It's not possible to upload or import PDF or DOC forms to use in the system. Instead, the contents of these forms will be converted to a digital format which the clients can fill out in the system. All forms, contracts and profiles that you have can be rolled up in the following:

  1. Client Fields (for personal and home information) and Pet Fields (for specific information on each pet): Getting Started #1: Configuring Options
  2. Any single-signature agreements/forms/contracts: Policies (for Client Agreement)
  3. For supplemental forms that don't fit into the categories above you can use Client Forms (NOTE: we recommend against using these if possible to limit the steps each client needs to take)