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Export or import forms and templates

In this article, we explain how to import and export forms and templates.

Written by Lucy Robbie

You can import forms into Access Care Planning as long as they are JSON files with an Access Care Planning template. If another branch or company has a form you want to use they can export the form and you can import it into your system.

Export a form

To export a form, follow these simple steps:

  1. Click the three-line menu.

  2. Click Configuration, then click Forms.

  3. Select the form you want to export.

  4. Click Export form.

This downloads a file in a JSON format to your normal downloads folder.


Import a form

To import a form, follow these simple steps:

  1. Click the three-line menu.

  2. Click Configuration, then click Forms.

  3. Click Import form.

  4. Select the JSON file and click Open.

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