Customize Form Text (Persons and Note Templates)

Use this tab to customize the forms generated for a “Person” and the various note templates which can be defined for notes records. These forms are printable via the Person Database's 'Print Forms' button. These particular forms are usually not specific to a specific record such as a shelter case, or an animal control incident, etc. Rather, they are more generic in nature and would typically be used as 'general notices'.

The Form Text tab

Select the form to be customized

Choose the form to be defined. The forms defined here include these.

Form	Description
PERSON FORM LETTER-CUSTOM xx	There are 6 generic person form letters which can be defined. These are printable from a person via the Person Database/Print Forms button.
NOTE TEMPLATE xx	There are 20 definable note templates. Note templates are not printable forms in and of themselves. Rather, these are 'templates' that can be added to a note record via the NOTE TEMPLATE button. The form title is used to define the template name. The template content itself is defined in the form text box.

Tip - Note that this is not the only available forms in Shelter Pro. Each of the modules has module-specific forms which can also be customized. See the various other 'Customize' topics for the other modules for more information.

Form title

Set the form title that will print on this form.

Tip – set the form title to blank to suppress a form from the selection of available forms that a user can select and print. Form titles can be case sensitive.

Font size override

Set the font size for the print of the form. Hint – setting this to zero (0) will cause the form to use the ‘default’ font size for all forms. The default font size is defined on CUSTOMIZE/GENERAL INFORMATION/FORMS. If overriding the font size on a particular form, the available options are 8, 9, or 10.

Copies

When this form is printed, this is the number of copies that will be generated. This is used when a user selects the 'Print' option on the various 'Print Forms' screens. Also note that a user can use the 'Print Override' option on 'Print Forms' screens to change the number of copies that are printed.

Form text

This defines the text that will be printed in the ‘body’ of the form when printed.

Suppress bar code

If bar coding is enabled via CUSTOMIZE/GENERAL INFORMATION/FORMS, use this switch to disable the printing of a bar code for a particular form.

Print phone number on form

If a form is selected that includes a person's name and address, this switch determines if the person's phone number(s) also print.

Print email on form

If a form is selected that includes a person's name and address, this switch determines if the person's email address will also print.

The Esignature tab

This tab defines the features that are specific for forms in Shelter Pro where eSignature functionality is supported.

Tip - for an overview of eSignature functionality, including which forms support eSign, see eSignature.

Esign option

No signature - this option disables eSignature for the selected form.
Sig only - this option only shows a space for the signature line on the eSign device (no date is shown). The signer will provide their electronic signature in this space.
Sig and Date - this option show a signature and date space on the eSign device. The signer will provide their electronic signature and enter the current date in this space.

Automatically print after completing eSign

After a person completes an eSign form, and the signature is accepted by the user, the eSigned form will be automatically printed. This is commonly used if a printed copy of the eSigned form would be given to the person/signer.

eSign Pad Text

This is the text a person/signer will see on the eSign device when prompted for eSignature.

The Email tab

This is the content that will print in the body of an email when this form is emailed to a person.

Enter the email message, purpose, instructions, etc in this box. The recipient will see this content when the email is opened. Note that the form itself will be a pdf/file attachment the person will receive. For more details on how Shelter Pro handles the sending of email, see Email.

Next Topic

Customize Email