The plus button of a whiteboard does not show a form
In whiteboards of the SmartFlow iPad app, select the plus button to show a list of forms. If SmartFlow does not show a form, do these troubleshooting steps.
A practice manager did not configure the form to show in whiteboards
Set the Show on Main Screen system setting to YES
- Select the user account button.
- Select SETTINGS.SmartFlow shows a General settings screen.
- In the TEMPLATES AND FORMS section, select Forms.SmartFlow shows a Forms screen.
- Hover over the name of the form, then select the applicable form.SmartFlow shows form settings.
- Select the pencil button that is adjacent to the form name.SmartFlow shows an Edit Form dialog box.
- Set Show on Main Screen to YES.
- Select Done.
A practice manager did not sync the form to your organization's iPads
Select SEND TO IPADS
- Select the user account button.
- Select SETTINGS.SmartFlow shows a General settings screen.
- In the TEMPLATES AND FORMS section, select Forms.SmartFlow shows a Forms screen.
- Hover over the name of the form, then select the applicable form.SmartFlow shows form settings.
- Select SEND TO IPADS.