments.WebHome@mceclip1.57341.png||style="max-width:511px" alt="mceclip1.png"]]
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11 ==== **Organisation Logo & Colours** {{id name="organisation-logo-colours" /}}====
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13 To add a personalised logo and colours to Smart Forms, select the __Personalisation__ tab. You will see 3 options:
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15 [[image:Attachments.WebHome@mceclip2.d6c04.png||style="max-width:411px" alt="mceclip2.png"]]
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17 *. **Form/Letter Logo** – adds logo to top of Smart Forms / Letters. Preview will appear if file has been added. Select **Browse** to choose image file from your desktop. If a file has been added, you can select filename link to open file or drop-down arrow to reveal __Clear__ button to remove file.
18 *. **Text Colour** – changes colour of some Smart Form’s heading text. Select the grey / coloured tile to choose colour. Preview of current Text Colour will be displayed.
19 *. **Background Colour** – changes colour of section heading background and text. Select top grey / coloured tile to choose background colour and bottom tile to choose text colour. Preview of current Background Colour will be displayed.
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21 Once satisfied with your logo and colours, select **Save Changes** to apply.
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25 ==== **Letter Header & Footer** {{id name="letter-header-footer" /}}====
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27 To add a header and footer to your Letters, select the __Personalisation__ tab and then the Advanced customisations link.
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29 [[image:Attachments.WebHome@mceclip3.892ef.png||style="max-width:496px" alt="mceclip3.png"]]
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31 The **Letter Header** and **Letter Footer** sections will appear. Use the text box to type in your personalised header and footer, and use the tools menu at the top of the box to customise your text in a number of ways, including adding images, tables or page breaks. Once satisfied with your header and footer, select **Save Changes** to apply.
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33 [[image:Attachments.WebHome@mceclip4.d3e55.png||style="max-width:499px" alt="mceclip4.png"]]
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37 ==== **Specific Customisations** {{id name="specific-customisations" /}}====
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39 Specific Forms can be customised in particular ways from the __Documents__ tab. By default, you will see 3 Forms listed with varying fields to be customised.
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41 [[image:Attachments.WebHome@mceclip5.a5244.png||style="max-width:481px" alt="mceclip5.png"]]
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43 *. **EMPLOYER INJURY CLAIM REPORT**
44 **. __Show Legal Name__
45 **. __Legal Name Label__
46 **. __Legal Name Max Length__
47 *. **GP INTRODUCTION – NEW INJURY**
48 **. __Vertical Header (Yes/No)__
49 *. **RETURN TO WORK PLAN**
50 **. __RTW Coordinator__ – displayed title of RTW Coordinator Contact
51 **. __RTW Coordinator Statement__ – declaration of RTW Coordinator above signature field
52 **. __Supervisor__ – displayed title of Supervisor Contact
53 **. __Supervisor Statement__ – declaration of Supervisor above signature field
54 **. __Doctor__ – displayed title of Doctor Contact
55 **. __Doctor Statement__ – declaration of Doctor above signature field (PDF version only)
56 **. __Worker Statement__ – declaration of Worker above signature field
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58 Once satisfied with your settings, select **Save Changes** to apply.

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